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Appendices
Building Information Modeling
Practice Development
for the
Smithsonian Institution
Design + Construction Strategies
30 April 2014
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Appendices - Table of Contents SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 2 of 62
Appendix A: SI Use Cases for BIM .............................................................................................................................4
Use Case 1: Project Support with Building Information Modeling (BIM)................................................................................. 4
Use Case 2: OFEO Building Information Management (BIM Wiki) ............................................................................................. 5
Use Case 3: Campus BIM............................................................................................................................................................................. 6
Use Case 4: Asset Management and Practice Development......................................................................................................... 7
Use Case 5: OFEO BIM standards and guidelines.............................................................................................................................. 8
Use Case 6: SI Landscape Management................................................................................................................................................ 9
Use Case 7: Requirements Planning Visual Display and Analysis Tools..................................................................................10
Use Case 8: Security Management and Analysis BIM ....................................................................................................................11
Use Case 9: Historic Preservation Building Information Management...................................................................................12
Appendix B: OFEO Stakeholder Interviews ...........................................................................................................13
BIM for Design Execution...........................................................................................................................................................................13
BIM for Design Managers...........................................................................................................................................................................14
BIM for Energy Management & Facilities Management................................................................................................................14
BIM and Historic Preservation..................................................................................................................................................................15
BIM for Smithsonian Gardens (SG) .........................................................................................................................................................16
BIM for Security (OPS) .................................................................................................................................................................................17
BIM for Program Management and Cost Engineering...................................................................................................................17
Appendix C: Estimate for SI BIM Development Chart........................................................................................19
Appendix D: Revit to SI Explorer Workflow Technical Guidance.....................................................................21
Existing CAD to Tririga to SI Explorer Workflow................................................................................................................................21
Proposed Workflow 1: Revit to CAD + Tririga Plug-in to SI Explorer........................................................................................23
Proposed Workflow 2: Revit TO FME Workbench to SI Explorer ................................................................................................28
Proposed Workflow 3: Revit + FME Revit Add-in to SI Explorer.................................................................................................30
Appendix E: NMAAHC Model Review ................................................................................................................... 33
NMAAHC Model Evaluation......................................................................................................................................................................33
Recommendations for Revit Model Element Requirements by Discipline..............................................................................34
Appendix F: BIM Checklist for Completion .......................................................................................................... 37
Appendix G: Revit Model Checker Add-In Application..................................................................................... 39
Appendix H: Revit Parameters for SI Data............................................................................................................ 45
SI Spatial Parameters....................................................................................................................................................................................45
SI Asbestos Parameters ...............................................................................................................................................................................46
SI Asset Parameters.......................................................................................................................................................................................47
Appendix I: BIM Guidelines and Standards.......................................................................................................... 49
Level of Development (LOD) .....................................................................................................................................................................49
Project BIM Requirements..........................................................................................................................................................................52
BIM Practice Guidance.................................................................................................................................................................................53
Reference List of Current Industry BIM Standards............................................................................................................................54
Appendix J: Revit Energy Modeling Overview and Best Practices................................................................. 57
Appendices - Table of Contents SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 3 of 62
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SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 4 of 62
Appendix A: SI Use Cases for BIM
USE CASE 1: PROJECT SUPPORT WITH BUILDING INFORMATION MODELING
(BIM)
Value Proposition:
BIM is increasingly being adopted throughout the AEC industry, bringing increased efficiencies and accuracy to
project workflows and deliverables. The SI BIM inventory of FM building information models to leverage this
emerging technology will improve capital project execution, engage consultant teams and improve building
information management for the full facilities lifecycle.
Supporting Data Systems:
• CAD (Autodesk AutoCAD software based, Q drive repository): The SI has a robust inventory of
CAD as-built files to support the development of FM-BIM.
• Building Information Models (Autodesk Revit): SI has a number of Revit models of varying detail
and levels of refinement
• SI Explorer (ESRI ArcInfo): Workflows delivering updated as-built (2D) plans from Revit-based
projects, replicating current AutoCAD to SI Explorer (via Tririga)
• Tririga Facility Center: System of record for space and asset data. SI and project BIMs will develop,
record and deliver a set of SI space data fields at project completion
Users: SI project stakeholders: DMs (as reviewers, coordinators); AEC contractors (project team)
Key Facets:
• An up-to-date BIM inventory will provide project contractors with accurate BIMs at project
initiation to jump start project development
• BIM provides a visual 3D medium for reviewing project design intent, investigating potential
conflicts and areas of concern, and invigorating progress reviews
• Requiring project deliverables in BIM will provide SI with:
- A project BIM “as-built” Revit file as the project record
- An updated master FM BIM
- 2D floor plans for incorporation into SI CAD repository and SI Explorer
- Room/space data for intake into the Tririga FC database (space system of record)
• A lightweight “viewing” application to facilitate BIM review for non-technical users is desirable.
• An SI BIM inventory will provide the framework for supporting additional use cases such as Asset
Management, Smithsonian Gardens, Historic Preservation, OPS.
Figure 1: 3D Section through NASM Revit model
Appendix A: SI Use Cases for BIM SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 5 of 62
USE CASE 2: OFEO BUILDING INFORMATION MANAGEMENT (BIM WIKI)
Value Proposition:
The multiple offices within SI OFEO employ many data systems and information tools in support of the wide range
of business processes they execute in support of the facilities life cycle. This wide landscape of applications can
make finding information challenging. A web-based portal (intranet) to aggregate key building information and
provide shortcuts to existing OFEO data systems (CAD plans, asset information, historical preservation data,
master plans, and other domains) could provide an easy-to-use, customizable resource for the many parties
needing building information within SI. Since most activities are based on an SI facility, wikis would be building-
based (e.g. the National Air & Space Museum wiki).
Supporting Data Systems: Microsoft SharePoint Leveraging SI’s existing enterprise application framework
and development experience.
Users: OFEO staff, SI building “clients”
Key Facets:
Potential to include collaboration features, such as calendars/scheduling, collaboration/social networking
capabilities (FAQs, announcements, discussion forums)
Quick links (shortcuts) to often used OFEO applications/data
sources for that building, such as:
• Document Locator (with pre-constructed queries for
commonly used searches)
• Building floor plans
• 3D (BIM) model view
• SI Explorer with the building view
• Asset or space data
• Facility Center data for the building
• Photos or videos
• Training resources
• Reports, guidance (master plans, historic preservation, 5
year capital plan)
• Other SI SharePoint sites (IFTs)
Web access and functionality for mobile devices (phone, tablet).
Figure 2: Mockup of SI SharePoint Wiki for
Building Information Management
Appendix A: SI Use Cases for BIM SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 6 of 62
USE CASE 3: CAMPUS BIM
Value Proposition:
In addition to containing the prominent and historic
museums located in downtown Washington, DC, SI’s real
property portfolio is challenged with managing several
geographically dispersed campuses, containing multiple
buildings, structures and land assets. The information
support strategies for managing these campuses will
inherently be more diverse than those directed at a
single building. thus presenting a use case for
integrating SI’s BIM, GIS and database applications in a
coordinated, visual and easy to use framework.
This data development approach could integrate
analytic capabilities for energy/water analysis, space and
asset management, security and safety reviews,
collections management, master planning, grounds and
roads management, among other information support
needs.
Supporting Data Systems:
• SI Explorer (ESRI ArcInfo)
• Autodesk Revit
• Database (TBD)
• Analysis Applications (Green Building Studio/Energy analysis; blast and security; TBD)
Users: SI OFEO NZP personnel, OPS, OSHEM
Key Facets:
• Development of building information models for key facilities
• Other facilities to be built out at a simple level of detail to support key uses (space management,
energy analysis)
• Inclusion of standard data attributes (parameters) for all models (may include property data, such
as name, use, hours of operation, etc., room/space information, key asset data)
• The campus models would provide capabilities to analyze and benchmark water and energy use
and calibrate the analysis with the facility’s historical utility bills
• Potential to incorporate additional data overlays to analyze performance across the portfolio (e.g.
water use per square foot, project requirements per facility, per year, etc.), GIS analytics
• A prototype would test and establish the practical synergies between a working BIM inventory,
effective LODs and experiment with a cross-functional GIS implementation for analysis and
reporting.
Figure 3: National Zoological Park’s DC Campus, GIS view
Appendix A: SI Use Cases for BIM SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 7 of 62
USE CASE 4: ASSET MANAGEMENT AND PRACTICE DEVELOPMENT
Value Proposition:
BIM’s capabilities to incorporate a wealth of data for building components is incentivizing facilities owners to
require as-built BIM deliverables from the AEC team at project completion. The capability to harvest structured
asset information from BIM offers FM organizations a means to quickly populate their CAFM/IWMS databases
with detailed data on building components installed in the project.
Each client organization is unique in their asset management requirements. To support the specific practice goals
of SI and guide the project team, a clear specification of the asset data required at project completion is essential.
The scope of the data to be contained in the model will benefit from being realistically right-sized to be data that
will be actively utilized for ongoing lifecycle management for the building.
Supporting Data Systems:
• Autodesk Revit: BIM authoring application
• TBD: COBie framework, Revit add-ins
• MS Excel: Autodesk Revit to Tririga FC exchange format
• Tririga Facility Center: Asset data system of record
Users: OPDC project team, OFMR asset managers (potential OPS use)
Key Facets:
• Specification for BIM asset data development (practice guidelines)
• Revit asset template and user guide
• Asset frameworks for BIM (COBie alignment review and use guidelines, alternatives)
Figure 4: Required data collection for SI assets
Figure 5: Building Information Model and asset data (displayed in
Navisworks, image by Autodesk)
Appendix A: SI Use Cases for BIM SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 8 of 62
USE CASE 5: OFEO BIM STANDARDS AND GUIDELINES
Value Proposition:
Building information modeling and management is both a technology and a practice, offering to foster better
information support and increased efficiency for project planning, execution and facilities management.
To fully support the adoption of BIM, enhancements and additions to current documents and practice standards,
and guidance for BIM use for project support and as a part of ongoing management of the building lifecycle will
facilitate implementations and foster consistency. As a developing and rapidly evolving practice, BIM guidance
documents might best be developed in a web-based document format, such as SharePoint.
Users: OPDC project participants (DMs), AEC project contractors. OFMR, OPS BIM users [TBD]
Key Facets:
• BIM project execution plan (PxP) master and guidance for project customization
• BIM contract language revisions (OPDC docs)
• SI BIM Guidelines
• SI BIM Standards (naming conventions, file management and location of subject matter)
Prerequisites:
• Green lighting OEDC document revisions, business process change
Drivers:
• Increased project efficiency, currency with AEC practice developments
• Enhanced data delivery for ongoing facilities lifecycle management
Figure 6: BIM Guidelines, PxP templates Figure 7: Contract document updates for
BIM
Appendix A: SI Use Cases for BIM SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 9 of 62
USE CASE 6: SI LANDSCAPE MANAGEMENT
Value Proposition:
A key component of SI real property portfolio are the landscaped grounds surrounding its many facilities. Effective
management of landscape areas relies on data support for utility management, irrigation systems, planting area
design and maintenance, tree management, project staging area control and greenhouse operations. Grounds
management dovetails with the Campus Management use case, with an enhanced focus on mapping exterior
systems, vegetative assets and data to inform operations and maintenance in these focus areas. The greenhouse
operations offer a special opportunity to manage practices and assets within these buildings with BIM.
Supporting Data Systems:
• SI Explorer (ESRI ArcInfo GIS with a landscape/horticulture template)
• Autodesk Revit
Users: Smithsonian Gardens, OFEO capital project teams
Key Facets:
• Build-out GIS layers for landscape assets, utilities
• Greenhouse BIM for asset management (building components), space use, vegetative
components, energy management
Drivers:
• Motivated SG power users
• Visual data management capabilities
Figure 9: Ground management - GIS + BIM
(Haupt Gardens, SI BIM)
Figure 8: BIM for greenhouse management
Appendix A: SI Use Cases for BIM SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 10 of 62
USE CASE 7: REQUIREMENTS PLANNING VISUAL DISPLAY AND ANALYSIS
TOOLS
Value Proposition:
The Smithsonian’s project planning process focuses on prioritizing requirements for all of the agency’s facilities.
The endeavor is intrinsically location-based -- project requirements have definable building locations affiliated
with them. This data could provide for a location-based analysis of upcoming project requirements. A visual
layout of upcoming project loads, scope and cost, within a geospatial application such as SI Explorer could
provide a powerful means for understanding upcoming project activities across SI portfolio.
Supporting Data Systems:
• Max.gov for requirements collection
• Visual Data Tool: CAD/BIM/GIS application (TBD)
Users: FICE, requirements users, IFTs, PMs
Key Facets:
• Providing a utility for individuals developing project requirements to easily input the location
graphically. This will be dependent on tools and technologies that are currently difficult to find
within commercial software marketplace. The requirements database also is still in its initial
development stages.
Prerequisites:
• Technology tools to integrate building location graphics and selection with the requirements data
base
Appendix A: SI Use Cases for BIM SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 11 of 62
USE CASE 8: SECURITY MANAGEMENT AND ANALYSIS BIM
Value Proposition:
An SI FM BIM inventory would offer the Office of Protection Services capabilities to analyze the location and
positioning of security assets prior to installation, and also provide a means to simulate building performance in
response to a critical event. As with all building components, detailed data for security assets could be developed
and delivered with project BIMs for intake into OPS asset management database applications.
Supporting Data Systems:
• Autodesk Revit
• OPS Asset Management Database
Users: OPS, Project AEC team/security consultants
Key Facets:
• SI BIM to support building performance analyses such as blast, collapse, seismic, wind structural
vulnerability assessment, impact, glazing system, infiltration/CFD
• Deliver component data at project delivery for security assets
• Evaluate device positioning, coverage in the 3D model for device detection patterns, camera
coverage
• Incorporate security zones within SI BIMs
Prerequisites:
• Developed SI Building Information Models
Figure 10: Camera asset tracking and 3D view
within BIM
Figure 11: BIM analysis for blast
Appendix A: SI Use Cases for BIM SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 12 of 62
USE CASE 9: HISTORIC PRESERVATION BUILDING INFORMATION
MANAGEMENT
Value Proposition:
To support OFEO’s Historic Preservation (HP) efforts to identify key areas of historic value throughout SI facilities,
SI BIM inventory could be enhanced with additional parameters to record historic attributes.
Information currently residing in the Historic Structures reports/iManage application could achieve better visibility
by their inclusion (links) in the proposed BIM wiki. The information tracked in these reports could be the basis for
detailing the HP data attributes to include in the FM BIM models.
Supporting Data Systems:
• Autodesk Revit
• BIM Wiki (SharePoint)
• iManage or database application
Users: Historic Preservation; DMs and OPDC project teams; project AEC team/security consultants; OFMR
Key Facets:
• BIM wiki section referencing Historic Preservation data for a building
• BIM overlay for Historic Preservation zones locations and attributes (TBD)
• Inclusion of HP data fields within the standard SI Revit template to support easier access
development and viewing of HP information incorporated within SI Revit BIM models
Prerequisites:
• Developed SI FM Building Information Model
Figure 12: Historic building attributes and areas of interest
within BIM models (Freer Museum, SI BIM)
Figure 13: Historic building details for ‘BIM Wiki’
(similar to GSA Historic Buildings Database shown
here)
SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 13 of 62
Appendix B: OFEO Stakeholder Interviews
BIM FOR DESIGN EXECUTION
Thursday January 9, 2014: Sylvia Kendra, Brenda Sanchez, Kelan Dyer, Kristen Winters, Anna Gryskevich, Lee
Robertson, Louise Sabol/DCStrategies
NMAAHC is the first new construction project executed with BIM at SI. As such, there was a lot of discussion,
during the early stages of the project about utilizing building information modeling. .
The goal of SI, as regards to BIM, was to get the most that they could on the project. BIM on this project is
primarily a design tool. (Note: Revit is being used as a 2D/3D design tool, but it can also be used solely in a 2D
format as an equal to AutoCAD, in combination with 3D including a model (BIM) or can be expanded to provide
other information usable for asset management, scheduling and pricing).
The final delivery of the design BIM will be in the spring of 2014. A project ‘as-built’ BIM (model) will not be
delivered to SI. The contractor, Clark, will be delivering marked up CAD files for turnover to SI at project
completion. SI will in turn give it to the A/E who will produce 2-D “As Built” documents. (These mark-ups will be
picked up/issued through the Revit documents, exported to an AutoCAD format and delivered to SI.) The model
does include SI space naming.
Uses for the NMAAHC BIM include the coordination of the work of the major disciplines (MEP/FP, Structural and
Architecture) and clash detection. It also facilitates review of design issues, certain areas of interest, client reviews
and determination of paths for equipment. Using BIM instead of CAD has allowed the design team to
accommodate changes more expeditiously. BIM is utilized as a management tool in the on-site project trailer. It is
not utilized for design.
The architect of record is providing a BIM to the contractor, as a courtesy, although it is not required in their
contract. The contractor, Clark/Smoot/Russell, is using BIM for their own internal project work processes, including
clash detection.
Delivery of the updated model to SI was fraught with problems early in the project. Difficulties encountered by SI
in the process included transmission of the BIM model because its size exceeded the capacity of SI system, as well
as not having the current version of BIM software. Versions are updated yearly by the vendor, Autodesk.
[DCStrategies can see how packaging and distributing a multi-office, multi-component BIM to a third party (the
trailer) could be loaded with difficulties]
BIM’s utility in minimizing RFIs during project development did not happen. This was mostly due to the project,
not the technology. The fast-track project delivery method chosen for NMAAHC added to the challenges of
construction and required many more RFIs than a Design-Bid-Build delivery.
The project team involves 32 consultants - not all of them were utilizing BIM. The major participants (AEs) have
used BIM for NMAAHC’s design and preparation of construction documents, including the mechanical consultant.
Many smaller subs, however, are utilizing CAD. Contract documents are 2-D. For this project, BIM is not a contract
document.
The AE team is utilizing a shared central file that resides with one of the firms. In this case, the project BIM is
composed of the central file (model) and a model from each discipline. Each discipline’s model is incorporated into
the central file (model) regularly. The SI (trailer) does not have real time access to the current model but does
receive an updated version from the AE with each scheduled major submission.
In the past, The BIM mechanical component has lagged in development to some extent, but the project was
fortunate to have a large firm on the team that was able to deliver a BIM model for the MEP/FP disciplines.
Appendix B: Stakeholder Interviews SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 14 of 62
Note: Although BIM has the capability to support asset management, NMAAHC decided not to utilize BIM for
additional purposes beyond design since SI didn’t have the capabilities at the time to leverage those capabilities.
BIM FOR DESIGN MANAGERS
Wed. Dec 11 2013: Mike Carrancho, Sylvia Kendra, Rebecca Kokinda, Raminder Bindra, Mike Henry, Tim Brown,
Louise Sabol/DCStrategies
• One of the biggest problems DMs deal with is finding information about buildings within Document
Locator. Lack of good metadata attached to files, particularly those archived between the aperture card
era and the current system. (Resolution of problem not in BIM scope). BIM Wiki concept can imbed links
(SQL queries) to quickly retrieve files of a facility.
