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The Pennsylvania State University Office of Physical Plant Case Study Methods used to analysis an owner organization for the planning of BIM implementation The Computer Integrated Construction Research Program 6/21/2011

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Page 1: Office of Physical Plant Case Study - BIM Planning

The Pennsylvania State University

Office of Physical Plant Case Study Methods used to analysis an owner organization for the planning of BIM implementation

The Computer Integrated Construction Research Program 6/21/2011

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Executive Summary: Penn State University’s Office of Physical Plant (OPP) officially began their adoption of BIM in January

2010 after it was discovered that the University saved a substantial amount in the construction of a new

laboratory building by using BIM. To begin the BIM integration process, the Assistant Associate Vice

President provided support for the Applied Facilities Research Group (AFRG) to be formed. This group

was tasked to improve the efficiency of internal and external processes primarily through the use of

BIM.

The AFRG began BIM implementation by researching the Physical Plant’s organizational structure and

interviewing all divisions within the organization. The intent of the interviews was to learn each

division’s internal processes, responsibilities, strengths, and challenges. After each of the eleven

divisions within OPP were interviewed and analyzed, the Work Control Center and Design &

Construction were identified as having the greatest potential for BIM. The team began working with the

two departments developing process changes and information requirements which would allow the

incorporation of BIM.

In December 2010 the AFRG published the first version of BIM requirements for new construction.

These requirements which incorporate many of the needs of both the Work Control Center and Design

& Construction are the first step to full BIM integration, but there is still significant effort required to

further advance BIM use within the organization.

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Table of Contents

Executive Summary: ...................................................................................................................................... 1

Background of Penn State OPP: .................................................................................................................... 3

Background of OPP’s Implementation of BIM: ............................................................................................. 5

Project Level BIM Use ................................................................................................................................... 6

BIM Planning Process: ................................................................................................................................... 7

1. Create the Applied Facilities Research Group (AFRG) .......................................................................... 7

2. Determine the organizational structure of OPP ............................................................................... 8

3. Division Management Interview: .......................................................................................................... 9

4. Follow Up BIM Interviews: .................................................................................................................... 9

5. Divisions with Greatest Benefit ............................................................................................................. 9

6. Education & Training ........................................................................................................................... 10

7. New Construction Procurement Documentation ........................................................................... 10

BIM Planning Elements for Organizations: ................................................................................................. 11

Current BIM Uses and Organizational Tasks: .......................................................................................... 11

Current BIM Development ...................................................................................................................... 12

Future BIM Integration ........................................................................................................................... 13

Processes ................................................................................................................................................. 14

Information Needs .................................................................................................................................. 14

Procurement Strategies .......................................................................................................................... 14

Infrastructure .......................................................................................................................................... 14

Personnel ................................................................................................................................................ 14

Conclusions: ................................................................................................................................................ 15

Bibliography ................................................................................................................................................ 16

Appendix A: Interview Questions ........................................................................................................... 17

Appendix B: PSU OPP BIM Addendum .................................................................................................... 20

Appendix C: PSU OPP BIM EXECUTION TEMPLATE ................................................................................. 26

Appendix D: PSU OPP Asset Attribute List .............................................................................................. 47

Appendix E: OPP BIM Road Map ............................................................................................................. 62

Appendix F: OPPLevel 1 BIM Construction Process Map ........................................................................ 63

Appendix G: OPP Level 1 Minor Renovation Process Map ..................................................................... 66

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Penn State University Office of Physical Plant

An Organizational BIM Implementation Assessment and Case Study

Background of Penn State OPP: Penn State’s Office of Physical Plant (OPP) is the organization that manages all facility design,

construction, and operations for Penn State University. In 2010 the Design and Construction division of

OPP completed over 425 projects at a cost of over $400 million.

The Mission of the Penn State Physical Plant to provide responsive, quality, and cost-effective services in

support of the University’s mission of teaching, research, and service.

The Physical Plant is divided into eleven divisions, all of which report to the Associate Vice President.

Although most of these divisions are based in the same building, each one functions independently. The

eleven divisions are as follows:

1. Work Control Center

The Work Control Center (WCC) plans, prioritizes, and schedules maintenance, repair,

and renovation work at the University Park campus.

2. Sustainability

The Penn State Campus Sustainability Office (CSO) is responsible for improving the

sustainability performance of the University by promoting behavioral change, and

sustainable operations.

3. Buildings & Grounds

The Buildings and Grounds Division of the Office of Physical Plant is responsible for the

maintenance, custodial, and landscaping at the University Park campus.

4. Administrative and Financial Services

The Administrative & Financial Services division within the Office of Physical Plant is the

primary support unit managing billing to external customers. A full range of services in

the areas of OPP human resources, financial support, information technology, and

materials procurement are provided.

5. Energy and Engineering

The Energy and Engineering Division is responsible for utilities and environmental

systems throughout the campus.

6. Environmental Health & Safety

The Department of Environmental Health and Safety (EHS) is responsible for the

development and implementation of environmental and all occupational health and

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safety programs throughout Penn State. EHS has three areas of responsibility:

Environmental Protection, Occupational Health and Safety, and Radiation Protection.

7. Facilities Resources & Planning

Facilities Resources and Planning emphasize on programming, planning, and funding

requests for new buildings and major renovation projects.

8. Campus Planning & Design

Campus Planning & Design manages high level campus planning. They develop the

campus master plan and set architectural standards.

9. Design and Construction (University Park)

Design and Construction oversees all design and construction at University Park. They

are composed of five sub-divisions; Construction Services, Contract Administration,

Design Services, IT Support Staff, and Project Management.

10. Commonwealth Services

Commonwealth Services is responsible for supplementing the staff at the satellite

campuses by providing advice on all facility needs and policies in order to ensure

consistency in the quality of facilities throughout the Penn State system.

11. Design & Construction (Commonwealth Campus)

Design and Construction (Commonwealth Campus) oversees all design and construction

at the satellite campuses. (OPP)

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Figure 1: Physical Plant Organization Structure (OPP)

Background of OPP’s Implementation of BIM: OPP has been using Building Information Modeling (BIM) to varying degrees on select construction

projects since 2005, but has never clearly defined BIM goals or requirements. The existing contract for

new construction required BIM, but did not specify the exact uses of BIM, collaboration procedures, or

final deliverables. As a result, the use of BIM varied drastically from project to project, the Professional

and the Contractor did not communicate adequately, and BIM was not used to provide the University

with all the opportunities and savings it desired.

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Work Control Center

Sustainability

Administrative & Financial Services

Buildings and Grounds

Environmental Health & Safety

Energy & Engineering

Facilities Resources and Planning

Campus Planning & Design

Design & Construction

Commonwealth Services

Design & Construction Hershey

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In January 2010, it was decided by the Assistant Associate Vice President of Penn State that the

organization needs to improve the efficiency of its construction and operations using BIM. To

accomplish this, the OPP Applied Facilities Research Group was created. Their group was created to

maximize the benefit of BIM in construction and operations, and to research new technologies that lead

to increased efficiencies within the organization.

In December 2010, OPP released v1.1 of their BIM contract addendum and associated language for all

new construction projects.(Nulton)

Project Level BIM Use Penn State is currently requiring BIM to be used on all new construction projects over five million

dollars. The following projects are currently using BIM:

Pre PSU BIM Contract Addendum:

Millennium Building (Project Cost ~$215,000,000) (Whiting Turner)

BIM Uses Being Implemented:

Construction Reviews

Construction Coordination

Record model with FM data (Purchased for FM BIM Pilot Project)

Moore Building (Project Cost ~$30,000,000) (PSU OPP and P.J. Dick)

BIM Uses Being Implemented:

Constructability Reviews

Site Utilization Planning

Construction Coordination

Henderson Building (Project Cost ~$40,000,000) (Massaro and PSU AFRG)

BIM Uses Being Implemented:

Constructability Reviews

Site Utilization Planning

Construction Coordination

Record model with FM data

Post PSU BIM Contract Addendum:

Ice Arena (Project Cost ~$80,000,000) (PSU OPP et al.)

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BIM Uses Being Implemented:

Design Authoring

Design Review

Design Coordination

Constructability Reviews

Site Utilization Planning

Construction Coordination

Record model with FM data

Water Treatment Plant (Project Cost ~$30,000,000)(PSU AFRG, Buchart Horn, and Skanska)

BIM Uses Being Implemented:

Design Authoring

Design Review

Design Coordination

Constructability Reviews

Site Utilization Planning

Construction Coordination

Record model with FM data

BIM Planning Process: As the savings made possible through BIM became evident to management, OPP began to analyze BIM’s

potential and define what the future goals of OPP should be. OPP took the following steps during their

BIM Adoption:

1. Create the Applied Facilities Research Group (AFRG)

2. Determine the organizational structure of OPP

3. Perform divisional management interview

4. Perform follow-up interviews of each division

5. Determine divisions with greatest potential benefit from BIM

6. Provide education and training to the necessary staff

7. Create necessary procurement documentation

8. Implement on pilot project

1. Create the Applied Facilities Research Group (AFRG) The Applied Facilities Research Group, commonly known as the BIM Team, is composed of the OPP’s

two employees with prior BIM experience, and is overseen by the manager of Design Services, Penn

State’s in-house design firm. Although the group was originally called the BIM Team, the Applied

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Facilities Research Group was determined to be the most appropriate name because the team is tasked

to develop all new technologies within the organization and didn’t want to restrict the group to just BIM

technologies.

The three members function as Penn State’s BIM Champions for all BIM projects within the University,

and provide the day to day BIM and technology development tasks. To support the team, an advisory

board was created to provide guidance. This board consists of members from the departments within

the University where BIM is currently being implemented. Currently the board consists of the Assistant

Associate Vice President, the Work Control Center, and Design & Construction, but it will accept new

members as the uses of BIM are expanded to other divisions.

The funding for the group was originally provided by the Assistant Associate Vice President. This

provided for all up front startup costs and any necessary equipment. The remainder of the funding for

the group is from Design Service’s overhead budget. As BIM matures within the University, the team

anticipates most of the funding for the group will be provided through new construction projects and

participating department’s overhead budgets.

AFRG Responsibilities

The Applied Facilities Research Group has five primary responsibilities. These tasks have developed over

the past year as the University’s BIM understanding has matured. The responsibilities include:

1. Education – It is the responsibility of the team to provide BIM education sessions to various

departments within the University and the Industry. These vary from traditional BIM 101

presentations to detailed training sessions of Execution planning and specific software.

2. New Construction – A member of the team champions every new construction project in which

BIM is used. The Champion begins the initial kickoff meeting and passes control to the

designated BIM coordinator from the design firm while continuously working with the A/E &

Contractor throughout the duration of the project to ensure compliance to Penn State’s new

requirements.

3. Internal design – The team is responsible for overseeing the deployment of Revit and

Navisworks within the Penn State Design Department.

