Delivering Building Information to Owners Birgitta Foster Vice President, Facilities Integration VDCO Tech, Inc.

Transcription

1 Delivering Building Information to Owners Birgitta Foster Vice President, Facilities Integration VDCO Tech, Inc. Michael Tardif, Assoc. AIA, LEED AP Senior Partner BLCI Building Life Cycle Information Group

2 Delivering Building Information to Owners

3 Birgitta Foster 2014

4 We see things differently VDCO Tech views projects utilizing BIM2FM not ending with the owner, but starting with the owner. Who else knows best what information is important to their business processes. VDCO Tech does not consider a BIM just a final deliverable but as virtual digital asset that should be leveraged as far into the building lifecycle as possible. As a provider of Virtual Design-Construction-Operation services, we support BIM as essential to the project process, but see the full value a BIM found during operational life of the building where the majority of the life cycle costs occur. We look at BIM as not only a visual tool but as a vehicle for capturing and delivering valuable building information. We view BIM enabled projects not just benefiting the owner and their operators but also the other business centers who need access to the same building information. Birgitta Foster 2014

5 BIM2FM : Best way is to leverage free open standards for the transfer of facility information between virtual Design and Construction software and owners existing facility databases is through the Construction Operations Building information exchange (COBie) standard in the National BIM Standard - US TM But first there needs more focus on the development of owners facility information specification for contracting information deliverables (based on the COBie Standard) with available free data validation tools. Keep in mind COBie is not the panacea for the delivery of unusable FM data. Birgitta Foster 2014

6 Delivering Building Information to Owners Architects, engineers, and contractors live in a model-centric world. Building owners live in an information-centric world. Most are not yet ready to manage live building information models, but many are ready to manage the rich data set of information that can be obtained from models. This session explains how to deliver building information to owners in a form they can actually use.

7 Delivering Building Information to Owners Building Information 2014: Where we are now What information is readily available today. How to receive (deliver) only the information needed by the owner. How to receive (deliver) information in a timely manner.

8 Traditional 2D CAD O&M manuals Redlines Document Control RFI s CO s Design/Construction Phase

9 Ability to Repurpose Information Traditional 2D CAD O&M manuals Redlines Document Control RFI s CO s Design/Construction Phase

10 Ability to Repurpose Information Traditional 2D CAD O&M manuals Redlines Document Control RFI s CO s Design/Construction Phase Operations Phase

11 Ability to Repurpose Information Traditional 2D CAD Traditional O&M O&M manuals Redlines Document Control Manual entry RFI s CO s O&M s Recollect Design/Construction Phase Operations Phase

12 2018? Building Information Transformation Building Information Modeling Planning Design Construction Operations

13 2018? Ability to Repurpose Information Building Information Transformation Building Information Modeling Planning Design Construction Operations

14 2018? Building Information Transformation Building Information Modeling Planning Design Construction Operations

15 2018? Ability to Repurpose Information Building Information Transformation Building Information Modeling Building Information Management CMMS FMS BCS GIS Planning Design Construction Operations

16 2018? Ability to Repurpose Information Building Information Transformation Building Information Modeling Building Information Management Facilities Information Management CMMS Space FMS Reports BCS Life cycle costing GIS First Responders Planning Design Construction Operations

17 Delivering Building Information to Owners Building Information 2014: What information is readily available: Project Information Building Name Site Address Floor & Room Information Name / Number Occupancy Type Area (s.f.) Finishes Assets Type Location Instances

18 Delivering Building Information to Owners Building Information 2014: What information is readily available: BIM Software Objects - Generic

19 Delivering Building Information to Owners Building Information 2014: Current Challenge: Limited Manufacturer-created BIM objects Results in issues with: Multiple Product Libraries Inconsistent Property Sets Varying: Formats Names