• BIM design reviews could be useful and DMs would be amenable to model reviews, but these would not
obviate current, detailed reviews of standard progress sets.
• BIM for NASM will be very timely for supporting the upcoming renovation project for the building
(approx. 5 years in duration).
• Project deliverables :
• SI is not getting complete CAD (BIM) as-builts currently. This is a matter of policy/practice not
cost/technology. Some project CAD deliverables are exported from consultant’s project BIMs
• SI would be willing to accept higher project costs in return for accurate as-built BIMs, in order to seed
development of their BIM inventory; provide new projects with more accurate information for
upcoming projects; and improve SI information base and increase efficiencies
• (Question - Are AEC practitioners seeing a reduction in RFI’s by utilizing BIM?) Yes, one example:
http://www.mortenson.com/page_gp_vdc_leadership_measuringimpact.aspx
• Accurate/findable shop drawings would be a valuable resource for the DMs. Material and finish
samples are not - once a building is closed out they are no longer useful. (Potentially review COBie
capabilities for this at SI)
• BIM would be valuable in the planning stages of a project, in order to study “what-ifs” and conduct early
cost estimates, energy studies, design alternatives.
BIM FOR ENERGY MANAGEMENT & FACILITIES MANAGEMENT
Thurs. 12/12/13: Sylvia Kendra/OBATS, Dan Davies/OFMR - NZP, Tom Serra/OFMR - Energy Management,
Louise Sabol/DCStrategies
• The Zoo manages a lot of small buildings (including 26 public buildings). Zoo buildings are particularly
challenging to manage energy-wise. The organization’s mandate and priority is first and foremost to the
animals. The buildings are some of the most energy inefficient at SI and have significant humidification
needs, involve security, unique design conditions (Sea Lion pools)
• Water use is a significant cost and a source of inefficiency at the zoo. Energy use is important as well. (For
most SI facilities, energy use is the greater cost). Mechanical and lighting systems are also key contributors
to energy use (supporting the collections)
• Asset data is a significant information resource to OFMR - data about components is tracked in SI Tririga
Facility Center system
• Asset data is affiliated with their (building and) room locations, and if they reside in a large room, they are
also located by noting proximity to the nearest column grid (location code)
• The Tririga FC system is difficult to upgrade since it has been so highly customized over the years for
particular SI requirements (some current, some legacy). Access to the system is highly siloed by OCIO
Appendix B: Stakeholder Interviews SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 15 of 62
requirements - access to FC databases is very restricted (getting data from FC to external applications thus
will be difficult). Any upgrades to the FC system, such as those affecting external systems like SI Explorer in
particular (with approx. 20000 links to FC) are particularly onerous
• BIM could be useful in tracking asset data for M&R. Being able to visualize the location of assets would be
a useful capability - a tech may know the location of assets, but if others need to access/ inspect/service a
component, its location won’t be readily intuited
• OFMR is moving to a “Reliability Centered Maintenance” model (vs. reactive). In this practice, a PM
(preventative maintenance task) may include perhaps a dozen different components. The work order will
attach information on each of these - having graphic and detailed component data from BIM would be
very useful.
• Tririga FC does track photos for assets. These are useful (potential wiki content?)
• “Lock out/Tag out” is one O&M work process that could benefit from better data support. OFMR will need
to service sensitive areas, involving processes/check-off for security, control of access, safety. Example
areas: Lion area (have to make sure the Lion is not there); Art Collection Storage areas (need permissions
to enter; safeguard objects if maintenance needs to be performed)
• Energy management within OFMR needs to track where its utility meters and sub-meters are located, and
where shut offs for power are. Would be extremely useful to have this data in an emergency situation
(fire). Not all of the NZP buildings are metered
• BIM at a simplified Level of Detail may assist SI campus locations in tracking data such as energy/water
user, meter/shutoff locations, square footage data in a geospatial platform
• BIM could be useful for vetting mechanical, electrical and other component designs that involve tight
installations in existing facilities - avoiding costly mistakes and bad installations. Example of the Reynolds
Center.
• There have been a couple of BIMs developed for NZP projects (Sea Lion, xyz)
• Does BIM support BAS data? BIM prototypes for ingesting and displaying are being researched and
developed but are not publically available at this time (See Autodesk Research Project Dasher,
http://www.autodeskresearch.com/projects/dasher )
• There is a judgment area about how much data/detail to develop. If data is not used, accessed regularly,
the data currency suffers. Any data resource with invalid, inaccurate, or outdated information becomes
suspect and will not be used. Have to implement a LOD that can be kept active, updated
• A means to perform a predictive analysis of seasonal control changes for building systems with BIM would
be useful. Currently, OFMR does analysis with spreadsheets and some eQuest modeling. The SI BIM
requirements will include development of 3D rooms and spaces in the model
BIM AND HISTORIC PRESERVATION
Thursday 12/12/2013: Sharon Park, Sylvia Kendra, Louise Sabol/DCStrategies
• OFEO Historic Preservation (HP) is working with OFMR in identifying key areas in the facilities that have
historic value and require special consideration - and coordination in project execution
• HP utilizes a GSA developed zone standard for classifying the historic nature of building features into
three zones (a breakdown into more zones would be more effective)
• As an example of how HP is involved in projects can be seen in the current Cooper Hewitt Garden Design
Projects - where several reviews of the proposed design highlighted renovations that would adversely
affect key elements in the facility and did not adhere to SI standards
• HP is active in monitoring and reviewing about 20 ongoing projects per FY
Appendix B: Stakeholder Interviews SI Building Information Management
Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 16 of 62
• Historic Preservation produces the Historic Structures reports, noting materials of significance and
conditions in the facilities. Their narratives are recorded in the iManage system. (Potential wiki content?)
• The SI are moving to a more methodical process in enforcing a decision framework supporting historic
preservations. In the past, any issues/conflicts arising during renovations had been up to the OFEO
director to decide. Aim is to provide a more criteria-based framework to for decision making
• HP collaborates with the OFEO master planning group. There are many occasions in which documents are
retrieved to support the planning and review process (NCPC reviews, etc.)
• A visual means to display significant historic building element, and an overlay of historic zone on a
building model would be very useful
BIM FOR SMITHSONIAN GARDENS (SG)
Friday 12/13/13: Jonathan Kavalier, Vickie Dibella, Brett McNish, William Donnelly, Barbara Faust [SG], Sylvia
Kendra, Louise Sabol/DCStrategies
Information & Practice
• They SG maintains a tree database and a tree layer in the GIS system (using the ESRI database and a GIS
template for landscape - although not all the features in the template ). Would like to expand tracking to
include irrigation system. Will eventually be adding street furniture, planters, et al. to the system
• SG has mapped the Haupt Gardens storm drains to remediate problems with standing water (mosquitos)
to facilitate treatment/remediation of the situation and ongoing monitoring. Field survey revealed a
significant quantity of drains they didn’t know about. Upcoming efforts will map valves
• SG will provide up-to-date drawings for this consolidation effort
• Typically when SG needs to locate assets, they do so from existing CAD drawings – some of these are
accurate, some not, it generally involves research
Planned Initiatives and Wish List
• SG would like a central “folder” for holding their information, including irrigation layouts, assets data. The
long term goal is to identify main lines, valves, zones, quick couplers (lateral lines, although desirable,
would be difficult)
• An accurate map of their assets would save time, avoid problems, mitigate expenses.
• SG plans to map [tree] root area disturbance areas for SI tree inventory and turf protection zones.
• Potential for BIM - to model their new greenhouses and have the capability to track water, energy and
irrigation systems. SI has 14 greenhouses over 10 acres at the Suitland campus. Their current operation is
100% responsible for growing new plantings and has upped their needs to manage assets
• Capital projects: Currently includes SG in planning on a “shotgun” basis. IFT’s and other SI initiatives are
helping to improve project coordination, but currently they aren’t always apprised of a project that could
impact SI gardens. They are included in the SD 410 distribution list to some extent, although better
coordination on issues is needed
• Example: at NASM-Hazy, the current bird exclusion work needs a coordinated effort to reduce bird
infiltrations at the facility’s large doors
• At NMAI, the exterior glass doors have no sweeps thus causing an infiltration of mice into the building
• Tririga FC usage: There needs to be a framework and definitions for classifying and locating exterior
assets, such as water lines (Interior assets are well defined as far as location – affiliated with by the room
number. Obviously this won’t work for components external to the building)
• SG would benefit from having improved construction management information/scheduling, providing
insight into the project schedules that affect their domain (MS Project currently tracks design only)
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Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 17 of 62
• SG notes that there are significant components to many renovation projects that involve/affect the
grounds. The upcoming NASM renovation will affect SG assets including irrigation systems, trees and
planting (planned and unplanned removal), cisterns. This data could potentially be included in the BIM
and asset with project planning
• The upcoming SU Campus Master Plan will provide a lot of detail on the grounds in between SI buildings.
This information would be useful to include in a portal/SI Wiki application
• Sustainability - can this be tracked in a data system (either in BIM or GIS)? The capability to easily
ascertain the sustainability/LEED data for SI facilities, review, compare would be beneficial
BIM FOR SECURITY (OPS)
Friday 12/13/13: Rick Perks, Paul Bennett, Davit Stirrett, Hugh Meehan, Nick Schnare, (Doug Hall) [OPS], Sylvia
Kendra, Louise Sabol/DCStrategies
• Coordination can be an issue between OFEO departments. For example: Trees planted outside the
Hirshhorn have grown over the years - interfering with the cameras placed by OPS. Can this be anticipated
ahead of time? Remediated by better information?
• Having schedules for upcoming exhibit projects would be extremely useful (but hard to obtain). Any
information would be useful. Currently, a lack of information causes issues for OPS
• Potential building wiki would need to have tiered user permissions. Displaying OPS information in a
shared portal would be beneficial but must be limited to approved users/user groups
• Collection storage rooms have special needs - such as a requirement for metal mesh in the walls. For
upcoming projects, it would be useful to be able to retrieve this data and provide it to the project team.
• [Does OPS have a need for zone drawings?] Currently, they provide CAD plans to their system contractor
who ingest the layouts into their system. 3D views of a floor would be very useful. At some point in the
future, system vendors might accommodate using these.
• Use cases for OPS include camera view coverage mapping, range of motion views - these are mostly 2D.
Upgraded blast studies would be helpful (to include building components beyond the structure - glass
curtain walls, for example) .
• There are benefits to 3D that would show limitations of the device detection patterns as it relates to
mounting heights
• Being able to map/model flow and infiltration of potential chemical/biological/radiological elements that
may be introduced internally or externally would be also helpful
• Some other useful life safety modeling would be evacuation modeling (based on different emergency
scenarios)
BIM FOR PROGRAM MANAGEMENT AND COST ENGINEERING
12/16/2013: Mike Carrancho, Sylvia Kendra, John Talkington, Mingus Wilson, Shelly Arnoldi, Louise
Sabol/DCStrategies
Program Management
• Program managers are involved in developing project requirements and programs for building projects
with their facilities clients, utilizing spreadsheets for tracking the evolving 5 year capital plan. This is
changing with the new Requirements Branch
• BIM has not been actively used on most SI capital projects to date. BIM may be in use within the AEC
practices of SI project teams, but has not been required by SI
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Design + Construction Strategies 30 April 2014
IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 18 of 62
• BIM would be beneficial in project development to help communicate and visualize potential changes and
designs with the buildings/project clients
• BIM would be helpful, particularly with the existing, historic SI buildings, to coordinate renovations in tight
and sensitive project areas
Requirements & Capital Planning
• The developing requirements application has a data field that locates a requirement/proposed project in
an SI facility and attaches a PDF of the floor area involved. Ideally, this could be an electronic “area”
boundary. This would give capital planning the capability to see all proposed projects/requirements
mapped out visually and aid the planning process. With current technologies, this would be challenging to
accommodate - hopefully new technologies will emerge as the system matures
Cost Engineering
• There are BIM plug-in applications that support project costing but are not at a level of detail/ease-of-use
that SI Costing Engineers currently operate at
• BIM-supported cost estimates require detailed building models. SI does not have an inventory of BIMS at
this LOD yet
• Mingus Wilson will keep abreast of BIM-based applications as they cross his desk U.S. Cost Success, Beck
(macro costing)
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Appendix C: Estimate for SI BIM Development Chart
Appendix C SI Building Information Management
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Appendix D: Revit to SI Explorer Workflow Technical Guidance
EXISTING CAD TO TRIRIGA TO SI EXPLORER WORKFLOW
Figure 14: Existing CAD to Tririga to GIS workflow
Hierarchy and Data Types for SI-GIS
The information uploaded to SI Explorer follows a general structure. The higher level types contain the broader or
more general spatial definitions and telescope down to more detailed types within the building.
 Location
o Property: Point data with unique name and global location
 Land: Polygon data –the physical boundary of the property
 Structure: Polygon data –a facility or a constructed object without any interior space that can be
occupied
 Building: Polygon data – a fully enclosed facility with space that can be occupied by staff, even if
only temporarily
 Floors: Polygon data – a horizontal cross-section of a building corresponding to a recognized
stair or elevator landing designation, including roofs
 Interior Spaces: Polygon data – a division within a floor that indicates a unique area
and/or use
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o Exterior Spaces: Polygon data – a division within land that indicates a unique area, use and/or type of
surface
Process Overview to Create Master Architectural Records
Master records files are broken down into two main types: FP (floor plan) and AC (Area Calculation).
The following procedure is used to import AutoCAD drawing files into SI Master Architectural Records.
 Review the “As-Is” CAD submission drawings (from the AEC project team) for adherence to SI standards
o Review drawing contents such as standard base layers, x-refs, insertion point, etc.
 Create FP and AC (room and floor polyline) files
o Trace over each room on each floor to create room polylines (cumbersome, time-consuming
process)
o Trace the exterior gross floor polyline and the interior gross floor polyline to exterior and interior faces
of the exterior wall respectively for each floor of the building (cumbersome, time-consuming
process)
 Validate database records in Facility Center (FC)
o Log into the Facility Center web application
o Verify the database so that there is:
 Only one floor record for every “FP” and “AC” drawing
 Only one space record for every room number in the AC drawing for each floor
o Add or retire floors as necessary and document ACM (asbestos) data, if necessary
o Retire rooms/spaces if necessary, and then upload any new rooms/spaces and document ACM data, if
necessary
 Facility Center Floor and Room (Space) Data Import
o If the changes are:
 Minor - Execute a “room/data change” and/or “room addition/subtraction” (Update FC records)
 Major (at least involves entire floors) - Execute a Facility Center import
o Attach FC Records to respective polylines via Tririga’s CAD Integrator in AutoCAD
 Log in to CAD Integrator within AutoCAD
 Attach the drawing to the appropriate floor. Make sure to set the “Drawing unit to mm” and
“Display unit to feet” in the “attach location” dialog box
 Attach the gross area to the exterior floor polyline
 Attach the gross measured area to the interior floor polyline
 Attach respective spaces to the room polylines
 Polylines get hatched indicating attachment
 DO NOT manipulate CAD Integrator entities or attached entities while not signed in to the
IBM TRIRIGA application
 DO NOT copy and paste CAD Integrator entities or attached entities because copying
maintains the same attachment data. CAD Integrator cannot distinguish between the two
items and intermittent issues can occur.
 Any rooms that refuse to upload automatically must have records created for them and be
attached manually
 Save and close the “AC” file
 Publish to SI Explorer – ETL Process (Extract, Transform and Load)
o Extract
 Export building.shp from existing SI GIS database
o Transform
 Geo reference FP and AC files in AutoCAD using the exported building.shp file
o Load
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 Import the geo-referenced CAD file into GIS using ArcCatalog and ArcMap
 Edit attribute information to match data in FC records in ArcMap attribute table
 Save edits and stop editing
 Close out the project, and verify in SI Explorer
PROPOSED WORKFLOW 1: REVIT TO CAD + TRIRIGA PLUG-IN TO SI EXPLORER
Figure 15: Proposed Revit to CAD to Tririga Spatial Integrator to GIS Workflow (Option 1)
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Create Master Architectural Records Using Revit - Process Overview
Preparing the BIM Model to Export to Standard SI Project Deliverables
Creating SI Floor Plans (FP)
The SI Revit template has been set up with customized floor plan views, serving to hold customized SI
spatial information. These floor plan views will have the following naming convention:
GIS_*_FP_FloorPlan_WORK (* = floor number)
These “floor plan” views contain SI required FP plans (with no annotations, no unnecessary layers, no CAD
underlays, etc.) and should be created for each floor in the building. To fully populate the BIM for all of the
building’s floors, similar views should be created by duplicating the respective floor plan view and then
applying SI-FloorPlanLines view template for each required floor.
Creating SI Area Calculation Plans (AC)
The SI Revit template’s SI-GIS_*_AC_FloorPlan_WORK view (* = floor number) has been set up to display
room object information (such as room names, numbers, etc.) that is to be exported to SI GIS application.
To fully populate the BIM for all the building’s floors, similar views should be created for additional floors
in the building. This can be done by duplicating the respective floor plan and then applying SI_Rooms
view template to each.
Creating Area Plans - Gross Building & Rentable for SI-GIS
The SI Revit template has also set up views for two types of area plans: Gross Building and Rentable, to
support tracking and transfer of these area tabulations to SI Explorer (GIS). The views include an SI-GIS
area plan for a floor’s gross area (Revit calculates gross area bounded by the exterior side of the exterior
wall. Also known as “gross area” in FC); and a view for rentable area (Revit calculates rentable area
bounded by the interior side of the exterior wall. This is also known as “gross measured area” in FC).
The template’s SI-GIS_*_Floor_WORK_ExteriorOfExteriorWall (* = floor number) view has been set up to
display floor area information (bounded by the exterior side of the exterior wall). To create similar views
for additional floors in the building, duplicate the respective floor area plan (Gross Building), and then
apply SI_Floors view template to each.
The template’s SI-GIS_*_Floor_WORK_InteriorOfExteriorWall (* = floor number) view has been set up to
display floor area information (bounded by the interior side of the exterior wall). To create similar views for
additional floors in the building, duplicate the respective floor area plan (Rentable), and then apply
SI_Floors view template to each.
Note: For more information, refer to the detailed workflow in the “Using SI Revit Template – Creating SI-
GIS Floor & Area Plans” section in SI Revit Template User Guide, also delivered under this task order.
A project team should either create or verify the existence of all the above-mentioned views for all the
floors - as part of their final BIM deliverable. The SI staff will check these files after project acceptance and
proceed to execute the Tririga CAD integrator steps and then the GIS (ETL) steps.
Exporting Custom Revit Views for SI-GIS Floor and Area Plan to CAD
• Use the Revit Export-to-CAD Formats tool, and select DWG format.