4. Operations – The team must work with the operations staff to understand their needs and

function as a liaison between the operations and construction staff. This often includes working

with software developers such as Autodesk and IBM to contribute to future software

development.

5. Contract Language – It quickly became obvious that new contract language is necessary if Penn

State is to maximize the savings acquired through BIM. The team works with the construction

administration to develop and revise the new BIM Contract language.

2. Determine the organizational structure of OPP The existing documentation of the organization was analyzed and it was discovered that OPP was

divided into eleven divisions. Details of those divisions are listed in the Background of the OPP section

of this document.

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3. Division Management Interview: After the organizational structure of the Physical Plant was identified, the BIM team interviewed the

manager of each of the eleven divisions within OPP. The interview questions used were similar for every

department, but varied slightly depending on the knowledge and use of BIM they could potentially

participate in. The purpose of this interview was to learn as much as possible about the division’s

internal operational structure.

During the meeting, BIM was only discussed as an information management tool, no models were

shown as it was discovered that showing 3D BIM models led to confusion. Most operation staff manage

information in the form of spreadsheets and data fields, and it was found that describing BIM as a

database was much easier to understand.

4. Follow Up BIM Interviews: The second meeting between the eleven OPP divisions and the BIM group comprised of a customized

BIM 101 presentation to the managers and key staff of each division. This presentation explains how

BIM is used during construction and how it potentially could assist them with their work. The greatest

emphasis was placed on information management, as that is generally viewed as the greatest benefit of

BIM for most facility management staff.

If the managers find BIM interesting and feel that it could provide their divisions with increased

efficiencies, the BIM team then meets with the key personnel identified by the manager to fully map out

the divisions internal processes and develop a method to integrate BIM technologies with their division.

5. Divisions with Greatest Benefit From the interviews it was determined that the Work Control Center and Design & Construction were

the two divisions which showed the greatest potential for BIM integration. Many of the other

departments also showed great interest and potential, but the two groups mentioned were considered

to have the greatest potential for the following reasons:

1. Willing and motivated staff open to change.

2. Processes in which BIM could easily be integrated.

3. Management support.

4. High potential for savings.

Work Control Center (WCC)

The Work Control Center is the division that manages all the mechanical assets at University Park. They

oversee all emergency, corrective, and preventative maintenance within the University. The

department currently employs a staff of over 400 technicians. Although they are viewed as one of the

most advanced asset management staffs in the country, they still have much inefficiency in their

information management including:

Manual entry and deletion of every asset and their associated attributes.

Delayed new building asset data (as much as 2 years after substantial completion).

No notification of deleted or added assets due to renovation.

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Individual asset (locational) hierarchy. No functional or system data.

Design and Construction (D&C)

The design and construction department manages all new construction performed by outside

consultants and many renovation designs within the University. They also hold the legacy documents

and write the new construction contracts. This unit, although the most experienced with BIM, had the

following BIM deficiencies:

Poor contract language regarding BIM requirements, uses, and deliverables.

No requirements for a record model.

No means to update the “as-maintained” model.

Internal design staff had no capability to design in 3D.

No experience coordinating models.

6. Education & Training The training provided is detailed in the education and training section of this document.

7. New Construction Procurement Documentation As the interviews and analysis of OPP were completed, the AFRG began documenting their new contract

language and additional BIM requirements. The initial plan was to create three documents which will be

added to new construction contracts. The documents were a general BIM addendum, a BIM execution

planning template customized for OPP, and an asset attribute list. At this time these documents are

published on OPP’s website http://www.opp.psu.edu/planning-

construction/design_and_construction_standards/division-00-procurement-and-contracting-

requirements, but new RFPs and RFQs, along with a general BIM standards and guidelines document is

being developed and will be published shortly.

OPP BIM Addendum

The OPP BIM addendum was developed by the AFRG to be included with all new construction projects

over five million dollars. This addendum replaces the previous BIM language requiring BIM. Within this,

collaboration, model ownership, and liabilities are defined. In addition, the addendum requires the

completion of a BIM execution planning template. (See Attachment B)

OPP BIM Execution Planning Template

OPP adopted the Computer Integrated Research Group’s BIM Project Execution Planning Template. This

template was customized for Penn State’s needs and is completed by the entire project team. The

template has been used on four projects to this date. In each project, the template has evolved slightly

and will continue to advance as the teams BIM knowledge and experience increases. (See Attachment

C)

OPP Asset Attribute List

The Work Control Center provided the AFRG with a list of assets that they currently track in the existing

Enterprise Asset Management System (EAM). Those assets were compiled and their attributes were

documented and added to the OPP Asset Attribute List which details the information which is required

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to be embedded in the delivered record model. (See Attachment D) One of the greatest difficulties

associated with this list is developing a standard naming convention to allow for information to be

transferred seamlessly between systems. To accomplish this, the team researched various standards

including COBie, but determined that Uniformat II is the most compatible with the team’s needs. There

is significant development needed in this area to finalize the convention. The team is currently working

with industry experts to improve their conventions in hopes of allowing for the seamless transfer of data

between their systems. (Nulton)

BIM Planning Elements for Organizations:

Mission of Organization:

The Mission of the Penn State Physical Plant to provide responsive, quality, and cost-effective services in

support of the University’s mission of teaching, research, and service.(OPP)

How BIM Goals Support the Organizational Mission and Goals:

Penn State views BIM as a means of increasing the efficiency and quality in their construction and facility

management processes. One of the University’s greatest problems is funding reoccurring maintenance

issues on campus. By increasing the efficiency of these processes, thus reducing cost, the Physical Plant

has a greater ability to support the University’s Mission.(OPP)

Current BIM Uses and Organizational Tasks:

Operation Uses and Tasks

Penn State is not fully implementing any operational BIM Uses at this time, but is currently in the

process of implementing the following:

Record Model with FM Data – Penn State requires an as-built record model with the specified FM data

be provided at the completion of the project. This model is populated with the data for the asset

management system once the integration is developed.

Project Uses and Tasks

The University has the following required BIM Uses:

Design Authoring – The Penn State contract requires that the Professional utilize three dimensional

modeling techniques throughout the design process.

Design Reviews – The Professional must hold reviews of the design at the designated times to allow for

feedback from the required parties. This includes providing a virtual walkthrough with an avatar of

maintenance areas in new facilities.

Energy Analysis – Penn State does not require the use of BIM tools for traditional Energy Analysis, but

requires it during schematic design through the use of “shoebox” models. These basic BIM models can

be quickly manipulated and re-oriented allowing for early energy related decisions from the University.

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3D Design Coordination – All design models must be fully coordinated before they are issued for

construction.

Constructability Reviews – The design model is provided to the contractor after bids are awarded. The

contractor then analyzes the model for constructability issues and construction alternatives.

3D Construction Coordination – Clash detection software is used to detect conflicts between disciplines

within the model. These clashes (both hard and soft) must be fully eliminated prior to construction.

Site Utilization Planning – With the high rate of foot traffic and limited staging area for construction

crews at the University. Site Utilization Planning is used to increase pedestrian and worker safety.

Record Modeling – In order to utilize BIM for facility management, accurate record models are required

to be delivered to the University. This model will have accurate as-built information including additional

information specified within the contract.(PSU AFRG)

Current BIM Development

Revit to Maximo Integration

Penn State is now in the process of changing their internal processes to allow for improved integration

of information and a greater use of BIM. After discussing challenges with both departments, it was

observed that a significant amount of information is lost during building hand over. The team is now

developing a process to integrate the record model with Maximo, Penn State’s Enterprise Asset

Management System, to enable both sides to benefit from the increases in efficiencies.

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Figure 2: Proposed Integration Schematic between Maximo and Revit (PSU AFRG, IBM, and Autodesk)

As-Maintained Model

In addition to integrating Revit and Maximo, creating an as-maintained model of the facilities Design &

Construction manages has the potential to reduce renovation design costs by over 30%. To accomplish

this task the Design department is taking ownership of the as-built model. They are responsible for

maintaining the model and updating it with any changes that have been made to the building. A map

has been developed to document the process in which the model must be maintained. (See

Attachments F&G)

Future BIM Integration As BIM is developed within the Work Control Center and Design & Construction, it will be rolled out into

additional departments within the University. BIM is in the very early stages of development within the

following departments:

1. Campus Planning & Design: Future development sites are capable of being modeled next to

existing structures to allow for enhanced visualization. This can greatly reduce costs by allowing

the campus planners to visualize future projects without the expense of physical mockups.

2. Energy & Engineering: Basic mass modeling requirements are being considered using BIM to

provide the energy engineers and Campus Architects faster energy data. Energy modeling is

currently being employed for all new construction, but it is often completed too late in the

process to allow for significant changes in the design. By providing energy data earlier in the

process, the University will have a greater ability to control their energy usage.

3. Facilities Resources & Planning: This department manages the existing facilities information

system, and BIM is predicted to replace that system in the near future.(Nulton)

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Processes

High Level Organizational Process

See:

OPP BIM Roadmap (Attachment E)

OPP Level 1 Construction Process Map (Attachment F)

Level Two Organizational Process

See:

OPP Level 1 Minor Renovation Process Map (Attachment G)

Information Needs See;

PSU OPP Asset Attribute List (Attachment D)

Procurement Strategies See:

PSU BIM Addendum (Attachment B)

PSU OPP BIM Execution Template (Attachment C)

Infrastructure OPP is currently using IBM Maximo as their Enterprise Asset Management system. Currently they track

over 50,000 assets and issue over 164,000 work orders annually. (Bamat and Steudler)

Personnel Assistant Associate Vice President – Steve Maruszewski

AFRG Manager – Ed Gannon

BIM Strategist – Colleen Kasprzak

Virtual Operations Coordinator – Eric Nulton

Roles and Responsibilities:

Assistant Associate Vice President – The Assistant Associate Vice President is responsible for

providing management support for the BIM initiative. He reviews the large decisions and helps

guide the direction of the AFRG.

AFRG Manager –The AFRG manager is responsible for overseeing the AFRG on a day to day

basis. He is also the person responsible for developing the business plan for the future BIM

implementation.

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BIM Strategist & Virtual Operations Coordinator – Their responsibility is to develop the

technical aspects of the BIM effort. This includes guiding outside consultants on OPPs BIM

requirements to developing new procurement language and processes.

Education and Training:

The AFRG is responsible for providing the necessary education and training to all personnel within the

University. The Primary training and education tasks are as follows:

BIM 101/201 Training – Provided to all interested staff.

BIM Project Execution Training – Provided to project managers leading BIM projects.

Revit Training – Provided to modellers within Design Services.

Specialized Training – Provided to individual departments where BIM Uses are not fully

developed.