20 Building Owner Owners Data Set

21 Building Owner Owners Data Set Design /Engr Firm Contractor

22 Building Owner Owners Data Set Design /Engr Firm Contractor PDF ( manual entry) EXCEL ( copy/paste) Different data sets Product manufacturer

23 Building Owner Owners Data Set Design /Engr Firm Contractor PDF ( manual entry) EXCEL ( copy/paste) Different data sets Product manufacturer

24 Building Owner Owners Data Set Design /Engr Firm Contractor PDF ( manual entry) EXCEL ( copy/paste) Different data sets Product manufacturer

25 Data Set - Boiler -

26 Product Library BOILER Data Set - Boiler -

27 Product Library BOILER BIM Object BOILER Data Set - Boiler -

28 Delivering Building Information to Owners Building Information 2014: Solution: International Data Dictionary

29 Delivering Building Information to Owners Current Pilot Participants: Seventeen (17) Countries FL JP CA NO SE ES US DN UK NL DE AU FR SW AT NZ IT

30 Delivering Building Information to Owners Building Information 2014: Solution: International Data Dictionary

31 Delivering Building Information to Owners Building Information 2014: Solution: Standardize Product Templates

32 Delivering Building Information to Owners Building Information 2014: Solution: Standardize Product Templates

33 Delivering Building Information to Owners The Business Case: Of the total building life cycle cost: 10-25% is incurred during design and construction % is incurred during occupancy. Building information needed for facility management, operations, and maintenance is created during design and construction, but is not efficiently and reliably captured and delivered to the owner. Lack of reliable, accurate building information results in significantly higher costs for facility management, operations and maintenance. Owners already require this info as contract deliverables; now it can be delivered in a form useful for FM / O&M.

34 Delivering Building Information to Owners The Solution: Create a Facility Information Specification that can be added to the General Conditions of A/E and GC/CM contracts that defines: Who will deliver the information. What information will be delivered. When the information will be delivered. Why the information is needed. How the information will be delivered.

35 Delivering Building Information to Owners How does it work? Building information already flows with the design and construction process - manually. COBie, the Construction-to- Operations Building Information Exchange, provides a framework for organizing that building information - electronically.

36 Delivering Building Information to Owners What is COBie? COBie is a data schema an organizational framework that allows building information to be created in design and construction software, then exported directly to an owner s facility management software applications. COBie is a free, publicly-available information exchange standard promulgated by the buildingsmart alliance of the National Institute of Building Sciences. COBie is not a software application; is not a data file format; does not require licensing; and does not require owners to change software or disrupt business processes.

37 Delivering Building Information to Owners How is COBie used? Software companies integrate support for creating and importing/exporting COBie data sets into their software. Building owners define their own Facility Information Specification the specific data they actually need and want. AEs and GC/CMs compile the owner s specified data in their own design and construction software applications, then export the data. Building owners import the data into their own CAFM, CMMS, or IWMS software systems.

38 Delivering Building Information to Owners What is included in a typical Facility Information Specification? Spatial data the area and configuration of building spaces. Equipment lists and building component schedules. Building equipment and component spec information. Building equipment and component warranty information. Spare and replacement parts lists. Owners manuals and user guides. Preventative maintenance schedules and instructions.

39 Delivering Building Information to Owners None of these information deliverables are new; they are already required and delivered as: Construction Documents: Spatial data. Equipment lists and schedules. Building equipment / building component specifications. Building equipment / building component warranty information. GC / CM Submittals: Spare and replacement parts lists. Owners manuals and user guides. Preventative maintenance schedules and instructions.

40 Delivering Building Information to Owners How is the information imported / exported? COBie supports three data formats: MS-Excel IFC (buildingsmart Industry Foundation Classes) XML

41 Delivering Building Information to Owners MS-Excel Supports exchange of alphanumeric data (words and numbers) only. Most common human readable data format no special software needed to receive, review, and validate AEC information deliverables. Allows information exchange (import /export) with hundreds of other applications that support *.xls or *.csv file formats.