• In the Modify DWG/DXF Export Setup dialog, on the General tab, specify export options to
click the check box next to Export rooms, spaces and areas as polylines (under Room, space
and area boundaries)
• In the same dialog, on the Units & Coordinates tab, select Millimeter for units
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• In the same dialog, on the Layers tab, scroll to the bottom of the layer list and make sure the
Room Polylines are mapped to A-RM-AREA-BNDY layer by changing the A-AREA-BNDY layer
name and change the ColorID to 6 and click OK
• In the DWG (or DXF) Export dialog, specify which views to export to the DWG file. When ready to
export, click Next
• In the Export CAD Formats dialog, navigate to the target folder for the exported files, enter the
project name, and click OK
• Revit will export the selected views to DWG files, placing them in the target folder specified
• When the exported CAD files are opened in AutoCAD for the first time, the A-AREA-BNDY and
A-RM-AREA-BNDY layers (where the space and floor polylines are saved) are turned off. To view
the polylines, turn on both these layers, and save the files for future use
Final Steps
• Validating database records in Facility Center (FC) – See the section above
• Importing Facility Center Floor and Room (Space) Data – See the section above
• Publishing to SI Explorer – ETL Process (Extract, Transform and Load) – See the section above
• Closing out the project and verifying in SI Explorer
Revit to CAD SI Explorer Testing Log
In order to test the “To-Be” Revit-to-CAD-to-Tririga-to-GIS workflow, the National Air and Space Museum (NASM)
Revit model was chosen as a pilot project. The table below shows the steps to test the pilot data exchange project
data.
Table 3: Revit to SI Explorer Testing Log
Task Steps
Planned
Effort
(Hours)
Actual
Effort
(Hours)
Reason for
deviation
Modifications done to
the NASM Revit model
to complete and
correct the model as
per the latest dwg and
pdf files provided
1. Corrected the grids and levels as per the
master record dwg files and pdf files
provided
2. Corrected exteriors and roof of the
building as per the dwg files provided
3. Added interior walls, exhibit partitions
4. Added stairs, escalators to the entire
building including basement areas
8
40
80
40
24
80
80
40
Verification of all
the files took
more time than
usual as there
were multiple
files for same
floor to identify
the latest dwgs
Application of SI Revit
Template created by
DCStrategies
1. Created SI views for 1
st
, 2
nd
and 3
rd
floors
for proof of concept testing
2. Added rooms to the floors enclosing the
bigger exhibit areas for proof of concept
3. Created SI schedules as per the template
4
8
4
4
8
4
Export of SI views to
CAD using SI Revit
Template guidelines
Followed the methodology to export SI Area
Calculation (AC) and Floor Plan Lines (FP)
views illustrated in SI Revit Template
guidelines
4 4
Appendix D: Revit to SI Explorer SI Building Information Management
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Extract geo-referenced
NASM building outline
from the delivered SI’s
NASM geo-database
file
Followed the steps drafted in SI’s “TSB Data
Procedures 2013-07-08 V4 7” document to
extract the geo-referenced NASM building
outline from the delivered SI’s NASM geo-
database file
4 4
Geo-reference the
CAD files exported
from the NASM Revit
model
Followed the steps drafted in SI’s “TSB Data
Procedures 2013-07-08 V4 7” document to
geo-reference the CAD files exported from
the NASM Revit model
16 16
The development of the Revit Model in the figure below illustrates the inclusion of required building objects, such
as interior walls, stairs, escalators, basement levels, rooms, etc. to the SI National Air and Space Museum model.
Figures 17 and 18 show the Revit SI-GIS views that will be exported to CAD.
Figure 16: SI NASM Revit model views
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Figure 17: Revit Area Plan - views from SI Revit Architectural Template used for spatial data development and export to CAD
Figure 18: Revit AC (Area Calculation) Floor Plan view used for spatial data development and export to CAD
After DWG files have been exported from Revit - generally by the project delivery team, SI staff will perform the
following steps to integrate the room and area records into Tririga and SI Explorer:
 Validate database records in Facility Center (FC)
 Perform a Facility Center Floor and Room (Space) Data Import
 Publish the data to SI Explorer via the ETL Process (Extract, Transform and Load)
 Close out the project and verify in SI Explorer
The NASM pilot project illustrated the benefits of the “To-Be” Revit to SI Explorer workflow, which significantly
reduced the time consumed to process and integrate project deliverables. Utilizing a Revit-based workflow
eliminated the tedious tracing of floor and room polylines and also reduced a lot of time that was previously
expended in checking unnecessary objects and annotations from multiple layers, to simplify check the CAD files
for export to SI Explorer.
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PROPOSED WORKFLOW 2: REVIT TO FME WORKBENCH TO SI EXPLORER
FME’s Role in Fulfilling SI GIS Requirements
The proposed steps are detailed below (and are illustrated in Figure: 6 “To-Be” Revit to FME to GIS workflow):
• Prepare the Revit model to export to standard SI project deliverables
• Export the Revit model to the FME *.rvz format which is based on the IFC format
• Transform (2D to 3D), convert (to CAD, 3D PDF, etc.), restructure (For GIS Layers), integrate (Facility
Center data in the form of Excel reports) Revit data to a Geo-database format. This is a one-step
translation session in FME Workbench. See Figures 1 and 2 that illustrate this process
• Validate database records in Facility Center (FC) – See the section above
• Publish to SI Explorer: the ETL Process (Extract, Transform and Load)
• Close out the project, and verify in SI Explorer
Figure 19: Proposed Revit to FME to GIS workflow (Option 2)
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Figure 20: Diagram of the workflow in Revit with using FME to translated BIM data to ESRI
Figure 21: Translation results from the FME Plug-In for Revit, displayed in ESRI ArcMap. The screen shows the information
exported from Revit parameters displayed as GIS attributes
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PROPOSED WORKFLOW 3: REVIT + FME REVIT ADD-IN TO SI EXPLORER
The FME Revit Exporter for Revit 2014 add-in application provides the capability to export *.RVZ format files from
Revit to open directly in ESRI’s ArcMap using the FME connections. This functionality can eliminate the need to
utilize FME Workbench.
Figure 22: Direct Revit to GIS Using FME Plug-In for ArcGIS workflow (Option 3)
When the new FME plug-in is installed for Arc-GIS, the FME interoperability tools called FME Connections are
listed under the ArcCatalog in ArcGIS. FME Connections has new connectors for Revit (for floor plans and 3D
model) which can now read the *.RVZ files exported from Revit directly in ArcGIS.
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Figure 23: FME Connections for Revit in ArcGIS/Arc Catalog
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FME REQUIREMENTS AND SETUP
Configuring FME Revit Exporter 2014
FME will operate well with the minimum recommended configuration, however, any application benefits from
additional resources. For large processing tasks, additional memory and a fast disk can measurably improve
processing time.
For System Requirements reference the Safe Software documentation page at:
http://docs.safe.com/fme/html/FME_Workbench/Default.htm#System_Requirements.htm or
FME Technical Specification page at: http://www.safe.com/fme/fme-technology/fme-desktop/tech-specs/
FM Revit Exporter Pre-requisites: http://fmepedia.safe.com/articles/How_To/How-to-use-FME-Revit-Exporter-for-
Revit-2014
FME Revit Exporter Plug-in - Instructions on Installation and Use - see FME’s webpage for the
application at: http://fmepedia.safe.com/articles/How_To/How-to-use-FME-Revit-Exporter-for-Revit-2014
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Appendix E: NMAAHC Model Review
As part of the BIM Task Order, DCStrategies conducted a review of the in-progress NMAAHC project BIM to
provide high level guidance on a workflow and methods to incorporate this very complex Revit model into a
format usable within SI’s FM BIM inventory.
NMAAHC MODEL EVALUATION
The development of the NMAAHC model was guided by the project’s BIM Execution Plan (BEP). The BIM execution
plan was well-detailed, however, as in many projects, actual model development did deviate from the plan. We
found the following modeling and organizational anomalies in the Revit model:
1. Equipment families used in the project were not checked for the correct ‘Family Category and Parameter’
settings.
The incorrect ‘Family Category and Parameter’ settings made it difficult to sort elements into their correct
categories. For example, some of the mechanical equipment components were categorized as generic
models instead of mechanical equipment.
2. The air terminals, lighting fixtures and additional components input by the architectural team were not
separated into a workset of its own. The browser organization in the architectural model was present but
was very difficult to understand as they were not as per SI or NCS standards.
Because these equipment model families were modeled as generic models (2D Revit families) as opposed
to their respective categories (e.g. lighting, etc.) they were difficult to sort and remove from the very large
model. The presence of these MEP families in the architectural model overloaded it and made the model
difficult to open and use.
Ideally, these mechanical and electrical components should be separated into their own worksets and
“copy monitored” by their respective discipline models. During project development, these 2D
components were used as reference to develop the 3D components in the Revit models for their
respective disciplines - after this was done they should be removed from the architectural model
completely.
3. Worksets in the model were created by team members (separate design firms) having the responsibility
for those components in the project. During design, those worksets were further categorized into even
more categories to assist that firm’s design documentation effort. The list of worksets used in the
NMAAHC Revit model we examined were as follows:
• (LINK) A
• (LINK) ALTERNATE
• (LINK) C
• (LINK) EXHIBIT DESIGN - ABOVE GRADE
• (LINK) EXHIBIT DESIGN - BELOW GRADE
• (LINK) MEPF
• (LINK) QF
• (LINK) S
• (LINK) TA-TT
• (LINK) TY
• __LOCKED
• _Reference Planes and Scope Boxes
• _Room Separation Lines
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• DBB Core
• DBB Equipment
• DBB Floor
• DBB Furniture
• DBB Interior
• SGI Below Grade Shell
• SGI Corona Grid
• SGI Corona Shell
• SGI Corona Shell - NOT USED
• SGI Corona Structure
• SGI Floor
• SGI Landscape
• Shared Levels and Grids
• TFG Bronze Ceiling
• TFG Core
• TFG Device Coordination
• TFG Floor
• TFG Interior
• TFG L2 Interior Pre 95%
• TFG Timber Ceiling
Some of the elements were not placed in the correct worksets. This added to the difficulty in sorting,
separating and simplifying the huge NMAAHC Revit model.
4. The browser organization was not abbreviated or explained in either the project Revit file or in the project
BIM execution plan (BEP).
Despite these complications, it was possible to create SI-GIS required views. Due to the large size and complexity
of the model, system response was slow. CAD floor plans and area calculation plans can be extracted from this
model by applying SI-Revit Template settings and applying SI view templates to the custom views recommended
in SI Revit Template User’s Guide.
RECOMMENDATIONS FOR REVIT MODEL ELEMENT REQUIREMENTS BY
DISCIPLINE
From our review of the NMAAHC model and Revit literature, we have compiled an outline of typical BIM
components to include in a project model. A description of the components required for inclusion in the project
BIM is typically defined in either the project’s scope of work, or in its Project Execution Plan (BIM Execution Plan).
Site/Civil Model
Model(s) shall contain all site-related features of the project which are not integral with the building envelope:
• Utilities
• Topography
• Water quality ponds
• Storm water detention and filtration structures
• Planting materials
• Paving
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• Site stairs, ramps and railings
• Retaining walls
• Site furnishings
• Erosion control (temporary and permanent)
Architectural Model
Model(s) shall contain all architectural features for a building and site-related features extending 5’-0” beyond the
facility footprint:
• Exterior wall systems
• Interior wall systems
• Fire rated walls
• Architectural floor slabs
• Roofing system
• Equipment (including owner provided equipment)
• Reflected ceiling plans
• Core and vertical systems (including elevators, stairs, escalators and railings)
• Doors (including frames, hardware information, lockset information)
• Glazing (including windows, interior glazing, curtain walls and storefronts)
• Millwork and casework
• Furniture
• Finishes
• Toilet accessories
• Toilet partitions
Structural Model
Model(s) shall contain all structural features for a building:
• Foundations (as solid mass), footings, piers, walls (including areaways) and pits
• Structural slab (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, brace frames, shear walls
• All structural steel members in their true shape and dimensions with corresponding connection details
• Exclusions: nuts and bolts
• Column gridline
• Primary floor openings (stairs, elevators, mechanical shafts)
• Primary bearing wall openings
• Elevator hoist and separator beams
• Miscellaneous structural components
Mechanical, Electrical, Plumbing, Fire Protection Model(s)
Model(s) shall contain all MEP features for a building:
Mechanical Model:
• Mechanical ductwork and associated systems (including VAV boxes, flanges, dampers, flex duct, heat
exchangers)
• Ducts will be modeled using their outside dimension and will include insulation if applicable
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• Hangers and structural supports, unless they do not influence the coordination process of other
trades
• Access spaces
• Mechanical piping and associated systems (including valves, cleanouts, vents, meters)
• HVAC equipment and associated systems (including control panels, tanks, pumps)
• Clearance requirements for equipment access, service space requirements, gauge reading, valve
clearances, panel access and other operation clearances
Electrical Model:
• Electrical conduit 1” and larger (or two or more regardless of size)
• Telecommunication racks and under floor tray(s)
• Safety and security systems
• Electrical equipment including specialty systems and pads
• Power feeds to equipment, transformers, panels, gear, junction boxes, cable trays, distribution boxes,
etc.
• Hangers and structural supports, unless they do not influence the coordination process of other
trades
• Electrical light fixtures and ceiling devices
• Electrical panels and panel schedules
• Clearance requirements for equipment access, service space requirements, gauge reading, valve
clearances, panel access, and other operation clearances
Plumbing Model:
• Piping 1” and larger (or two or more regardless of size)
• Insulation, vents, pipe racks, supports, valves, meters, cleanouts
• Spring hangers and anchors
• Hangers and structural supports, unless they do not influence the coordination process of other
trades
• Plumbing equipment and fixtures
• Pipe slope
• Clearance requirements for equipment access, service space requirements, gauge reading, valve
clearances, panel access, and other operation clearances
Fire Protection Model:
• Fire protection mains/standpipes
• Fire/smoke dampers, thermostats, pressure sensors, other in-line devices
• Gauges and valves with corresponding tags (only when necessary for coordination)
• Complete typical bay to include sprinkler heads and all other devices not commonly modeled
• Hangers and structural supports, unless they do not influence the coordination process of other
trades
• Clearance requirements for equipment access, service space requirements, gauge reading, valve
clearances, panel access and other operation clearances
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Appendix F: BIM Checklist for Completion
BIM Model Deliverable Checklist
Item to Check 
Model file name conforms to SI standards 
Spelling and consistent capitalization 
All the annotations and title blocks are as per SI standards 
All the custom SI floor plans and area plan views are created for all floors in the project 
Room objects have been placed and targeted 
Building sections (at least 2 N-S and 2 EW) have been created and named to standards 
All the custom SI schedules are populated with all the relevant data 
All ceilings have been modeled 
3D volumes are correctly defined for room object (inspect visually in sectional views) 
Non-existing or deleted rooms have been removed (check the room schedule) 
Model is correctly assembled through visual inspection 
All the model contents are correctly placed as per their element categorization in the correct workset
and conform to standards

All non-transmittal linked-in files (CAD/Revit) are removed 
All non-required views / legends / schedules / sheets / images are removed 
Unwanted design options are removed 
All unnecessary groups are removed 
All the groups used to model the building are ungrouped, and those groups are purged from the
deliverables

After all the checks are done, purge model to reduce file size (Repeat process three times since
materials are only removed after the parent object has been removed)

Update Save to Central view with any relevant model notes 
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Appendix G: Revit Model Checker Add-In Application
The Revit Model Checker v3.0, reviewed for this task order, is an add-in for Revit 2013 and 2014 that performs an
automated check of Revit models to verify compliance to the U.S. Corps of Engineers “Attachment F” (BIM
Standards). The add-in includes more than 125 different checks and has the ability to batch check multiple
models and their corresponding links.
The USACE Attachment F is a well-detailed BIM requirements document (an example page is shown below in
Figure 24), defined minimum modeling requirements. The "USACE BIM Minimum Modeling Matrix (M3)" is a
companion document that provides a straightforward matrix listing those requirements (a snapshot of the “M3” is
shown in Figure 25).
Figure 24: Sample page from the USACE BIM Contract Language "Attachment F" document
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This guidance provided the foundation for the rule base supporting by the Revit Model Checker add-in program,
developed with Revit’s API toolkit. Autodesk has indicated that the application could be re-written to
accommodate a rule set based on any organization’s BIM requirements.
After installation into Revit, the model checker add-in application offers a set of functions under Revit’s “Add-in”
command menu tab (Figure below). The Configure command runs an initial set up of the model for checking and
writes a configuration file (saving it in .XML format). The Run Check command reads the configuration file,
executes the checking routine and returns a report. The last report can be accessed by the menu. Reports display
basic information about elements of a model flagged with conflicts. The report does not display context of issues;
these can be located by the user.
Figure 25: Sample worksheet from the USACE Minimum Modeling Matrix (M3) guidance document, detailing standards for
evaluating BIM content and completion. M3 provides detailed guidance for BIM referenced by the USACE “Attachment F”
Figure 26: Revit Model Checker Add-in application menu
commands
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Figure 27: Revit Model Checker add-in's configuration
menu - fully expanded
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Figure 28: (above) Revit Model Checker report showing overall checks (non-Attachment F), saved in HTML format
Figure 29: (following page) Continuation of Revit Model Checker report - checks performed for USACE Attachment F criteria
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Appendix H: Revit Parameters for SI Data
The Revit templates delivered with this task order have been customized to include parameters (data fields) to
hold key SI data fields, as listed below. The SI spatial and asbestos data fields have been included in SI Revit
Architectural template, and SI Asset Parameters have been incorporated into SI Revit Mechanical and Electrical
templates. This information is also included in Appendix C of the SI Revit Template User’s Guide.