Change Readiness:

Penn State is a very slow organization to change. Corporate wide initiatives traditionally fail within OPP

due the large size of the organization. Because of this issue, it was decided to initially implement BIM

from the department level with departments that were eager to change. In this way, the AFRG was able

to better control issues regarding change. (Nulton)

Conclusions: Penn State has made great strides in their advancement of BIM technologies since the initiative began,

but there is still room for significant improvement. If BIM is going to continue to advance, the following

actions are recommended:

Asset Management

1. Complete the BIM to EAM pilot project

2. Revise/refine facility information requirements for the As-maintained model

3. Collaborate with partner organizations to standardize the BIM to EAM process

Facility Management

1. Begin integrating building automation systems with BIM

2. Utilize BIM for space management

3. Integrate BIM with GIS to improve tracking of campus utilities

Design & Construction

1. Fully train design staff with BIM tools to allow for timely updates of record models

2. Fully train project managers in BIM planning to minimize the role of the AFRG in construction

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Bibliography

Bamat, Kathy, and Bill Steudler. “Initial Interview with the Work Control Center.”

Mar 2010 : n. pag. Print.

Massaro, and PSU AFRG. “Henderson Building BIM Plan.” 2010 : n. pag. Print.

Nulton, Eric. “AFRG Interview.” Reoccuring : n. pag. Print.

OPP. “OPP Divisions.” July 2011.

PSU AFRG. “PSU OPP BIM Addendum.” Dec 2010 : n. pag. Print.

PSU AFRG, Buchart Horn, and Skanska. “Water Treatment Plant Bim.” n. pag. Print.

PSU AFRG, IBM, and Autodesk. “BIM to EAM.” Mar 2011 : n. pag. Print.

PSU OPP, and P.J. Dick. “Moore Building BIM Plan.” 2010 : n. pag. Print.

PSU OPP et al. “Ice Pavilion BIM Plan.” 2011 : n. pag. Print.

Whiting Turner. “Millennium Building BIM Plan.” 2009 : n. pag. Print.

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Appendix A: Interview Questions

Work Control Center Individuals Interviewed:

Kathy Bamat, Manager Work Control Center

Bill Steudler, Preventative Maintenance Engineer

Interview Questions

a. What are the Work Control Center’s Duties?

Manage all maintainable mechanical assets

1. Corrective Maintenance

2. Preventative Maintenance

3. Emergency Maintenance

Fund projects to reduce maintenance costs

b. What information do they manage?

Maintenance Schedules

Warranties

Maintenance Costs

c. What do they use to manage this information?

Maximo is the CMMs

It manages:

1. Maintenance scheduling

2. Labor scheduling

3. Billing

4. Asset Management

Work orders are automatically generated for each worker via the maintenance

scheduling system. All maintenance supervisors have hand held computers in

which they verify the work being completed in order to complete the payment

process.

d. Do they share/receive info from other departments?

They receive the original asset information from record drawings.

They rely on the facilities information system for space planning and building

layout information

e. What issues do they experience with their facilities?

The information they receive from record drawings is often much later than

desired and often times they are already behind on maintenance before the

asset is even in the system

The facilities information system is often inaccurate, resulting in wasted time.

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They have little input in facility design, resulting in increased maintenance costs.

f. What would assist them in doing their job more efficiently?

Faster asset information after construction

Notification of changes to assets due to renovation/demolition

More input when designing new mechanical spaces

g. Who are best people to work with in order to gain further information on day-to-day

processes?

Must have working knowledge of internal process.

Must be open to change.

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Design and Construction

Individuals Interviewed:

Lisa Berkey, Director, Design and Construction

John Bechtel, Associate Director, Facilities planning and Construction

1. How are projects procured?

a. Most projects are procured as a hard bid. This is because much of the funding for new

projects is from the state and they require design-bid-build. A more integrated delivery

method would be preferable, but hiring the CM for preconstruction services is the most

integrated delivery method possible.

2. What is the level of participation?

a. Is the owner actively involved in overseeing the project?

i. Yes, we have a project manager overseeing every construction project. The

design has to be approved by the board and the university architects.

b. Is the operations and maintenance considered during the planning stage?

i. The operations team has limited input. They are not intentionally kept out of

the process, but it is difficult to keep them involved throughout every decision

without slowing the process down.

3. Has the Owner used BIM on prior projects

a. BIM has been used to varying degree on the Sala Building, Law School, and the

Millennium building.

b. Currently there is no hard definition for BIM. It would be beneficial if there is a clear

definition of what PSU requires for BIM and if they had assistance from a consultant on

BIM planning.

4. How is a facility handed over?

a. The facility is handed over after substantial completion, but a building model is typically

not handed over to PSU.

5. How do you manage as-built& record drawings?

a. The record drawings are given to the design department for storage. The drawings are

not checked for accuracy, and typically are very poor quality. When a new renovation is

designed, the drawings are filed, but there is no current initiative to maintain an up-to-

date record model.

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Appendix B: PSU OPP BIM Addendum

PENN STATE OFFICE OF PHYSICAL PLANT BUILDING INFORMATION MODELING (BIM)

CONTRACT ADDENDUM

Version 1.2 03.28.2011

The purpose of this addendum is to define the scope of Building Information Modeling (BIM) for

projects designed and constructed for The Pennsylvania State University. This document is to be

used in conjunction with the OPP BIM Project Execution Plan Template, the OPP BIM Standards

and Guidelines document, and FORM OF AGREEMENT 1-P and 1-C. The content of this addendum

is modifiable based on project specific constraints. Please read the document entirely and contact

Colleen Kasprzak, the OPP BIM Implementation Strategist by phone at 814.865.7269 or by email at

[email protected] if you should have any questions.

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.

Definition of Terms Model: 3D Graphics that include Facility Data and Output

Facility Data: associated intelligent attribute data (e.g. manufacturer, part number, warranty information,

etc.)

Output: submitted CAD drawings (e.g. plans, elevations, sections, schedules, details, etc.) in the form off

shop drawings, design deliverables, and as-built drawings

Building Information Modeling (BIM):A process focused on the development, use and transfer of facility

data of a building project to improve the design, construction and operations of a project in order to

achieve project specific goals

BIM Project Execution Plan: a plan that defines how BIM will be implemented throughout the project

lifecycle.

Project Lifecycle: from conception to demolition including four distinctive phases (Planning, Design,

Construction, and Operations)

Professional: Designer, Architect, Engineer or Consultant

Contractor: Construction Manager (CM) Agent or At-Risk or General Contractor (GC)

Project Team: consisting of Professionals, Contractor, Owner, and other members

PSU: The Pennsylvania State University (OWNER)

OPP: Office of Physical Plant at PSU

1.0 SECTION 1: BIM PROJECT EXECUTION PLANNING

1.1. The Project Team shall develop a BIM Team Organizational Structure.

1.2. The Project Team will develop a BIM Project Execution Plan (BIM Plan) documenting the

collaborative process in which BIM will be implemented throughout the lifecycle of the project.

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The BIM Plan will be developed by the Project Team members in the early Design phase and

submitted to the OPP for approval. Payment will be held until the BIM Plan is approved.

1.2.1. In the event that a Contractor is not procured for early design, the Professional Team and

Owner shall develop the BIM Plan. Payment will be held until the BIM Plan is approved.

The BIM Plan shall then be revisited with the entire project team prior to Construction and

submitted to the OPP for approval.

1.3. In developing the BIM Plan, both the Professional and Contractor will utilize the latest version of

the OPP BIM Project Execution Plan Template (BIM Template), which identifies the minimal BIM

Requirements to develop an acceptable BIM Plan. The BIM Template can be downloaded at

www.opp.psu.edu. Please verify the web address with the OPP BIM Implementation Strategist.

1.4. Within sixty (60) days after the acceptance of the BIM Plan, the Project Team shall conduct a

review and demonstration to verify the functionality of the Model technology workflow and

processes set forth in the BIM Plan. If modifications are required, the Project Team shall

complete the modifications and resubmit the BIM Plan and perform a subsequent demonstration

for OPP acceptance. OPP may also withhold payment for Design and Construction for

unacceptable performance in executing the accepted BIM Plan.

1.5. Reference. For additional Information regarding the OPP BIM requirements, please reference the

OPP BIM Standards and Guidelines. This document can be downloaded from www.opp.psu.edu.

Please verify the web address with the OPP BIM Implementation Strategist.

2.0 SECTION 2: PROJECT BIM REQUIREMENTS

2.1. Design Authoring. Develop all designs using Building Information Modeling (BIM) and Computer

Aided Design (CAD) software.

2.2. BIM Model and Facility Data. Professionals shall use BIM application(s) and software(s) to

develop project designs. Professionals shall use the Model to produce accurate Construction

Documents. All submitted BIM Models and associated Facility Data shall be fully compatible with

the latest version of Autodesk Revit at the time of Design.

2.2.1. BIM Model Updates. The Project Team will update the Model with any revisions as required

to complete the work, or at a minimum, at each Design Phase Submittal. The Model shall

remain current and represent design intent.

2.3. Drawing Requirements. Deliver Construction Document Drawings per requirements as specified

in the OPP Design and Construction Standard. Specification of a CAD file format for these

Drawings does not limit which BIM application(s) or software(s) may be used for project

development and execution.

2.3.1. Output. Submitted drawings (e.g. plans, elevations, sections, schedules, details, etc.) shall

be derived (commonly known as extractions, views or sheets) and maintained from the

submitted Model and Facility Data.

2.3.2. Submittal Requirements. BIM submittals shall conform to the requirements of Paragraphs

3.0 below.

2.4. Owner Requirements

2.4.1. Model Content. The Model and Facility Data shall include, at a minimum, the requirements

of Section G in the BIM Plan. Further content may be specified in the BIM Information

Exchange Worksheet (Section F of the BIM Plan) that defines the exchange of information

between each project phase for each team member.

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2.4.2. Model Granularity. Models may vary in level of detail for individual elements within a model,

but at a minimum must include enough detail to establish design intent, perform BIM Uses

specified in Section D.2 of the BIM Plan, coordinate and detect clashes in the model prior

to the creation of construction documents, create construction documents, and meet the

requirements of the BIM Plan. Submitted models shall have a scale of 1:1.

2.4.3. Facility Data. Develop the Facility Data consisting of intelligent elements for the Model (e.g.

doors, air handlers, electrical panels, etc.) This Facility Data shall include all material

definitions and attributes that are necessary for the Project design, construction, and

operations. Minimum Facility Data requirements are located in Section G of the BIM Plan.

2.5. Quality Control. Implement quality control (QC) parameters for the Model, including the

procedures described in Section I of the BIM Plan. As a minimum provide the following:

2.5.1. Model Standards Checks. QC Validation used to ensure that the Project Facility Data set

has no undefined, incorrectly defined, or duplicated elements. Report non-compliant

elements and corrective action plan to correct non-compliant elements. Provide OPP with

detailed justification and request OPP acceptance for any non-compliant element which the

Contractor proposes to be allowed to remain in the Model.

2.5.2. CAD Standards Check. QC checking performed to ensure that the fonts, dimensions, line

styles, levels and other construction document formatting issues are followed per the OPP

Design and Construction Standard.