42 Delivering Building Information to Owners IFC (buildingsmart Industry Foundation Classes) Supports exchange of both alphanumeric and spatial data (geometry). Allows full data exchange between IFC-compliant software applications, including CAFM, CMMS, and IWMS systems.

43 Delivering Building Information to Owners XML (extensible Markup Language) Supports exchange of both alphanumeric and spatial data (geometry). Allows full data exchange and synchronization with non-ifc-compliant software applications, including mobile apps. Especially important for organizations with mobile-enabled personnel and workflow.

44 Delivering Building Information to Owners Building Information 2014: How to receive only the information needed Contract - Specify Required information Method - Open Information Exchange Standards

45 Delivering Building Information to Owners Building Information 2014: How to receive only the information needed Contract - Specify Required information: Asset Types Data Set Format Naming Conventions Open Information Exchange Standards

46 Delivering Building Information to Owners Building Information 2014: How to receive only the information needed Contract - Specify Required information: Asset Types Data Set Format Naming Conventions Open Information Exchange Standards Construction Operations Building Information Exchange (COBie)

47 FACILITIES INFORMATION in contract Required Data set Asset Name Asset Type Name Location Description FACILITIES INFORMATION in Asset Management Program

48 FACILITIES INFORMATION in contract Required Data set Asset Name Asset Type Name Location Description FACILITIES INFORMATION entered in Model FACILITIES INFORMATION in Asset Management Program

49 FACILITIES INFORMATION in contract Required Data set Asset Name Asset Type Name Location Description FACILITIES INFORMATION entered in Model FACILITIES INFORMATION in COBie format Deliverable FACILITIES INFORMATION in Asset Management Program

50 FACILITIES INFORMATION in contract Required Data set Asset Name Asset Type Name Location Description FACILITIES INFORMATION entered in Model FACILITIES INFORMATION in COBie format Deliverable FACILITIES INFORMATION in Asset Management Program

51 Delivering Building Information to Owners Building Information 2014: Contract Asset List

52 Delivering Building Information to Owners Building Information 2014: Contract Owner (COBie) Data Set

53 Delivering Building Information to Owners Building Information 2014: Contract COBie Standard Formats.XLSX.IFC.XML

54 Delivering Building Information to Owners Building Information 2014: Contract Unique Naming Conventions Space Planning (Architecture) Asset Management (MEP)

55 Delivering Building Information to Owners Building Information 2014: Contract Unique Naming Conventions Space Planning (Architecture) Site Campus Names Site Location Building Building Name Building Number Room Room Names Room Numbers Classification Systems Building Types Room Types

56 Delivering Building Information to Owners Building Information 2014: Contract Unique Naming Conventions Asset Management (MEP) Asset Types Asset Names Building Number Asset Type Tag Name Space Room Names (Arch) Classification Systems Asset Types

57 Delivering Building Information to Owners Building Information 2014: How to get information in a timely manner:

58 Delivering Building Information to Owners Building Information 2014: How to get information in a timely manner: Contract for Progressive Data Delivery

59 Delivering Building Information to Owners Building Information 2014: How to get information in a timely manner: Contract for Progressive Data Delivery Allows time for: Space Planning Training PM Scheduling Data Validation

60 Delivering Building Information to Owners Our FIS Guide is a comprehensive workbook and process map that we have developed to simplify, clarify, and streamline the development of a Facility Information Specification.

61 Delivering Building Information to Owners In our Guide, the COBie data set is organized into four (4) logical groups of eighteen (18) data tables.

62 Delivering Building Information to Owners We then organize the data fields in each COBie data table into this summary list (excluding the machine-read fields). We use this list as a baseline to quickly define a fully customized data set that meets an owner s specific facility information requirements.

63 Delivering Building Information to Owners The COBie data set is narrowed (or expanded) to create an owner s customized Facility Information Specification, as shown in this example. Only data that the owner can actually use is compiled, so that the owner doesn t pay for an information rich model that doesn t meet the owner s needs.