SI SPATIAL PARAMETERS
Spatial Data Fields for Rooms/Spaces
Revit Field/ Parameter Description Parameter Type Data Input Type
Level Floor of the building Revit Default Automatic
Number Room number Revit Default Manual
SI_RoomLinkID Key identifier for SI space database Custom Manual
Name Room name Revit Default Manual
Area (Area_Ft-In) Area of room (in square feet) Revit Default Automatic
Area_MM2 Area of room (in square millimeters) Calculated Value Automatic
Perimeter (Perimeter_Ft-In) Perimeter of room (in feet-inches) Revit Default Automatic
Perimeter_MM Perimeter of room (in millimeters) Calculated Value Automatic
Volume (Volume_Cu-Ft) Room volume (in cubic feet) Revit Default Automatic
Limit Offset (Height_Ft) Room height (in feet-inches) Revit Default Automatic
Department Room type Revit Default Manual
Occupancy Number of people in the room Revit Default Manual
Occupant Occupants name Revit Default Manual
Comments Additional notes Revit Default Manual
(Note that “Automatic” data fields are populated by Revit, “Manual” by user entry)
SI Spatial Data Fields for Floors in Revit Models
Revit Field/Parameter Description Parameter Type Data Input Type
Level Floor of the building Revit Default Automatic
Number Floor number Revit Default Manual
SI_FloorLinkID Key identifier for SI Floor database Custom Manual
Name Floor name Revit Default Manual
Area (Area_Ft-In) Area of floor (in square feet) Revit Default Automatic
Area_MM2 Area of floor (in square millimeters) Calculated Value Automatic
Perimeter (Perimeter_Ft-In) Perimeter of floor (in feet-inches) Revit Default Automatic
Perimeter_MM Perimeter of floor (in millimeters) Calculated Value Automatic
BaseElevation_Ft-In Floor elevation (in feet-inches) Custom Manual
Comments Additional Notes Revit Default Manual
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SI ASBESTOS PARAMETERS
Revit Field/Parameter Description Parameter Type Data Input Type
ACM_HAZ_ID Hazardous Material ID Custom Manual
ACM_MAT_TYPE Material Type Custom Manual
ACM_CHANGE Custom Manual
ACM_MAT_COND Material Condition Custom Manual
ACM_COMMENTS Comments Custom Manual
ACM_STATUS Status Custom Manual
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SI ASSET PARAMETERS
Table: SI Revit Asset Parameters
Information
Type
Field/Parameter Description Example Revit Custom
Parameter
Data
format
General Asset
Information
Asset ID Unique identifying
number
(Assigned in Facility
Center)
SI_AssetID Text
Asset Name Commonly known
name of the
component
Storm Water Pump
(Chiller Plant)
SI_AssetName Text
Specification ID CSI/MasterFormat code
(select from a pick list)
22 11 23 Pump-
water
SI_SpecID Text
Specification
Name
Component name
(selected from pick list
with CSI Code)
Storm Water Pump
(Chiller Plant)
SI_SpecName Text
Serial Number Serial number of asset 201253 SI_SerialNum Text
Brand Brand name General Electric SI_Brand Text
Model Number Manufacturer's model
number
5KS184QPN4JA7A SI_ModelNum Text
Description Description of the item Pump, Circulating SI_Description Text
Equipment
Spec
Information
Amps Amperage 19.2/9.6 SI_Amps Text
Voltage Voltage 230/460 SI_Voltage Text
KVA Kilovolt-ampere SI_KVA Number
GPM Gallons per minute 3300 SI_GPM Number
Belt Size Size of belt SI_BeltSize Number
RPM Revolutions per minute 1190 SI_RPM Number
MaxP Maximum P SI_MaxP Number
Filter Size Size of filter SI_FilterSize Number
Ton Tonnage SI_Ton Number
HP Horsepower 5 SI_HP Number
Gal Gallons SI_Gal Number
CFM Cubic Feet per minute SI_CFM Number
BtuH BTU per hour SI_Btu Number
Asset Location
Information
(Default Revit
Parameters)
Floor Level on which the
asset is located
First Floor Room: Level
(Floor)
Text
Room Number Room in which the
asset is located
101A Room: Number
(Room
Number)
Text
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Appendix I: BIM Guidelines and Standards
LEVEL OF DEVELOPMENT (LOD)
LOD is a concept that has been used in GIS for many years to indicate the level of detail with which the maps will
be displayed. The data and models are very different with BIM. The AIA (American Institute of Architects) co-opted
the LOD concept to assist definition of project building information models and revised the acronym to refer to
“Level of Development”. It essentially defines the model in terms of development progress, intrinsically related to
AEC project development, describing how much information will be usable at each stage of milestone of the
project.
BIMForum, a multidisciplinary group of BIM users, released its initial LOD guidance document Level of
Development Specification v1 (September 2013). The document expands upon the framework originally outlined
within the American Institute of Architect’s guidance document - AIA BIM Protocol Exhibit - in greater detail, the
reliability of information contained in a BIM, at various project stages. It presents a project-centric view of BIM
development. Goals of the BIMForum specification are to:
• Help project teams specify BIM deliverables and to get a clear picture of what will be included in a
BIM deliverable
• Help design managers explain to their teams the information and detail that needs to be provided at
various points in the design process
• Provide a standard that can be referenced by contracts and BIM execution plans
(The guidelines are based on the AIA Contract Document G202-2013, Building Information Modeling Protocol
Form which is part of a new series of digital practice documents the AIA published in June 2013. The AIA’s updated
digital practice documents consist of AIA E203™–2013, Building Information Modeling and Digital Data Exhibit,
AIA G201™–2013, Project Digital Data Protocol Form, and AIA G202™–2013, Project Building Information
Modeling Protocol Form. For general information on the documents and downloadable samples see
www.aia.org/digitaldocs. )
A general example of LOD of building information at an asset level would be:
100 Cost/sf attached to floor slabs
200 Light fixture, generic/approximate size/shape/location
300 2x4 troffer, specific size/shape/location
350 Lightolier DPA2G12LS232, specific size/shape/location
400 As in 350, plus special mounting details, as in a decorative soffit
The BIMForum LOD specification definitions are listed in the table below.
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LOD Stage LOD Definition
100 Conceptual The model element may be graphically represented in the model with a
symbol or other generic representation but does not satisfy the
requirements for LOD 200. Information related to the model element (i.e.,
cost/sf, tonnage of HVAC, etc.) can be derived from other model elements.
200 Generic The model element is graphically represented within the model as a generic
system, object, or assembly with approximate quantities, size, shape, location
and orientation. Nongraphic information may also be attached to the model
element.
300 Systems,
assembly
The model element is graphically represented within the model as a specific
system, object or assembly in terms of quantity, size, shape, location and
orientation. Non-graphic information may also be attached to the model
element.
350 Installation
support
The model element is graphically represented within the model as a specific
system, object or assembly in terms of quantity, size, shape, orientation and
interfaces with other building systems. Nongraphic information may also be
attached to the model element.
400 Shop drawings The model element is graphically represented within the model as a specific
system, object or assembly in terms of size, shape, location, quantity and
orientation with detailing, fabrication, assembly and installation information.
Nongraphic information may also be attached to the model element.
500 As-built The model element is a field-verified representation in terms of size, shape,
location, quantity and orientation. Nongraphic information may also be
attached to the model element.
https://bimforum.org/lod/
Owner/FM Considerations for LOD
LOD 500 was initially viewed as the “O&M” BIM. The building industry however has no well-defined concept of
using BIM for facilities lifecycle tasks. The Level 500 specification could be a model for ongoing O&M maintenance
or could be an as-built BIM. Many FM activities could be accomplished by using lower level BIMs. The BIMForum
LOD committee has shelved development of an O&M LOD for now.
A review of the BIMForum LOD by the FM can provide guidance on a requirements for project BIMs to fully
support standard cost checkpoints, also, to establish LOD requirements for project BIMs to support the owner’s
standard FM functions.
Since FM functions have widely varying information needs, differing LODs may be needed depending on the work
process:
• Support of renovation, revitalization or repurposing - requires a highly detailed model, some of it field
verified.
• Space and asset management - generally only requires the geometry of the spaces as a base to support
CAFM/IWMS information.
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BIM development and LOD within an FM BIM practice will mature over time. Specifying LOD will be contingent on
the FM functions to be supported by BIM.
Why LOD?
Specifying the LOD for a project can add undo complexity to model development. It seems counterproductive to
maintain a highly detailed matrix apart from the BIM (LOD Table) to track detail development in a model, while the
BIM in itself, is the real barometer for information development. LOD seems to work best as a broad concept to
categorize general classes of model development. The concept must, on the owner’s side, fully align to each
organization’s unique requirements for BIM.
Making LOD Useful for SI - A Proposed BIM Classification Framework
LOD A - Conceptual BIM. “Mass” or “conceptual” model with generic exterior envelop, glazing, floor levels,
core areas and use parameters. Useful for rapid energy modeling, 2-1/2 D space tracking,
visualization.
LOD B - Schematic BIM. Simple level of detail model with exterior walls, glazing, floor levels, interior partitions
- generic but geometrically accurate. Derived from vetted SI CAD geometry. (Architectural
components). Lacks on-site vetting, ceilings, data. This LOD could be considered an “in-development”
model. Would not necessarily be detailed enough provided to AEC (but could be with caveats).
LOD C - FM BIM. Enhanced objects and detail. Architectural components. Field verified and 3D developed.
Incorporating SI Revit space template. Model includes room objects and affiliated space and asbestos
data fields. BIM is at a sufficient LOD to be provided in support of AEC project development.
LOD D - Full FM BIM. Includes linked MEP model and asset templates and data fields.
LOD E - As-Delivered BIM - BIMs delivered from completed projects, forming a record of completed work.
Content will be incorporated back into the FM BIM(s).
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PROJECT BIM REQUIREMENTS
There are innumerable options for developing guidelines and standards for BIM in facilities organizations. Listed
below is a general outline of guidelines culled from current BIM guidelines and standards used throughout the
industry to serve as a starting point for discussion.
Introduction
Purpose of SI BIM Requirements
The SI BIM Practice
BIM Use and General Principles
Ownership and Rights of Data
Definitions
Risk Allocation
Design Team Obligations
BIM Requirements for Design Teams
Provision of SI Data to Consultants
Project Use of SI Revit Templates
Spatial Data Requirements
Asset Data Requirements
BIM Project Execution Plan (PxP) Development
Software and File Formats of Deliverables
BIM Project Development
Geo-referencing
Energy Analysis
Coordination Practices
Deliverables to SI by Phase for the Design Team
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BIM PRACTICE GUIDANCE
SI Practice Guidelines
Responsibility and Oversight of SI BIM Practice
BIM Project Support and Workflow
Project Kick-off Procedures
Integrating Project BIM Deliverables
Revit Templates
BIM to SI Explorer Workflows
BIM to Tririga Workflows and Standards
Technical & Administrative
File Management
File Naming Standards
Versioning
File Storage/Servers
Data Exchange Practices
Supporting Documents
Security
User Access Rights and Profiles
Training and Documentation
Training Resources
BIM Wiki
Supporting Technologies
Hardware Requirements
SI BIM Software Applications
Software Renewal Plan
Mobile Device Applications and Use
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REFERENCE LIST OF CURRENT INDUSTRY BIM STANDARDS
U.S. Federal Agencies
GSA BIM Guides http://www.gsa.gov/portal/content/103735
Military Health System https://facilities.health.mil/home/bim
U.S. Corps of Engineers https://cadbim.usace.army.mil/default.aspx?p=a&t=1&i=3
U.S. Air Force http://www.wbdg.org/references/afbim_guidelines.php
Veteran’s Administration http://www.cfm.va.gov/til/bim/BIMGuide/
States
State of Ohio BIM Protocol http://ofcc.ohio.gov/Portals/0/Documents/MediaCtr/M830-01-
BIMProtocol.pdf
Commonwealth of Mass. http://www.mass.gov/anf/docs/dcam/dlforms/dcam-bim-list-of-services.pdf
State of Tennessee http://www.tn.gov/finance/OSA/documents/20130422_OSA_BIMr_V1.0.pdf
Texas Facilities Commission
http://www.tfc.state.tx.us/divisions/facilities/prog/construct/formsindex/01%20-%202012%20A-
E%20GUIDELINES.pdf
State of Wisconsin
ftp://doaftp1380.wi.gov/master_spec/BIM%20Guidelines%20&%20Standards/BIM%20Guidelines%20and%20S
tandards%20for%20AE%20%207-1-12%20Final%20DRAFT%207-26-12.pdf
Localities
Los Angeles County Consolidated District (Schools) http://standards.build-
laccd.org/projects/dcs/pub/bim%20standards/released/content.html
New York City http://www.nyc.gov/html/ddc/downloads/pdf/DDC_BIM_Guidelines.pdf
New York City SCA
http://www.nycsca.org/Business/WorkingWithTheSCA/Design/Pages/Manual.aspx
Port Authority of New York http://www.panynj.gov/business-opportunities/pdf/engineering-consultants-
ead-bim-standard-manua-september-2012.pdf
San Diego County Consolidated District http://public.sdccdprops-
n.com/CR/Forms/Forms/AllItems.aspx?RootFolder=%2FCR%2FForms%2FSDCCD%20-
%20Building%20Design%20Standards%2F02.%20BIM%20Standards&FolderCTID=&View={FE320144-543F-
4D9B-BA93-5E055B91D5CA}
Universities
Georgia Tech http://www.facilities.gatech.edu/dc/standards/bim.php
Indiana University http://www.iu.edu/~vpcpf/consultant-contractor/standards/bim-standards.shtml
MIT http://web.mit.edu/facilities/maps/index.html
Penn State University http://bim.psu.edu
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Princeton University http://www.princeton.edu/facilities/info/dept/design_construction/bim/
University of Albany http://www.albany.edu/facilities/campusplanning/standards.html
University of Houston http://www.uh.edu/plantops/departments/fpc/UHS-BIM-Protocol.pdf
University of Illinois http://www.uic.edu/depts/ocp/design_std/documents/013121.01-BimRequirements-
Professionalservices.pdf
University of Southern California http://facilities.usc.edu/leftsidebar.asp?ItemID=448
Organizations
Associated General Contractors (AGC)
http://www.agc.org/cs/building_information_modeling_education_program
American Institute of Architects http://info.aia.org/aia/digitaldocuments.cfm
American Society of Civil Engineers (ASCE)
http://ascelibrary.org/doi/abs/10.1061/%28ASCE%29LM.1943-5630.0000127
ASHRAE http://cms.ashrae.biz/bim/
Construction Specification Institute (CSI) http://www.csinet.org/sp/Search.html?SearchPhrase=BIM
NBIMS http://www.nationalbimstandard.org/
Pankow Foundation http://www.pankow.com/Innovate/Teams-and-Tools.aspx
Foreign
Australia http://bim.natspec.org/
Canada http://www.canbim.com/documents-0
Hong Kong http://www.hkibim.org/?page_id=1378
Singapore http://www.bca.gov.sg/bim/bimlinks.html
UK http://www.bimtaskgroup.org/articles/digital-library/
https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/34710/12-
1327-building-information-modelling.pdf
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Appendix J: Revit Energy Modeling Overview and Best Practices
This section provides background on utilizing Revit to develop a building model useful for energy analyses. Revit
2014 contains significant new features for supporting energy analyses. Autodesk development of BIM has recently
focused on enhancing its capabilities in sustainability and energy analysis - expect this to continue in future
releases. The progress is reducing manual efforts and redundancies between basic BIM creation and the
refinements needed to utilize the model in an energy analysis process.
Options for Energy Analyses with Revit
Energy Analysis for Revit is a cloud-based energy simulation service powered by Autodesk Green Building Studio
(GBS) that supports sustainable design and will perform whole building energy simulation in the cloud. This
service is available with the purchase of a perpetual license with Maintenance Subscription or a Desktop
Subscription.
To perform energy analysis within Revit, ensure that the Analyze tab is enabled. The energy analysis tools are
located in the Energy Analysis panel of Analyze tab.
Figure 30: Revit Analyze Command Panel - Energy Analysis tab
Energy analytical models can be created in two ways using Revit’s Energy Analysis tools:
1. Using Conceptual Masses - Energy Analysis
using conceptual masses is intended to
provide insight into the role of building form
(size, shape, orientation, glazing percentages,
shading) and materials on potential building
energy use from the earliest stages of the
design process.
2. Using Building Elements - Energy Analysis
using building elements is intended to provide
insight into potential building energy use given
more detailed information typically available at
later stages in the design process.
Steps to Create a Conceptual Energy Analysis
• Create conceptual masses, enable mass floors if using Conceptual Mass Mode or create building
elements, i.e. walls, roofs, floors, windows etc. (room/space elements are optional) if using Building
Element Mode.
• Define energy settings (especially location and building type). Specify the level that will serve as the
Ground Plane reference for the building. Rooms below the elevation of this level are considered to be
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underground. Set Sliver Space Tolerance to the default value of
1’ 0”. Too much sliver space may allow light, solar radiation,
and air flow thermal transfer between zones that in reality do
not occur.
• Run an energy simulation. This will create an Energy Analytical
Model that will be sent to Autodesk Green Building Studio
(GBS) web service in the gbXML format
• Submit the whole building energy simulation to the cloud
• When an alert appears the simulation is complete and ready
for viewing
• If necessary, create multiple simulations by adjusting energy
settings
• Review and compare multiple simulations for side-by-side
comparisons to understand building energy use and to move
your project towards a more sustainable design simulation
The energy analytical model created from conceptual masses and
building elements can be exported to 3rd party applications for further
analysis in a variety of common formats such as gbXML, DOE2 and
EnergyPlus.
Best Practices for Developing a Good Model for Energy Analysis
1. Clearly identify the elements used in Energy Analytical Model (EAM) creation
Rooms (Defined as spaces in gbXML) - Rooms are a fundamental element in EAM. These are holders of
analysis parameters. There are two different ways to model and define rooms within the Revit model. One of
them is called Zone-Based Modeling, and the other is called Room-Based Modeling. Zone-Based modeling is
used in the Conceptual Mass Mode by defining the Room by the thermal zone, usually by setting the Core
Offset value in the energy settings dialog. Room-Based Modeling is used in the Building Element Mode where
rooms are added enclosed by wall elements. This allows defining each room as its own thermal zone.
Room Volume Computation and Area
Settings
Compute Room Volume determines the
room volume and room height. Room
volume computations affect Revit
performance; it is turned off by default.
Before performing analysis, it is critical to
select Areas and Volumes instead of
Areas only (faster) in the Area and
Volume Computations dialog.
Rooms – Upper Limit
As a general rule, it is a good practice to
set the Upper Limit for your Rooms to
the next level and set your Limit Offset to
zero. In the case of Rooms below Roofs,
Figure 31: Energy Settings Dialog
Figure 32: Energy Settings Dialog Box in Revit
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ensure the upper limit of the Room is set higher than the top surface of the Roof. If the Upper Limit is set to
be the ceiling or to a given height below the next level, then
there will be a void between that Room and the Rooms on the
next level above.
This void will result in not only the bottom Room having an
unbounded top surface, but that surface and the bottom
surface of the Room above will be recognized as External.
Note: There is currently no setting for Lower Offset on a Room.
This means that the lower extent of a Room needs to be a level
within the Project and cannot be an offset relative to another
Level.
Building Voids
These are Revit BIM volumes that are not
represented by a 3D Room. These can be
spaces like a small closet or an elevator
shaft. These “voids” will result in undefined
volumes which cannot be properly analyzed,
and the Bounding Elements adjacent to
them will be recognized as Exterior. This will
produce incorrect analysis results. To
remedy this situation, Rooms must be
created to fill these voids. Similarly, in the
event that there is a plenum space that
exists above a recessed ceiling, a Room
needs to be created to account for that
volume.
Bounding Elements - Walls, Floors and Roofs. These surfaces
are “children” of the Rooms that they bound.
Except for Floors and Ceilings, you can control whether
potential Bounding Elements are actually used as Bounding
Elements in an EAM. This is done by toggling the Room
Bounding parameter that is available in the Element Properties
dialog.
The top surface of any Floor Slab will be seen as a Bounding
Element for the EAM. There is no setting to toggle this off.
