Revit BIM Strategy Project Leaders Class HOK Advanced Technology Group Firmwide CAD Management Understanding BIM & BIM Project Management Session One Outline

Revit BIM Strategy Project Leaders Class HOK Advanced Technology Group

Firmwide CAD Management

Understanding BIM & BIM Project Management

Session One Outline

Presenter:

Cyril Verley, RACDV Systems, Inc. Founder 1999London Infotech, Inc. Vice President 2006

Prepared by:

Michael Horta Firmwide CAD Manager HOK

Cyril Verley (3/13/2009)



Understanding BIM & BIM Project Management

Pre-Project Planning Overview

Staffing, Training and Meetings Guidelines

Fundamental Differences with BIM

Case Studies

Session One Outline



Pre-Project Planning Overview

• Narrative• Budgeting• Timing of Documentation• Pre-schematic Design• Deliverables

Session One - First Hour Topics


Firmwide CAD ManagementSession One - First Hour Topics

General Industry Terms:BIM: Building Information Model

Single models with multiple usersObject based modelsBoth 3D and 2DIncorporates 2D legacy cad files

ATG: HOK Advanced Technology Group

VDC: Virtual Design and Construction

4D BIM: Phasing the model 6D BIM: Procurement 5D BIM: Quantity takeoffs 7D BIM: FM Operations

IPD: Integrated Project DeliveryOwner, Architect and Builder – Working Hand in HandNot far in the future

Pre - Project Planning Overview

Narrative 1 of 2




Narrative 1 of 2


This document is an essential organizational tool for the early planning that is required for a successful BIM project. The Project Data should be completed by the Project Leader. That information will serve as a basis for subsequent meetings with the Project CAD Coordinator and team members to complete the BIM Strategy document with input as required from the office CAD Manager.

ContentsI. Project Data3A.Project31.Client32.Project Information33.Contract Type and Status34.Schedule35.Deliverable Package Breakdown36.Project Team3B.Project Narrative31.Project Description32.Project Design Guidelines33.HOK’s Role4C.Client BIM Requirements4D.HOK BIM Requirements4E.Design Team Software Suite4F.Revit Use by Phases %4II.Action Items5A.Feedback from Revit Kick off meeting5B.Actions Required by Project Team5C.Actions Required Firmwide CAD Management5D.Audit Findings and Actions5E.Summary of Firmwide CAD Manager Project Audit5

Here is a sample of a table of contents..




Narrative 2 of 2

Session One – First Hour Topics

Parkway Novena Hospital Narrative Case Study – June, 2008




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UKCRMI, Kings Cross, London – September, 2008




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Base Narrative Document




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Base Narrative Document




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Project BIM Strategy – Team Centric




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Budgeting 1 of 3


Improve Profitability (SD, DD, CD)Projects have a higher percentage of senior staff time and much-reduced production staff time, resulting in higher effective multipliers.New projects experience 8-15% savings in project costs. (CDV opinion: First project: break even or less. First Project focus: Coordinated Document Set ONLY)

Follow-on projects that reuse project data result in increased profitability of 8-35%More accurate cost estimates at earlier stages. (by Finith Jernigan) (big BIM, Little BIM)

Improve cost-efficiency (CA and Construction)Reduce cost impacts of coordination errors, incorrect fabrication, and improper installation by adopting a pre-fit workflow from the designer to the sub-contractor and enforcing greater installation precision. Reduce the use of overtime labor and premium charges for recouping project schedule lost to these unnecessary errors. Reduce spending in general conditions, insurance, and carrying costs by optimizing project schedules that will result in faster construction.




Budgeting 2 of 3


Training - REQUIREDEvaluate team needs for training:

team training at start to assign tasks (Train the Project training)training on individual’s gaps to bring team to same level (Cad Manager review)individual training to enhance extra project needs like Ecotect, 3dsmax, Maya,

Inventor and Newport.Must first understand final needs of the model, train for those needs and then build the model




Budgeting 2 of 3


Estimating Estimating is done more often and in less time as the design evolves and quantities are further detailed and refined. Model-based estimating is not as easy as is generally advertised. To get a detailed and accurate estimate from the model, time needs to be spent upfront deciding who is going to model what, so that there are no overlaps.