2.5.3. Other Parameters. Develop such other QC parameters as Professional and Contractor

deems appropriate for the Project and provide to the OPP for concurrence.

2.5.4. Over-The-Shoulder Quality Control Review. Periodic QC meetings shall include reviews of

the implementation and use of the model, including but not limited to, interference

management, design change tracking information, and coordination validation as agreed

upon in Section H of the BIM Plan.

2.6. Required BIM Uses. Section D.2 of the BIM Plan indicates the minimum required BIM Uses for a

project.

2.7. Recommended BIM Uses. Section D.2 of the BIM Plan indicates BIM Uses recommended for

design and construction optimization, but are not required for the project.

3.0 SECTION 3: PROJECT SUBMITTAL REQUIREMENTS

3.1. Provide submittals in compliance with the BIM Plan Deliverables at stages described in Section

B.8 of the BIM Plan in addition to those required in the Form of Agreement.

3.1.1. At each stage, provide a written report confirming that consistency checks as identified in

Paragraphs 2.5 have been completed. This report shall be discussed as part of the review

process and shall address cross-discipline interferences, if any.

3.1.2. At each stage, provide OPP with the following (as detailed in Section L of the BIM Plan):

3.1.2.1. The Model (Revit) and associated Facility Data (various).

3.1.2.2. A report generated from the Model of all facility assets and attributes.

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3.1.2.3. A three dimensional interactive review format of the Model in latest version of

Autodesk Navisworks, Adobe 3D PDF or other format as per the BIM Plan

requirements. The file format for reviews can change between submittals.

3.1.2.4. Two dimensional design deliverables in PDF format as per the OPP Design and

Construction Standard.

3.1.2.5. A report verifying the Model compliance with IBM Maximo integration.

3.1.2.6. A list of all submitted files. The list should include a description, directory, and file

name for each file submitted. Identify files that have been produced from the

submitted Model and Facility Data.

3.1.2.7. Construction submittals.All Construction Submittals, Request For Information (RFI),

and Change Order Requests (COR) should make use of the model for clear

interpretations.

3.1.2.8. Record Model and Facility Data Submittal. Submit the final model, Facility Data,

and drawings reflecting as-built conditions for OPP Approval, as specified in

Section L of the BIM as RECORD MODEL.

3.1.3. OPP shall confirm acceptability of all submittals.

4.0 SECTION 4: MODEL RESPONSIBILITY

4.1. The Professional shall maintain the Model during Construction based on RFI’s, Change Orders,

Construction Bulletins, Submittals, and any other updates or revisions within the level of detail

specified in the BIM Plan.

4.2. The Contractor shall accept the Model or provide a deficiency report as related to the BIM Plan

and the Information Exchange Worksheet at the Construction Documents Stage. The Contractor

shall maintain the Model for Construction purposes only.

4.3. It shall be understood that there may be an information gap between what is required for the final

BIM submission to the Owner and what is required for each team member to perform their

required and/or recommended BIM Use. It is the responsibility of the individual member of the

Project Team to provide that information. If developed, all information shall be made available to

the entire Project Team.

5.0 SECTION 5: OWNERSHIP, RIGHTS, AND LIABILITIES IN DATA

5.1. Ownership. OPP has ownership of and rights to all BIM Model(s), CAD files and Facility Data

developed for the Project at the date of each Project Stage Submission. OPP and any Project

Team member may make use of this data following any design deliverable as specified in

Paragraphs 3.0.

5.1.1. Submitted Model(s), drawings, and all embedded information may be used at the discretion

of the OPP throughout the construction and life of the facility.

5.2. Liability. Nothing in this Addendum shall relieve the Professional from their obligation, nor

diminish the role of the Professional as responsible for and in charge of the design of the project

and its model.

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5.2.1. No parties involved in making the model shall be responsible for costs, expenses, liabilities,

or damages which may result from the use of the model beyond the uses described in the

BIM Plan.

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6.0 Section 6: BIM Schedule of Values. If required by the Project Manager, the Professional(s) and

Contractor shall provide their cost incurred to comply with the OPP BIM Addendum. All costs are

included in the base contract prices except for those labeled OPTIONAL in the OPP BIM Plan. The

following items are derived from the previous section, which is referenced below.

6.1. From Section 1.0, BIM Project Execution Planning:

6.1.1. BIM Plan Development (Paragraph 1.2) $

6.1.2. BIM Plan Review and Demonstration (Paragraph 1.4) $

6.2. From Section 2.0, Project BIM Requirements:

6.2.1. Owner Requirements (Paragraph 2.4) $

6.2.2. Quality Control Procedures (Paragraph 2.5) $

6.2.3. Required BIM Uses (Paragraph 2.6).

6.2.3.1. Design Authoring $

6.2.3.2. Design Reviews $

6.2.3.3. 3D Design Coordination $

6.2.3.4. Constructability Reviews $

6.2.3.5. 3D Construction Coordination $

6.2.3.6. Record Modeling $

6.2.4. Recommended BIM Uses (Paragraph 2.7)

6.2.4.1. Preconstruction Coordination $

6.2.4.2. Energy Analysis $

6.2.4.3. Site Utilization Planning $

6.2.4.4. 4D Modeling $

6.3. From Section 3.0, Project Submittal Requirements:

6.3.1. Design Stage Submittals (Paragraph 3.1) $

6.3.2. Construction Stage Submittals (Paragraph 3.1) $

6.3.3. Final As0Built BIM and Cad Data Submittal (Paragraph 3.1.2.7) $

6.4. From Section 4.0, Model Responsibility

6.4.1. Project Team Information Gap (Paragraph 4.3) $

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Appendix C: PSU OPP BIM Execution Template

BIM Project Execution Plan

Version 1.0 For

[Project Title] Of

The Pennsylvania State University Developed by

[Author Company]

This template is a tool that is provided to assist in the development of a BIM project execution plan as

required per contract. It was adapted from the buildingSMARTallianceTM (bSa) Project “BIM Project

Execution Planning” as developed by The Computer Integrated Construction (CIC) Research Group of

The Pennsylvania State University. The bSa project is sponsored by the Charles Pankow Foundation

(www.pankowfoundation.org), Construction Industry Institute (CII) (www.construction-institute.org),

Penn State Office of Physical Plant (OPP) (www.opp.psu.edu), and The Partnership for Achieving

Construction Excellence (PACE) (www.engr.psu.edu/pace). The BIM Project Execution Planning Guide

and corresponding templates can be downloaded at www.engr.psu.edu/bim.

Contributors to the template:

Ed Gannon, Penn State Office of Physical Plant

Colleen Kasprzak, Penn State Office of Physical Plant

Eric Nulton, Penn State Office of Physical Plant

Craig Dubler, The Pennsylvania State University

John Messner, The Pennsylvania State University

Ashwin Ramesh, The Pennsylvania State University

Please direct any questions about this template to Colleen Kasprzak ([email protected]) or Ed

Gannon ([email protected]). Please do not contact any of the other contributors pertaining to this

template.

This coversheet can be replaced by a project specific coversheet that includes at a minimum: document title, project title, project location, author company, and project number).

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BIM Project Execution Plan Version 1.0

For

[Project Title] Of

The Pennsylvania State University Developed by

[Author Company]

TABLE OF CONTENTS

SECTION A: BIM PROJECT EXECUTION PLANNING GUIDE OVERVIEW ........................................................ 28

SECTION B: PROJECT INFORMATION .......................................................................................................... 29

SECTION C: KEY PROJECT CONTACTS .......................................................................................................... 30

SECTION D: PROJECT GOALS / BIM OBJECTIVES ......................................................................................... 31

SECTION E: BIM PROCESS DESIGN .............................................................................................................. 32

SECTION F: BIM INFORMATION EXCHANGE WORKSHEET .......................................................................... 33

SECTION G: BIM AND FACILITY DATA REQUIREMENTS .............................................................................. 34

SECTION H: COLLABORATION PROCEDURES .............................................................................................. 38

SECTION I: QUALITY CONTROL .................................................................................................................... 39

SECTION J: TECHNOLOGICAL INFRASTRUCTURE NEEDS ............................................................................. 40

SECTION K: MODEL STRUCTURE ................................................................................................................. 42

SECTION L: PROJECT DELIVERABLES ........................................................................................................... 43

SECTION M: ATTACHMENTS ....................................................................................................................... 44

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SECTION A: BIM PROJECT EXECUTION PLAN OVERVIEW

To successfully implement Building Information Modeling (BIM) on a project, [Author Company]has

developed this detailed BIM Project Execution Plan. The BIM Project Execution Plan defines uses for BIM

on the project (i.e. design authoring, design reviews, 3D design and construction coordination, and

record modeling), along with a detailed process for executing BIM on this project.

[Insert Additional Information here (i.e. a BIM Mission Statement). This is the location to provide additional BIM overview information up to one paragraph. Additional detailed information can be included as an attachment to this document.]

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SECTION B: PROJECT INFORMATION This section defines basic project reference information and BIM related project milestones.

1. FACILITY OWNER: THE PENNSYLVANIA STATE UNIVERSITY

2. PROJECT NAME:

3. PROJECT LOCATION: UNIVERSITY PARK, PA

4. CONTRACT TYPE:

5. PROJECT DESCRIPTION:

6. ADDITIONAL INFORMATION: [Unique BIM project characteristics and requirements]

7. PROJECT NUMBERS:

PROJECT INFORMATION NUMBER

PENN STATE BUILDING NUMBER [9999-000]

PENN STATE PROJECT NUMBER [12345.00]

COMPANY PROJECT NUMBERS [IF APPLICABLE]

[COMPANY PROJECT NUMBERS] [IF APPLICABLE]

[COMPANY PROJECT NUMBERS] [IF APPLICABLE]

[COMPANY PROJECT NUMBERS] [IF APPLICABLE]

8. PROJECT SCHEDULE / PHASES / BIM MILESTONES

PROJECT PHASE / MILESTONE ESTIMATED

START DATE

ESTIMATED COMPLETION

DATE

PROJECT STAKEHOLDERS INVOLVED

SCHEMATIC DESIGN

50% DESIGN DEVELOPMENT

100% DESIGN DEVELOPMENT

CONSTRUCTION DOCUMENTS

25% CONSTRUCTION

CLOSEOUT

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SECTION C: KEY PROJECT CONTACTS The following is a list of the lead BIM contacts for each organization on the project. Additional contacts can be included later in the document.

ROLE ORGANIZATION NAME LOCATION EMAIL PHONE

PROJECT MANAGER

PENN STATE

PENN STATE BIM MANAGER

PENN STATE

PROJECT MANAGERS(S)

BIM MANAGER(S)

ARCHITECTURE LEAD

CIVIL LEAD

ELECTRTICAL / TELECOM LEAD

FIRE PROTECTION LEAD

MECHANICAL LEAD

PLUMBING LEAD

STRUCTURAL LEAD

OTHER PROJECT ROLES

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SECTION D: PROJECT GOALS / BIM OBJECTIVES Describe how the BIM Model and Facility data are leveraged to maximize project value (i.e. design alternatives, life-cycle analysis, scheduling, estimating, material selection, pre-fabrication opportunities, construction phasing, etc). For BIM Goals and Use Analysis Worksheets, please reference www.engr.psu.edu/bim/download.