Figure 33: Room Upper Limit Parameters
Figure 34: Void Spaces
Figure 35: Room Bounding Parameter
silo.tips_building-information-modeling-practice-development.pdf
silo.tips_building-information-modeling-practice-development.pdf
silo.tips_building-information-modeling-practice-development.pdf

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silo.tips_building-information-modeling-practice-development.pdf

  • 1. Appendices Building Information Modeling Practice Development for the Smithsonian Institution Design + Construction Strategies 30 April 2014
  • 3. Appendices - Table of Contents SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 2 of 62 Appendix A: SI Use Cases for BIM .............................................................................................................................4 Use Case 1: Project Support with Building Information Modeling (BIM)................................................................................. 4 Use Case 2: OFEO Building Information Management (BIM Wiki) ............................................................................................. 5 Use Case 3: Campus BIM............................................................................................................................................................................. 6 Use Case 4: Asset Management and Practice Development......................................................................................................... 7 Use Case 5: OFEO BIM standards and guidelines.............................................................................................................................. 8 Use Case 6: SI Landscape Management................................................................................................................................................ 9 Use Case 7: Requirements Planning Visual Display and Analysis Tools..................................................................................10 Use Case 8: Security Management and Analysis BIM ....................................................................................................................11 Use Case 9: Historic Preservation Building Information Management...................................................................................12 Appendix B: OFEO Stakeholder Interviews ...........................................................................................................13 BIM for Design Execution...........................................................................................................................................................................13 BIM for Design Managers...........................................................................................................................................................................14 BIM for Energy Management & Facilities Management................................................................................................................14 BIM and Historic Preservation..................................................................................................................................................................15 BIM for Smithsonian Gardens (SG) .........................................................................................................................................................16 BIM for Security (OPS) .................................................................................................................................................................................17 BIM for Program Management and Cost Engineering...................................................................................................................17 Appendix C: Estimate for SI BIM Development Chart........................................................................................19 Appendix D: Revit to SI Explorer Workflow Technical Guidance.....................................................................21 Existing CAD to Tririga to SI Explorer Workflow................................................................................................................................21 Proposed Workflow 1: Revit to CAD + Tririga Plug-in to SI Explorer........................................................................................23 Proposed Workflow 2: Revit TO FME Workbench to SI Explorer ................................................................................................28 Proposed Workflow 3: Revit + FME Revit Add-in to SI Explorer.................................................................................................30 Appendix E: NMAAHC Model Review ................................................................................................................... 33 NMAAHC Model Evaluation......................................................................................................................................................................33 Recommendations for Revit Model Element Requirements by Discipline..............................................................................34 Appendix F: BIM Checklist for Completion .......................................................................................................... 37 Appendix G: Revit Model Checker Add-In Application..................................................................................... 39 Appendix H: Revit Parameters for SI Data............................................................................................................ 45 SI Spatial Parameters....................................................................................................................................................................................45 SI Asbestos Parameters ...............................................................................................................................................................................46 SI Asset Parameters.......................................................................................................................................................................................47 Appendix I: BIM Guidelines and Standards.......................................................................................................... 49 Level of Development (LOD) .....................................................................................................................................................................49 Project BIM Requirements..........................................................................................................................................................................52 BIM Practice Guidance.................................................................................................................................................................................53 Reference List of Current Industry BIM Standards............................................................................................................................54 Appendix J: Revit Energy Modeling Overview and Best Practices................................................................. 57
  • 4. Appendices - Table of Contents SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 3 of 62 [This page intentionally left blank]
  • 5. SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 4 of 62 Appendix A: SI Use Cases for BIM USE CASE 1: PROJECT SUPPORT WITH BUILDING INFORMATION MODELING (BIM) Value Proposition: BIM is increasingly being adopted throughout the AEC industry, bringing increased efficiencies and accuracy to project workflows and deliverables. The SI BIM inventory of FM building information models to leverage this emerging technology will improve capital project execution, engage consultant teams and improve building information management for the full facilities lifecycle. Supporting Data Systems: • CAD (Autodesk AutoCAD software based, Q drive repository): The SI has a robust inventory of CAD as-built files to support the development of FM-BIM. • Building Information Models (Autodesk Revit): SI has a number of Revit models of varying detail and levels of refinement • SI Explorer (ESRI ArcInfo): Workflows delivering updated as-built (2D) plans from Revit-based projects, replicating current AutoCAD to SI Explorer (via Tririga) • Tririga Facility Center: System of record for space and asset data. SI and project BIMs will develop, record and deliver a set of SI space data fields at project completion Users: SI project stakeholders: DMs (as reviewers, coordinators); AEC contractors (project team) Key Facets: • An up-to-date BIM inventory will provide project contractors with accurate BIMs at project initiation to jump start project development • BIM provides a visual 3D medium for reviewing project design intent, investigating potential conflicts and areas of concern, and invigorating progress reviews • Requiring project deliverables in BIM will provide SI with: - A project BIM “as-built” Revit file as the project record - An updated master FM BIM - 2D floor plans for incorporation into SI CAD repository and SI Explorer - Room/space data for intake into the Tririga FC database (space system of record) • A lightweight “viewing” application to facilitate BIM review for non-technical users is desirable. • An SI BIM inventory will provide the framework for supporting additional use cases such as Asset Management, Smithsonian Gardens, Historic Preservation, OPS. Figure 1: 3D Section through NASM Revit model
  • 6. Appendix A: SI Use Cases for BIM SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 5 of 62 USE CASE 2: OFEO BUILDING INFORMATION MANAGEMENT (BIM WIKI) Value Proposition: The multiple offices within SI OFEO employ many data systems and information tools in support of the wide range of business processes they execute in support of the facilities life cycle. This wide landscape of applications can make finding information challenging. A web-based portal (intranet) to aggregate key building information and provide shortcuts to existing OFEO data systems (CAD plans, asset information, historical preservation data, master plans, and other domains) could provide an easy-to-use, customizable resource for the many parties needing building information within SI. Since most activities are based on an SI facility, wikis would be building- based (e.g. the National Air & Space Museum wiki). Supporting Data Systems: Microsoft SharePoint Leveraging SI’s existing enterprise application framework and development experience. Users: OFEO staff, SI building “clients” Key Facets: Potential to include collaboration features, such as calendars/scheduling, collaboration/social networking capabilities (FAQs, announcements, discussion forums) Quick links (shortcuts) to often used OFEO applications/data sources for that building, such as: • Document Locator (with pre-constructed queries for commonly used searches) • Building floor plans • 3D (BIM) model view • SI Explorer with the building view • Asset or space data • Facility Center data for the building • Photos or videos • Training resources • Reports, guidance (master plans, historic preservation, 5 year capital plan) • Other SI SharePoint sites (IFTs) Web access and functionality for mobile devices (phone, tablet). Figure 2: Mockup of SI SharePoint Wiki for Building Information Management
  • 7. Appendix A: SI Use Cases for BIM SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 6 of 62 USE CASE 3: CAMPUS BIM Value Proposition: In addition to containing the prominent and historic museums located in downtown Washington, DC, SI’s real property portfolio is challenged with managing several geographically dispersed campuses, containing multiple buildings, structures and land assets. The information support strategies for managing these campuses will inherently be more diverse than those directed at a single building. thus presenting a use case for integrating SI’s BIM, GIS and database applications in a coordinated, visual and easy to use framework. This data development approach could integrate analytic capabilities for energy/water analysis, space and asset management, security and safety reviews, collections management, master planning, grounds and roads management, among other information support needs. Supporting Data Systems: • SI Explorer (ESRI ArcInfo) • Autodesk Revit • Database (TBD) • Analysis Applications (Green Building Studio/Energy analysis; blast and security; TBD) Users: SI OFEO NZP personnel, OPS, OSHEM Key Facets: • Development of building information models for key facilities • Other facilities to be built out at a simple level of detail to support key uses (space management, energy analysis) • Inclusion of standard data attributes (parameters) for all models (may include property data, such as name, use, hours of operation, etc., room/space information, key asset data) • The campus models would provide capabilities to analyze and benchmark water and energy use and calibrate the analysis with the facility’s historical utility bills • Potential to incorporate additional data overlays to analyze performance across the portfolio (e.g. water use per square foot, project requirements per facility, per year, etc.), GIS analytics • A prototype would test and establish the practical synergies between a working BIM inventory, effective LODs and experiment with a cross-functional GIS implementation for analysis and reporting. Figure 3: National Zoological Park’s DC Campus, GIS view
  • 8. Appendix A: SI Use Cases for BIM SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 7 of 62 USE CASE 4: ASSET MANAGEMENT AND PRACTICE DEVELOPMENT Value Proposition: BIM’s capabilities to incorporate a wealth of data for building components is incentivizing facilities owners to require as-built BIM deliverables from the AEC team at project completion. The capability to harvest structured asset information from BIM offers FM organizations a means to quickly populate their CAFM/IWMS databases with detailed data on building components installed in the project. Each client organization is unique in their asset management requirements. To support the specific practice goals of SI and guide the project team, a clear specification of the asset data required at project completion is essential. The scope of the data to be contained in the model will benefit from being realistically right-sized to be data that will be actively utilized for ongoing lifecycle management for the building. Supporting Data Systems: • Autodesk Revit: BIM authoring application • TBD: COBie framework, Revit add-ins • MS Excel: Autodesk Revit to Tririga FC exchange format • Tririga Facility Center: Asset data system of record Users: OPDC project team, OFMR asset managers (potential OPS use) Key Facets: • Specification for BIM asset data development (practice guidelines) • Revit asset template and user guide • Asset frameworks for BIM (COBie alignment review and use guidelines, alternatives) Figure 4: Required data collection for SI assets Figure 5: Building Information Model and asset data (displayed in Navisworks, image by Autodesk)
  • 9. Appendix A: SI Use Cases for BIM SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 8 of 62 USE CASE 5: OFEO BIM STANDARDS AND GUIDELINES Value Proposition: Building information modeling and management is both a technology and a practice, offering to foster better information support and increased efficiency for project planning, execution and facilities management. To fully support the adoption of BIM, enhancements and additions to current documents and practice standards, and guidance for BIM use for project support and as a part of ongoing management of the building lifecycle will facilitate implementations and foster consistency. As a developing and rapidly evolving practice, BIM guidance documents might best be developed in a web-based document format, such as SharePoint. Users: OPDC project participants (DMs), AEC project contractors. OFMR, OPS BIM users [TBD] Key Facets: • BIM project execution plan (PxP) master and guidance for project customization • BIM contract language revisions (OPDC docs) • SI BIM Guidelines • SI BIM Standards (naming conventions, file management and location of subject matter) Prerequisites: • Green lighting OEDC document revisions, business process change Drivers: • Increased project efficiency, currency with AEC practice developments • Enhanced data delivery for ongoing facilities lifecycle management Figure 6: BIM Guidelines, PxP templates Figure 7: Contract document updates for BIM
  • 10. Appendix A: SI Use Cases for BIM SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 9 of 62 USE CASE 6: SI LANDSCAPE MANAGEMENT Value Proposition: A key component of SI real property portfolio are the landscaped grounds surrounding its many facilities. Effective management of landscape areas relies on data support for utility management, irrigation systems, planting area design and maintenance, tree management, project staging area control and greenhouse operations. Grounds management dovetails with the Campus Management use case, with an enhanced focus on mapping exterior systems, vegetative assets and data to inform operations and maintenance in these focus areas. The greenhouse operations offer a special opportunity to manage practices and assets within these buildings with BIM. Supporting Data Systems: • SI Explorer (ESRI ArcInfo GIS with a landscape/horticulture template) • Autodesk Revit Users: Smithsonian Gardens, OFEO capital project teams Key Facets: • Build-out GIS layers for landscape assets, utilities • Greenhouse BIM for asset management (building components), space use, vegetative components, energy management Drivers: • Motivated SG power users • Visual data management capabilities Figure 9: Ground management - GIS + BIM (Haupt Gardens, SI BIM) Figure 8: BIM for greenhouse management
  • 11. Appendix A: SI Use Cases for BIM SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 10 of 62 USE CASE 7: REQUIREMENTS PLANNING VISUAL DISPLAY AND ANALYSIS TOOLS Value Proposition: The Smithsonian’s project planning process focuses on prioritizing requirements for all of the agency’s facilities. The endeavor is intrinsically location-based -- project requirements have definable building locations affiliated with them. This data could provide for a location-based analysis of upcoming project requirements. A visual layout of upcoming project loads, scope and cost, within a geospatial application such as SI Explorer could provide a powerful means for understanding upcoming project activities across SI portfolio. Supporting Data Systems: • Max.gov for requirements collection • Visual Data Tool: CAD/BIM/GIS application (TBD) Users: FICE, requirements users, IFTs, PMs Key Facets: • Providing a utility for individuals developing project requirements to easily input the location graphically. This will be dependent on tools and technologies that are currently difficult to find within commercial software marketplace. The requirements database also is still in its initial development stages. Prerequisites: • Technology tools to integrate building location graphics and selection with the requirements data base
  • 12. Appendix A: SI Use Cases for BIM SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 11 of 62 USE CASE 8: SECURITY MANAGEMENT AND ANALYSIS BIM Value Proposition: An SI FM BIM inventory would offer the Office of Protection Services capabilities to analyze the location and positioning of security assets prior to installation, and also provide a means to simulate building performance in response to a critical event. As with all building components, detailed data for security assets could be developed and delivered with project BIMs for intake into OPS asset management database applications. Supporting Data Systems: • Autodesk Revit • OPS Asset Management Database Users: OPS, Project AEC team/security consultants Key Facets: • SI BIM to support building performance analyses such as blast, collapse, seismic, wind structural vulnerability assessment, impact, glazing system, infiltration/CFD • Deliver component data at project delivery for security assets • Evaluate device positioning, coverage in the 3D model for device detection patterns, camera coverage • Incorporate security zones within SI BIMs Prerequisites: • Developed SI Building Information Models Figure 10: Camera asset tracking and 3D view within BIM Figure 11: BIM analysis for blast
  • 13. Appendix A: SI Use Cases for BIM SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 12 of 62 USE CASE 9: HISTORIC PRESERVATION BUILDING INFORMATION MANAGEMENT Value Proposition: To support OFEO’s Historic Preservation (HP) efforts to identify key areas of historic value throughout SI facilities, SI BIM inventory could be enhanced with additional parameters to record historic attributes. Information currently residing in the Historic Structures reports/iManage application could achieve better visibility by their inclusion (links) in the proposed BIM wiki. The information tracked in these reports could be the basis for detailing the HP data attributes to include in the FM BIM models. Supporting Data Systems: • Autodesk Revit • BIM Wiki (SharePoint) • iManage or database application Users: Historic Preservation; DMs and OPDC project teams; project AEC team/security consultants; OFMR Key Facets: • BIM wiki section referencing Historic Preservation data for a building • BIM overlay for Historic Preservation zones locations and attributes (TBD) • Inclusion of HP data fields within the standard SI Revit template to support easier access development and viewing of HP information incorporated within SI Revit BIM models Prerequisites: • Developed SI FM Building Information Model Figure 12: Historic building attributes and areas of interest within BIM models (Freer Museum, SI BIM) Figure 13: Historic building details for ‘BIM Wiki’ (similar to GSA Historic Buildings Database shown here)
  • 14. SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 13 of 62 Appendix B: OFEO Stakeholder Interviews BIM FOR DESIGN EXECUTION Thursday January 9, 2014: Sylvia Kendra, Brenda Sanchez, Kelan Dyer, Kristen Winters, Anna Gryskevich, Lee Robertson, Louise Sabol/DCStrategies NMAAHC is the first new construction project executed with BIM at SI. As such, there was a lot of discussion, during the early stages of the project about utilizing building information modeling. . The goal of SI, as regards to BIM, was to get the most that they could on the project. BIM on this project is primarily a design tool. (Note: Revit is being used as a 2D/3D design tool, but it can also be used solely in a 2D format as an equal to AutoCAD, in combination with 3D including a model (BIM) or can be expanded to provide other information usable for asset management, scheduling and pricing). The final delivery of the design BIM will be in the spring of 2014. A project ‘as-built’ BIM (model) will not be delivered to SI. The contractor, Clark, will be delivering marked up CAD files for turnover to SI at project completion. SI will in turn give it to the A/E who will produce 2-D “As Built” documents. (These mark-ups will be picked up/issued through the Revit documents, exported to an AutoCAD format and delivered to SI.) The model does include SI space naming. Uses for the NMAAHC BIM include the coordination of the work of the major disciplines (MEP/FP, Structural and Architecture) and clash detection. It also facilitates review of design issues, certain areas of interest, client reviews and determination of paths for equipment. Using BIM instead of CAD has allowed the design team to accommodate changes more expeditiously. BIM is utilized as a management tool in the on-site project trailer. It is not utilized for design. The architect of record is providing a BIM to the contractor, as a courtesy, although it is not required in their contract. The contractor, Clark/Smoot/Russell, is using BIM for their own internal project work processes, including clash detection. Delivery of the updated model to SI was fraught with problems early in the project. Difficulties encountered by SI in the process included transmission of the BIM model because its size exceeded the capacity of SI system, as well as not having the current version of BIM software. Versions are updated yearly by the vendor, Autodesk. [DCStrategies can see how packaging and distributing a multi-office, multi-component BIM to a third party (the trailer) could be loaded with difficulties] BIM’s utility in minimizing RFIs during project development did not happen. This was mostly due to the project, not the technology. The fast-track project delivery method chosen for NMAAHC added to the challenges of construction and required many more RFIs than a Design-Bid-Build delivery. The project team involves 32 consultants - not all of them were utilizing BIM. The major participants (AEs) have used BIM for NMAAHC’s design and preparation of construction documents, including the mechanical consultant. Many smaller subs, however, are utilizing CAD. Contract documents are 2-D. For this project, BIM is not a contract document. The AE team is utilizing a shared central file that resides with one of the firms. In this case, the project BIM is composed of the central file (model) and a model from each discipline. Each discipline’s model is incorporated into the central file (model) regularly. The SI (trailer) does not have real time access to the current model but does receive an updated version from the AE with each scheduled major submission. In the past, The BIM mechanical component has lagged in development to some extent, but the project was fortunate to have a large firm on the team that was able to deliver a BIM model for the MEP/FP disciplines.
