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 #4 – October 31 st, 2008

2. Conference Call Agenda 1.Introductions 2.Project Overview 3.Progress Report 4.Discussion of Project and Progress 5.Set Up Next Meeting Time

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 Interview process. Conducted focus group discussion at PACE (10.16.2008) Reviewing additional resources with similar scopes for collaborative efforts and/or additional value to our guide. BIM Ex Class Developed BIM uses on wiki through interviews and lit review Currently investigating case study projects

6. Plan Design Construct Operate Design Communication System Analysis Estimation Scheduling  Existing Conditions Modeling  Programming  Existing Conditions Modeling  Programming  Design Authoring  Design Reviews (Constructability, 3D Design Coordination, Virtual Mock-ups)  Design Authoring  Design Reviews (Constructability, 3D Design Coordination, Virtual Mock-ups)  Site Analysis  Engineering Analysis (Structural, Energy, Lighting, CFD, IAQ Evaluation, Thermal Performance)  Code Validation (Emergency Evacuation, Security Analysis)  LEED Evaluation  Site Analysis  Engineering Analysis (Structural, Energy, Lighting, CFD, IAQ Evaluation, Thermal Performance)  Code Validation (Emergency Evacuation, Security Analysis)  LEED Evaluation  Site Selection  Preliminary Cost Estimation  Cost Estimation  Phase Planning  Phase Planning (Tenant Fit-out)  3D MEP Coordination  Digital Fabrication  3D Control and Planning  3D MEP Coordination  Digital Fabrication  3D Control and Planning  Record Model  Asset Management  Space Management/ Tracking  Disaster/Emergency Planning  Record Model  Asset Management  Space Management/ Tracking  Disaster/Emergency Planning  3D System Design  Building Performance Analysis  Unit Price Estimating  Maintenance Cost Estimation  4D Planning  Site Utilization Planning  4D Planning  Site Utilization Planning  Building Maintenance  Renovation Coordination  Building Maintenance  Renovation Coordination

7. BIM USE from WIKI BIM USE from WIKI CLICK HERE (Link to WIKI)

8. 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”

9. Execution Planning Process Manual review of BIM uses Decision Support System to proceed from project characteristic to recommended BIM uses BIM Use Identification Documentation of BIM Uses to be performed along with the underlying goal for pursuing each defined use. BIM Use Definition Development of a detailed plan an procedure for each use and the information flow from between uses Performed through ‘ BIM Execution Plan Development Project X BIM Execution Plan

10. Execution Planning Categories Critical project overview information, contractual requirements related to BIM, and key project contacts Project Reference Information Include model elements by discipline, level of detail, and specific attributes BIM Scope Definitions Identification of the process for creating, reviewing and modifying the model. Include information exchange requirements. Model Development Process 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 Identify the methods to ensure model accuracy and comprehensiveness Model Quality Control Procedures

11. BIM USE Identification Prototype CLICK HERE

12. Project Input Project Characteristics + BIM Objectives Decision Support Tool Decision Matrix BIM Use Identification Process BIM GOALS

13. Design Support System: Matrix Model

15. Next Tasks Develop detailed execution planning process model Complete the content analysis of interviews for each phase and for BIM uses Perform Case Studies Develop detailed list of content for BIM Execution Plan Identify next focus group locations buildingSMART Alliance Conf (?) PACE Seminar in Spring 09

16. Example: Interview Content Analysis

17. Additional Resources Autodesk Communication Specifications AIA BIM Exhibit AGC Guide to BIM Australian BIM National Guidelines Key success factors for adopting BIM (Gang Lee) Board Members: Feel free to add more if they come to mind.

18. Discussion Ways that you can help us: Feedback: BIM Uses (posted at bimex.wikispace.com) Process overview / format Identify potential case study projects for BIM Execution Planning course Projects to test drive BIM Execution Plan Process Share BIM Execution Plans if you have them and can share them

19. Thank You Next Meeting Time? Video conferencing during meetings – need friend of PSU Account SIGN UP HERE: https://fps.psu.edu/mkuser/index.html