Beware of your scope of work: Architect’s BIM ≠ Builder’s BIM

Owners express increasing concern over cost overruns, delays, late changes, etc. If architects fail to address these concerns effectively and some other industry sector succeeds, the architectural profession runs the risk of being sidelined.Owner requests for IDP will progressively increase. Contractors are gaining momentum translating 2D CAD to BIM and owners see the results




Budgeting 2 of 3


Architect’s BIM: Limited model – BOTH 3D and 2DBase criteria for determining how much the architect models in 3D:

1. Model 3D to about ½” = 1’-0” scale (max: too much modeling adds weight to model)2. Model 3D objects that are viewed in multiple views (can be 3D or 2D “model” lines)3. Model 3D if space requires a rendering / animation4. Model 3D if you have to schedule the element (can be 3D or 2D “model” lines)

The rest of the project is” draw / drafted using 2D lines




Budgeting 2 of 3


Builder’s BIM: More is modeled4D Phasing for site logistics or construction sequencing5D Quantity takeoffsClash detection

(see samples)




Budgeting 3 of 3


Design is only one of the “dials” or performance metrics that must be balanced with the others to meet the owner’s business case. (Define scope for SD, DD and CD BIM in narrative) Although design is a subjective goal, the project team needs to define the performance criteria for all metrics and break the criteria into specifics that can be assigned target costs, which in turn will influence design. The project team is responsible for managing how successfully the project is meeting the metrics at specific milestones throughout the design and construction process (rely in Project CAD Coordinator) (see Patrick’s BIM Curve).

Several new model contracts have evolved that focus on the IPD delivery method. The legal and insurance communities have learned about this opportunity, and have made it clear that as long as the risk is clearly assigned, they can provide the support necessary. The architect needs to make it clear who is responsible for what information, i.e., the contractor is still responsible for quantifying the scope of work, even if it imputed from the BIM model.

IPD = Pure Collaboration. Often involves deferring all or a portion of profit until project success is determined. In addition, IPD often involves more intense design effort at earlier stages. These changes affect cash flow. Profit should be determined (perhaps in phases) and how much profit should be at risk. When developing an IPD project, the parties must recognize their differences as they also seek to create a unified team.




Budgeting 3 of 3 – Collaboration workflow




Budgeting 3 of 3 – Collaboration workflow




Timing of Documentation


Length of Time and Hours Required by PhaseIt is a common misconception that the initial investment in the model up-front should result in significant time savings during the later stages of design development and construction documentation. In fact, somewhat of the opposite is true; most of the difficulties in using Revit come from the way in which it creates 2D graphics that don’t comply with our requirements.From a resource planning standpoint it is probably realistic to assume that the productivity gains and losses balance out so that, until we have real data to the contrary, the same amounts of time should be allocated to the phases as we have traditionally.

(by Mario Guttman) (BIM for Project Managers)




Timing of Documentation – Patrick’s BIM Curve




Documentation TimelineSchematic conceptual documents 28% Renderings Cartoon Set documents Design Development documents 22%Construction Documents 40%Construction Administration 10% Shop Drawings


Timing of Documentation – Patrick’s BIM Curve




Pre – Schematic Design


Schematic Design:In order to produce conventional schematic design documents the team will create a model that may seem more appropriate to design development. This necessarily requires some effort but it should not be an excuse to exceed the design budget. Requires modeling restraint and monitoring by project CAD coordinator AND project manager.

Input from the broader integrated team coupled with BIM tools to model and simulate the project enable the design to be brought to a higher level of completion before the documentation phase is started. Thus the Conceptualization, Criteria Design, and Detailed Design phases involve more effort than their counterparts in the traditional flow. (See Patrick’s BIM Curve)

Understanding Design Implications While it may seem that the team is bogging down in the later stages of design because they are modeling too much, in fact they are exposing design decisions that would have otherwise been hidden. This is appropriate to help assure that the transition to design development will be smoother, but it is also important not get distracted with the detail before the major design decisions are made. SD: model simple “placeholders” / DD replace placeholders with more detailed models




Deliverables 1 of 2 – Know the end use of the BIM from the start


Beyond Construction: Improved closeout documents: Transform the archaic quality of closeout documents, particularly traditional as-built/record drawings, by migrating to a BIM-centric approach for all project documents. Transition the digital model generated during design and construction to facilities management, allowing the owner/operator to use it for building lifecycle management. (Beware Architects BIM ≠ Builders or FM BIM)

SD, DD, CD: Improved presentation images at all stages and phases of the process can be achieved thru most BIM models. Multiple level quality 2d images of plans, elevations and sections are easily (not always) output from the model. High level quality 3d renderings can be created from the model and taken to photo-realistic level within budget timeframes. (But NOT for first time uses – First project focus: Coordinated Document Set.)