  • 15. Appendix B: Stakeholder Interviews SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 14 of 62 Note: Although BIM has the capability to support asset management, NMAAHC decided not to utilize BIM for additional purposes beyond design since SI didn’t have the capabilities at the time to leverage those capabilities. BIM FOR DESIGN MANAGERS Wed. Dec 11 2013: Mike Carrancho, Sylvia Kendra, Rebecca Kokinda, Raminder Bindra, Mike Henry, Tim Brown, Louise Sabol/DCStrategies • One of the biggest problems DMs deal with is finding information about buildings within Document Locator. Lack of good metadata attached to files, particularly those archived between the aperture card era and the current system. (Resolution of problem not in BIM scope). BIM Wiki concept can imbed links (SQL queries) to quickly retrieve files of a facility. • BIM design reviews could be useful and DMs would be amenable to model reviews, but these would not obviate current, detailed reviews of standard progress sets. • BIM for NASM will be very timely for supporting the upcoming renovation project for the building (approx. 5 years in duration). • Project deliverables : • SI is not getting complete CAD (BIM) as-builts currently. This is a matter of policy/practice not cost/technology. Some project CAD deliverables are exported from consultant’s project BIMs • SI would be willing to accept higher project costs in return for accurate as-built BIMs, in order to seed development of their BIM inventory; provide new projects with more accurate information for upcoming projects; and improve SI information base and increase efficiencies • (Question - Are AEC practitioners seeing a reduction in RFI’s by utilizing BIM?) Yes, one example: http://www.mortenson.com/page_gp_vdc_leadership_measuringimpact.aspx • Accurate/findable shop drawings would be a valuable resource for the DMs. Material and finish samples are not - once a building is closed out they are no longer useful. (Potentially review COBie capabilities for this at SI) • BIM would be valuable in the planning stages of a project, in order to study “what-ifs” and conduct early cost estimates, energy studies, design alternatives. BIM FOR ENERGY MANAGEMENT & FACILITIES MANAGEMENT Thurs. 12/12/13: Sylvia Kendra/OBATS, Dan Davies/OFMR - NZP, Tom Serra/OFMR - Energy Management, Louise Sabol/DCStrategies • The Zoo manages a lot of small buildings (including 26 public buildings). Zoo buildings are particularly challenging to manage energy-wise. The organization’s mandate and priority is first and foremost to the animals. The buildings are some of the most energy inefficient at SI and have significant humidification needs, involve security, unique design conditions (Sea Lion pools) • Water use is a significant cost and a source of inefficiency at the zoo. Energy use is important as well. (For most SI facilities, energy use is the greater cost). Mechanical and lighting systems are also key contributors to energy use (supporting the collections) • Asset data is a significant information resource to OFMR - data about components is tracked in SI Tririga Facility Center system • Asset data is affiliated with their (building and) room locations, and if they reside in a large room, they are also located by noting proximity to the nearest column grid (location code) • The Tririga FC system is difficult to upgrade since it has been so highly customized over the years for particular SI requirements (some current, some legacy). Access to the system is highly siloed by OCIO
  • 16. Appendix B: Stakeholder Interviews SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 15 of 62 requirements - access to FC databases is very restricted (getting data from FC to external applications thus will be difficult). Any upgrades to the FC system, such as those affecting external systems like SI Explorer in particular (with approx. 20000 links to FC) are particularly onerous • BIM could be useful in tracking asset data for M&R. Being able to visualize the location of assets would be a useful capability - a tech may know the location of assets, but if others need to access/ inspect/service a component, its location won’t be readily intuited • OFMR is moving to a “Reliability Centered Maintenance” model (vs. reactive). In this practice, a PM (preventative maintenance task) may include perhaps a dozen different components. The work order will attach information on each of these - having graphic and detailed component data from BIM would be very useful. • Tririga FC does track photos for assets. These are useful (potential wiki content?) • “Lock out/Tag out” is one O&M work process that could benefit from better data support. OFMR will need to service sensitive areas, involving processes/check-off for security, control of access, safety. Example areas: Lion area (have to make sure the Lion is not there); Art Collection Storage areas (need permissions to enter; safeguard objects if maintenance needs to be performed) • Energy management within OFMR needs to track where its utility meters and sub-meters are located, and where shut offs for power are. Would be extremely useful to have this data in an emergency situation (fire). Not all of the NZP buildings are metered • BIM at a simplified Level of Detail may assist SI campus locations in tracking data such as energy/water user, meter/shutoff locations, square footage data in a geospatial platform • BIM could be useful for vetting mechanical, electrical and other component designs that involve tight installations in existing facilities - avoiding costly mistakes and bad installations. Example of the Reynolds Center. • There have been a couple of BIMs developed for NZP projects (Sea Lion, xyz) • Does BIM support BAS data? BIM prototypes for ingesting and displaying are being researched and developed but are not publically available at this time (See Autodesk Research Project Dasher, http://www.autodeskresearch.com/projects/dasher ) • There is a judgment area about how much data/detail to develop. If data is not used, accessed regularly, the data currency suffers. Any data resource with invalid, inaccurate, or outdated information becomes suspect and will not be used. Have to implement a LOD that can be kept active, updated • A means to perform a predictive analysis of seasonal control changes for building systems with BIM would be useful. Currently, OFMR does analysis with spreadsheets and some eQuest modeling. The SI BIM requirements will include development of 3D rooms and spaces in the model BIM AND HISTORIC PRESERVATION Thursday 12/12/2013: Sharon Park, Sylvia Kendra, Louise Sabol/DCStrategies • OFEO Historic Preservation (HP) is working with OFMR in identifying key areas in the facilities that have historic value and require special consideration - and coordination in project execution • HP utilizes a GSA developed zone standard for classifying the historic nature of building features into three zones (a breakdown into more zones would be more effective) • As an example of how HP is involved in projects can be seen in the current Cooper Hewitt Garden Design Projects - where several reviews of the proposed design highlighted renovations that would adversely affect key elements in the facility and did not adhere to SI standards • HP is active in monitoring and reviewing about 20 ongoing projects per FY
  • 17. Appendix B: Stakeholder Interviews SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 16 of 62 • Historic Preservation produces the Historic Structures reports, noting materials of significance and conditions in the facilities. Their narratives are recorded in the iManage system. (Potential wiki content?) • The SI are moving to a more methodical process in enforcing a decision framework supporting historic preservations. In the past, any issues/conflicts arising during renovations had been up to the OFEO director to decide. Aim is to provide a more criteria-based framework to for decision making • HP collaborates with the OFEO master planning group. There are many occasions in which documents are retrieved to support the planning and review process (NCPC reviews, etc.) • A visual means to display significant historic building element, and an overlay of historic zone on a building model would be very useful BIM FOR SMITHSONIAN GARDENS (SG) Friday 12/13/13: Jonathan Kavalier, Vickie Dibella, Brett McNish, William Donnelly, Barbara Faust [SG], Sylvia Kendra, Louise Sabol/DCStrategies Information & Practice • They SG maintains a tree database and a tree layer in the GIS system (using the ESRI database and a GIS template for landscape - although not all the features in the template ). Would like to expand tracking to include irrigation system. Will eventually be adding street furniture, planters, et al. to the system • SG has mapped the Haupt Gardens storm drains to remediate problems with standing water (mosquitos) to facilitate treatment/remediation of the situation and ongoing monitoring. Field survey revealed a significant quantity of drains they didn’t know about. Upcoming efforts will map valves • SG will provide up-to-date drawings for this consolidation effort • Typically when SG needs to locate assets, they do so from existing CAD drawings – some of these are accurate, some not, it generally involves research Planned Initiatives and Wish List • SG would like a central “folder” for holding their information, including irrigation layouts, assets data. The long term goal is to identify main lines, valves, zones, quick couplers (lateral lines, although desirable, would be difficult) • An accurate map of their assets would save time, avoid problems, mitigate expenses. • SG plans to map [tree] root area disturbance areas for SI tree inventory and turf protection zones. • Potential for BIM - to model their new greenhouses and have the capability to track water, energy and irrigation systems. SI has 14 greenhouses over 10 acres at the Suitland campus. Their current operation is 100% responsible for growing new plantings and has upped their needs to manage assets • Capital projects: Currently includes SG in planning on a “shotgun” basis. IFT’s and other SI initiatives are helping to improve project coordination, but currently they aren’t always apprised of a project that could impact SI gardens. They are included in the SD 410 distribution list to some extent, although better coordination on issues is needed • Example: at NASM-Hazy, the current bird exclusion work needs a coordinated effort to reduce bird infiltrations at the facility’s large doors • At NMAI, the exterior glass doors have no sweeps thus causing an infiltration of mice into the building • Tririga FC usage: There needs to be a framework and definitions for classifying and locating exterior assets, such as water lines (Interior assets are well defined as far as location – affiliated with by the room number. Obviously this won’t work for components external to the building) • SG would benefit from having improved construction management information/scheduling, providing insight into the project schedules that affect their domain (MS Project currently tracks design only)
  • 18. Appendix B: Stakeholder Interviews SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 17 of 62 • SG notes that there are significant components to many renovation projects that involve/affect the grounds. The upcoming NASM renovation will affect SG assets including irrigation systems, trees and planting (planned and unplanned removal), cisterns. This data could potentially be included in the BIM and asset with project planning • The upcoming SU Campus Master Plan will provide a lot of detail on the grounds in between SI buildings. This information would be useful to include in a portal/SI Wiki application • Sustainability - can this be tracked in a data system (either in BIM or GIS)? The capability to easily ascertain the sustainability/LEED data for SI facilities, review, compare would be beneficial BIM FOR SECURITY (OPS) Friday 12/13/13: Rick Perks, Paul Bennett, Davit Stirrett, Hugh Meehan, Nick Schnare, (Doug Hall) [OPS], Sylvia Kendra, Louise Sabol/DCStrategies • Coordination can be an issue between OFEO departments. For example: Trees planted outside the Hirshhorn have grown over the years - interfering with the cameras placed by OPS. Can this be anticipated ahead of time? Remediated by better information? • Having schedules for upcoming exhibit projects would be extremely useful (but hard to obtain). Any information would be useful. Currently, a lack of information causes issues for OPS • Potential building wiki would need to have tiered user permissions. Displaying OPS information in a shared portal would be beneficial but must be limited to approved users/user groups • Collection storage rooms have special needs - such as a requirement for metal mesh in the walls. For upcoming projects, it would be useful to be able to retrieve this data and provide it to the project team. • [Does OPS have a need for zone drawings?] Currently, they provide CAD plans to their system contractor who ingest the layouts into their system. 3D views of a floor would be very useful. At some point in the future, system vendors might accommodate using these. • Use cases for OPS include camera view coverage mapping, range of motion views - these are mostly 2D. Upgraded blast studies would be helpful (to include building components beyond the structure - glass curtain walls, for example) . • There are benefits to 3D that would show limitations of the device detection patterns as it relates to mounting heights • Being able to map/model flow and infiltration of potential chemical/biological/radiological elements that may be introduced internally or externally would be also helpful • Some other useful life safety modeling would be evacuation modeling (based on different emergency scenarios) BIM FOR PROGRAM MANAGEMENT AND COST ENGINEERING 12/16/2013: Mike Carrancho, Sylvia Kendra, John Talkington, Mingus Wilson, Shelly Arnoldi, Louise Sabol/DCStrategies Program Management • Program managers are involved in developing project requirements and programs for building projects with their facilities clients, utilizing spreadsheets for tracking the evolving 5 year capital plan. This is changing with the new Requirements Branch • BIM has not been actively used on most SI capital projects to date. BIM may be in use within the AEC practices of SI project teams, but has not been required by SI
  • 19. Appendix B: Stakeholder Interviews SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 18 of 62 • BIM would be beneficial in project development to help communicate and visualize potential changes and designs with the buildings/project clients • BIM would be helpful, particularly with the existing, historic SI buildings, to coordinate renovations in tight and sensitive project areas Requirements & Capital Planning • The developing requirements application has a data field that locates a requirement/proposed project in an SI facility and attaches a PDF of the floor area involved. Ideally, this could be an electronic “area” boundary. This would give capital planning the capability to see all proposed projects/requirements mapped out visually and aid the planning process. With current technologies, this would be challenging to accommodate - hopefully new technologies will emerge as the system matures Cost Engineering • There are BIM plug-in applications that support project costing but are not at a level of detail/ease-of-use that SI Costing Engineers currently operate at • BIM-supported cost estimates require detailed building models. SI does not have an inventory of BIMS at this LOD yet • Mingus Wilson will keep abreast of BIM-based applications as they cross his desk U.S. Cost Success, Beck (macro costing)
  • 20. SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 19 of 62 Appendix C: Estimate for SI BIM Development Chart
  • 21. Appendix C SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 20 of 62 [This page intentionally left blank]
  • 22. SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 21 of 62 Appendix D: Revit to SI Explorer Workflow Technical Guidance EXISTING CAD TO TRIRIGA TO SI EXPLORER WORKFLOW Figure 14: Existing CAD to Tririga to GIS workflow Hierarchy and Data Types for SI-GIS The information uploaded to SI Explorer follows a general structure. The higher level types contain the broader or more general spatial definitions and telescope down to more detailed types within the building.  Location o Property: Point data with unique name and global location  Land: Polygon data –the physical boundary of the property  Structure: Polygon data –a facility or a constructed object without any interior space that can be occupied  Building: Polygon data – a fully enclosed facility with space that can be occupied by staff, even if only temporarily  Floors: Polygon data – a horizontal cross-section of a building corresponding to a recognized stair or elevator landing designation, including roofs  Interior Spaces: Polygon data – a division within a floor that indicates a unique area and/or use
  • 23. Appendix D: Revit to SI Explorer SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 22 of 62 o Exterior Spaces: Polygon data – a division within land that indicates a unique area, use and/or type of surface Process Overview to Create Master Architectural Records Master records files are broken down into two main types: FP (floor plan) and AC (Area Calculation). The following procedure is used to import AutoCAD drawing files into SI Master Architectural Records.  Review the “As-Is” CAD submission drawings (from the AEC project team) for adherence to SI standards o Review drawing contents such as standard base layers, x-refs, insertion point, etc.  Create FP and AC (room and floor polyline) files o Trace over each room on each floor to create room polylines (cumbersome, time-consuming process) o Trace the exterior gross floor polyline and the interior gross floor polyline to exterior and interior faces of the exterior wall respectively for each floor of the building (cumbersome, time-consuming process)  Validate database records in Facility Center (FC) o Log into the Facility Center web application o Verify the database so that there is:  Only one floor record for every “FP” and “AC” drawing  Only one space record for every room number in the AC drawing for each floor o Add or retire floors as necessary and document ACM (asbestos) data, if necessary o Retire rooms/spaces if necessary, and then upload any new rooms/spaces and document ACM data, if necessary  Facility Center Floor and Room (Space) Data Import o If the changes are:  Minor - Execute a “room/data change” and/or “room addition/subtraction” (Update FC records)  Major (at least involves entire floors) - Execute a Facility Center import o Attach FC Records to respective polylines via Tririga’s CAD Integrator in AutoCAD  Log in to CAD Integrator within AutoCAD  Attach the drawing to the appropriate floor. Make sure to set the “Drawing unit to mm” and “Display unit to feet” in the “attach location” dialog box  Attach the gross area to the exterior floor polyline  Attach the gross measured area to the interior floor polyline  Attach respective spaces to the room polylines  Polylines get hatched indicating attachment  DO NOT manipulate CAD Integrator entities or attached entities while not signed in to the IBM TRIRIGA application  DO NOT copy and paste CAD Integrator entities or attached entities because copying maintains the same attachment data. CAD Integrator cannot distinguish between the two items and intermittent issues can occur.  Any rooms that refuse to upload automatically must have records created for them and be attached manually  Save and close the “AC” file  Publish to SI Explorer – ETL Process (Extract, Transform and Load) o Extract  Export building.shp from existing SI GIS database o Transform  Geo reference FP and AC files in AutoCAD using the exported building.shp file o Load
  • 24. Appendix D: Revit to SI Explorer SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 23 of 62  Import the geo-referenced CAD file into GIS using ArcCatalog and ArcMap  Edit attribute information to match data in FC records in ArcMap attribute table  Save edits and stop editing  Close out the project, and verify in SI Explorer PROPOSED WORKFLOW 1: REVIT TO CAD + TRIRIGA PLUG-IN TO SI EXPLORER Figure 15: Proposed Revit to CAD to Tririga Spatial Integrator to GIS Workflow (Option 1)
  • 25. Appendix D: Revit to SI Explorer SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 24 of 62 Create Master Architectural Records Using Revit - Process Overview Preparing the BIM Model to Export to Standard SI Project Deliverables Creating SI Floor Plans (FP) The SI Revit template has been set up with customized floor plan views, serving to hold customized SI spatial information. These floor plan views will have the following naming convention: GIS_*_FP_FloorPlan_WORK (* = floor number) These “floor plan” views contain SI required FP plans (with no annotations, no unnecessary layers, no CAD underlays, etc.) and should be created for each floor in the building. To fully populate the BIM for all of the building’s floors, similar views should be created by duplicating the respective floor plan view and then applying SI-FloorPlanLines view template for each required floor. Creating SI Area Calculation Plans (AC) The SI Revit template’s SI-GIS_*_AC_FloorPlan_WORK view (* = floor number) has been set up to display room object information (such as room names, numbers, etc.) that is to be exported to SI GIS application. To fully populate the BIM for all the building’s floors, similar views should be created for additional floors in the building. This can be done by duplicating the respective floor plan and then applying SI_Rooms view template to each. Creating Area Plans - Gross Building & Rentable for SI-GIS The SI Revit template has also set up views for two types of area plans: Gross Building and Rentable, to support tracking and transfer of these area tabulations to SI Explorer (GIS). The views include an SI-GIS area plan for a floor’s gross area (Revit calculates gross area bounded by the exterior side of the exterior wall. Also known as “gross area” in FC); and a view for rentable area (Revit calculates rentable area bounded by the interior side of the exterior wall. This is also known as “gross measured area” in FC). The template’s SI-GIS_*_Floor_WORK_ExteriorOfExteriorWall (* = floor number) view has been set up to display floor area information (bounded by the exterior side of the exterior wall). To create similar views for additional floors in the building, duplicate the respective floor area plan (Gross Building), and then apply SI_Floors view template to each. The template’s SI-GIS_*_Floor_WORK_InteriorOfExteriorWall (* = floor number) view has been set up to display floor area information (bounded by the interior side of the exterior wall). To create similar views for additional floors in the building, duplicate the respective floor area plan (Rentable), and then apply SI_Floors view template to each. Note: For more information, refer to the detailed workflow in the “Using SI Revit Template – Creating SI- GIS Floor & Area Plans” section in SI Revit Template User Guide, also delivered under this task order. A project team should either create or verify the existence of all the above-mentioned views for all the floors - as part of their final BIM deliverable. The SI staff will check these files after project acceptance and proceed to execute the Tririga CAD integrator steps and then the GIS (ETL) steps. Exporting Custom Revit Views for SI-GIS Floor and Area Plan to CAD • Use the Revit Export-to-CAD Formats tool, and select DWG format. • In the Modify DWG/DXF Export Setup dialog, on the General tab, specify export options to click the check box next to Export rooms, spaces and areas as polylines (under Room, space and area boundaries) • In the same dialog, on the Units & Coordinates tab, select Millimeter for units
  • 26. Appendix D: Revit to SI Explorer SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 25 of 62 • In the same dialog, on the Layers tab, scroll to the bottom of the layer list and make sure the Room Polylines are mapped to A-RM-AREA-BNDY layer by changing the A-AREA-BNDY layer name and change the ColorID to 6 and click OK • In the DWG (or DXF) Export dialog, specify which views to export to the DWG file. When ready to export, click Next • In the Export CAD Formats dialog, navigate to the target folder for the exported files, enter the project name, and click OK • Revit will export the selected views to DWG files, placing them in the target folder specified • When the exported CAD files are opened in AutoCAD for the first time, the A-AREA-BNDY and A-RM-AREA-BNDY layers (where the space and floor polylines are saved) are turned off. To view the polylines, turn on both these layers, and save the files for future use Final Steps • Validating database records in Facility Center (FC) – See the section above • Importing Facility Center Floor and Room (Space) Data – See the section above • Publishing to SI Explorer – ETL Process (Extract, Transform and Load) – See the section above • Closing out the project and verifying in SI Explorer Revit to CAD SI Explorer Testing Log In order to test the “To-Be” Revit-to-CAD-to-Tririga-to-GIS workflow, the National Air and Space Museum (NASM) Revit model was chosen as a pilot project. The table below shows the steps to test the pilot data exchange project data. Table 3: Revit to SI Explorer Testing Log Task Steps Planned Effort (Hours) Actual Effort (Hours) Reason for deviation Modifications done to the NASM Revit model to complete and correct the model as per the latest dwg and pdf files provided 1. Corrected the grids and levels as per the master record dwg files and pdf files provided 2. Corrected exteriors and roof of the building as per the dwg files provided 3. Added interior walls, exhibit partitions 4. Added stairs, escalators to the entire building including basement areas 8 40 80 40 24 80 80 40 Verification of all the files took more time than usual as there were multiple files for same floor to identify the latest dwgs Application of SI Revit Template created by DCStrategies 1. Created SI views for 1 st , 2 nd and 3 rd floors for proof of concept testing 2. Added rooms to the floors enclosing the bigger exhibit areas for proof of concept 3. Created SI schedules as per the template 4 8 4 4 8 4 Export of SI views to CAD using SI Revit Template guidelines Followed the methodology to export SI Area Calculation (AC) and Floor Plan Lines (FP) views illustrated in SI Revit Template guidelines 4 4
  • 27. Appendix D: Revit to SI Explorer SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 26 of 62 Extract geo-referenced NASM building outline from the delivered SI’s NASM geo-database file Followed the steps drafted in SI’s “TSB Data Procedures 2013-07-08 V4 7” document to extract the geo-referenced NASM building outline from the delivered SI’s NASM geo- database file 4 4 Geo-reference the CAD files exported from the NASM Revit model Followed the steps drafted in SI’s “TSB Data Procedures 2013-07-08 V4 7” document to geo-reference the CAD files exported from the NASM Revit model 16 16 The development of the Revit Model in the figure below illustrates the inclusion of required building objects, such as interior walls, stairs, escalators, basement levels, rooms, etc. to the SI National Air and Space Museum model. Figures 17 and 18 show the Revit SI-GIS views that will be exported to CAD. Figure 16: SI NASM Revit model views
  • 28. Appendix D: Revit to SI Explorer SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 27 of 62 Figure 17: Revit Area Plan - views from SI Revit Architectural Template used for spatial data development and export to CAD Figure 18: Revit AC (Area Calculation) Floor Plan view used for spatial data development and export to CAD After DWG files have been exported from Revit - generally by the project delivery team, SI staff will perform the following steps to integrate the room and area records into Tririga and SI Explorer:  Validate database records in Facility Center (FC)  Perform a Facility Center Floor and Room (Space) Data Import  Publish the data to SI Explorer via the ETL Process (Extract, Transform and Load)  Close out the project and verify in SI Explorer The NASM pilot project illustrated the benefits of the “To-Be” Revit to SI Explorer workflow, which significantly reduced the time consumed to process and integrate project deliverables. Utilizing a Revit-based workflow eliminated the tedious tracing of floor and room polylines and also reduced a lot of time that was previously expended in checking unnecessary objects and annotations from multiple layers, to simplify check the CAD files for export to SI Explorer.
