BIM Contract Language

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1 BIM Contract Language Penn State Office of Physical Plant

2 CONTRACT DOCUMENTS Professional Agreement CM Agreement BIM Addendum BIM Standards and Guidelines BIM Planning Template (BIM Execution Plan) Asset Attribute List BIM Process Maps LOD Matrix

3 What is in the Agreement? Building Information Modeling (Article in 1-P): Outline BIM Objectives Reference BIM Addendum (if qualifying project): This addendum applies to all projects exceeding a Total Project Cost of $5 million new construction, substantial renovation, or as directed by the OPP Project Manager Ensure price for OPP s BIM needs are in the base contract price Ownership and Use of Documents (Article 7 in 1-P) All preliminary studies, Construction Documents, as-built documents, record drawings, special requirements, cost estimates, and all other data compiled by the Professional under this Agreement shall become the property of the Owner and may be used for any purpose desired by the Owner except to use for the construction of an identical facility not covered by this Agreement. The Professional shall not be liable for any reuse of these documents by the Owner.

4 Goal of BIM Contract Addendum Professional BIM Requirements Contractor BIM Requirements BIM Requirement Overlap Coordinate to minimize as a Team through BIM Project Execution Planning

5 BIM Responsibility Overlap Examples 1. Conflict resolution analysis during design Professional is required to facilitate conflict resolution Contractor is required to assist in conflict resolution 2. Record model development Professional is required to develop the record model and Contractor must provide as-built changes

6 BIM Contract Addendum Introduction / Definition of Terms Article 1: Project BIM Requirements Article 2: BIM Project Execution Planning Article 3: Project Deliverable Requirements Article 4: Ownership, Rights and Liabilities Article 5: BIM Schedule of Values

7 Article 1: Project BIM Requirements Purpose: Specify detailed conditions that must be met as a minimum for successful implementation of BIM that aligns with PSU objectives including: Mandatory BIM Uses per phase (customized by project) Modeling Standards Facility Data Integration Method for Submitting BIM Deliverables (Article 3) Quality Control Procedures prior to submitting to PSU Modeling Commissioning (PSU Team)

8 Article 2: BIM Project Execution Planning Purpose: Detail the means and methods for developing an BIM Project Execution Plan in a timely manor including: Development of an initial BIM plan (payment held until approved) Overview of the submission process to PSU for approval Re-Develop Plan once CM is onboard (payment held until approved) Mandatory Review of the Plan during major project milestones

9 Article 3: Project Deliverable Requirements Purpose: Detail the specific deliverables (as a minimum) required for submission to PSU at each major milestone including: Design Intent Model (Geometry and Database) Means and Methods Model (Geometry and Database) Construction Submittal Schedule As-Built Model (Geometry and Database) Record Model (Geometry and Database) 2D Documents per agreement from model QC Report ensuring quality of information

10 Article 4: Ownership, Rights and Liabilities Purpose: Revisit the ownership language from the agreements to ensure that the teams are able to share the modeled information from one party to the next: BIM must be available for all team members BIM must be reliable and free of major defects Professional is responsible for design intent model Contractor is responsible for means and methods model

11 Article 5: BIM Schedule of Values Purpose: Determine the detailed cost for providing BIM services on each project (if any) including: Project BIM Requirements (Article 1): Owner Requirements QC Procedures Mandatory BIM Uses BIM Plan Development (Article 2) BIM Deliverable Development (Article 3) Model Sharing and Liabilities (Article 4) Must be reviewed and complete prior to contract approval

12 Record Model Development Design Construction [Contractor] uses Design Intent Model to develop Means and Methods Model Turn-over [Professional] creates coordinated Design Intent Model [Contractor] Updates Means and Methods Model with all design & construction revisions [Contractor ]develops As-Built Model using Means and Methods Model and Sub Models [Professional] updates Design Intent Model with all construction revisions [Professional] revises Design Intent Model with As-Built conditions to form Record Model

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