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PRE AND POST CONTRACT BIM
EXECUTION PLANS
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
This workshop will look at Pre and Post Contract BIM Execution Plans (BEP) with
a view to explaining what they should contain. Delegates will leave with a better
understanding of how to structure a BEP and what it should include.
Additionally, it will include real life examples of poor clauses within BIM
execution plans, and how to spot and deal with the scope gaps.
PRE AND POST CONTRACT BIM
EXECUTION PLANS
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
Neil Marshall MCIAT MCIOB
26 years Architectural Practice
2 Years BIM Consultant
1 Year Tier 1 BIM Implementation Manager
PRE AND POST CONTRACT BIM
EXECUTION PLANS
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
BIM LEVEL 2
PAS1192-2:2013
Specification for information management
for the capital/delivery phase of
construction projects using building
information management
www.bim-level2.org
The Go To Home of
Level 2
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
BIM LEVEL 2
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
plan prepared by the suppliers to explain how the
information modelling aspects of a project will be
carried out
DEFINITION
3.6 building information modelling execution plan (BEP)
http://bim-level2.org/en/standards/
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
The BIM Execution Plan (BEP or BIMxP) is developed by suppliers - typically pre-contract to
address the Employer's Information Requirements (EIR) - and defines how the information
modelling aspects of a project will be carried out. A BIM Execution Plan clarifies roles and
their responsibilities, standards to be applied and procedures to be followed. A BEP
collates/references a number of other documents
including the Master Information Delivery Plan
(MIDP) and the Project Implementation Plan (PIP).
The BEP may be updated after the contract has been
awarded
DEFINITION
https://bimdictionary.com/
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
INFORMATION DELIVERY CYCLE
Page 12
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
PRE-CONTRACT / POST-CONTRACT
the BIM Execution Plan
(BEP) which is submitted
firstly pre-contract to
address the issues raised in
the EIR and then with more
detail post-contract award
to explain the supplier’s
methodology for delivering
the project using BIM.
e)
PAS1192 Page 8
6.1.1 As part of the main contract
selection process, the employer
shall request in the EIRs that
bidders shall submit details of
their approach to project
information management,
sufficient to demonstrate the
supplier’s proposed approach,
capability, capacity and
competence to meet the EIR.
PAS 1192 Page 12
Note 1 The purpose of the
pre-contract BEP is to
demonstrate the supplier’s
proposed approach,
capability, capacity and
competence to meet the EIR
– see 6.2.1.
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
PRE-CONTRACT / POST-CONTRACT
6.1.3 Post contract award, the BEP
shall be re-submitted by the
supplier to the employer confirming
the supply chain’s capabilities and
the master information delivery
plan (MIDP) – see 6.2.2 and Figure 7
(6.1.5) – and that all relevant
parties have agreed and committed
to the BEP.
PAS1192 Page 12
6.1.4 This BEP shall be submitted by the supplier to the
employer on behalf of the whole supply chain and shall
include a summary of their capabilities and
responsibilities.
6.1.5 Suppliers shall be responsible for the cascade of
information through their supply chain.
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
PRE-CONTRACT
6.2 Production of the pre-contract BIM
execution plan (BEP)
The contents of the pre-contract BEP shall consist of
everything requested in the EIR plus the following information:
a) the project implementation plan (PIP) – see 6.3;
b) project goals for collaboration and information
modelling;
c) major project milestones consistent with the
project programme; and
d) project information model (PIM) deliverable
strategy (for example the CIC Schedule). PAS 1192 Page 14
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
POST-CONTRACT7.2 Production of the post contract award
BIM execution plan (BEP)
7.2.1 The contents of the post contract-award BEP shall
consist of everything requested in the EIR plus the
following information:
a) management:
1) roles, responsibilities and authorities;
2) major project milestones consistent with the project programme;
3) project information model deliverable strategy
(for example the CIC Schedules);
4) survey strategy including the use of point
clouds, light detecting and ranging (LIDAR) or
global navigation satellite systems (GNSS);
5) existing legacy data use;
6) approval of information; and
7) PIM authorization process;
b) planning and documentation:
1) revised PIP confirming the capability of the
supply chain;
2) agreed project processes for collaboration and
information modelling;
3) agreed matrix of responsibilities across the
supply chain;
4) TIDP; and
5) MIDP;
c) the standard method and procedure:
1) the volume strategy;
2) PIM origin and orientation (which may also be
geo-references to the earth’s surface using a
specified projection);
3) file naming convention;
4) layer naming convention, where used;
5) agreed construction tolerances for
all disciplines;
6) drawing sheet templates;
7) annotation, dimensions,
abbreviations and
symbols; and
8) attribute data;
d) the IT solutions:
1) software versions;
2) exchange formats; and
3) process and data management
systems.