1. MAJOR BI GOALS / OBJECTIVES

PRIORITY (HIGH/ MED/LOW)

GOAL DESCRIPTION POTENTIAL BIM USES

REQUIRED ELIMINATE FIELD CONFLICTS 3D COORDINATION, CONSTRUCTABILITY REVIEWS

REQUIRED IDENTIFY CONCERNS ASSOSCIATED WITH PHASING ON CAMPUS

4D MODELING, SITE UTILIZATION PLANNING

REQUIRED ACCURATE 3D RECORD MODEL RECORD MODELING, 3D COORDINATION

REQUIRED INCREASE EFFECTIVENESS OF SUSTAINABLE GOALS ENGINEERING ANALYSIS, LEED EVALUATION

[INSERT ADDITIONAL GOALS BELOW IF APPLICABLE]

2. BIM USES

The BIM Uses currently highlighted/shaded/checked (X) are required by The Pennsylvania State University. The BIM Uses marked (O) are recommended for use on the project by The Pennsylvania State University. Use this table to highlight applicable BIM Uses on the project as well as include any additional BIM Uses in the empty cells provided. See the BIM Project Execution Guide at www.engr.psu.edu/bim/BIM_Uses for Use Descriptions.

X OPERATE X CONSTRUCT X DESIGN X PLAN

BUILDING MAINTENANCE

SCHEDULING O SITE UTILIZATION

PLANNING X DESIGN AUTHORING PROGRAMMING

BUILDING SYSTEM

ANALYSIS X

CONSTRUCTABILITY REVIEWS

X DESIGN REVIEWS SITE ANALYSIS

ASSET MANAGEMENT X 3D COORDINATION X 3D COORDINATION

SPACE MANAGEMENT/

TRACKING O PRECONSTRUCTION

COORDINATION O PRECONSTRUCTION

COORDINATION

DISASTER PLANNING CONSTRUCTION SYSTEM

DESIGN STRUCTURAL ANALYSIS

X RECORD MODELING DIGITAL FABRICATION LIGHTING ANALYSIS

3D CONTROL AND

PLANNING O ENERGY ANALYSIS

MECHANICAL ANALYSIS

OTHER ENG. ANALYSIS

LEED EVALUATION

CODE VALIDATION

4D MODELING O 4D MODELING 4D MODELING 4D MODELING

COST ESTIMATION COST ESTIMATION COST ESTIMATON COST ESTIMATION

EXISTING CONDITIONS

MODELING EXISTING CONDITIONS

MODELING EXISTING CONDITIONS

MODELING EXISTING CONDITIONS

MODELING

X = Penn State Required BIM Use, O = Penn State Recommended BIM Use

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SECTION E: BIM PROCESS DESIGN Provide process maps for each BIM Use selected in Section D: Project Goals / BIM Objectives. These process maps provide a detailed plan for the implementation of each BIM use. They also define the specific Information Exchanges for each activity, building the foundation for the entire execution plan. The plan includes the Overview Map (Level 1) of the BIM uses, a Detailed Map of each BIM Use (Level 2), and a description of elements on each map, as appropriate. Level 1 and Level 2 sample maps are available for download at www.engr.psu.edu/bim/download. (Please note that these are sample maps and should be modified based on project specific information and requirements). Please reference Chapter 3: Designing BIM Project Execution Process in the BIM Project Execution Planning Guide found at www.engr.psu.edu/bim/download. Please include a screenshot of the Level 1 Overview Map in this Section.

1. LEVEL 1 PROCESS OVERVIEW MAP: ATTACHMENT X

2. LIST OF LEVEL 2 DETAILED BIM USE PROCESS MAP(S): ATTACHMENT X

Add additional process maps from Part 2 of Section D: Project Goals /BIM Objectives.

Design Authoring

Design Reviews

3D Design Coordination

3D Construction Coordination

Constructability Reviews

Record Modeling

SAMPLE

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SECTION F: BIM INFORMATION EXCHANGE WORKSHEET Model elements by discipline, level of detail, and any specific attributes important to the project are documented using the Information Exchange Worksheet. See Chapter 4: Defining the Requirements for Information Exchanges in the BIM Project Execution Planning Guide for details on completing this template.

1. LIST OF INFORMATION EXCHANGE WORKSHEET(S): ATTACHMENT X

The following list includes the BIM Uses required for projects at The Pennsylvania State University. Modify this list for specific projects, relating to the chosen BIM Uses in Part 2 of Section D: Project Goals / BIM Objectives. Please include a screenshot of the worksheet.

Design Authoring

Design Reviews

3D Design Coordination

3D Construction Coordination

Constructability Reviews

Record Modeling

2. MODEL DEFINITION WORKSHEET(S): ATTACHMENT X

The Model Definition Worksheet provides the information for the progression of the model throughout the lifecycle of the project. The information needed to fill out this worksheet should be extracted from the Information Exchange Worksheet from Part 1 of this section.

SAMPLE

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SECTION G: BIM AND FACILITY DATA REQUIREMENTS

1. OWNER DELIVERABLE REQUIREMENTS

In this template, the non-shaded, sub-category rows may be added or modified per project requirements. Note in the column that if the information will be required on the project. Shaded rows are the minimum requirements for The Pennsylvania State University and must be delivered to the owner at the end of the project. See Attachment Xfor list of required asset attributes.

MODEL ELEMENT BREAKDOWN REQUIRED? DATA TYPE

NOTES

A SUBSTRUCTURE

A10 FOUNDATIONS

A1010 STANDARD FOUNDATIONS O

A1020 SPECIAL FOUNDATIONS O

A1030 SLAB ON GRADE O

A20 BASEMENT CONSTRUCTION

A2010 BASEMENT EXCAVATION

A2020 BASEMENT WALLS

B SHELL

B10 SUPERSTRUCTURE

B1010 FLOOR CONSTRUCTION (STRUCT) O

FLOOR CONSTRUCTION (ARCH) O

B1020 ROOF CONSTRUCTION (STRUCT) O

ROOF CONSTRUCTION (ARCH) O

B20 EXTERIOR ENCLOSURE

B2010 EXTERIOR WALLS O

B2020 EXTERIOR WINDOWS O

B2030 EXTERIOR DOORS O

B30 ROOFING

B3010 ROOF COVERINGS

B3020 ROOF OPENINGS

C INTERIORS

C10 INTERIOR CONSTRUCTION

C1010 PARTITIONS O

C1020 INTERIOR DOORS O

C1030 FITTINGS

C20 STAIRS

C2010 STAIR CONSTRUCTION O

C2020 STAIR FINISHES

C30 INTERIOR FINISHES

C3010 WALL FINISHES

C3020 FLOOR FINISHES

C3030 CEILING FINISHES

D SERVICES

D10 CONVEYING SYSTEMS

D1010 ELEVATORS & LIFTS X

D1020 ESCALATORS & MOVING WALKS

D1030 OTHER CONVEYING SYSTEMS

D20 PLUMBING

D2010 PLUMBING FIXTURES

WATER FOUNTAIN X

D2020 DOMESTIC WATER DISTRIBUTION

VALVE - BACKFLOW X

VALVE - CONTROL X

VALVE - SAFETY RELIEF X

VALVE – VACUUM BREAKER X

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MODEL ELEMENT BREAKDOWN REQUIRED? DATA TYPE

NOTES

METER X

PUMP X

D2030 SANITARY WASTE

PUMP X

D2040 RAIN WATER DRAINAGE

SUMP PUMP X

D2030 OTHER PLUMBING SYSTEMS

D30 HVAC

D3010 ENERGY SUPPLY

STEAM TRAP X

MANHOE X

TANK X

D3020 HEAT GENERATING SYSTEMS

BOILER X

PUMP X

HEATER X

D3030 COOLING GENERATING SYSTEMS

AIR CONDITIONER X

CHILLER X

CLOSED LOOP X

COOLER X

COOLING TOWER X

D3040 DISTRIBUTION SYSTEMS

AIR HANDELING UNITS O

COLLECTOR – DUST X

COMPRESSOR X

DRYER - AIR X

BLOWER X

FAN X

FILTER X

HEAT EXCHANGER – AIR COOLED X

HEAT EXCHANGER – PLATE & FRAME X

HEAT EXCHANGER – SHELL & TUBE X

WATER HEATER X

FURNACE X

VAV X

SENSOR X

D3050 TERMINAL & PACKAGE UNITS

D3060 CONTROLS & INSTRUMENTATION

D3070 SYSTEMS TESTING & BALANCING

D3090 OTHER HVAC SYSTEM & EQUIPMENT

D40 FIRE PROTECTION

D4010 SPRINKLERS O

D4020 STANDPIPES O

D4030 FIRE PROTECTION SPECIALTIES

D4040 OTHER FIRE PROTECTION SYSTEMS

D50 ELECTRICAL

D5010 ELECTRICAL SERVIES & DISTRIBUTION

PANELBOARDS X

TRANSFORMER X

D5020 LIGHTING & BRANCH WIRING

LIGHT FIXTURE X

D5030 COMMUNICATIONS & SECURITY

ACCESS CONTROL PANEL X

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MODEL ELEMENT BREAKDOWN REQUIRED? DATA TYPE

NOTES

D5040 GROUNDING SYSTEMS

D5090 OTHER ELECTRICAL SYSTEMS

GENERATOR X

SWITCH ATS X

E EQUIPMENT AND FURNISHINGS

E10 EQUIPMENT

E1010 COMMERCIAL EQUIPMENT O

E1020 INSTITUTIONAL EQUIPMENT O

E1030 VEHICULAR EQUIPMENT

E1090 OTHER EQUIPMENT

E20 FURNISHINGS

E2010 FIXED FURNISHINGS O

E2020 MOVABLE FURNISHINGS

F SPECIAL CONSTRUCTION AND DEMOLITION

F10 SPECIAL CONSTRUCTION

F1010 SPECIAL STRUCTURES

F1020 INTEGRATED CONSTRUCTIOM

F1030 SPECIAL CONSTRUCTION SYSTEMS

F1040 SPECIAL FACILITIES

F1050 SPECIAL CONTROLS & INSTRUMENTATION

F20 SELECTIVE BUILDING DEMOLITION

F2010 BUILDING ELEMENTS DEMOLITION

F2020 HAZARDOUS COMPONENTS ABATEMENT

G BUILDING SITE WORK

G10 SITE PREPERATION

G1010 SITE CLEARING

G1020 SITE DEMOLITION & RELOCATIONS

G1030 SITE EARTHWORK

G1040 HAZARDOUS WASTE REMEDIATION

G20 SITE IMPROVEMENTS

G2010 ROADWAYS

G2020 PARKING LOTS

G2030 PEDESTRIAN PAVING

G2040 SITE DEVELOPMENT

G2050 LANDSCAPING

G30 SITE CIVIL/MECHANICAL UTILITIES

G3010 WATER SUPPLY & DISTRIBUTION SERVICES

G3020 SANITARY SEWER SYSTEMS

G3030 STORM SEWER SYSTEMS

G3040 HEATING DISTRIBUTION

G3050 COOLING DISTRIBUTION

G3060 FUEL DISTRIBUTION

G3090 OTHER CIVIL/MECHANICAL UTILITIES

G40 SITE ELECTRICAL UTILITIES

G4010 ELECTRICAL DISTRIBUTION

G4020 SITE LIGHTING

STREET LIGHT X

STREET LIGHT - CONTRACTOR X

G4030 SITE COMMUNICATIONS & SECURITY

G4090 OTHER ELECTRICAL UTILITIES

G50 OTHER SITE CONSTRUCTION

G5010 SERVICE TUNNELS

G5090 OTHER SITE SYSTEMS & EQUIPMENT

1 CONSTRUCTION SYSTEMS

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MODEL ELEMENT BREAKDOWN REQUIRED? DATA TYPE

NOTES

CONSTRUCTION EQUIPMENT

TEMPORARY SAFETY

TEMPORARY SECURITY

TEMPORARY FACILITIES

WEATHER PROTECTION

2 SPACE

CONSTRUCTION ACTIVITY SPACE

ANALYSIS SPACE

3 INFORMATION

CONSTRUCTION INFORMATION

ENGINEERING INFORMATION

RECORD INFORMATION

2. VARIANCES

List variances from minimum modeling requirements as specified in contract. Note: Variances must exceed minimum contract requirements (i.e. using a newer release of AEC CAD Standard or IFC version).

VARIANCE JUSTIFICATION

Page 39: Office of Physical Plant Case Study - BIM Planning

38

SECTION H: COLLABORATION PROCEDURES

1. COLLABORATION STRATEGY:

Describe how the project team will collaborate. Include items such as communication methods, document management and

transfer, record storage, etc.

2. MEETING PROCEDURES:

If applicable, include Specific Meeting Procedures in the Attachments. The following are examples of meetings that should be

considered:

MEETING TYPE REQUIRED

PER PROJECT PROJECT

STAGE FREQUENCY PARTICIPANTS LOCATION

BIM REQUIREMENTS KICK-OFF

YES T.B.D. ONCE T.B.D.

BIM EXECUTION PLAN DEMONSTRATION

YES T.B.D. ONCE T.B.D.

3D DESIGN COORDINATION

YES DESIGN WEEKLY T.B.D.

3D CONSTRUCTION COORDINATION

YES CONSTRUCTION WEEKLY T.B.D.

BIM EXECUTION PLAN REVIEW

YES EACH BIMONTHLY T.B.D.

[ADDITIONAL MEETINGS IF APPICABLE]

3. MODEL DELIVERY SCHEDULE OF INFORMATION FOR SUBMISSION AND APPROVAL:

INFORMATION EXCHANGE

FILE SENDER

FILE RECEIVER

FREQUENCY DUE DATE OR START

DATE

MODEL FILE

MODEL SOFTWARE

NATIVE FILE TYPE

DESIGN AUTHORING TO 3D COORDINATION

ONE TIME

3D COORDINATION T.B.D.

3D COORDINATION TO RECORD MODEL

PENN STATE

ONE TIME

[ADDITIONAL INFORMATION EXCHANGES IF APPLICABLE]

4. INTERACTIVE WORKSPACE

5. ELECTRONIC COMMUNICATION PROCEDURES

Include File Breakdown Structure for access rights.

Page 40: Office of Physical Plant Case Study - BIM Planning

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SECTION I: QUALITY CONTROL

1. OVERALL STRATEGY FOR QUALITY CONTROL

Describe the strategy to control the quality of the model.

2. QUALITY CONTROL CHECKS

The following checks should be performed to assure quality.

CHECKS DEFINITION RESPONSIBLE

PARTY SOFTWARE

PROGRAM(S) FREQUENCY

VISUAL CHECK

ENSURE THERE ARE NO UNINTENDED MODEL COMPONENTS AND THE DESIGN INTENT HAS BEEN FOLLOWED.

INTERFERENCE CHECKS

DETECT PROBLEMS IN THE MODEL WHERE TWO BUILDING COMPNENTS ARE CLASHING, INCLUDING SOFT AND HARD.

STANDARDS CHECK

ENSURE THAT THE BIM AND AEC CADD STANDARD HAVE BEEN FOLLOWED (FONTS, DIMENSIONS, LINE STYLES, LEVELS/LAYERS, ETC).

MODEL INTEGRITY CHECKS

DESCRIBE THE QC VALIDATION PROCESS TO ENSURE THAT THE FACILITY DATA SET HAS NO UNDEFINED, INCORRECTLY DEFINED OR DUPLICATED ELEMENTS AND THE REPORTING PROCESS ON NON-COMPLIANT ELEMENTS AND CORRECTIVE ACTION PLANS.

ERRORS/OMISSIONS CHECKS

REVIT TO MAXIMO CHECKS

PROVIDE REPORT VERIFYING MODEL COMPLIANCE WITH THE AUTODESK REVIT TO IBM MAXIMO DATA INTEGRATION.

[ADDITIONAL CHECKS IF

APPICABLE]

Page 41: Office of Physical Plant Case Study - BIM Planning

40

SECTION J: TECHNOLOGICAL INFRASTRUCTURE NEEDS

1. SOFTWARE

List software used to deliver BIM. Include the additional chosen BIM Uses from Part 2 of Section D. Provide the BIM Manager the

downloading and installation instructions for object enablers required for viewing the geometry of all objects within the models. The

BIM Manager will then distribute the information to all other project participants.

BIM USE DISCIPLINE

(IF APPLICABLE) SOFTWARE* VERSION

DESIGN AUTHORING [ARCHITECT] T.B.D. [MOST CURRENT]

DESIGN AUTHORING [TRADE

CONTRACTORS]

APPLICABLE 3D MODEL AUTHORING SOFTWARE OR 3

RD PARTY ADD-ONS TO

AUTOCAD.

[MOST CURRENT]

DESIGN REVIEWS [ARCHITECT] T.B.D. [MOST CURRENT]

3D DESIGN COORDINATION [ARCHITECT] T.B.D. [MOST CURRENT]

3D CONSTRUCTION COORDINATION

[CONTRACTOR] T.B.D. [MOST CURRENT]

3D COORDINATION (VIEWING)

[CONTRACTOR] T.B.D. [MOST CURRENT]

CONSTRUCTABILITY REVIEWS [CONTRACTOR] T.B.D. [MOST CURRENT]

RECORD MODEL [CONTRACTOR]

[OWNER] [MOST CURRENT]

[ADDITIONAL BIM USES AND APPLICABLE SOFTWARE]

*Autodesk software products (ie. Revit Architecture, Navisworks) preferred by owner.

Page 42: Office of Physical Plant Case Study - BIM Planning

41

2. COMPUTERS / HARDWARE

Choose the hardware that is in the highest demand and most appropriate for the majority of BIM uses.

BIM USE HARDWARE OWNER OF HARDWARE SPECIFICATIONS

DESIGN AUTHORING

DESIGN REVIEWS

3D DESIGN COORDINATION

3D CONSTRUCTION COORDINATION

CONSTRUCTABILITY REVIEWS

RECORD MODELING

3. MODELING CONTENT AND REFERENCE INFORMATION

BIM USE DISCIPLINE

(IF APPLICABLE) MODELING CONTENT /

REFERENCE INFORMATION VERSION

DESIGN AUTHORING T.B.D.

3D COORDINATION T.B.D.

RECORD MODELING T.B.D.

Page 43: Office of Physical Plant Case Study - BIM Planning

42

SECTION K: MODEL STRUCTURE

1. FILE NAMING STRUCTURE:

2. SPECIFIC MODEL REQUIREMENTS AS PER CONTRACT: ATTACHMENT X.

3. MODEL STRUCTURE:

4. MEASUREMENT AND COORDINATE SYSTEMS:

Describe the measurement system and coordinate system (geo-referenced) used.

5. MODEL ACCURACY AND TOLERANCES:

Page 44: Office of Physical Plant Case Study - BIM Planning

43

SECTION L: PROJECT DELIVERABLES List the BIM deliverables for the project and the format in which the information will be delivered.

BIM SUBMITTAL ITEM STAGE FORMAT NOTES

2D DOCUMENTS PRINTED DIRECTLY FROM THE REVIT MODEL

CONSTRUCTION ADMIN

.PDF

DOCUMENTS TO BE STAMPED AND SIGNED IN TRADITIONAL PRACTICE TO COMPLY WITH LOCAL PERMITTING REQUIREMENTS.

LIST OF ALL SUBMITTED FILES ALL .XLS EXCEL SPREADSHEET PREFERRED

[QA/QC REPORTS] .PDF

[VISUALIZATION MODEL]

INTERIM DESIGN SUBMITTALS .RVT .NWD

NATIVE FILE FORMATS

FINAL DESIGN SUBMITTAL .RVT .NWD

CONSTRUCTION SUBMITTALS .PDF

RECORD MODEL SUBMITTAL CLOSEOUT

.RVT [ARCH MODEL] .NWD .DWG

NATIVE FILE FORMATS

SEE RECORD MODEL INFORMATION EXCHANGE TO ENSURE THAT THE PROPER INFORMATION IS CONTAINED IN THIS MODEL.

[OTHER BIM DELIVERABLE]

[OTHER BIM DELIVERABLE]

Page 45: Office of Physical Plant Case Study - BIM Planning

44

SECTION M: ATTACHMENTS

1. LEVEL 1 PROCESS OVERVIEW MAP [FROM SECTION E]

2. LEVEL 2 DETAILED BIM USE PROCESS MAP(S) [FROM SECTION E]

3. INFORMATION EXCHANGE REQUIREMENT WORKSHEET(S) [FROM SECTION F]

4. MODEL DEFINITION WORKSHEET(S) [FROM SECTION F]

5. REQUIRED ASSET ATTRIBUTE LIST [FROM SECTION I]

6. SPECIFIC MEETING PROCEDURES [FROM SECTION H]

7. SPECIFIC MODEL REQUIREMENTS FOR PROFESSIONAL [FROM ATTACHMENT K]

8. SPECIFIC MODEL REQUIREMENTS FOR CONTRACTOR AND SUBCONTRACTOR [FROM ATTACHMENT K]

9. DEVELOPED DOCUMENTS / CONTRACTS

Page 46: Office of Physical Plant Case Study - BIM Planning

45

ATTACHMENT X: SPECIFIC MODEL REQUIREMENTS FOR PROFESSIONAL

The scope defines the level of detail for each discipline so that 2D floor plans, roof plans, elevations,

sections, and schedule generation can come directly from the BIM model. Although the level of detail

entered into the discipline models may vary from the detailed scope list below, it should be enough

information to generate Construction Documents. Variations from these requirements must be

reviewed and approved by the Owner and BIM Manager.