  • 29. Appendix D: Revit to SI Explorer SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 28 of 62 PROPOSED WORKFLOW 2: REVIT TO FME WORKBENCH TO SI EXPLORER FME’s Role in Fulfilling SI GIS Requirements The proposed steps are detailed below (and are illustrated in Figure: 6 “To-Be” Revit to FME to GIS workflow): • Prepare the Revit model to export to standard SI project deliverables • Export the Revit model to the FME *.rvz format which is based on the IFC format • Transform (2D to 3D), convert (to CAD, 3D PDF, etc.), restructure (For GIS Layers), integrate (Facility Center data in the form of Excel reports) Revit data to a Geo-database format. This is a one-step translation session in FME Workbench. See Figures 1 and 2 that illustrate this process • Validate database records in Facility Center (FC) – See the section above • Publish to SI Explorer: the ETL Process (Extract, Transform and Load) • Close out the project, and verify in SI Explorer Figure 19: Proposed Revit to FME to GIS workflow (Option 2)
  • 30. Appendix D: Revit to SI Explorer SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 29 of 62 Figure 20: Diagram of the workflow in Revit with using FME to translated BIM data to ESRI Figure 21: Translation results from the FME Plug-In for Revit, displayed in ESRI ArcMap. The screen shows the information exported from Revit parameters displayed as GIS attributes
  • 31. Appendix D: Revit to SI Explorer SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 30 of 62 PROPOSED WORKFLOW 3: REVIT + FME REVIT ADD-IN TO SI EXPLORER The FME Revit Exporter for Revit 2014 add-in application provides the capability to export *.RVZ format files from Revit to open directly in ESRI’s ArcMap using the FME connections. This functionality can eliminate the need to utilize FME Workbench. Figure 22: Direct Revit to GIS Using FME Plug-In for ArcGIS workflow (Option 3) When the new FME plug-in is installed for Arc-GIS, the FME interoperability tools called FME Connections are listed under the ArcCatalog in ArcGIS. FME Connections has new connectors for Revit (for floor plans and 3D model) which can now read the *.RVZ files exported from Revit directly in ArcGIS.
  • 32. Appendix D: Revit to SI Explorer SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 31 of 62 Figure 23: FME Connections for Revit in ArcGIS/Arc Catalog
  • 33. Appendix D: Revit to SI Explorer SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 32 of 62 FME REQUIREMENTS AND SETUP Configuring FME Revit Exporter 2014 FME will operate well with the minimum recommended configuration, however, any application benefits from additional resources. For large processing tasks, additional memory and a fast disk can measurably improve processing time. For System Requirements reference the Safe Software documentation page at: http://docs.safe.com/fme/html/FME_Workbench/Default.htm#System_Requirements.htm or FME Technical Specification page at: http://www.safe.com/fme/fme-technology/fme-desktop/tech-specs/ FM Revit Exporter Pre-requisites: http://fmepedia.safe.com/articles/How_To/How-to-use-FME-Revit-Exporter-for- Revit-2014 FME Revit Exporter Plug-in - Instructions on Installation and Use - see FME’s webpage for the application at: http://fmepedia.safe.com/articles/How_To/How-to-use-FME-Revit-Exporter-for-Revit-2014
  • 34. SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 33 of 62 Appendix E: NMAAHC Model Review As part of the BIM Task Order, DCStrategies conducted a review of the in-progress NMAAHC project BIM to provide high level guidance on a workflow and methods to incorporate this very complex Revit model into a format usable within SI’s FM BIM inventory. NMAAHC MODEL EVALUATION The development of the NMAAHC model was guided by the project’s BIM Execution Plan (BEP). The BIM execution plan was well-detailed, however, as in many projects, actual model development did deviate from the plan. We found the following modeling and organizational anomalies in the Revit model: 1. Equipment families used in the project were not checked for the correct ‘Family Category and Parameter’ settings. The incorrect ‘Family Category and Parameter’ settings made it difficult to sort elements into their correct categories. For example, some of the mechanical equipment components were categorized as generic models instead of mechanical equipment. 2. The air terminals, lighting fixtures and additional components input by the architectural team were not separated into a workset of its own. The browser organization in the architectural model was present but was very difficult to understand as they were not as per SI or NCS standards. Because these equipment model families were modeled as generic models (2D Revit families) as opposed to their respective categories (e.g. lighting, etc.) they were difficult to sort and remove from the very large model. The presence of these MEP families in the architectural model overloaded it and made the model difficult to open and use. Ideally, these mechanical and electrical components should be separated into their own worksets and “copy monitored” by their respective discipline models. During project development, these 2D components were used as reference to develop the 3D components in the Revit models for their respective disciplines - after this was done they should be removed from the architectural model completely. 3. Worksets in the model were created by team members (separate design firms) having the responsibility for those components in the project. During design, those worksets were further categorized into even more categories to assist that firm’s design documentation effort. The list of worksets used in the NMAAHC Revit model we examined were as follows: • (LINK) A • (LINK) ALTERNATE • (LINK) C • (LINK) EXHIBIT DESIGN - ABOVE GRADE • (LINK) EXHIBIT DESIGN - BELOW GRADE • (LINK) MEPF • (LINK) QF • (LINK) S • (LINK) TA-TT • (LINK) TY • __LOCKED • _Reference Planes and Scope Boxes • _Room Separation Lines
  • 35. Appendix E: NMAAHC Model Review SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 34 of 62 • DBB Core • DBB Equipment • DBB Floor • DBB Furniture • DBB Interior • SGI Below Grade Shell • SGI Corona Grid • SGI Corona Shell • SGI Corona Shell - NOT USED • SGI Corona Structure • SGI Floor • SGI Landscape • Shared Levels and Grids • TFG Bronze Ceiling • TFG Core • TFG Device Coordination • TFG Floor • TFG Interior • TFG L2 Interior Pre 95% • TFG Timber Ceiling Some of the elements were not placed in the correct worksets. This added to the difficulty in sorting, separating and simplifying the huge NMAAHC Revit model. 4. The browser organization was not abbreviated or explained in either the project Revit file or in the project BIM execution plan (BEP). Despite these complications, it was possible to create SI-GIS required views. Due to the large size and complexity of the model, system response was slow. CAD floor plans and area calculation plans can be extracted from this model by applying SI-Revit Template settings and applying SI view templates to the custom views recommended in SI Revit Template User’s Guide. RECOMMENDATIONS FOR REVIT MODEL ELEMENT REQUIREMENTS BY DISCIPLINE From our review of the NMAAHC model and Revit literature, we have compiled an outline of typical BIM components to include in a project model. A description of the components required for inclusion in the project BIM is typically defined in either the project’s scope of work, or in its Project Execution Plan (BIM Execution Plan). Site/Civil Model Model(s) shall contain all site-related features of the project which are not integral with the building envelope: • Utilities • Topography • Water quality ponds • Storm water detention and filtration structures • Planting materials • Paving
  • 36. Appendix E: NMAAHC Model Review SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 35 of 62 • Site stairs, ramps and railings • Retaining walls • Site furnishings • Erosion control (temporary and permanent) Architectural Model Model(s) shall contain all architectural features for a building and site-related features extending 5’-0” beyond the facility footprint: • Exterior wall systems • Interior wall systems • Fire rated walls • Architectural floor slabs • Roofing system • Equipment (including owner provided equipment) • Reflected ceiling plans • Core and vertical systems (including elevators, stairs, escalators and railings) • Doors (including frames, hardware information, lockset information) • Glazing (including windows, interior glazing, curtain walls and storefronts) • Millwork and casework • Furniture • Finishes • Toilet accessories • Toilet partitions Structural Model Model(s) shall contain all structural features for a building: • Foundations (as solid mass), footings, piers, walls (including areaways) and pits • Structural slab (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, brace frames, shear walls • All structural steel members in their true shape and dimensions with corresponding connection details • Exclusions: nuts and bolts • Column gridline • Primary floor openings (stairs, elevators, mechanical shafts) • Primary bearing wall openings • Elevator hoist and separator beams • Miscellaneous structural components Mechanical, Electrical, Plumbing, Fire Protection Model(s) Model(s) shall contain all MEP features for a building: Mechanical Model: • Mechanical ductwork and associated systems (including VAV boxes, flanges, dampers, flex duct, heat exchangers) • Ducts will be modeled using their outside dimension and will include insulation if applicable
  • 37. Appendix E: NMAAHC Model Review SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 36 of 62 • Hangers and structural supports, unless they do not influence the coordination process of other trades • Access spaces • Mechanical piping and associated systems (including valves, cleanouts, vents, meters) • HVAC equipment and associated systems (including control panels, tanks, pumps) • Clearance requirements for equipment access, service space requirements, gauge reading, valve clearances, panel access and other operation clearances Electrical Model: • Electrical conduit 1” and larger (or two or more regardless of size) • Telecommunication racks and under floor tray(s) • Safety and security systems • Electrical equipment including specialty systems and pads • Power feeds to equipment, transformers, panels, gear, junction boxes, cable trays, distribution boxes, etc. • Hangers and structural supports, unless they do not influence the coordination process of other trades • Electrical light fixtures and ceiling devices • Electrical panels and panel schedules • Clearance requirements for equipment access, service space requirements, gauge reading, valve clearances, panel access, and other operation clearances Plumbing Model: • Piping 1” and larger (or two or more regardless of size) • Insulation, vents, pipe racks, supports, valves, meters, cleanouts • Spring hangers and anchors • Hangers and structural supports, unless they do not influence the coordination process of other trades • Plumbing equipment and fixtures • Pipe slope • Clearance requirements for equipment access, service space requirements, gauge reading, valve clearances, panel access, and other operation clearances Fire Protection Model: • Fire protection mains/standpipes • Fire/smoke dampers, thermostats, pressure sensors, other in-line devices • Gauges and valves with corresponding tags (only when necessary for coordination) • Complete typical bay to include sprinkler heads and all other devices not commonly modeled • Hangers and structural supports, unless they do not influence the coordination process of other trades • Clearance requirements for equipment access, service space requirements, gauge reading, valve clearances, panel access and other operation clearances
  • 38. SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 37 of 62 Appendix F: BIM Checklist for Completion BIM Model Deliverable Checklist Item to Check  Model file name conforms to SI standards  Spelling and consistent capitalization  All the annotations and title blocks are as per SI standards  All the custom SI floor plans and area plan views are created for all floors in the project  Room objects have been placed and targeted  Building sections (at least 2 N-S and 2 EW) have been created and named to standards  All the custom SI schedules are populated with all the relevant data  All ceilings have been modeled  3D volumes are correctly defined for room object (inspect visually in sectional views)  Non-existing or deleted rooms have been removed (check the room schedule)  Model is correctly assembled through visual inspection  All the model contents are correctly placed as per their element categorization in the correct workset and conform to standards  All non-transmittal linked-in files (CAD/Revit) are removed  All non-required views / legends / schedules / sheets / images are removed  Unwanted design options are removed  All unnecessary groups are removed  All the groups used to model the building are ungrouped, and those groups are purged from the deliverables  After all the checks are done, purge model to reduce file size (Repeat process three times since materials are only removed after the parent object has been removed)  Update Save to Central view with any relevant model notes 
  • 39. Appendix E: NMAAHC Model Review SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 38 of 62 [This page intentionally left blank]
  • 40. SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 39 of 62 Appendix G: Revit Model Checker Add-In Application The Revit Model Checker v3.0, reviewed for this task order, is an add-in for Revit 2013 and 2014 that performs an automated check of Revit models to verify compliance to the U.S. Corps of Engineers “Attachment F” (BIM Standards). The add-in includes more than 125 different checks and has the ability to batch check multiple models and their corresponding links. The USACE Attachment F is a well-detailed BIM requirements document (an example page is shown below in Figure 24), defined minimum modeling requirements. The "USACE BIM Minimum Modeling Matrix (M3)" is a companion document that provides a straightforward matrix listing those requirements (a snapshot of the “M3” is shown in Figure 25). Figure 24: Sample page from the USACE BIM Contract Language "Attachment F" document
  • 41. Appendix G: Revit Model Checker SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 40 of 62 This guidance provided the foundation for the rule base supporting by the Revit Model Checker add-in program, developed with Revit’s API toolkit. Autodesk has indicated that the application could be re-written to accommodate a rule set based on any organization’s BIM requirements. After installation into Revit, the model checker add-in application offers a set of functions under Revit’s “Add-in” command menu tab (Figure below). The Configure command runs an initial set up of the model for checking and writes a configuration file (saving it in .XML format). The Run Check command reads the configuration file, executes the checking routine and returns a report. The last report can be accessed by the menu. Reports display basic information about elements of a model flagged with conflicts. The report does not display context of issues; these can be located by the user. Figure 25: Sample worksheet from the USACE Minimum Modeling Matrix (M3) guidance document, detailing standards for evaluating BIM content and completion. M3 provides detailed guidance for BIM referenced by the USACE “Attachment F” Figure 26: Revit Model Checker Add-in application menu commands
  • 42. Appendix G: Revit Model Checker SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 41 of 62 Figure 27: Revit Model Checker add-in's configuration menu - fully expanded
  • 43. Appendix G: Revit Model Checker SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 42 of 62 Figure 28: (above) Revit Model Checker report showing overall checks (non-Attachment F), saved in HTML format Figure 29: (following page) Continuation of Revit Model Checker report - checks performed for USACE Attachment F criteria
  • 44. Appendix G: Revit Model Checker SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 43 of 62
  • 45. Appendix G: Revit Model Checker SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 44 of 62 [This page intentionally left blank]
  • 46. SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 45 of 62 Appendix H: Revit Parameters for SI Data The Revit templates delivered with this task order have been customized to include parameters (data fields) to hold key SI data fields, as listed below. The SI spatial and asbestos data fields have been included in SI Revit Architectural template, and SI Asset Parameters have been incorporated into SI Revit Mechanical and Electrical templates. This information is also included in Appendix C of the SI Revit Template User’s Guide. SI SPATIAL PARAMETERS Spatial Data Fields for Rooms/Spaces Revit Field/ Parameter Description Parameter Type Data Input Type Level Floor of the building Revit Default Automatic Number Room number Revit Default Manual SI_RoomLinkID Key identifier for SI space database Custom Manual Name Room name Revit Default Manual Area (Area_Ft-In) Area of room (in square feet) Revit Default Automatic Area_MM2 Area of room (in square millimeters) Calculated Value Automatic Perimeter (Perimeter_Ft-In) Perimeter of room (in feet-inches) Revit Default Automatic Perimeter_MM Perimeter of room (in millimeters) Calculated Value Automatic Volume (Volume_Cu-Ft) Room volume (in cubic feet) Revit Default Automatic Limit Offset (Height_Ft) Room height (in feet-inches) Revit Default Automatic Department Room type Revit Default Manual Occupancy Number of people in the room Revit Default Manual Occupant Occupants name Revit Default Manual Comments Additional notes Revit Default Manual (Note that “Automatic” data fields are populated by Revit, “Manual” by user entry) SI Spatial Data Fields for Floors in Revit Models Revit Field/Parameter Description Parameter Type Data Input Type Level Floor of the building Revit Default Automatic Number Floor number Revit Default Manual SI_FloorLinkID Key identifier for SI Floor database Custom Manual Name Floor name Revit Default Manual Area (Area_Ft-In) Area of floor (in square feet) Revit Default Automatic Area_MM2 Area of floor (in square millimeters) Calculated Value Automatic Perimeter (Perimeter_Ft-In) Perimeter of floor (in feet-inches) Revit Default Automatic Perimeter_MM Perimeter of floor (in millimeters) Calculated Value Automatic BaseElevation_Ft-In Floor elevation (in feet-inches) Custom Manual Comments Additional Notes Revit Default Manual
  • 47. Appendix H: SI Revit Parameters SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 46 of 62 SI ASBESTOS PARAMETERS Revit Field/Parameter Description Parameter Type Data Input Type ACM_HAZ_ID Hazardous Material ID Custom Manual ACM_MAT_TYPE Material Type Custom Manual ACM_CHANGE Custom Manual ACM_MAT_COND Material Condition Custom Manual ACM_COMMENTS Comments Custom Manual ACM_STATUS Status Custom Manual
  • 48. Appendix H: SI Revit Parameters SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 47 of 62 SI ASSET PARAMETERS Table: SI Revit Asset Parameters Information Type Field/Parameter Description Example Revit Custom Parameter Data format General Asset Information Asset ID Unique identifying number (Assigned in Facility Center) SI_AssetID Text Asset Name Commonly known name of the component Storm Water Pump (Chiller Plant) SI_AssetName Text Specification ID CSI/MasterFormat code (select from a pick list) 22 11 23 Pump- water SI_SpecID Text Specification Name Component name (selected from pick list with CSI Code) Storm Water Pump (Chiller Plant) SI_SpecName Text Serial Number Serial number of asset 201253 SI_SerialNum Text Brand Brand name General Electric SI_Brand Text Model Number Manufacturer's model number 5KS184QPN4JA7A SI_ModelNum Text Description Description of the item Pump, Circulating SI_Description Text Equipment Spec Information Amps Amperage 19.2/9.6 SI_Amps Text Voltage Voltage 230/460 SI_Voltage Text KVA Kilovolt-ampere SI_KVA Number GPM Gallons per minute 3300 SI_GPM Number Belt Size Size of belt SI_BeltSize Number RPM Revolutions per minute 1190 SI_RPM Number MaxP Maximum P SI_MaxP Number Filter Size Size of filter SI_FilterSize Number Ton Tonnage SI_Ton Number HP Horsepower 5 SI_HP Number Gal Gallons SI_Gal Number CFM Cubic Feet per minute SI_CFM Number BtuH BTU per hour SI_Btu Number Asset Location Information (Default Revit Parameters) Floor Level on which the asset is located First Floor Room: Level (Floor) Text Room Number Room in which the asset is located 101A Room: Number (Room Number) Text
  • 49. Appendix H SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 48 of 62 [This page intentionally left blank]
  • 50. SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 49 of 62 Appendix I: BIM Guidelines and Standards LEVEL OF DEVELOPMENT (LOD) LOD is a concept that has been used in GIS for many years to indicate the level of detail with which the maps will be displayed. The data and models are very different with BIM. The AIA (American Institute of Architects) co-opted the LOD concept to assist definition of project building information models and revised the acronym to refer to “Level of Development”. It essentially defines the model in terms of development progress, intrinsically related to AEC project development, describing how much information will be usable at each stage of milestone of the project. BIMForum, a multidisciplinary group of BIM users, released its initial LOD guidance document Level of Development Specification v1 (September 2013). The document expands upon the framework originally outlined within the American Institute of Architect’s guidance document - AIA BIM Protocol Exhibit - in greater detail, the reliability of information contained in a BIM, at various project stages. It presents a project-centric view of BIM development. Goals of the BIMForum specification are to: • Help project teams specify BIM deliverables and to get a clear picture of what will be included in a BIM deliverable • Help design managers explain to their teams the information and detail that needs to be provided at various points in the design process • Provide a standard that can be referenced by contracts and BIM execution plans (The guidelines are based on the AIA Contract Document G202-2013, Building Information Modeling Protocol Form which is part of a new series of digital practice documents the AIA published in June 2013. The AIA’s updated digital practice documents consist of AIA E203™–2013, Building Information Modeling and Digital Data Exhibit, AIA G201™–2013, Project Digital Data Protocol Form, and AIA G202™–2013, Project Building Information Modeling Protocol Form. For general information on the documents and downloadable samples see www.aia.org/digitaldocs. ) A general example of LOD of building information at an asset level would be: 100 Cost/sf attached to floor slabs 200 Light fixture, generic/approximate size/shape/location 300 2x4 troffer, specific size/shape/location 350 Lightolier DPA2G12LS232, specific size/shape/location 400 As in 350, plus special mounting details, as in a decorative soffit The BIMForum LOD specification definitions are listed in the table below.