CA: Improved coordination: Reduce the number of field coordination errors by integrating the design models of the major design disciplines early in the design process and using clash detection software to facilitate interdisciplinary design coordination—thereby solving coordination issues virtually rather than in the field.

The ideal scenario for ALL buildings: Build it twice. First virtual, then real




Deliverables 2 of 2 - Downstream benefits


For architects, construction has traditionally been considered the final stage of design where issues are addressed and solutions achieved to actual real-life problems. But in Integrated Project Delivery (IDP), this “final design stage” will have been completed during Detailed Design and Implementation Documents phases. Thus, construction administration will be primarily a quality control and cost monitoring function. Because of the higher intensity of preceding phases, integrated construction will have:

• Less on-site construction administration effort because conflicts have been resolved virtually.

Fewer RFIs because contractor, subcontractor and vendors have been involved in developing the design intent and construction documentation for their respective portions of the design.

Less office construction administration effort required because submittals have already been integrated into the model.

Better understanding of design intent because consistent information and documentation will be available to all participants.

More pre-fabrication because the design was developed earlier and in collaboration with the fabricator.

A schedule tied to the model to allow visualization of deviations from planned sequences and durations.



Staffing, Training and Meetings Guidelines

• Fewer staff, Early design staffing, Project cad Coordinator

• Expert Revit Consulting Support – CSE,ATG Firmwide, CAD Manager, OCC, PCC

• Team Training, Specific topic training ongoing

• 3d model MRI meetings, Cartoon set meetings, Consultant meetings.

Session One - Second Topic



Staffing, Training and Meetings

Fewer Staff, Early Design staffing, Project CAD Coordinator 1 of 2

Session One - Second Hour Topics

Fewer StaffStaffing for the pre-design and design portion of the work should reflect an explicit strategy for Revit use that includes experienced user input. The team size can be about 20% smaller, although this may also be a good opportunity to train additional staff. Team members MUST be seated together with new users seated next to experience users.

Early Design StaffingDuring design development and documentation the smaller team size will continue. BEWARE: it will NOT be possible to suddenly add significant numbers of additional staff if the project falls behind schedule (unless they are expert users). More people are placed on the project means more people accessing the central file thus slowing down production. For these reasons longer-term staffing planning and commitments are required. Staff need to be somewhat more capable as design professionals since they will be working on the model and not picking up red-marks. Expect an increased need for early design decisions to direct model constructors.




Fewer Staff, Early Design staffing, Project CAD Coordinator 2 of 2


Project CAD Coordinator (PCC)An experienced Project CAD Coordinator must lead the team. This person will work directly with the Project Architect and take responsibility for the BIM coordination. In addition to this the role involves: Support the Project Leader during the critical early phase of a project.Coordinate the work of the Structural and MEP consultants. Coordinate additional resources to support the CAD Team.Audit the model for errors and standards compliance daily.Manage 3D or 2D output for third parties. Agree on the format and timing of input from specialist contractors with design responsibility (such as steel fabricators, curtain wall fabricators)Assist the Client and/or contractor in the process of managing contractor design input from the supply chain (if required)All projects must include at least one full time experienced Revit user. For small projects this will likely be the Project CAD Coordinator. For larger projects, the team must include experienced Revit users in addition to the Project CAD Coordinator. Where teams are distributed among multiple offices, each office team should have a Project Cad Coordinator .




Expert Revit Consulting Support (ATG) 1of 3


ATGExternal Support ResourcesMajor emergency project file problems can be addressed with a Web-ex meeting given by a Firmwide Cad Manager who analyzed file and has recommendations for project team.

Internal Support ResourcesSupport options are listed below in the recommended order of use.

Project TeamTechnical issues are best addressed first within the project team to ensure coordination of proper technique, content and project file maintenance. The Project CAD Coordinator, as technical team leader, may decide to consult Office CAD Coordinators or the Office CAD manager as needed.

Email Support GroupsWhen escalating Issues beyond the project team an email message should be generated with a written description of the problem along with any error messages or graphical supporting information pasted into the email. Please include a complete signature file that fully identifies the user, office location, phone numbers and extensions. File attachments should be kept under 5MB.