1. ARCHITECTURAL MODEL

Exterior Enclosure

Interior Construction

Core (Vertical Systems)

Reports

Door Schedule

Finish Schedule

Other intelligent information

2. INTERIOR DESIGN MODEL

Interior Construction

Reports

Door Schedule

Finish Schedule

Other intelligent information

3. STRUCTURAL MODEL

Foundations (as solid mass), footings, piers, walls (including areaways), and pits

Slab-on-grade (as solid mass)

Framing (as solid mass), hollow core floor plank and solid floor slabs, T-beams, L-beams, columns,

CMU bearing walls, exterior perimeter CMU walls

Primary floor openings (stairs, elevators, mechanical shafts)

Primary bearing wall openings

Elevator hoist and separator beams

Other intelligent information

4. MEP MODEL

All equipment, ductwork, piping, and plumbing. Do not model all plumbing at toilet cores. Model

typical only.

Fire protection mains/standpipes

Electrical rooms

Major conduit, telecommunications racks, under floor tray(s)

Smoke dampers, fire dampers, thermostats, pressure sensors, other in-line devices

Only model gauges and valves when necessary for coordination.

Page 47: Office of Physical Plant Case Study - BIM Planning

46

Model complete typical bay to include sprinkler heads, and all other devices not commonly

modeled.

Reports

Major equipment schedules

Panel schedules

Other intelligent information

Page 48: Office of Physical Plant Case Study - BIM Planning

47

Appendix D: PSU OPP Asset Attribute List

Asset Information organized according to PSU UNIFORMAT II Standard

Asset Parameter UOM

D 10 Conveying

Elevator Elevator Number

Elevator Landings

Passenger Capacity

Elevator Type

Elevator Maximum Load LB.

Elevator Speed FPM

Type

Model

Model #

Manufacturer

Serial Number

Hoist Capacity TON

Equipment Number

Hoist Electric Power

Hoist Height FT

Manufacturer

Model

Model #

Serial Number

Trolley Type

Type

D2010 Plumbing Fixtures

Water Fountain Construction Drawing ID

Equipment Number

Location Details

Type

Model

Model #

Manufacturer

Serial Number

Page 49: Office of Physical Plant Case Study - BIM Planning

48

D2020 Domestic Water Distribution

Valve - Backflow Backflow ID Number

Connection Size

Connection Type

Manufacturer

Model

Model #

Serial Number

Service Type

System Type

Type

Valve - Control Actuator Type

Construction Drawing ID

Equipment Number

Manufacturer

Model

Model #

Serial Number

Type

Valve Sizing Coefficient

Valve - Safety Relief Equipment Number

Equipment Protected

Manufacturer

Model

Model #

Relief Valve Capacity

Relief Valve Connection Size

Serial Number

Service

Setpoint Pressure

Valve - Vacuum Breaker Vacuum Breaker Type

Service Type

System Type

Connection Size

Connection Type

Back Flow ID

Model

Model #

Manufacturer

Page 50: Office of Physical Plant Case Study - BIM Planning

49

Meter Type

Size IN

Additional Detail

Model#

Package Quantity

Type

Model

Model #

Manufacturer

Pump Equipment Number

Fluid Flowrate GPM

Total Head Pressure FEET

Pump RPM RPM

Construction Drawing ID

Driver Motor Voltage - Phase A VOLTS

Driver Motor Voltage - Phase B VOLTS

Driver Motor Voltage - Phase C VOLTS

Driver Motor Amperage- Phase A AMPS

Driver Motor Amperage- Phase B AMPS

Driver Motor Amperage- Phase C AMPS

Type

Model

Model #

Manufacturer

D2030 Sanitary Waste

Pump Equipment Number

Pump Suction Pressure PSIG

Pump Discharge Pressure PSIG

Total Head Pressure FEET

Driver Motor Voltage - Phase A VOLTS

Driver Motor Voltage - Phase B VOLTS

Driver Motor Voltage - Phase C VOLTS

Driver Motor Amperage- Phase A AMPS

Driver Motor Amperage- Phase B AMPS

Driver Motor Amperage- Phase C AMPS

Pump RPM RPM

Fluid Flowrate GPM

Model

Model #

Type

Manufacturer

Page 51: Office of Physical Plant Case Study - BIM Planning

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D2040 Rain Water Drainage

Sump Pump Equipment Number

Pump Suction Pressure PSIG

Pump Discharge Pressure PSIG

Total Head Pressure FEET

Driver Motor Voltage - Phase A VOLTS

Driver Motor Voltage - Phase B VOLTS

Driver Motor Voltage - Phase C VOLTS

Driver Motor Amperage- Phase A AMPS

Driver Motor Amperage- Phase B AMPS

Driver Motor Amperage- Phase C AMPS

Pump RPM RPM

Fluid Flowrate GPM

Model

Model #

Type

Manufacturer

D30 HVAC

D3010 Energy Supply

Steam Trap Pipe Size IN

Steam Trap Application

Trapman ID Number

Steam Service Presssure

Model

Model #

Type

Manufacturer

Manhole Misc. Information NOS

Asbestos Present?

Qty. of HPS Expansion Joints

Qty. of LPS Expansion Joints

Qty. Condensate Return Joints

Qty. of HPS Steam Valves

Qty. of LPS Steam Valves

Qty. Condensate Return Valves

Qty. of Air System Valves

Qty. of Steam Traps

Qty. of Steam Syst Strainers

Type of Condensate Return Pump

Page 52: Office of Physical Plant Case Study - BIM Planning

51

Type

Tank Equipment Number

Tank Contents

Material of Construction

Construction Drawing ID

DEP Facility ID

DEP Tank #

Model #

Capacity

Model

Type

Manufacturer

D3020 Heat Generating Systems

Boiler Hot Water or Steam Boiler

Equipment Number

Boiler Size BTU/HR

Maximum Working Pressure PSIG

Safety Relief Pressure PSIG

Fuel Type

PA Serial Number

National Board Number

Construction Drawing ID

Model

Model #

Type

Manufacturer

Pump Equipment Number

Pump Suction Pressure PSIG

Pump Discharge Pressure PSIG

Total Head Pressure FEET

Driver Motor Voltage - Phase A VOLTS

Driver Motor Voltage - Phase B VOLTS

Driver Motor Voltage - Phase C VOLTS

Driver Motor Amperage- Phase A AMPS

Driver Motor Amperage- Phase B AMPS

Driver Motor Amperage- Phase C AMPS

Pump RPM RPM

Fluid Flowrate GPM

Model

Model #

Page 53: Office of Physical Plant Case Study - BIM Planning

52

Type

Manufacturer

Heater Equipment Number

Total Air Flow CFM

Fan RPM RPM

Fan Total Static Pressure IN H2O

Heating Coil Type

Heating Coil Capacity BTU/HR

Construction Drawing ID

Fuel Type

Rating

Model

Model #

Type

Manufacturer

D3030 Cooling Generating Systems

Air Conditioner Equipment Number

Space Served by Asset

Power Panel

Breaker Number(s)

Total Supply Air Flow CFM

Outside Air(Minimum) CFM

Fan RPM RPM

Fan Total Static Pressure IN H2O

Refrigerant Type

Cooling Coil Capacity BTU/HR

Heating Coil Type

Heating Coil Capacity BTU/HR

Construction Drawing ID

Type

Model

Model #

Manufacturer

Chiller Equipment Number

Nominal Tons TON

Chilled Water Flow GPM

Chilled Water EWT F

Chilled Water LWT F

Condenser Water Flow GPM

Condenser Water EWT F

Page 54: Office of Physical Plant Case Study - BIM Planning

53

Condenser Water LWT F

Refrigerant Type

Construction Drawing ID

Model

Model #

Type

Manufacturer

Closed Loop Type

Water Loop Number

System Volume GAL

Percent/Type Glycol

Cooler Type

Equipment Number

Construction Drawing ID

Model

Model #

Manufacturer

Cooling Tower Equipment Number

Space Served by Asset

Power Panel

Breaker Number(s)

Process Fluid Flowrate GPM

Process Fluid Inlet Temp. F

Process Fluid Outlet Temp. F

Entering Water Temperature F

Leaving Water Temperature F

Design Wet Bulb Temperature F

Construction Drawing ID

Type

Model

Model #

Manufacturer

Dehumidifier Type

Capacity

Output Voltage VOLT

Amperage A

Wattage WATTS

Additional Detail

Model

Model#

Package Quantity

Page 55: Office of Physical Plant Case Study - BIM Planning

54

Manufacturer

Pump Equipment Number

Pump Suction Pressure PSIG

Pump Discharge Pressure PSIG

Total Head Pressure FEET

Driver Motor Voltage - Phase A VOLTS

Driver Motor Voltage - Phase B VOLTS

Driver Motor Voltage - Phase C VOLTS

Driver Motor Amperage- Phase A AMPS

Driver Motor Amperage- Phase B AMPS

Driver Motor Amperage- Phase C AMPS

Pump RPM RPM

Fluid Flowrate GPM

Model

Model #

Type

Manufacturer

Fan Equipment Number

Total Supply Air Flow CFM

Outside Air(Minimum) CFM

Fan RPM RPM

Fan Total Static Pressure IN H2O

Preheat Coil Type

Preheat Coil Capacity BTU/HR

Refrigerant Type

Cooling Coil Capacity BTU/HR

Heating Coil Type

Heating Coil Capacity BTU/HR

Construction Drawing ID

Model

Model #

Type

Manufacturer

D3040 Distribution

Collector - Dust Equipment Number

Construction Drawing ID

Horsepower HP

RPM RPM

Model

Model #

Type

Page 56: Office of Physical Plant Case Study - BIM Planning

55

Manufacturer

Compressor Additional Detail

Additional Detail 2

Air Capacity Delivered ACFM

ASME Reciever Size GAL

Capacity

Construction Drawing ID

Discharge Pressure PSIG

Electrical Rating AMP

Equipment Number

Horse Power HP

Maximum Air Pressure PSIG

Model#

Motor Horsepower HP

Package Quantity

TYPE

Model

Gas Capacity Delivered ACFM

Maximum Gas Pressure PSIG

Manufacturer

Dryer - Air Equipment Number

Refrigerant Type

Construction Drawing ID

Type

Model

Model #

Manufacturer

Blower Blower RPM RPM

Construction Drawing ID

Equipment Number

Total Air Flow CFM

Type

Additional Detail

Model #

Model

Manufacturer

Fan Equipment Number

Space Served by Asset

Power Panel

Breaker Number(s)