  • 51. Appendix I: BIM Guidelines SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 50 of 62 LOD Stage LOD Definition 100 Conceptual The model element may be graphically represented in the model with a symbol or other generic representation but does not satisfy the requirements for LOD 200. Information related to the model element (i.e., cost/sf, tonnage of HVAC, etc.) can be derived from other model elements. 200 Generic The model element is graphically represented within the model as a generic system, object, or assembly with approximate quantities, size, shape, location and orientation. Nongraphic information may also be attached to the model element. 300 Systems, assembly The model element is graphically represented within the model as a specific system, object or assembly in terms of quantity, size, shape, location and orientation. Non-graphic information may also be attached to the model element. 350 Installation support The model element is graphically represented within the model as a specific system, object or assembly in terms of quantity, size, shape, orientation and interfaces with other building systems. Nongraphic information may also be attached to the model element. 400 Shop drawings The model element is graphically represented within the model as a specific system, object or assembly in terms of size, shape, location, quantity and orientation with detailing, fabrication, assembly and installation information. Nongraphic information may also be attached to the model element. 500 As-built The model element is a field-verified representation in terms of size, shape, location, quantity and orientation. Nongraphic information may also be attached to the model element. https://bimforum.org/lod/ Owner/FM Considerations for LOD LOD 500 was initially viewed as the “O&M” BIM. The building industry however has no well-defined concept of using BIM for facilities lifecycle tasks. The Level 500 specification could be a model for ongoing O&M maintenance or could be an as-built BIM. Many FM activities could be accomplished by using lower level BIMs. The BIMForum LOD committee has shelved development of an O&M LOD for now. A review of the BIMForum LOD by the FM can provide guidance on a requirements for project BIMs to fully support standard cost checkpoints, also, to establish LOD requirements for project BIMs to support the owner’s standard FM functions. Since FM functions have widely varying information needs, differing LODs may be needed depending on the work process: • Support of renovation, revitalization or repurposing - requires a highly detailed model, some of it field verified. • Space and asset management - generally only requires the geometry of the spaces as a base to support CAFM/IWMS information.
  • 52. Appendix I: BIM Guidelines SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 51 of 62 BIM development and LOD within an FM BIM practice will mature over time. Specifying LOD will be contingent on the FM functions to be supported by BIM. Why LOD? Specifying the LOD for a project can add undo complexity to model development. It seems counterproductive to maintain a highly detailed matrix apart from the BIM (LOD Table) to track detail development in a model, while the BIM in itself, is the real barometer for information development. LOD seems to work best as a broad concept to categorize general classes of model development. The concept must, on the owner’s side, fully align to each organization’s unique requirements for BIM. Making LOD Useful for SI - A Proposed BIM Classification Framework LOD A - Conceptual BIM. “Mass” or “conceptual” model with generic exterior envelop, glazing, floor levels, core areas and use parameters. Useful for rapid energy modeling, 2-1/2 D space tracking, visualization. LOD B - Schematic BIM. Simple level of detail model with exterior walls, glazing, floor levels, interior partitions - generic but geometrically accurate. Derived from vetted SI CAD geometry. (Architectural components). Lacks on-site vetting, ceilings, data. This LOD could be considered an “in-development” model. Would not necessarily be detailed enough provided to AEC (but could be with caveats). LOD C - FM BIM. Enhanced objects and detail. Architectural components. Field verified and 3D developed. Incorporating SI Revit space template. Model includes room objects and affiliated space and asbestos data fields. BIM is at a sufficient LOD to be provided in support of AEC project development. LOD D - Full FM BIM. Includes linked MEP model and asset templates and data fields. LOD E - As-Delivered BIM - BIMs delivered from completed projects, forming a record of completed work. Content will be incorporated back into the FM BIM(s).
  • 53. Appendix I: BIM Guidelines SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 52 of 62 PROJECT BIM REQUIREMENTS There are innumerable options for developing guidelines and standards for BIM in facilities organizations. Listed below is a general outline of guidelines culled from current BIM guidelines and standards used throughout the industry to serve as a starting point for discussion. Introduction Purpose of SI BIM Requirements The SI BIM Practice BIM Use and General Principles Ownership and Rights of Data Definitions Risk Allocation Design Team Obligations BIM Requirements for Design Teams Provision of SI Data to Consultants Project Use of SI Revit Templates Spatial Data Requirements Asset Data Requirements BIM Project Execution Plan (PxP) Development Software and File Formats of Deliverables BIM Project Development Geo-referencing Energy Analysis Coordination Practices Deliverables to SI by Phase for the Design Team
  • 54. Appendix I: BIM Guidelines SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 53 of 62 BIM PRACTICE GUIDANCE SI Practice Guidelines Responsibility and Oversight of SI BIM Practice BIM Project Support and Workflow Project Kick-off Procedures Integrating Project BIM Deliverables Revit Templates BIM to SI Explorer Workflows BIM to Tririga Workflows and Standards Technical & Administrative File Management File Naming Standards Versioning File Storage/Servers Data Exchange Practices Supporting Documents Security User Access Rights and Profiles Training and Documentation Training Resources BIM Wiki Supporting Technologies Hardware Requirements SI BIM Software Applications Software Renewal Plan Mobile Device Applications and Use
  • 55. Appendix I: BIM Guidelines SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 54 of 62 REFERENCE LIST OF CURRENT INDUSTRY BIM STANDARDS U.S. Federal Agencies GSA BIM Guides http://www.gsa.gov/portal/content/103735 Military Health System https://facilities.health.mil/home/bim U.S. Corps of Engineers https://cadbim.usace.army.mil/default.aspx?p=a&t=1&i=3 U.S. Air Force http://www.wbdg.org/references/afbim_guidelines.php Veteran’s Administration http://www.cfm.va.gov/til/bim/BIMGuide/ States State of Ohio BIM Protocol http://ofcc.ohio.gov/Portals/0/Documents/MediaCtr/M830-01- BIMProtocol.pdf Commonwealth of Mass. http://www.mass.gov/anf/docs/dcam/dlforms/dcam-bim-list-of-services.pdf State of Tennessee http://www.tn.gov/finance/OSA/documents/20130422_OSA_BIMr_V1.0.pdf Texas Facilities Commission http://www.tfc.state.tx.us/divisions/facilities/prog/construct/formsindex/01%20-%202012%20A- E%20GUIDELINES.pdf State of Wisconsin ftp://doaftp1380.wi.gov/master_spec/BIM%20Guidelines%20&%20Standards/BIM%20Guidelines%20and%20S tandards%20for%20AE%20%207-1-12%20Final%20DRAFT%207-26-12.pdf Localities Los Angeles County Consolidated District (Schools) http://standards.build- laccd.org/projects/dcs/pub/bim%20standards/released/content.html New York City http://www.nyc.gov/html/ddc/downloads/pdf/DDC_BIM_Guidelines.pdf New York City SCA http://www.nycsca.org/Business/WorkingWithTheSCA/Design/Pages/Manual.aspx Port Authority of New York http://www.panynj.gov/business-opportunities/pdf/engineering-consultants- ead-bim-standard-manua-september-2012.pdf San Diego County Consolidated District http://public.sdccdprops- n.com/CR/Forms/Forms/AllItems.aspx?RootFolder=%2FCR%2FForms%2FSDCCD%20- %20Building%20Design%20Standards%2F02.%20BIM%20Standards&FolderCTID=&View={FE320144-543F- 4D9B-BA93-5E055B91D5CA} Universities Georgia Tech http://www.facilities.gatech.edu/dc/standards/bim.php Indiana University http://www.iu.edu/~vpcpf/consultant-contractor/standards/bim-standards.shtml MIT http://web.mit.edu/facilities/maps/index.html Penn State University http://bim.psu.edu
  • 56. Appendix I: BIM Guidelines SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 55 of 62 Princeton University http://www.princeton.edu/facilities/info/dept/design_construction/bim/ University of Albany http://www.albany.edu/facilities/campusplanning/standards.html University of Houston http://www.uh.edu/plantops/departments/fpc/UHS-BIM-Protocol.pdf University of Illinois http://www.uic.edu/depts/ocp/design_std/documents/013121.01-BimRequirements- Professionalservices.pdf University of Southern California http://facilities.usc.edu/leftsidebar.asp?ItemID=448 Organizations Associated General Contractors (AGC) http://www.agc.org/cs/building_information_modeling_education_program American Institute of Architects http://info.aia.org/aia/digitaldocuments.cfm American Society of Civil Engineers (ASCE) http://ascelibrary.org/doi/abs/10.1061/%28ASCE%29LM.1943-5630.0000127 ASHRAE http://cms.ashrae.biz/bim/ Construction Specification Institute (CSI) http://www.csinet.org/sp/Search.html?SearchPhrase=BIM NBIMS http://www.nationalbimstandard.org/ Pankow Foundation http://www.pankow.com/Innovate/Teams-and-Tools.aspx Foreign Australia http://bim.natspec.org/ Canada http://www.canbim.com/documents-0 Hong Kong http://www.hkibim.org/?page_id=1378 Singapore http://www.bca.gov.sg/bim/bimlinks.html UK http://www.bimtaskgroup.org/articles/digital-library/ https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/34710/12- 1327-building-information-modelling.pdf
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  • 58. SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 57 of 62 Appendix J: Revit Energy Modeling Overview and Best Practices This section provides background on utilizing Revit to develop a building model useful for energy analyses. Revit 2014 contains significant new features for supporting energy analyses. Autodesk development of BIM has recently focused on enhancing its capabilities in sustainability and energy analysis - expect this to continue in future releases. The progress is reducing manual efforts and redundancies between basic BIM creation and the refinements needed to utilize the model in an energy analysis process. Options for Energy Analyses with Revit Energy Analysis for Revit is a cloud-based energy simulation service powered by Autodesk Green Building Studio (GBS) that supports sustainable design and will perform whole building energy simulation in the cloud. This service is available with the purchase of a perpetual license with Maintenance Subscription or a Desktop Subscription. To perform energy analysis within Revit, ensure that the Analyze tab is enabled. The energy analysis tools are located in the Energy Analysis panel of Analyze tab. Figure 30: Revit Analyze Command Panel - Energy Analysis tab Energy analytical models can be created in two ways using Revit’s Energy Analysis tools: 1. Using Conceptual Masses - Energy Analysis using conceptual masses is intended to provide insight into the role of building form (size, shape, orientation, glazing percentages, shading) and materials on potential building energy use from the earliest stages of the design process. 2. Using Building Elements - Energy Analysis using building elements is intended to provide insight into potential building energy use given more detailed information typically available at later stages in the design process. Steps to Create a Conceptual Energy Analysis • Create conceptual masses, enable mass floors if using Conceptual Mass Mode or create building elements, i.e. walls, roofs, floors, windows etc. (room/space elements are optional) if using Building Element Mode. • Define energy settings (especially location and building type). Specify the level that will serve as the Ground Plane reference for the building. Rooms below the elevation of this level are considered to be
  • 59. Appendix J: Revit Energy Modeling SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 58 of 62 underground. Set Sliver Space Tolerance to the default value of 1’ 0”. Too much sliver space may allow light, solar radiation, and air flow thermal transfer between zones that in reality do not occur. • Run an energy simulation. This will create an Energy Analytical Model that will be sent to Autodesk Green Building Studio (GBS) web service in the gbXML format • Submit the whole building energy simulation to the cloud • When an alert appears the simulation is complete and ready for viewing • If necessary, create multiple simulations by adjusting energy settings • Review and compare multiple simulations for side-by-side comparisons to understand building energy use and to move your project towards a more sustainable design simulation The energy analytical model created from conceptual masses and building elements can be exported to 3rd party applications for further analysis in a variety of common formats such as gbXML, DOE2 and EnergyPlus. Best Practices for Developing a Good Model for Energy Analysis 1. Clearly identify the elements used in Energy Analytical Model (EAM) creation Rooms (Defined as spaces in gbXML) - Rooms are a fundamental element in EAM. These are holders of analysis parameters. There are two different ways to model and define rooms within the Revit model. One of them is called Zone-Based Modeling, and the other is called Room-Based Modeling. Zone-Based modeling is used in the Conceptual Mass Mode by defining the Room by the thermal zone, usually by setting the Core Offset value in the energy settings dialog. Room-Based Modeling is used in the Building Element Mode where rooms are added enclosed by wall elements. This allows defining each room as its own thermal zone. Room Volume Computation and Area Settings Compute Room Volume determines the room volume and room height. Room volume computations affect Revit performance; it is turned off by default. Before performing analysis, it is critical to select Areas and Volumes instead of Areas only (faster) in the Area and Volume Computations dialog. Rooms – Upper Limit As a general rule, it is a good practice to set the Upper Limit for your Rooms to the next level and set your Limit Offset to zero. In the case of Rooms below Roofs, Figure 31: Energy Settings Dialog Figure 32: Energy Settings Dialog Box in Revit
  • 60. Appendix J: Revit Energy Modeling SI Building Information Management Design + Construction Strategies 30 April 2014 IDIQ Contract #F10CC10036 Task Order #: 16-00 Page 59 of 62 ensure the upper limit of the Room is set higher than the top surface of the Roof. If the Upper Limit is set to be the ceiling or to a given height below the next level, then there will be a void between that Room and the Rooms on the next level above. This void will result in not only the bottom Room having an unbounded top surface, but that surface and the bottom surface of the Room above will be recognized as External. Note: There is currently no setting for Lower Offset on a Room. This means that the lower extent of a Room needs to be a level within the Project and cannot be an offset relative to another Level. Building Voids These are Revit BIM volumes that are not represented by a 3D Room. These can be spaces like a small closet or an elevator shaft. These “voids” will result in undefined volumes which cannot be properly analyzed, and the Bounding Elements adjacent to them will be recognized as Exterior. This will produce incorrect analysis results. To remedy this situation, Rooms must be created to fill these voids. Similarly, in the event that there is a plenum space that exists above a recessed ceiling, a Room needs to be created to account for that volume. Bounding Elements - Walls, Floors and Roofs. These surfaces are “children” of the Rooms that they bound. Except for Floors and Ceilings, you can control whether potential Bounding Elements are actually used as Bounding Elements in an EAM. This is done by toggling the Room Bounding parameter that is available in the Element Properties dialog. The top surface of any Floor Slab will be seen as a Bounding Element for the EAM. There is no setting to toggle this off. Figure 33: Room Upper Limit Parameters Figure 34: Void Spaces Figure 35: Room Bounding Parameter