64 Delivering Building Information to Owners The Facility Information Specification is color-coded to indicate which party is responsible for submitting which information (in this example, A/E, gray; GC/CM, blue). All parties AEs, GC/CM, Owner always know the assigned responsibilities at a glance.

65 Delivering Building Information to Owners Who delivers what, when? The Facility Information Specification defines which party is responsible for delivering which pieces of information, and on what schedule. Facility information delivery is timed to coincide with traditional contract deliverables. Responsibility for facility information is aligned with traditional contractual deliverables.

66 Delivering Building Information to Owners Progressive Data Delivery When the architectural design and the size and arrangement of spaces are finalized and approved, the architect submits the facility spatial information as an integral part of the contract documents.

67 Delivering Building Information to Owners Progressive Data Delivery When the design of buildings components (e.g., doors, windows, flooring, curtain wall systems) and MEP systems is approved, the design team submits general information about finishes, components, and equipment (traditionally documented in finish, product, and equipment schedules). As part of the submittals for building components and MEP equipment, the GC/CM submits detailed information such as manufacturer and model number (traditionally documented in product data sheets).

68 Delivering Building Information to Owners Progessive Data Delivery Information about how individual building components or equipment comprise specific building systems is also documented, either as part of the GC/CMs submittal process or as part of the building commissioning process.

69 Delivering Building Information to Owners Progressive Data Delivery As the owner s engineering team mobilizes to operate the building, information needed to support long-term facility operations is systematically collected as part of the commissioning process, including. General Preventative Maintenance (PM) information. Required maintenance materials, tools, and training info. Required on-site spare and replacement parts. Equipment start-up and shutdown procedures. Emergency plans. Original Construction PM, Safety, and other Job Plans (optional; for archival / reference purposes).

70 Delivering Building Information to Owners Progressive Data Delivery Throughout the process, specified contact information and reference documents are submitted by the responsible parties, linked to the submitted building information. Clarity of the Facility Information Specification and alignment of facility information delivery with traditional contractual deliverables reduces perceived risk and cost for A/Es, GC/CMs and the owner.

71 Delivering Building Information to Owners Completing the Facility Information Specification: Together with the Owner s facility management team, we develop a naming convention for each building component or piece of equipment. Our recommended naming convention concatenates the facility, floor, and asset type names to create a unique name for each physical asset: 120Bdwy-Penthouse-AHU1 14Wall-Flr7-Rm745-FlrFnsh 75Federal-Roof-ExhaustFan1-3000CFM Other naming conventions are possible; the goal is a naming convention that is simple, clear, self-explanatory, and easily added to.

72 Delivering Building Information to Owners Benefits to building owners: Define and receive the information you need to manage and operate buildings on Day One of occupancy, with no lengthy (and incomplete) post-occupancy data collection. Get all the information you are already paying for in your design and construction contracts in an intelligent, electronic form that you can actually use to operate and maintain buildings. Use your existing FM and O & M software systems, workflow, and procedures; no new technology to buy, learn, or implement.

73 Delivering Building Information to Owners Planning / Implementation Steps: Review and assess: The owner s existing software systems, business processes, workflow. Determine most efficient way to compile information. Avoid the temptation to stuff the model; the goal is facility information in the owner s facility management system, not an as-built BIM. Develop a workflow for compiling facility info that works for all team members. Evaluate: Whether and how a COBie-compliant Facility Information Specification can be developed to meet the needs of the owner and the project. Develop: A customized Facility Information Specification for the project. Amend (if needed) contract language for your A/E and GC/CM contracts. Deliver: A data set the satisfies the Facility Information Specification.

