BIM Contracts & Risk

BIM Contracts & Risk BIM Contracts & Risk Allocation for Mechanical Contractors Monday, October 17, 2011 n Baltimore, MD

BIM Contracts & Risk Allocation for Mechanical Contractors Monday, October 17, 2011 Baltimore, MD Course Description BIM is a dramatic change agent in mechanical design and construction. As it grows in popularity and use, it also grows increasingly obvious that the legal universe in which mechanical contractors do their work is a perilous one. How should they manage the emerging risks associated with the electronic representation or transmission of project data? While some of the legal hazards associated with BIM are obvious (for example, what are the legal liabilities of participating and collaborating in a digital building model?), others are not as clear and are only now starting to surface and crystallize. How to identify and resolve emerging BIM legal issues is a critical question. Another equally critical question is will the fear of BIM liability issues, risk allocation, shifting leadership roles and the sharing of valuable data inhibit the industry from valuable experimentation? Will it deny mechanical contractors the chance to improve and profit from building information modeling? Here is a sampling of important legal concepts and concerns that BIM Contracts & Risk Allocation for Mechanical Contractors will address head-on: Is the mechanical contractor s risk greater just because BIM risks are different? Reaching an understanding with all parties about the ability and right to rely upon the model. Should the same risk allocation principles that apply to traditional two-dimensional design apply to a BIM model? Applying strict rules to police the model so that access rights are reasonably restricted or logically granted. The traditional tri-party approach to design and construction is shifting toward Integrated Practice and collaboration. Specific privacy and security requirements. Storage and retrieval requirements for electronic documents and data. Contract provisions in the design and construction agreements that address the line and flow of communications among the project parties. Contractual reporting requirements for known or observed errors or omissions in contract documents. Confidentiality provisions. Who is responsible for inputting which information into the model? Following this course, participants will be able to: Explain contract liability and standards of care related to BIM for mechanical contractors. Negotiate BIM Addendum terms for BIM execution plan development. Use BIM contract negotiation to establish proactive, collaborative BIM. Identify intellectual property rights and licensing issues related to BIM model use. Recognize BIM coverage limitations in existing insurance and bond products. Devise fair risk allocation and management provisions on BIM projects. Please register by completing and returning the enclosed form or register online at www.mcaa.org/education/mcaa/bim.

About the Instructors David Morris, Director of Virtual Construction for EMCOR, has over thirty years of experience performing and directing all phases of piping and mechanical systems for Commercial, Hospitality, Industrial, and Power Generation construction. Current duties include improving BIM processes and sharing best detailing and virtual design practices across the 80 EMCOR group companies. Dave is actively involved with the Construction Users Roundtable Process Transformation Committee, is Chairman of the Associated General Contractors BIM Forum Subcontractors Subcommittee, and Vice Chairman of the BuildingSmart Alliance Board of Directors and brings a practical perspective to the use of technology in construction. Frank Musica is Senior Risk Management Attorney for Victor O. Schinnerer & Company, Inc. which he joined in 1991 to assist the program in identifying the transformations in construction-related professional services, the liability exposures created by contractual language, legislation, regulations and court rulings, and management processes and procedures to reduce the risk profiles of firms. Frank crafts risk management and serial publications and website information for Schinnerer design professionals insurance programs and contractors design liability insurance programs with CNA. Schinnerer s Management Advisory series provides information on the business and professional practice issues facing design providers. Who Should Attend? BIM Contracts & Risk Allocation for Mechanical Contractors is appropriate for any mechanical contracting professional who is or should be involved in project issues such as standard of care, intellectual property rights, and insurance and surety bonding coverage. Those who will benefit from the course include: Contractors Construction managers Design professionals Owners Suppliers Service providers Other professionals It is assumed that all participants will have had exposure to basic BIM concepts and terminology (such as through MCAA s introductory BIM for Mechanical Contractors course) as BIM Contracts & Risk Allocation for Mechanical Contractors relies on a highly participatory learning environment including activities, classroom discussions, and instructor-led discussions. BIM Contracts & Risk Allocation for Mechanical Contractors

Contracts & Risk Allocation for Mechanical Contractors Monday, October 17, 2011 Baltimore, MD Also available from MCAA: BIM Process & Technology Implementation for Mechanical Contractors, Tuesday, October 18, 2011. Conference, Schedule & Location Information Seminar fees include all meeting materials, breakfast and lunch, plus a Monday evening reception with light hors d oeuvres. Class begins at 7:30 a.m. and ends at 4:00 p.m. The conference will take place at the BWI Airport Marriott, 1743 West Nursery Road, Baltimore, MD 21090, (410) 859-8300. The BWI Airport Marriott offers 24-hour complimentary airport shuttle service to and from BWI; estimated taxi fare is $5.00 (one way). Thanks To Our Sponsor Mechanical Contractors Association of America, Inc. 1385 Piccard Drive, Rockville, MD 20850 // 301-869-5800 // www.mcaa.org

BIM Process & Technology BIM Process & Technology Implementation for Mechanical Contractors Tuesday, October 18, 2011 n Baltimore, MD

