BIM Execution Plan

By signature below, this BIM Execution Plan is herewith adopted and incorporated into the Agreement, dated _________, for Professional Design er!ices between __________ and Indiana "ni!ersity#

Indiana "ni!ersity

Date

Architect

Date

$onstruction Manager

Date

$i!il Engineer

Date

tructural Engineer

Date

Mechanical Engineer

Date

Electrical Engineer

Date

Plumbing Engineer

Date

Additional Party as %eeded

Date

Additional Party as %eeded

Date

&# '!er!iew
(he intent of this BIM Execution Plan is to pro!ide a framewor) that will let the owner, architect, engineers, and construction manager deploy building information modeling *BIM+ technology and best practices on this pro,ect faster and more cost-effecti!ely# (his plan delineates roles and responsibilities of each party, the detail and scope of information to be shared, rele!ant business processes and supporting software# All text that is green is for illustrative purposes only and should not be construed as a formalized response to this execution plan.

.# Pro,ect Initiation
(his section defines the $ore $ollaboration (eam, the pro,ect ob,ecti!es, pro,ect phases, and o!erall communication plan throughout the pro,ect/s phases#

A. Project Information
Pro,ect Pro,ect Pro,ect Pro,ect %ame0 %umber0 Address0 Description0

B. ore
$ontact %ame

ollaboration !eam
1ole2(itle $ompany Email Phone

. Project "oals and #bjectives

Pro,ect 3oal 'b,ecti!e Achie!ed if Pro,ect (imeframe

$. ollaborative Process Mapping % oordination Plan&

'wner Architect $onsulting Engineers $onstruction Manager Provide feedbac* on initial building cost( schedule( and constructability $ommissioning Agent

$onceptuali4 ation2 Program of 1e5uirement s

Provide re'uirements related to form( function( cost and schedule

Begin design intent model )ith massing concepts and site considerations

Provide feedbac* on initial building performance goals and re'uirements

Provide feedbac* on advanced commissioning re'uirements

$riteria Design2 che matic Design

Provide design revie) and to further refine design re'uirements

+efine $esign Model )ith ne) input from #)ner( onsulting Engineers( and onstruction Manager. onduct +everse Phase ,cheduling Activity

Provide schematic energy modeling and system iterations as $esign Model continues to develop

Provide design revie) and continued feedbac* on cost( schedule( and constructability

+efine advanced commissioning re'uirements

Detailed Design2Desig n De!elopmen t

$epartment design revie)s. -inal approval of project design and metrics

ontinue to refine $esign Model. Introduce consultants models and perform model coordination

reate $iscipline specific $esign Models. reate detailed energy model.

reate onstruction Model for simulation( coordination( estimates( and schedule

+evie) design model for all disciplines

Implementat ion Documents2 $onstruction Documents

-inalize $esign Model( onstruction $ocuments( and ,pecifications

-inalize $iscipline specific $esign Models and -inal Energy Model

Enhance onstruction Model and perform final estimate and final construction schedule

+evie) design model for all disciplines

Agency $oordination 26inal Buyout

Assist )ith code compliance negotiations and permitting

.or* )ith agencies on code compliances( plan acceptance and respond to construction +-I/s

.or* )ith agencies on code compliances( plan acceptance and respond to construction +-I/s

Manage bid process( project buyout( and preconstruction +-I/s

$onstruction

Monitor construction and give input to construction changes and issues

Perform contract administration( update $esign Model )ith changes

Assist )ith +-I/s and update $iscipline specific $esign Models( field conditions( and commissioning

Manage construction )ith subcontractors and suppliers( inform changes to $esign Model

#bserve construction and perform advanced commissioning.

6acility Management

Engage Architect and -acilities "roup for model turnover to staff.

oordinate information exchange through model to -acilities "roup

E. Project Phases 0 Milestones

Pro,ect Phase 2 Milestone Estimated tart Date Estimated $ompletion Date Pro,ect ta)eholders In!ol!ed

$onceptuali4ation2 Program of 1e5uirements Phase $riteria Design2 chematic Design Phase Detailed Design2 Design De!elopment Phase Implementation Documents2 $onstruction Documents Phase Agency $oordination26inal Buyout Phase $onstruction Phase

