1. Project Execution Planning for Building Information Modeling A buildingSMART Alliance project sponsored by: The Charles Pankow Foundation Construction Industry Institute (CII) Penn State Office of Physical Plant (OPP) PACE Progress Meeting #6 –February 13 th, 2008

2. Conference Call Agenda 1.Introductions 2.Review Project Goal 3.Discuss Planning Process 4.Future Task Discussion

3. Team Members Board of Advisory Deke Smith – Executive Director of buildingSMART Alliance (Industry Champion) Victor Sanvido – Ph.D., Senior Vice President, Southland Industries Francois Grobler – Ph.D., US Army CERL and IAI - North America Steve Hagan – Project Knowledge Center, U.S. General Services Administration Soad Kousheshi – President, AEC Strategy Ed Gannon – Manager of Design Services, Penn State Office of Physical Plant Mark Falzarano – Barton Malow Company Mark Butler – HDR Derek Cunz – Director of Project Development, Mortenson Construction Mark Konchar- Vice President – Balfour Beatty Construction CIC Research Program Team Members John Messner – Director of the CIC Research Program Chimay Anumba – Professor and Head of Architectural Engineering Sam Hunter – Assist. Professor of Psychology Craig Dubler – PhD Student, Architectural Engineering (Construction) Colleen Kasprzak – MS Student, Architectural Engineering (Operations) Chitwan Saluja – MS Student, Architectural Engineering (Planning) Nevena Zikic – MS Student, Architectural Engineering (Design) Shane Goodman – BAE/MAE Student, Architectural Engineering Sponsor Represenatives Bob Tener – Director, The Charles Pankow Foundation Steve Thomas – Director of Research, The Construction Industry Institute

4. Project Overview Identify BIM methods and implementation strategies organized by project phase Planning, Design, Construction, Operations Develop implementation guidelines and best practice methods Disseminate the results BIM Execution Planning Guide Interactive execution planning computer tool Presentations at national conferences e.g. buildingSMART, AIA, AGC BIMForum, etc. Articles in industry and academic publications

5. Progress Report Continuously developing concept for BIM Execution Planning Process. Wrapping up BIM uses on wiki through interviews and lit review Developing a procedure to create process maps for various BIM related tasks. Reviewing additional resources with similar scopes for collaborative efforts and/or additional value to our guide.

6. Site Analysis Existing Conditions Modeling Design Reviews 3D MEP Coordination Digital Fabrication 3D Control and Planning Record Model Asset Management Space Management/Tracking Disaster/Emergency Planning Engineering Analysis Code Validation LEED Evaluation 3D System Design Building System Analysis Cost Estimation Programming Design Authoring Phase Planning Site Utilization Planning Building Maintenance

7. Operation Construction Design Planning ES DS First Pass = Use Second Pass = Who creates it? What Platform? Operation Construction Design Planning ES DS ES DS ES DS ES DS ES DS ES DS ES DS Execution Planning Process Concept: “Begin with the End in Mind”

8. Execution Planning Process Manual review of BIM uses Decision Support System to proceed from project characteristic to recommended BIM uses BIM Use Identification Develop a process specifically tailored to the project which includes tasks supported by BIM along with information exchanges between processes BIM Process Planning Development of a detailed plan and procedure for each use and the information flow between the uses BIM Execution Plan Development Project X BIM Execution Plan

9. Execution Planning Categories Critical project overview information, contractual requirements related to BIM, and key project contacts Project Reference Information Document the underlying purpose for BIM implementation on the project and why key BIM use decisions where made Project Goals / BIM Objectives Develop process maps for project activities related to BIM Define information exchanges BIM Process Design Definition of the delivery structure, selection, and contracting Delivery Strategy / Contract Include model elements by discipline, level of detail, and specific attributes BIM Scope Definitions Define the roles of each organization along with responsibilities Define contracting strategies for organizations Organizational Roles and Responsibilities Electronic communication procedures Meeting communication procedures Communication Procedures Hardware, software, space, and networking requirements Technology Infrastructure Needs Identify the methods to ensure model accuracy and comprehensiveness Model Quality Control Procedures