PAS 1192 Page 16
WHATS IMPORTANT
A COLLABORATIVE PLAN TO DEFINE HOW
THE INFORMATION MODELLING ASPECTS
OF A PROJECT WILL BE CARRIED OUT
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
DEFINE | DOCUMENT | DELIVER
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
DEFINE
“ENGAGE WITH THE EMPLOYER TO
ASSESS THEIR REQUIREMENTS, ENSURE
YOU HAVE CASCADED THESE TO THE
DELIVERY TEAM” (PROPERLY)
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
DOCUMENT
“FULLY DOCUMENT EVERYTHING
YOU AGREE TO DELIVER AND HOW
YOU INTEND TO DELIVER”
(BE PEDANTIC, DIFFICULT AND A PAIN IN
THE ASS)
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
DELIVER
“UNDER PROMISE AND OVER DELIVER”
“SOMEBODY MIGHT CHECK?”
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
DELIVER
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
DELIVER
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
DELIVER
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
DELIVER
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
REVIEW
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
LOOK OUT FOR
• Onerous Information Exchange Requirements
• Lack of Clarity on
Assets
Performance Attributes
• Lack of Clarity on ‘Deliverables’
• Missing Appendices
• People need the BEP for different things, make
sure your requirements are included and self
serving.
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
EXAMPLES FROM REAL BEP’S
“It is expected the EIR will develop post contract
award”
‘COBie requirements to be agreed with the
Employer’s Asset Management team post-contract
award’
‘Contractor to advise’
“COBie deliverable - Contractor to
advise based on <Client> EIR. These
are to be agreed with the
employer”
“Object property
sets are to be
further defined by
clients project
manger and
incorporated into
the AIM”
‘Cost
interrogation
and earned value
analysis (5D)’
“Phase planning
and programme
management (4D)”
‘It’s a handover
deliverable not a
project
deliverable’
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
AUDIT
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
-Document everything
-It’s a live document
-It will require update
-Responsibility falls
through the gap.
-Audit
-Personalities change
-Where is the information
-Change Management
Tips
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
WASTE
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
BIM BANANA SKIN
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
SPEED OF CHANGE
January 9th 2007
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
LEARNING OUTCOMES
- BE VIGILANT AND PEDANTIC
- ENCOURAGE COLLABORATION AND OPENESS
- REVIEW YOUR SUPPLY CHAIN THOUROUGHLY
- DO NOT ACCEPT POOR SCOPE DOCUMENTS
- CREATE YOUR OWN BEP IF NEEDED TO CLARIFY DELIVERABLES
- BE BOTHERED
- GET INVOLVED
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
http://www.bimregswm.co.uk/
Q&A
BIM CONFERENCE 2017
PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT

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Pre and Post Contract BIM Execution Plans

  • 1. PRE AND POST CONTRACT BIM EXECUTION PLANS BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT This workshop will look at Pre and Post Contract BIM Execution Plans (BEP) with a view to explaining what they should contain. Delegates will leave with a better understanding of how to structure a BEP and what it should include. Additionally, it will include real life examples of poor clauses within BIM execution plans, and how to spot and deal with the scope gaps.
  • 2. PRE AND POST CONTRACT BIM EXECUTION PLANS BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT Neil Marshall MCIAT MCIOB 26 years Architectural Practice 2 Years BIM Consultant 1 Year Tier 1 BIM Implementation Manager
  • 3. PRE AND POST CONTRACT BIM EXECUTION PLANS BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
  • 4. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT BIM LEVEL 2 PAS1192-2:2013 Specification for information management for the capital/delivery phase of construction projects using building information management
  • 5. www.bim-level2.org The Go To Home of Level 2 BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT BIM LEVEL 2
  • 6. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT plan prepared by the suppliers to explain how the information modelling aspects of a project will be carried out DEFINITION 3.6 building information modelling execution plan (BEP) http://bim-level2.org/en/standards/
  • 7. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT The BIM Execution Plan (BEP or BIMxP) is developed by suppliers - typically pre-contract to address the Employer's Information Requirements (EIR) - and defines how the information modelling aspects of a project will be carried out. A BIM Execution Plan clarifies roles and their responsibilities, standards to be applied and procedures to be followed. A BEP collates/references a number of other documents including the Master Information Delivery Plan (MIDP) and the Project Implementation Plan (PIP). The BEP may be updated after the contract has been awarded DEFINITION https://bimdictionary.com/
  • 8. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT INFORMATION DELIVERY CYCLE Page 12
  • 9. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT PRE-CONTRACT / POST-CONTRACT the BIM Execution Plan (BEP) which is submitted firstly pre-contract to address the issues raised in the EIR and then with more detail post-contract award to explain the supplier’s methodology for delivering the project using BIM. e) PAS1192 Page 8 6.1.1 As part of the main contract selection process, the employer shall request in the EIRs that bidders shall submit details of their approach to project information management, sufficient to demonstrate the supplier’s proposed approach, capability, capacity and competence to meet the EIR. PAS 1192 Page 12 Note 1 The purpose of the pre-contract BEP is to demonstrate the supplier’s proposed approach, capability, capacity and competence to meet the EIR – see 6.2.1.