Fan Total Static Pressure IN H2O

Page 57: Office of Physical Plant Case Study - BIM Planning

56

Fan Suction Pressure IN H2O

Fan Discharge Pressure IN H2O

Driver Motor Voltage - Phase A VOLTS

Driver Motor Voltage - Phase B VOLTS

Driver Motor Voltage - Phase C VOLTS

Driver Motor Amperage- Phase A AMPS

Driver Motor Amperage- Phase B AMPS

Driver Motor Amperage- Phase C AMPS

Driver Motor RPM RPM

Fan RPM RPM

Mixed Air Temperature Setpoint F

Mixed Air Temperature F

Supply Air Temperature F

Supply Air Temperature Setpt F

System Static Pressure Setpt IN H2O

Outside Air(Minimum) CFM

Total Supply Air Flow CFM

Return Air Flow ACFM

Preheat Coil Type

Preheat Coil Capacity BTU/HR

Cooling Coil Type

Cooling Coil Capacity BTU/HR

Heating Coil Type

Heating Coil Capacity BTU/HR

Refrigerant Type

Type

Model

Model #

Manufacturer

Filter Equipment Number

Construction Drawing ID

Water Loop System

Type

Model

Model #

Manufacturer

Heat Exchanger - Air Cooled Equipment Number

Space Served by Asset

Power Panel

Breaker Number(s)

Total Air Flow CFM

Entering Air Temperature F

Tube Fluid Flowrate GPM

Page 58: Office of Physical Plant Case Study - BIM Planning

57

Tube Side Inlet Temperature F

Tube Side Outlet Temperature F

Construction Drawing ID

Model

Model #

Manufacturer

Heat Exchanger - Plate & Frame Equipment Number

Hot Fluid Flowrate GPM

Hot Side Inlet Temperature F

Hot Side Outlet Temperature F

Cold Fluid Flowrate GPM

Cold Side Inlet Temperature F

Cold Side Outlet Temperature F

National Board Number

Construction Drawing ID

Model

Model #

Manufacturer

Heat Exchanger - Shell & Tube Equipment Number

Shell Fluid Flowrate GPM

Shell Side Inlet Temperature F

Shell Side Outlet Temperature F

Tube Fluid Flowrate GPM

Tube Side Inlet Temperature F

Tube Side Outlet Temperature F

National Board Number

Construction Drawing ID

Model

Model #

Manufacturer

Water Heater TYPE

Use

Additional Detail

Additional Detail 2

Trade/Brand Name

Model#

Manufacturer

Model

Furnace Fuel Type

Equipment Number

Heat Input Maximum BTU/HR

Page 59: Office of Physical Plant Case Study - BIM Planning

58

Construction Drawing ID

Type

Model

Model #

Manufacturer

VAV CCS Address - FB Value

CCS Address = CM Value

Construction Drawing ID

Equipment Number

Space Served by Asset

Total Supply Air Flow

Type

Model

Model #

Manufacturer

Sensor Chemical Material

Equipment Number

Sensing Range

Type

Model

Model #

Manufacturer

D50 Electrical

D5010 Electrical Service and Distribution

Panelboards Model

Model #

Manufacturer

Voltage VOLTS

Amperage AMPS

A.I.C.

Transformer Fuse Size

Fuse Type

Impedance ohm

KVA Rating

Oil Capacity

Primary Voltage VOLTS

Secondary Voltage VOLTS

Temperature Rise

Unit Weight

Page 60: Office of Physical Plant Case Study - BIM Planning

59

Unit Weight

Wiring Connection

Type

Model

Model #

Manufacturer

D5020 Lighting and Branch Wiring

Street Light Street Light Fixture Number

Street Light Series

Ballast Voltage VOLTS

Lamp Wattage WATTS

Lamp Style

Type

Model

Model #

Manufacturer

Light Fixture Type

Model

Model #

Manufacturer

Voltage VOLTS

Ballast type

Ballast Voltage

Contactor - Streetlight Street Light Series

Location of Source

Location of Contactor

Contactor Size AMP

Contactor Manufacture

Panel Number Feeding Contactor

Breaker Size Feeding Contactor AMP

Contactor Coil Voltage VOLTS

SeriesVoltage VOLTS

Series Amperage Phase A AMP

Series Amperage Phase B AMP

Series Amperage Phase C AMP

Number of Fixtures

Type of Control

Type

Model

Model #

Page 61: Office of Physical Plant Case Study - BIM Planning

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Manufacturer

D5030 Communications and Security

Access Control Panel APC Panel Location

APC Panel Number

Type

Model

Model #

Manufacturer

D5090 Other Electrical Systems

Generator Equipment Number

Kilo-Volt/Amperes KVA

Generator Rated Power Output KW

Generator Rated Full Load Cur AMP

Generator Measured Amps Ph A AMP

Generator Measured Amps Ph B AMP

Generator Measured Amps Ph C AMP

Generator Measured Amps Neut AMP

Output Voltage VOLTS

Number of Phases

ATS Maximo ID

Fuel Type

Generator Fuel Tank Capacity GAL

Generator Fuel Tank WorkingCap GAL

Generator Runtime(Rated Power) HOUR

Generator Runtime(Meas. Load) HOUR

Fuel Consumption(Rated Power) GPH

Fuel Consumption(Meas. Load) GPH

Engine Manufacturer

Engine Model Number

Engine Serial Number

Monitored by CCS(Y or N)

Construction Drawing ID

Type

Model

Model #

Manufacturer

Switch ATS Amperage AMP

Construction Drawing ID

Page 62: Office of Physical Plant Case Study - BIM Planning

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Equipment Number

Number of Phases

Output Voltage VOLTS

Type

Model

Model #

Manufacturer

Page 63: Office of Physical Plant Case Study - BIM Planning

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Appendix E: OPP BIM Road Map

Page 64: Office of Physical Plant Case Study - BIM Planning

Appendix F:OPP Level 1 BIM Construction Process Map

OPP Level 1 BIM Construction Process Map

PS

U P

roce

ss

AE

/Co

ntr

acto

r P

roce

ss

Info

rma

tio

n E

xch

an

ge

Re

fere

nce

Info

rma

tio

n

BIM PlanPSU Facility Specific

Data Requirements

Asset Attributes

(Location, etc)Typical PSU Facility

Data Requirements

Author

Schematic

Design Model

Validate Building

Programming

Determine

Operational Data/

Model

Requirements

Add Operational

Data to Model

Requirements

Assign Asset

Data to

Appropriate

Model Elements

Develop BIM

Project Execution

Plan

Perform QA/QC

Check

Coordinate

Schematic

Design Model

Schematic Design

Models by Dicipline

Schematic Design

Models by Dicipline

Page 65: Office of Physical Plant Case Study - BIM Planning

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OPP Level 1 BIM Construction Process MapIn

form

atio

n E

xch

an

ge

AE

/Co

ntr

acto

r P

roce

ss

PS

U P

roce

ss

Re

fere

nce

Info

rma

tio

n

Coordinate

Design Models

Author

Construction

Design Model

Deliver Facility/

Asset

Information to

Owner

Import into

Maximo Database

Perform QA/QC

Check

Author Design

Development

Model

Asset Attributes (Size,

Capacity, Type, etc.)

Design Models by

DiciplineMaximo Data Import

Import into

Maximo Database

Develop Future

Building

Maintenance

Program/

Schedule

Refine Future

Building

Maintenance

Program/

Schedule

Maximo Data Import

Deliver Facility/

Asset

Information to

Owner

Assign Asset

Data to

Appropriate

Model Elements

Revit Data Export Revit Data ExportDesign Models by

DiciplineConst. Models by

Dicipline

Page 66: Office of Physical Plant Case Study - BIM Planning

65

OPP Level 1 BIM Construction Process MapIn

form

atio

n E

xch

an

ge

AE

/Co

ntr

acto

r P

roce

ss

PS

U P

roce

ss

Re

fere

nce

Info

rma

tio

n

Coordinate

Construction

Model

Perform QA/QC

Check

Assign Asset

Data to

Appropriate

Model Elements

Finalize Record

Model

Deliver Revit

Model to PSU

Import Data into

Maximo Database

Finalize Building

Maintenance

Program/

Schedule

Verify Equipment

Configuration for

Maintenance

Deliver All Other

Models/Data to

PSU

Asset Attributes (Model

#, Serial #,

Manufacturer, etc)

Construction Models by

Dicipline

Maximo Data ImportRevit Record Models by

Discipline

Revit Record Models by

Discipline

Revit Record Models by

DisciplineBuilding Data

Page 67: Office of Physical Plant Case Study - BIM Planning

66

Appendix G: OPP Level 1 Minor Renovation Process Map

OPP Level 1 BIM Minor Renovation Process Map

PS

U P

roce

ss

Info

rma

tio

n

Exch

an

ge

s

Re

fere

nce

Info

rma

tio

n

Existing Building Record

Model

Typical PSU Facility

Data Requirements

Create Project

Issue Project to

Design Services

Issue Project to

Outside

Consultant

Assign Asset

Data to

Appropriate

Model Elements

Import Current

Building Model

Author Design

Model

Perform Design

Coordination

Issue Consultant

Current Building

Model

Author Design

Model

Assign Asset

Data to

Appropriate

Model Elements

Specific PSU Facility

Data Requirements

Create Design

Drawings

Consultant

Creates Design

without Model

Issue Drawings

to PSU for

Review

Issue Model for

Review

Issue Drawings

for Review

Page 68: Office of Physical Plant Case Study - BIM Planning

67

OPP Level 1 BIM Minor Renovation Process MapIn

form

atio

n

Exch

an

ge

sP

SU

Pro

ce

ss

Re

fere

nce

Info

rma

tio

n

Asset Attributes

(Location, Capacity, etc)

Issue Model for

Construction

Issue Drawings

for Construction

Issue Drawings/

Model for BId

Team Determines

Model Manager

Contractor

Creates Means &

Methods Model

Contractor

Begins

Construction

without Model

Coordinate

Means &

Methods Model

Contractor

Issues Record

Drawings to OPP

Author Bid

Drawings from

Model

Author Drawings

for BID

Issue Drawings

for Bid

Issue Drawings

for Construction

Issue Drawings

To OPP Modeler

Create As-Built

Record Drawing

Issue Drawings

To OPP Modeler

OPP Updates

Record Model

Assign Asset

Data to

Appropriate

Model Elements

Asset Attributes

(Manufacturer, Model,

etc)

Page 69: Office of Physical Plant Case Study - BIM Planning

68

OPP Level 1 BIM Minor Renovation Process MapIn

form

atio

n

Exch

an

ge

sP

SU

Pro

ce

ss

Re

fere

nce

Info

rma

tio

n

OPP Imports

Data into Maximo

Update Record

Model

OPP Creates

Record Model

OPP Updates

Building

Lifecycle Model

Verify Model &

Attributes in-field

Coordinated As-Built

ModelMaximo Data Export