#)ner( Architect( Engineers( M

onsulting

#)ner( Architect( onsulting Engineers( M( ommission Agent #)ner( Architect( onsulting Engineers( M( ommission Agent #)ner( Architect( Engineers( M onsulting

#)ner( Architect( Engineers( M

onsulting

#)ner( Architect( onsulting Engineers( M( ommission Agent #)ner( Architect

6acility Management Phase

7# Modeling Plan
Ad!ance planning around which models will need to be created during the different phases of the pro,ect, who will be responsible for updating models and distributing them, and predetermining the content and format of models as much as possible will help your pro,ect run more efficiently and cost-effecti!ely during e!ery phase#

A. Model Managers
Each party8such as the owner, architect, contractor, or sub-consultants8that is responsible for contributing modeling content should assign a model manager to the pro,ect# (he model manager from each party has a number of responsibilities# (hey include, but are not limited to0 9 (ransferring modeling content from one party to another 9 :alidating the le!el of detail and controls as defined for each pro,ect phase 9 :alidating modeling content during each phase 9 $ombining or lin)ing multiple models 9 Participating in design re!iew and model coordination sessions 9 $ommunicating issues bac) to the internal and cross-company teams 9 ;eeping file naming accurate 9 Managing !ersion control

9 Properly storing the models in the collaborati!e pro,ect management system ta)eholder $ompany %ame Model Manager %ame Email Phone

B. Planned Models
In the table below, outline the models that will be created for the pro,ect# <ist the model name, model content, pro,ect phase when the model will be deli!ered, the model/s authoring company, and the model authoring tool that will be used# 6or models that will not be used or created in your pro,ect, ,ust lea!e the row blan), and add rows for model types you anticipate needing that are not already listed# (he first line offers an example# Model %ame Architectural Model ivil Model Model $ontent Architectural objects( code information !opography( site utilities to )ithin 1 feet of perimeter( hard and soft surfaces( other site objects ,tructural steel members( bearing and shear )alls( analytical structural model( lintels Mechanical systems( e'uipment( load information( utilities )ithin 1 feet of building perimeter Electrical Pro,ect Phase onceptualizati on 0 Program of +e'uirements Phase riteria $esign 0 ,chematic $esign Phase Authoring $ompany Authoring (ool Autodes* +evit Architecture Autodes* 2$ ivil

,tructural Model

riteria $esign 0 ,chematic $esign Phase

Autodes* +evit ,tructure

Mechanical Model

riteria $esign 0 ,chematic $esign Phase

Autodes* +evit MEP

Electrical Model

riteria

Autodes* +evit

Plumbing Model

Energy Model

onstruction Model Estimate Model

systems( e'uipment( load information( utilities )ithin 1 feet of building perimeter Plumbing systems( e'uipment( load information( utilities )ithin 1 feet of building perimeter Energy data( run iterations( life cycle costing( pea* loads ,cheduling information( se'uencing information osting data( 'uantity ta*eoffs $esign Intent Models and -abrication information

$esign 0 ,chematic $esign Phase

MEP

riteria $esign 0 ,chematic $esign Phase

Autodes* +evit MEP

riteria $esign 0 ,chematic $esign Phase riteria $esign 0 ,chematic $esign Phase riteria $esign 0 ,chematic $esign Phase onstruction

Autodes* Ecotect

Autodes* 3avis)or*s Autodes* 4uantity !a*eoff Autodes* 3avis)or*s

oordination Model

. Model

omponents

As an aid to usability during later phases of your pro,ect, specify what the content, le!el of detail, and file naming structure of your models should loo) li)e#

5. -ile 3aming ,tructure

Determine and list the structure for model file names# (he first line offers an example# 6ile %ames for Models hould Be 6ormatted as0 DISCIPLINE-Project Number-Building Number.rvt (example !"C#-$%%&%%%'-BL%%'.rvt( Architectural Model A1$=$i!il Model $I:I<Mechanical Model ME$=Electrical Model E<E$(Plumbing Model P<"MB-

6ood er!ice Model tructural Model Energy Model $onstruction Model Estimate Model $oordination Model

;I($=E%(1"$(E%E13>$'% ($' ($''1D-

6. Precision and $imensioning

Models should include all appropriate dimensioning as needed for design intent, analysis, and construction# ?ith the exception of the exclusions listed below, the model will be considered accurate and complete# In the table below, enter which items/ placement will not be considered entirely accurate and should not be relied on for placement or assembly#

Items that ?ill %ot Be $onsidered Accurate for Dimensioning or Placement Architectural @ MEP @ $i!il @ $onstruction @ 6ood er!ice @ tructural @

2. Modeling #bject Properties

(he le!el of property information in the modeling ob,ects and assemblies depends on the types of analysis that will be performed on the model# ee Section I)-! (!nal*+i+ ,odel+( for the types of analysis that will be performed#

7. Modeling 8evel of $etail

pecify the le!el of detail in your models below# (he le!el of detail can be defined by exclusions and2or by ob,ect si4e# &# Exclusions0 <ist the ob,ects that will be excluded from the model in the Items that ?ill Be Excluded from the Model Architectural @ MEP @ $i!il @ $onstruction @ 6ood er!ice @ tructural @ table below# .# i4e0 Any ob,ect smaller than A(BDB will not be included in the model#

$. $etailed Modeling Plan

6or each phase of the pro,ect, the pro,ect team should create a detailed modeling plan, which should include the modeling ob,ecti!es, models included, and the roles and responsibilities of model contributors# Model ob,ecti!es and model manager roles and responsibilities by phase are outlined below#

&# $onceptuali4ation 2 Program of 1e5uirements Phase

&# 'b,ecti!es0 Pro!ide initial design based on conceptual parameters established by the owner, ensure that code and 4oning re5uirements meet pro,ect ob,ecti!es, and establish a 7D reference point of model coordination# Pro!ide Program of 1e5uirements and all space considerations for reference in the model# .# Model 1oles0 A model may or may not ta)e shape during the $onceptuali4ation 2 Program of 1e5uirements phase# If a model is created, its role will be to depict the !isual concept and general layout of the pro,ect along with space re5uirements# 7# 1esponsibilities0 (he architect/s designated model manager will establish a baseline model to be used as the basis for other models# During the $onceptuali4ation 2 Program of 1e5uirement phase, the model managers from all parties will establish modeling standards and guidelines#

6.

riteria $esign 0 ,chematic $esign Phase

&# 'b,ecti!es0 Pro!ide spatial design based on input from the $onceptuali4ation 2 Program of 1e5uirement phaseC pro!ide initial design for building system and attributes including architectural, structural, and MEPC identify initial coordination issues between building systemsC recei!e input from suppliers and fabricators regarding system cost, placement, fabrication and scheduling# .# Model 1oles0 (he Architectural model will show the general design and layout of the building structure and act as the baseline for all other subsystem designs, such as MEP and tructural models# (he subsystem designs will be used to show the initial selection and layout of building components# (he Architectural model and $onsulting Engineers/ model will be used to inform the Energy Models# 7# 1esponsibilities0 'nce the baseline conceptual structure has been created, the architect/s model manager will send the model to the sub-consultants so they can de!elop their designs# (he consulting engineers/ designated model managers will audit and deli!er the completed models to the architect/s model manager# (he architect/s model manager will re!iew the models to ensure compliance with the phase re5uirements# 'nce the models meet the re5uirements, the architect/s model manager will lin) or combine crossdisciplinary models# (he architect/s model manager should coordinate with the consulting engineers/ model managers to eliminate duplicate or redundant ob,ects#

2. $etailed $esign 0 $esign $evelopment Phase

&# 'b,ecti!es0 Pro!ide final design of building and building systemsC resol!e coordination issues between building systemsC pro!ide a $onstruction model capable of analy4ing schedule, cost, and constructability#

.# Model 1oles0 (he Architectural model will continue to act as the baseline for all other subsystem designs# (he subsystem designs will be modified accordingly to represent the enhanced design# 7# 1esponsibilities0 (he consulting engineers/ model managers will use the Architectural model to re!ise and complete their designs# 'nce the models are complete, the consulting engineers/ model managers will deli!er their models to the architect/s model manager# (he architect/s model manager will re!iew the models to ensure compliance with the phase re5uirements# (he architect/s model manager will pro!ide the construction manager/s model manager with the Architectural model and the $onsulting Engineers/ models#

7. Implementation $ocuments 0

onstruction $ocuments Phase

&# 'b,ecti!es0 6inali4e design of the building and all building systems, prepare documentation for agency re!iew, and pro!ide construction modeling that highlights constructability, trade coordination, and fabrication# .# Model 1oles0 All design models will be used to reflect the design# (he models will then be used to generate the contract documents# (he $onstruction model will be used primarily for estimating, scheduling, and constructability analysis# 7# 1esponsibilities0 (he architect/s and engineers/ model managers will prepare contract documents for agency re!iew based on the Design Intent models#