Expert Revit Consulting Support (ATG) 2 of 3

Session One – Second Hour Topics

Local office Email SupportEach office CAD Manager maintains a local support email group named with the office abbreviation prefix, for example: _NY CAD Support Request is for local office CAD Support of any nature. Not part of any Firmwide email groups Firmwide & External Support ResourcesIssues unresolved at the office level should quickly be escalated to HOK Firmwide and external resources by using the _HOK CAD Support Request email group.In addition to reaching local office and Firmwide CAD Managers, using the _HOK CAD Support Request email group will distribute the email to Ideate an outside company that has been contracted to provide technical support services to HOK.Issues that are still unable to be resolved will be escalated by Ideate to Autodesk Technical Support in a formal Service Request. The status of the Autodesk Service Request will be communicated directly to the originating user. Ideate is available for telephone and email support directly: (888) 262-3917, [email protected]

mailto:[email protected]




Expert Revit Consulting Support (ATG) 3 of 3


Ideate Online SupportMembers of the Authorised Callers list may initiate support request On-Line directly through the Ideate CAC (Customer Access Center) http://www.ideateinc.com/support/index.htmlAll Technical Support Requests submitted to Ideate are entered into their CAC database. The CAC is accessible to all members of the Authorised Callers list, which includes Local and Firmwide CAD Managers as well as additional HOK staff.

Autodesk Subscription Product SupportService Requests can be initiated directly with Autodesk through the Subscription page: http://pointa.autodesk.com/local/enu/portal/signin.jsp .Users who have been pre-registered may access Autodesk Subscription Product Support: http://www.autodesk.com/supportrequest . Select "Subscription Center and Support" not "Other Support". To be added to the list send an email to [email protected]. Additional Resources & ToolsSolutions to some common CAD issues may be found on the HOK CAD Solutions blog.Within the HOK WAN, remote desktop support is provided by the Real VNC Viewer.

http://www.ideateinc.com/support/index.html

http://pointa.autodesk.com/local/enu/portal/signin.jsp

http://www.autodesk.com/supportrequest

mailto:[email protected]

http://hokcadsolutions.blogspot.com/2008/03/revit-dimensions-to-existing-walls.html




Team Training, Specific Topic Training


Team TrainingUse Cad manager to qualify new member as far as CAD experienceNew Hire to be tested by cad manager as an evaluation for team positionIsolate missing knowledge using Cad Manager to mini train specific topicsUse virtual training clips from ATG for specific topics to be coveredAssign Cad Coordinator to daily review completed tasks for 1 week. Use cad manager to evaluate total team knowledge and work with ATG to find out best training scenario (virtual, onsite, cad clips or mini Cad Manager Classes.PL to make sure weekly meetings between Cad Manager and team Cad Coordinator happens and any needs are reported thru meeting minutesPL should have bi-weekly meetings with CM and CC to manage problems

Specific topic trainingPL working with Cad Manager and ATG should bring to team ongoing training topics about case studies that worked and that did not workTopic Training for team should be preventive problems brought to light by CM and CC thru answering questions and meetingsTopic training can be a lunch and learn brought by ATG accessing a case study from another ATG office where projects from both teams are similar




3d Model MRI, cartoon set, and Consultant Meetings


3D Model MRI MeetingsThink of the PM, designers, draftsmen, detailers and consultants sitting in a room rotating and studying the BIM model. When an area is thought to have a problem a slice section or elevation or plan can be produced to confirm the item.Less paper used, less superseded prints, less outdated static informationMentoring is being practiced by senior people to less experienced staff about how a building is put together.Consultants work can be viewed in tangent or thru link to check work

(CV to demo)






Cartoon Set MeetingsThe people producing the Revit model may not create any sheets because they know they can do it later and want to get the model right first. It is important to overcome this and produce a cartoon set that shows the work in progress.

Cartoon set should show complete package intent to client to control amount of sheets produced. BIM models can easily produced un-required amounts of sheets and loss of time used to create those sheets.

The senior designer should constantly compare cartoon set to model being created to ensure that the parts of the model needed to create the next package are the ones being given the most time.






Consultant MeetingsShould meetings with consultants start before design or after design

Should all consultants be at first meeting

Should meetings have a steady frequency

Should meetings use extensive technology

Should all team members be at meetings.

Should all team members be at all meetings.

Should printed sets be given to all consultants at meetings.

