Rolling Out Open BIM Standards State-wide

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Fall BIMForum Dallas, TX InterContinental Hotel October 9-10, 2014 Rolling Out Open BIM Standards State-wide Peter L Heimbach, Jr, AIA, NCARB, LEED AP, Tennessee Kristine K. Fallon, FAIA, Kristine Fallon Associates, Inc. #BIMForumED

Why TN OSA Wants BIM Lower the State s Total Cost of Ownership through more efficient and effective Operations and Maintenance of facilities Improve the productivity of those providing services and products in the Design and Construction industry

TN BIM Standards Overview All of a designated BIM project s team members must use BIM Open (non-proprietary) Standards No requirement to use a specific software product All BIMs to be delivered in Industry Foundation Classes (IFC) format All Space and Equipment Inventories to be delivered in Construction to Building information exchange (COBie) format All major drawings must be extracted from the BIM BIMs must be the basis for: Area and volume calculations Energy analysis Interference checking Space and equipment inventories Design and Construction teams must use collaboration technology to share models and other project information

Intended Result: As-Designed

Add Construction Phase COBie Data

Name CreatedBy CreatedOn TypeName Space Description SerialNumber InstallationDate WarrantyStartDa te TagNumber Export to COBie COBie Worksheet Component Required Content One row for each individually scheduled product or each instance of tagged equipment found in the BIMs. Fields required to be completed include: Name, CreatedBy, CreatedOn, TypeName, Space, Description, SerialNumber, InstallationDate, WarrantyStartDate, and TagNumber BLR-GAS-105-02.B205-002 gwilliams@ 2013-04- 105- kfa-inc.com 21T15:57:40 BLR-GAS 02.B205 Boiler-59-2013-10-440KW 97547890-0409 21T12:40:35 2013-10- 21T12:40:35 BLR-GAS-105-02.B205-002

Transfer COBie Data to FM System COBie Spreadsheet BIM Manager Exports COBie Data 1 3 Errors OK 2 Import into FM System 3

COBie Data in FM System

Merged BIMs in IFC Format

TN BIM General Principles These BIM Requirements do not change the contractual relationship between the parties or shift the risks between those parties. All parties to any contract relating to the Project shall contain flow down clauses requiring all other parties to those contracts to comply with these BIM Requirements Nothing in the BIM Requirements modify, amend, suspend or abrogate any obligation of the Designer to the Owner or the Owner to the Contractor relating to the constructability of the Project s design. The Owner shall have ownership of and rights to all BIMs, electronic CAD files, and building data developed during the Project. Each non-owner party shall be responsible for any contribution that it makes to a BIM or that arises from that party s access to a BIM. Such responsibility includes any contribution or access to a BIM by a Project Team member in contract with that party and of a lower tier than that party.

Computable asset inventory: TN COBie Overview Direct transfer to Facility Management system Can be checked for completeness and compliance with software Delivered faster Savings in paper handling, shipping, reproduction and storage COBie is an open standard broadly supported by BIM Facility Management software Phased delivery of project documentation Capture the information when it is created

Contact Facility Floor Space Zone Type Component System Attribute Designer COBie Worksheets Contact Contractor Facility (from design) Floor (from design) Space (from design) Zone Type (manufacturer, model, warranty information) Component (serial number, installation date, warranty start date) System Document Attribute

Sample COBie Data Requirements

Provide a BIM execution plan TN BIM Requirements for Designers The designer and all consultants shall use BIM to produce a design model including required facilities-related information in COBie format At each design submission, the BIMs shall be provided in IFC format and partitioned by discipline and floor Peter All plans, sections, and elevation drawings and CAD files at ¼ = 1-0 or smaller scale, as well as schedules and 3D views, shall be extracted from the BIMs BIMs shall be used to perform all area and volume calculations BIMs shall be used as the basis for energy analysis BIMs shall be used to identify and resolve spatial conflicts between building systems BIMs shall be used to produce space and equipment inventories in COBie format Review the contractor produced as-built BIMs for conformance to the original design as formally modified throughout the Construction process

Provide a BIM execution plan TN BIM Requirements for Contractors The contractor and all subcontractors and suppliers shall use BIM to either update the Conformed Bid BIM or generate new Construction BIMs that include all of the geometry and clearances needed to perform trade coordination. Provide a BIM Manager to oversee BIM usage during construction and BIM Coordinators for each party creating a Construction BIM to manage BIM deliverables Construction BIMs shall be continuously updated and maintained to reflect current as-built conditions and be available to the project team. BIM software must export models in IFC format, support the IFC Coordination View and export space and equipment inventories to the COBie format Collaboration software must be web-based, provide real-time access to project team, support versioning of BIM files, provide access-controlled folders for the team members and conform to any Owner IT or security requirements

TN BIM Requirements for Contractors All construction coordination drawings and shop drawings shall be extracted from the coordinated Construction BIMs. Identify and resolve spatial interferences between trades and building systems prior to fabrication and field installation Coordinated Construction BIMs shall be used to fabricate and install building components and systems for those trades using BIM Provide as-built BIMs partitioned by discipline and floor in IFC format with the facility management information required by the Owner and maintaining the space inventory provided by Designer Coordinated Construction BIMs shall be used to produce equipment inventories showing installed information delivered in COBie format Provide as-built Drawings extracted from the as-built BIMs.

PM Training & Checklists

Initial Assessment Getting output in standard formats from common BIM authoring software is hard Getting the intelligence in and out of BIMs is very difficult Setup is tricky Necessary software features are not well integrated New software versions change functionality and introduce incompatibilities

Step 1: Install COBie Plug-In on Each Machine

Step 2: Ensure Correct COBie Template

Step 3: Update BIM Objects with COBie Attributes

Step 4: Create a Project

Step 5: Create BIM and Populate Attribute Values

Step 6: Define Export Settings for COBie File

Step 6: Define Export Settings for COBie File

Step 7: Export COBie File

TN OSA BIM Schedule Spring 2012 - Industry assessment: Summer 2012 Hired Kristine Fallon and Associates (KFA) as a consultant September 2012 - KFA met with the state to gather initial perspectives November 2012 - KFA developed first draft of BIMr December 2012 - OSA established TN AEC industry BIM Working Group January 2013 - Second draft of BIM Requirements February 2013 - Incorporated comments from State, AEC industry attorneys, insurance and surety reps March 2013 - Developed Owner s O&M criteria for space and equipment management March 2013 - Reviewed and incorporated additional comments from UT, TBR, and STREAM April 2013 - BIM requirements version 1.0 presented to SBC and published on OSA website July 2013 First BIM pilot project awarded August 2013 TN PM Training and BIM Workshop for Industry

Lessons Learned Process is not well understood by either software vendors or end users Need to provide detailed instructions Need to provide links to software tools Need consultants to support teams in producing the deliverables This is Version 1 updates expected

www.tn.gov/finance/osa Click on current version link

Discussion