1. Agency

oordination 0 Bidding Phase

&# 'b,ecti!e0 1e!ise Design Intent models based on agency feedbac) on all models# .# Model 1oles0 (he design models will be ad,usted to reflect agency feedbac)# (he $onstruction model will be enhanced and further used for estimating, scheduling, construction se5uencing, trade coordination, and constructability analysis# 7# 1esponsibilities0 (he architect/s model manager will communicate agency comments bac) to the design team# (he consulting engineers/ model managers will re!ise their design models accordingly and submit them bac) to the architect# (he architect/s model manager will pro!ide the construction manager/s model manager with the Architectural model and the $onsulting Engineers/ models#

9.

onstruction
&# 'b,ecti!es0 "pdate Architectural and $onsulting Engineers/ models based on submittals, 16Is, or owner-directed changesC maintain the $onstruction model based on construction acti!ities# (he construction team will submit 16Is and submittals through the collaborati!e pro,ect management system# .# Model 1oles0 (he Architectural and $onsulting Engineers/ models will be re!ised throughout construction, based on owner directi!es and As Built comments# (he models will always reflect the re!ised contract documents#

(he $onstruction model will be used for scheduling analysis, construction se5uencing, and trade coordination# 7# 1esponsibilities0 (he architect/s model manager will wor) with their consulting engineers to answer the 16Is and submittals and ad,ust the models accordingly# (he construction manager/s model manager will update the $onstruction model and will wor) with the architect to de!elop the Architectural and $onsulting Engineers/ models#

:. -acility Management
&# 'b,ecti!e0 "se the Architectural and $onsulting Engineers/ models for facility management, with the possibility of use in ongoing operations# .# Model 1oles0 (he Architectural and $onsulting Engineers/ models will be used to represent the actual assembly of the building from construction# 7# 1esponsibilities0 (he architect will deli!er the models at the end of the pro,ect to the owner#

D# Analysis Plan
By listing and specifying what types of analysis your pro,ect will li)ely re5uire at the beginning of your pro,ect, you can ensure that your )ey models will include the rele!ant information, ma)ing the analysis easier and more efficient#

A. Analysis Models
>our pro,ect/s scope of wor) may re5uire performing certain )inds of analysis, such as the ones listed below, based on existing or specially created model*s+# In most cases the 5uality of the analysis depends on the 5uality of the original model that the analysis is deri!ed from# (herefore the pro,ect team member performing the analysis should clearly communicate the analysis re5uirements to the original model authoring team member#

5. 4uantity !a*eoff Analysis

(he ob,ecti!e of 5uantity ta)eoff analysis is to use modeling property data to automate or simplify the 5uantity ta)eoff process# (his information from the 5uantity ta)eoff tool can then be imported or tied to cost-estimating software# In order for the 5uantity ta)eoff process to wor) seamlessly, the original modeling author will need to include the rele!ant property information in the design and an agreement of modeled content communities to estimate#

6. ,cheduling Analysis
cheduling analysis lets the pro,ect team use the pro,ect model to analy4e the timeline and se5uencing for construction# (his information can then be used to modify or ad,ust the construction schedule# (ools currently exist that allow pro,ect team members to !isuali4e the construction o!er time, but no systems exist yet that interact automatically with scheduling tools#

2. ;isualization Analysis
:isuali4ation tools let the pro,ect team !iew the design or construction of the pro,ect in 7D, gi!ing them a more accurate perspecti!e of the end product#

7. 8EE$ +ating0Energy Analysis

<EED *leadership in energy and en!ironmental design+ 1ating2Energy Analysis tools help the pro,ect team e!aluate the impact of design decisions on sustainability and energy consumption# (his analysis model is usually based on the main Architectural model, after which material and building system inputs can be used to e!aluate the pro,ect/s sustainability and energy consumption#

1. ,tructural Analysis
tructural analysis tools use the model to analy4e the building/s structural properties# tructural analysis programs typically use the finite element method *6EM+ to measure the stresses on all structural elements of the design# 6or structural analysis to wor) seamlessly, the original structural modeling tool needs to be compatible with the structural analysis tool, and the original structural model property data must include information about the structural elements#