How about your questions



Fundamental Differences with BIM

• Architect / Owner / Contractor Relationship

• Model-based Documentation

• Length of Time and Hours Required by Phases

• Working with Consultants

• Little BIM to Big BIM

Session One - Third Hour Topics



Fundamental differences with BIM

Architect / Owner / Contractor Relationships


New ContractsTransitional AgreementsSingle Purpose Entity

How to Recognize IPD

1. Multi-Party Agreement

2. Shared Risk & Reward

3. Relational Contract

4. Shared Project Objective

5. ‘Zero’ Change Orders

6. Shared Unitary Fund

7. BIM-Optional (in theory)

1 Multi-Party Agreement

• Single, signed agreement– Owner, Designer, Constructor– More parties, counterproductive

• Joint project management– Achieve the project objective as the Project

Management Team (PMT)• Limited / Waived liability

– Among PMT

2 Shared Risk & Reward

• Shared pain & gain based on project outcome– Team performance trumps individual

• Early involvement of key participants– Cost Reimbursable consultants & contractors

3 Relational Contract

• Agreement defines the working relationship of:– Owner, Designer, Constructor– Roles retain integrity

• Deliver a project outcome, not a service

4 Shared Project Objective

• Validated Target Cost– (VTC)– Incentive Compensation Layer (ICL)

• Validated Target Program– (VTP)

• Validated Target Schedule– (VTS)

5 ‘Zero’ Change Orders

• Owner Directive• Differing Site Conditions• Agreed Scope Change

– Adjust VTP, VTS, VTC, ICL

6 Shared Unitary Fund

• VTC is the single source funding all design & construction direct costs

• Funds ‘flow’ to maximize Owner value– If spending more on design saves much more on

construction, then money moves that way, & vice-versa

7 BIM-Optional (in theory)

• BIM is a tool, IPD a method• IPD without BIM is possible, but so difficult as

to be impractical• IPD with BIM is the trend of design &

construction– BIM technology enables IPD




Model Based Documentation 1 of 2


DocumentationA Revit model can easily be used to produce many informative views (3D perspectives, section-perspectives, colored plans, area schedules, etc.) Moreover, many alternatives can be built on the fly in interactive meetings with the team or client.

Additional ViewsRather than forcing a limited number of detailed drawings to cover many conditions, it may be easier to show all of them separately. It may also be clearer to show a 3D view than a series of 2D details.

Reduced Coordination DocumentationIt is vastly more efficient for the various disciplines of the design team and the owner to review a live model as a group than to exchange detailed communications about issues. At the point where the building team is engaged (ideally as early as possible) they can also be a part of this process and the number Requests for Information (RFIs) and the need for Change Orders, reduced.




Model Based Documentation 2 of 2


Drawing Sheet Review and MarkupEstablish the preferred methodology for reviewing deliverable output, communicating changes to the team and evaluating time requirements for the changes. With the exception of detail views, changes to the drawing sheets are effected through changes to the building model. For that reason, what appear as simple graphic adjustments may require complex adjustments to multiple models.

Early Appearance of Incorrect DetailOnce the Revit team begins to create sheets, the team leadership may observe that much of what is shown is not the result of a decision making process and likely incorrect in many cases. The team needs to get used to this: traditional architecture involves thinking as we draw; we are now modeling and creating drawings as a by-product. It is especially important to find ways of being clear about what has been decided and what is really just a place-holder for a later decision that needs to be made.




Length of Time and Hours Required by Phases


TimeHow can we judge or estimate this for new Process?

We can see with these charts that everything points to new time lines for known phases.Eventually enough case studies will gauge this time keeping in mind different projects vary.




Working with Consultants 1 of 2


ConsultantsBeing able to bid accurately on BIM-standard designs and to address design issues before they become construction problems are compelling reasons for contractors to work with this new technology. These advantages address improvements to the communication between designers and builders.

There are, however, other less obvious but equally important advantages.Equipped with the rich information that is inherent in BIM, builders can become involved in the construction process sooner. Instead of waiting for and reacting to designs that come their way, they can initiate dialogues with owners and clients to help secure business that meets the expectations of all involved, including their own profitability objectives. And if they are involved in post-construction lifecycle management of the buildings they construct, BIM information can be invaluable.




Working with Consultants 2 of 2


ConsultantsIt’s worth noting that many of the next generation of leaders in the AEC industry will come from a pool of people whose educational training has focused on the concepts and processes of BIM and Virtual Construction.BIM as a technology improves the direct relationship between builder and designer. But when embraced by the builder, BIM becomes the catalyst for better collaboration throughout the entire value chain, from pre-construction through to post-construction.




Little BIM to Big BIM


Big BIMBig BIM is the use of both model geometry and its component information to analyze, count, sort and inform on multiple processes.

Little BIMLittle BIM is the use of intelligent or non intelligent building geometry to perform operations like the list below:• Scope Clarification• Partial Trade Coordination• Collision Detection/Avoidance• Design Validation• Marketing Presentations• Options Analysis • Walk-Through and Fly-Through• Virtual Mock-Ups• Sight Line Studies



Case Studies

Problematic case studies

Successful case studies

Q & A

Session One - Fourth Topic