  • 10. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT PRE-CONTRACT / POST-CONTRACT 6.1.3 Post contract award, the BEP shall be re-submitted by the supplier to the employer confirming the supply chain’s capabilities and the master information delivery plan (MIDP) – see 6.2.2 and Figure 7 (6.1.5) – and that all relevant parties have agreed and committed to the BEP. PAS1192 Page 12 6.1.4 This BEP shall be submitted by the supplier to the employer on behalf of the whole supply chain and shall include a summary of their capabilities and responsibilities. 6.1.5 Suppliers shall be responsible for the cascade of information through their supply chain.
  • 11. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT PRE-CONTRACT 6.2 Production of the pre-contract BIM execution plan (BEP) The contents of the pre-contract BEP shall consist of everything requested in the EIR plus the following information: a) the project implementation plan (PIP) – see 6.3; b) project goals for collaboration and information modelling; c) major project milestones consistent with the project programme; and d) project information model (PIM) deliverable strategy (for example the CIC Schedule). PAS 1192 Page 14
  • 12. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT POST-CONTRACT7.2 Production of the post contract award BIM execution plan (BEP) 7.2.1 The contents of the post contract-award BEP shall consist of everything requested in the EIR plus the following information: a) management: 1) roles, responsibilities and authorities; 2) major project milestones consistent with the project programme; 3) project information model deliverable strategy (for example the CIC Schedules); 4) survey strategy including the use of point clouds, light detecting and ranging (LIDAR) or global navigation satellite systems (GNSS); 5) existing legacy data use; 6) approval of information; and 7) PIM authorization process; b) planning and documentation: 1) revised PIP confirming the capability of the supply chain; 2) agreed project processes for collaboration and information modelling; 3) agreed matrix of responsibilities across the supply chain; 4) TIDP; and 5) MIDP; c) the standard method and procedure: 1) the volume strategy; 2) PIM origin and orientation (which may also be geo-references to the earth’s surface using a specified projection); 3) file naming convention; 4) layer naming convention, where used; 5) agreed construction tolerances for all disciplines; 6) drawing sheet templates; 7) annotation, dimensions, abbreviations and symbols; and 8) attribute data; d) the IT solutions: 1) software versions; 2) exchange formats; and 3) process and data management systems. PAS 1192 Page 16
  • 13. WHATS IMPORTANT A COLLABORATIVE PLAN TO DEFINE HOW THE INFORMATION MODELLING ASPECTS OF A PROJECT WILL BE CARRIED OUT BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT DEFINE | DOCUMENT | DELIVER
  • 14. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT DEFINE “ENGAGE WITH THE EMPLOYER TO ASSESS THEIR REQUIREMENTS, ENSURE YOU HAVE CASCADED THESE TO THE DELIVERY TEAM” (PROPERLY)
  • 15. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT DOCUMENT “FULLY DOCUMENT EVERYTHING YOU AGREE TO DELIVER AND HOW YOU INTEND TO DELIVER” (BE PEDANTIC, DIFFICULT AND A PAIN IN THE ASS)
  • 16. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT DELIVER “UNDER PROMISE AND OVER DELIVER” “SOMEBODY MIGHT CHECK?”
  • 17. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT DELIVER
  • 18. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT DELIVER
  • 19. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT DELIVER
  • 20. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT DELIVER
  • 21. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT REVIEW
  • 22. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT LOOK OUT FOR • Onerous Information Exchange Requirements • Lack of Clarity on Assets Performance Attributes • Lack of Clarity on ‘Deliverables’ • Missing Appendices • People need the BEP for different things, make sure your requirements are included and self serving.
  • 23. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT EXAMPLES FROM REAL BEP’S “It is expected the EIR will develop post contract award” ‘COBie requirements to be agreed with the Employer’s Asset Management team post-contract award’ ‘Contractor to advise’ “COBie deliverable - Contractor to advise based on <Client> EIR. These are to be agreed with the employer” “Object property sets are to be further defined by clients project manger and incorporated into the AIM” ‘Cost interrogation and earned value analysis (5D)’ “Phase planning and programme management (4D)” ‘It’s a handover deliverable not a project deliverable’
  • 24. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT AUDIT
  • 25. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT -Document everything -It’s a live document -It will require update -Responsibility falls through the gap. -Audit -Personalities change -Where is the information -Change Management Tips
  • 26. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT WASTE
  • 27. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT BIM BANANA SKIN
  • 28. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT SPEED OF CHANGE
  • 29. January 9th 2007 BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
  • 30. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
  • 31. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT LEARNING OUTCOMES - BE VIGILANT AND PEDANTIC - ENCOURAGE COLLABORATION AND OPENESS - REVIEW YOUR SUPPLY CHAIN THOUROUGHLY - DO NOT ACCEPT POOR SCOPE DOCUMENTS - CREATE YOUR OWN BEP IF NEEDED TO CLARIFY DELIVERABLES - BE BOTHERED - GET INVOLVED
  • 32. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT
  • 33. BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT http://www.bimregswm.co.uk/
  • 34. Q&A BIM CONFERENCE 2017 PRE AND POST CONTRACT BIM EXECUTION PLANS NEIL MARSHALL @ NEIL_MCIAT