B. $etailed Analysis Plan

6or each type of analysis that may be performed for your pro,ect, list the models used for the analysis, which company will perform the analysis, the file format re5uired for the analysis, the estimated pro,ect phase, and the analysis tool that will be used# If there are other special instructions associated with the analysis, mar) the pecial Instructions column and list the details in the pecial Instructions table in the next section# Analysis ;isualization ,tructural 4uantity !a*eoff ,cheduling 0 7$ ost Analysis 01$ Energy08EE$ $aylight08igh ting Analysis (ool Model Architectural Model ,tructural Model All Models All Models All Models Architectural Model Architectural Model Analy4ing $ompany Pro,ect Phase 6ile 6ormat 1e5uired .rvt0.n)f .rvt0< .rvt .rvt0.n)f0< .rvt0.n)f .rvt0."B=ml .rvt0.-B=

lash $etection Process

$lash detection analysis is done to chec) for interferences between the designs of one or many models# (o reduce change orders during construction, clash detection should be performed early and continue throughout the design process# 6or clash detection to wor) properly your pro,ect/s models need to ha!e a common reference point and they must be compatible with the clash detection tool#

E# $oncurrent As-Built Modeling Plan

As-built modeling will be a collaborati!e effort between the Architect and consultants and the construction team# During the construction process, the design team will incorporate changes triggered by re5uests for information *16Is+, architect/s supplemental instructions *A Is+ and change orders in into the Architectural and $onsultant models# At specified dates during the construction process, the construction team will pro!ide the design team with necessary changes due to shop drawings, coordination drawings and change orders# As re5uired, the completed form of the construction will also be !erified at these specified dates using laser scanning# (he design team will then incorporate the changes reported by the construction team into the Architectural and $onsultant models# At the end of construction, it will be the updated Architectural and $onsultant models that are used for facility management#

A.

onstruction

apture ,chedule
Date Parties in!ol!ed $onstruction team, Design (eam, A<aser canningB $onstruction (eam, Design (eam, A<aser canningB $onstruction (eam, Design (eam, A<aser canningB $onstruction (eam, Design (eam, A<aser canningB

E!ent $onstruction $apture & $onstruction $apture . $onstruction $apture 7 $onstruction $apture D

F# $ollaboration Plan
$reating a collaboration plan early on8including defining permissions and file structures8 will help team members efficiently communicate, share, and retrie!e information throughout the pro,ect# It lets you get the most out of your collaborati!e pro,ect management system, sa!ing time and increasing your 1'I#

A. $ocument Management
A $ollaborati!e Pro,ect Management system will ha!e to be researched and agreed upon prior to start of pro,ect# (he re5uirements of the $ollaborati!e Pro,ect Management system areC 9 Be web-based or web-enabled8so all rele!ant, authori4ed pro,ect team members can remotely access it# 9 Accommodate different permissions profiles for different pro,ect team members# 9 Allow communication through either internal messaging or system-generated email# 9 Include document management capability that lets the pro,ect team create a customi4ed and permission-based folder structure which offers upload, download, and !ersion control capabilities# 9 Include a !iewer that allows the pro,ect team to !iew #dwg, #dgn, #plt, #dwf, #pdf, #tif, #,pg, #doc, and #xls files#

9 Include construction management capabilities for the trac)ing of re5uests for information *16Is+, submittals, design re!iew, meeting minutes, daily reports, issues, correspondence, and transmittals# 9 Able to interact with the file folder structure in the document management section# 9 Able to automatically accept raw data from the clash detection tool# 9 Include bid management capability, and this bid management solution should allow the pro,ect team to post the contract drawings and specifications for !iewing in the form of a Plan 1oom# 9 Allow for cost management controls, and this cost management capability should include budgeting, contracting, change orders processing, and payments applications trac)ing# 9 Allow the pro,ect team to run reports based on the information in the system# 9 Allow for the wor)flow and routing throughout the document, construction and cost management components of the solution#

B. $ocument Management ,olution

A document management solution will be pro!ided by the owner# (he document management solution that will be used is called A(BDB# (he architect will setup the site and set up all permissions for the site# (he architect will lead a training session for the entire pro,ect team on how to use the site# (he site will be maintained from the signing of this document until the occupation of the building#