10. BIM Use Process Architect Process Architect Typical Methods Mechanical Engineer Architect Typical Methods Structural Engineer Operator Contractor BIM Project Execution Planning Process BIM Use Process Structural Eng. Process Structural Eng. BIM Use Process Electrical Eng. Process Electrical Eng. BIM Use Process Mechanical Process Mechanical BIM Use Process CM Process CM BIM Use Process Operator Process Operator

11. Process Planning Strategy 4 components – Activities – Results – Resources – Agent An Activity uses Resources to produce Results performs Based on the framework model – we have 4 key steps to develop process maps for a given generic task. Identify the agent involved Identify the set of activities that make up a particular task Identify the intermediate and end result for every activity Identify what resources will be consumed for the completion of the task. An agent

12. Plan Design Construct Operate  Site analysis  Design Authoring  Cost Estimation  Engineering analysis  Site analysis  Design Authoring  Cost Estimation  Engineering analysis  3D MEP Coordination  4D Planning  Site Utilization Planning  3D MEP Coordination  4D Planning  Site Utilization Planning  Existing Conditions Modeling  Programming  Existing Conditions Modeling  Programming  Record Model  Building system Analysis  Building maintenance  Record Model  Building system Analysis  Building maintenance Step 0: Identify the project –BIM team. Step 1: Identify tasks which will be supported with BIM (from the BIM uses) Step 2: Identify the phase(s) in which a particular task occurs. Step 3: Chronologically order the tasks. Process Modeling Procedure

13. For a given Generic Task (eg: take Cost Estimation) AgentActivityResourceResult Step 4: Identify the Agent – organization/department/project group or person - who is responsible to perform this task Step 5: Hierarchically decompose the task into a set of activities.

14. For any Activity (eg: take Calculate quantities) Step 6: Define the dependency with other activities. Step 7: The team should identify the typical method of accomplishing any activity/task. – If there is a specific method, then it should be inserted here. Step 8: To perform every activity within the task (repeat a-c) a)RESOURCE: Identify the resource to be used b)RESULT: Define intermediate and final results in the form of BIM models, and the information exchange required for the activity. c)AGENT: the agent performing the activity. Activity 1 Export BIM for analysis Activity 2 Calculate quantities Activity 3 Review quantities

15. For a given Generic Task (eg: Preliminary Cost Estimation) Step 9: Check if the results have been met – eg: decision making criteria, entry – exit criteria. Step 10: The feedback to be provided to other agents concerned (eg: the client for his approval of the estimation, the designer etc.) Step 11: Document, review and redesign this process for further use. Step 12: Proceed to the next task in the chronological list. AgentActivityResourceResult

16. Process Modeling Framework  Design Authoring  Cost Estimation  Design Authoring  Cost Estimation  3D MEP Coordination  4D Planning  3D MEP Coordination  4D Planning  Preliminary Cost Estimation  Building Performance Analysis TASK/ BIM - PROCESS Export BIM for analysis Calculate quantities ACTIVITIES Review quantities AGENT RESOURCE RESULT

17. Process Map: Develop Assembly Cost Estimate

20. Process Map: 4D Modeling

21. Business Process Modeling Notation (BPMN) BPMN is a graphical representation for specifying business processes in a workflow. ElementDescriptionNotation Event There are three types of Events, based on when they affect the flow: Start, Intermediate, and End. Activity An activity is a generic term for work that company performs Sequence Flow A Sequence Flow is used to show the order that activities will be performed in a Process Association An Association is used to associate information with Flow Objects. Data Object Data Objects are considered Artifacts because they do not have any direct effect on the Sequence Flow or Message Flow of the Process, but they do provide information about what activities require to be performed and/or what they produce

22. Thank You Next Meeting Time – March 6 th, 2009.