74 Delivering Building Information to Owners COBie in Revit 2014 Tricks and Tips

75 Delivering Building Information to Owners COBie in Revit 2014 Tricks and Tips COBie for Revit Add-Ins COBie Toolkit Space Naming Utility Room Calculation Point Interstitial / Above Ceiling Room-less Assets

76 COBie in Revit 2014 Tricks & Tips Add-In COBie Tool kit Space naming utility COBie for Revit 2014 Room Calculation Point Orphan assets Interstitial/ Above ceiling

77 Revit 2014 COBie Tool Kit Creates COBie Schedules for export COBie property sets (via shared parameter file) Project Asset Type lists

78 Revit 2014 COBie Tool Kit

79 Revit 2014 COBie Tool Kit

80 Revit 2014 COBie Tool Kit

81 Revit 2014 COBie Tool Kit

82 Revit 2014 COBie Tool Kit

83 Revit 2014 COBie Tool Kit

84 Revit 2014 COBie Tool Kit

85 Revit 2014 COBie Tool Kit

86 Revit 2014 COBie Tool Kit

87 Revit 2014 COBie Tool Kit

88 Revit Space names EQUAL Room names

89 Tricks & Tips Space Naming Utility

90 Tricks & Tips Space Naming Utility

91 Tricks & Tips Space Naming Utility

92 Tricks & Tips Room Calculation Point

93 Tricks & Tips Room Calculation Point

94 Tricks & Tips Room Calculation Point

95 Insights from real world BIM2FM implementations CommunicatedModelcentricNamingConventionsProjectcentricAssetList InformationcentricCollaborativeBuildingcentricCollectableTimelyValidate Birgitta Foster 2014

96 To be successful, the COBie deliverable must be. COmmunicaBleCO Communicable B e COBie COllectiBle Collectible CO B e COllaBorative Collaborative B i e Birgitta Foster 2014 B Foster 2014

97 INSIGHT 1 Architects, engineers, and contractors live in a model-centric visual world. LOD 500* The Model Element is a field verified representation in terms of size, shape, location, quantity, and orientation. Non-graphic information may also be attached to the Model Elements *as defined by American Institute of Architects (AIA) /Association of General Contractors (AGC) - BIMForum Birgitta Foster 2014

98 INSIGHT 1 Architects, engineers, and contractors live in a model-centric visual world. Building owners live in an information-centric world. Most are not yet ready to manage live building models, but many are ready to manage the rich data set of information that can be obtained from models. Birgitta Foster 2014

99 INSIGHT 2 Project Team live in a project-centric world. Information is stored in a Project based system Building Operators live in a building-centric world. Information is stored in a Building based system ProjectNumber / BuildingNumber ProjectFiles / BuildingFolders Linking files ProjectInformation / BuildingInformation ProjectManager / BuildingManager Birgitta Foster 2014

100 INSIGHT 3 Building owners just when when they they got got what what BIM BIM is, is, but but we we start start talking about COBie, and and they they are are lost lost again...need to use terms they understand like specification, a document defining requirements and Facility facility information, Information, information they need to operate the facility. ~~~~~~~~~~~ Facility Information Specification ~~~~~~~~~~~ (= Employers Information Requirements - EIR) Birgitta Foster 2014

101 INSIGHT 4 How to receive (deliver) only the information needed by the owner Don t Over-stuff the model Never ask for more than you can maintain Birgitta Foster 2014

102 Building Information Specifications Submittal Information Equipment data Performance data Warranty Finishes Information O&M manuals Panel Schedules Building Controls System Birgitta Foster 2014

103 What data do can we need? get? FORMAT EXCHANGES Birgitta Foster

104 Courtesy of Michael Tardif - BLCI Birgitta Foster 2014

105 Courtesy of Michael Tardif - BLCI Birgitta Foster 2014

106 Delivering Building Information to Owners Birgitta Foster Vice President, Facilities Integration VDCO Tech, Inc. Michael Tardif, Assoc. AIA, LEED AP Senior Partner BLCI Building Life Cycle Information Group