BIM Process & Technology Implementation for Mechanical Contractors Tuesday, October 18, 2011 Baltimore, MD Course Description So you ve learned all those BIM terms and definitions, you ve educated yourself and your staff all that you can about the legal pitfalls and prizes of BIM now how do you implement and execute it? What is your plan your BIM execution plan? If this question makes you uneasy, plan now to attend BIM Process & Technology Implementation for Mechanical Contractors. BIM Process & Technology Implementation for Mechanical Contractors is a full-day course that provides a foundation for participants to establish and execute the BIM process, facilitate its adoption, and achieve integration on a single project and at a company level to execute multiple BIM projects simultaneously. These tools will help establish participants as BIM champions within their organizations. This course is going to provide a practical, how-to explanation of the necessary steps to implement BIM processes and technologies both on projects and within mechanical contracting firms. Course participants will be introduced to different processes, theories, and concepts that other companies have successfully used to adopt and implement BIM. Following this course, participants will be able to: Evaluate and select process options for a specific BIM project Describe the roles and responsibilities of participants in the BIM process Create a BIM process diagram for a project Identify consistent factors influencing BIM project ROI Communicate the BIM process to management, colleagues, and project stake holders Outline a process for BIM adoption on the project level Identify factors influencing BIM ROI on a company level Outline a process for BIM adoption on the company level Please register by completing and returning the enclosed form or register online at www.mcaa.org/education/mcaa/bim.

Who Should Attend? BIM Process & Technology Implementation for Mechanical Contractors is appropriate for any mechanical contracting professional who is or should be involved in establishing and executing the BIM process, facilitating its adoption, and achieving its integration at either the single project level or at a corporate level executing multiple BIM projects simultaneously. Those who will benefit from the course include: Contractors Project managers Detailing managers Detailers Software vendors About the Instructor David Morris, Director of Virtual Construction for EMCOR, has over thirty years of experience performing and directing all phases of piping and mechanical systems for Commercial, Hospitality, Industrial, and Power Generation construction. Current duties include improving BIM processes and sharing best detailing and virtual design practices across the 80 EMCOR group companies. Dave is actively involved with the Construction Users Roundtable Process Transformation Committee, is Chairman of Associated General Contractors BIM Forum Subcontractors Subcommittee, and Vice- Chairman of the BuildingSmart Alliance Board of Directors and brings a practical perspective to the use of technology in construction. It is assumed that all participants will have had significant exposure to BIM tools, mechanics, theory, and processes (such as through attendance of MCAA s introductory BIM for Mechanical Contractors and BIM Technology for Mechanical Contractors courses) and will want to learn best practices to implement it into construction projects and firms. BIM Process & Technology Implementation for Mechanical Contractors

Process & Technology Implementation for Mechanical Contractors Tuesday, October 18, 2011 Baltimore, MD Also available from MCAA: BIM Contracts & Risk Allocation for Mechanical Contractors, Monday, October 17, 2011. Conference, Schedule & Location Information Seminar fees include all meeting materials, breakfast and lunch, plus a Monday evening reception with light hors d oeuvres. Class begins at 7:30 a.m. and ends at 4:00 p.m. The conference will take place at the BWI Airport Marriott, 1743 West Nursery Road, Baltimore, MD 21090, (410) 859-8300. The BWI Airport Marriott offers 24-hour complimentary airport shuttle service to and from BWI; estimated taxi fare is $5.00 (one way). Thanks To Our Sponsor Technical Sales International the next generation of software Mechanical Contractors Association of America, Inc. 1385 Piccard Drive, Rockville, MD 20850 // 301-869-5800 // www.mcaa.org

BIM Contracts & Risk Allocation BIM Process & Technology for Mechanical Contractors BWI Airport Marriott October 17-18, 2011 Baltimore, MD Attendee Information Name Company Name Street Address Badge Name City State Zip Registrant s Email Work Phone Fax Email address to send confirmation: Registration Fees Registration open to MCAA Members and MEP contractors BIM Contracts & Risk Allocation Monday, October 17 BIM Process & Technology for Mechanical Contractors Tuesday, October 18 Total Payment: $795* $795* *Discount for attending both classes. Get money back! (Credit will be applied to the credit card used for registration fees after the conclusion of both meetings.) Title MCAA Cancellation & Refund Policy If it becomes necessary to cancel your participation in one or both courses, please send written notification to MCAA as soon as possible. Please note the following refund information: Substitutions are always accepted. You will receive a full registration refund if you cancel by September 23, 2011. Register and attend both BIM meetings and you ll receive $295 back on your registration fees! Check (payable to MCAA) AMEX MC VISA Account Number Cardholder Name Expiration Billing Zip Code Signature Hotel Registration Room Type Room Rate King Bed 2 Beds Standard Single/Double $ 159 Arrival Date Total Number of People in Room Do you have any special hotel requirements? Departure Date Sharing with Please contact MCAA Convention Department at 1-800-556-3653 if you require special accommodations to fully participate in this event. Rooms at the Group Rate Are Subject to Availability Reservations are made on a first come, first served, space available basis upon payment of meeting registration fee. A deposit in the amount of the one night s daily rate is necessary to confirm each reservation. Cancellations within 72 hours of arrival may result in forfeiture of deposit. Rates are subject to taxes equaling 13.5%. The credit card provided will be used solely to guarantee your room. Check (payable to Marriott) AMEX MC VISA Account Number Cardholder Name Signature Expiration Billing Zip Code Register online at www.mcaa.org/education If you have questions, please contact the MCAA Meetings Department: By phone: (301) 869-5800 By e-mail: eventregistration@mcaa.org By fax: (301) 869-3520 By mail: Meeting Dept., 1385 Piccard Drive, Rockville, MD 20850 Our business hours are 9:00 am 5:00 pm Eastern Time Monday through Friday. For Office Use Payment: Database: Hotel: