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BIM

FOR DESIGN
COORDINATION
BIM
FOR DESIGN
COORDINATION
A Virtual Design and Construction Guide for Designers,
General Contractors, and MEP Subcontractors

FERNANDA L. LEITE
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Library of Congress Cataloging-in-Publication Data

Names: Leite, Fernanda L., author.


Title: BIM for design coordination : a virtual design and construction
guide for designers, general contractors, and subcontractors / Fernanda L. Leite.
Description: First edition. | Hoboken : Wiley, 2019. | Includes index.
Identifiers: LCCN 2019025973 (print) | LCCN 2019025974 (ebook) | ISBN
9781119516019 (paperback) | ISBN 9781119515784 (adobe pdf) | ISBN 9781119516033 (epub)
Subjects: LCSH: Building information modeling.
Classification: LCC TH438.13 .L45 2019 (print) | LCC TH438.13 (ebook) | DDC
690.068/4—dc23
LC record available at https://lccn.loc.gov/2019025973
LC ebook record available at https://lccn.loc.gov/2019025974

Printed in the United States of America

10 9 8 7 6 5 4 3 2 1
To my husband Daniel Oliveira and daughter Julia, who brighten every single day of my life.
In memory of Antonio Leite, my beloved grandfather, who inspired
me to pursue a career in construction.
Contents

Preface xi
Acknowledgements xiii
About the Author  xv

1 Introduction  1 2.4  Design Coordination Team


Structure of This Book  3 Composition and Skills  12
Chapter 2: Setting Up the Project for 2.5  Federated Model Example  14
Success 3 2.6  Summary and Discussion
Chapter 3: Model Quality  3 Points 16
Chapter 4: Carrying Out a Successful Appendix 18
Design Coordination Session  4
Chapter 5: Specific Guidelines for 3 Model Quality   37
General Contractors (GCs) and the 3.0  Executive Summary  37
VDC Coordination Team  4 3.1  Introduction 38
Chapter 6: Specific Guidelines for 3.2  Analysis of Modeling Effort and
Architects and Engineers  4 Impact of Different Levels of BIM
Chapter 7: Specific Guidelines for Detail 38
Subcontractors and 3.2.1  Project 1  38
Fabricators 5 3.2.2  Project 2  40
Chapter 8: BIM-Based Design 3.2.3  Description of Performed
Coordination in Other Industry Analyses 41
Sectors 5 3.2.4  Results from Leite et al. (2011)
Chapter 9: BIM Teaching LOD Study  43
Considerations 5 3.3  Conclusions from the Leite et al.
Chapter 10: What the Future Holds (2011) LOD Study  49
for Design Coordination  5 3.4  Model Quality Assurance
Guidelines 50
2 Setting Up the Project for 3.4.1  LOD Requirements  51
Success  7 3.5  Summary and Discussion Points  53
2.0  Executive Summary  7
2.1  Introduction 8 4 Carrying Out a Successful Design
2.2  Owner’s Role  8 Coordination Session   55
2.3  BIM Project Execution Plan  11 4.0  Executive Summary  55

vii
viii Contents

4.1  Introduction 55 6.3  Interfacing with Other


4.2  Traits of an Effective Design Stakeholders 89
Coordination Moderator  56 6.3.1  Owner 89
4.3  Design Coordination Workflow  57 6.3.2  General Contractor  90
4.3.1  3D Modeling  57 6.3.3  Subcontractors 90
4.3.2  Internal Coordination  58 6.4  Case Study: Facility Expansion
4.3.3  Clash Detection  59 Project 90
4.4  Characteristics of a Successful 6.4.1  Current Practice of the
Design Coordination Session  66 Constructability Review  91
4.5  Summary and Discussion 6.4.2  Construction Model
Points 67 Development 92
6.4.3  Model-Based Design Review
5 Specific Guidelines for General Process 95
Contractors and the VDC 6.5  Summary and Discussion Points  98
Coordination Team   69
5.0  Executive Summary  69 7 Specific Guidelines for
5.1  Introduction 70 Subcontractors and Fabricators   101
5.2  Role of the VDC Coordinator in the 7.0  Executive Summary  101
Design Coordination Process  70 7.1  Introduction 102
5.3  Interfacing with Other 7.2  Role of Subcontractors and
Stakeholders 77 Fabricators in the Design
5.3.1  Owner 77 Coordination Process  102
5.3.2  Designers 77 7.2.1  Generating the Respective
5.3.3  Subcontractors 78 Trade Model  104
5.4  Case Study: Academic Building in 7.2.2  Attending Weekly Design
the Southern United States  78 Coordination Sessions and
5.5  Summary and Discussion Following Model Development
Points 82 and Submission Requirements
Established in the BIM PxP  105
6 Specific Guidelines for 7.2.3  Ensuring Comprehensive
Architects  and Engineers   85 Model Coordination between
6.0  Executive Summary  85 Trades 105
6.1  Introduction 86 7.2.4  Updating the Model During the
6.2  Role of  Designers in the Design Construction Phase  105
Coordination Process  88 7.2.5 Producing Shop Drawings from
6.2.1  Generating the Design the Coordinated Model  105
Model (e.g., Architectural, 7.2.6  Installing Work Based on the
Structural) 88 Coordinated Construction
6.2.2  Updating the Model with Model 105
Design Changes  89 7.3  Interfacing with Other
6.2.3  Point of Contact for BIM Stakeholders 106
Issues Related to Design  89 7.3.1  General Contractor  107
Contents ix

7.3.2  Other Subcontractors  108 9.6  Example Educational Module:


7.3.3  Designers 108 Design Coordination  135
7.3.4  Owner 108 9.6.1  Statement of Alignment
7.4 Case Study: Academic Building  108 to Course Learning
7.5  Summary and Discussion Objectives 135
Points 113 9.6.2  Lecture 136
9.6.3  Hands-On Sessions  136
8 BIM-Based Design Coordination in 9.6.4  Assignment Description  136
Other Industry Sectors   115 9.7  Industry Involvement  139
8.0  Executive Summary  115 9.8  Lessons Learned  141
8.1  Introduction 115 9.9  Summary and Discussion
8.2  BIM-Based Design Coordination Points 142
and Fields in Infrastructure
Projects 116 10 What the Future Holds for Design
8.2.1  Case Study: White River Bridge Coordination  145
Project 117 10.0  Executive Summary  145
8.2.2  Case Study: Reconstruction of 10.1  Introduction 146
an Interchange  121 10.2  Emerging Technologies for Design
8.3  BIM-Based Design Coordination in Coordination 147
Industrial Projects  122 10.2.1  Virtual, Augmented, and
8.3.1  Case Study: Refinery Upgrade Mixed Reality  148
Project 125 10.2.2  Artificial Intelligence in
8.4  Summary and Discussion Points  126 Support of Automated
Design Coordination  148
9 BIM Teaching Considerations   129 10.2.3  Computer Vision and
9.0  Executive Summary  129 Deep Learning in Support
9.1  Introduction 130 of Automated Model
9.2  Background Research  130 Updates 152
9.3  Course Description  132 10.3  Digital Transformation of the
9.4  Course Overview and Learning AECFM Industry  155
Objectives 133 10.4  Summary and Discussion Points  156
9.5  Course Organization and
Educational Modules  133 Index  159
Preface

W hile still an undergraduate stu-


dent in my native country, Brazil, I
interned for a construction company and
It is worth noting that the Brazilian building
construction market differs significantly
from the United States one. In Brazil, the
performed rudimentary paper-based design construction entity is typically the owner-
coordination. I compared drawings that were developer, leading to less fragmentation, at
submitted by various specialty engineering least from the construction side. However,
firms, each working independently on their from a design perspective, it is similarly frag-
scopes of work and not collaborating with mented. That fragmentation and this early
one another. My job was seemingly simple: to internship experience is where my curiosity
identify physical conflicts between the var- related to design coordination began.
ious scopes of work based on two-dimensional Years later, while pursuing my Ph.D.
drawings. I performed the comparison as at Carnegie Mellon University, I began
systematically as possible but did not even working with building information mod-
have a light table to help. I simply had the eling (BIM) and had the opportunity to
hard-copy drawings opened up side-by-side experience BIM being implemented on a
on a large meeting table. Often, the draw- campus project for the first time, in a large
ings that I was comparing, all from differ- new building. This was in the early days of
ent design firms, were not even printed on BIM, in the mid-2000s. I was charged by the
the same scale. So that seemingly simple general contractor (GC), who was also new
task became a geometric nightmare, with to BIM, with figuring out ways to leverage
design intent often lost in translation. That BIM in the project. One of the opportunities
resulted in numerous field-detected issues, turned out to be design coordination. The
which was simply viewed as business as idea came about when I showed up for a
usual. Luckily, this was a high-rise residen- design coordination meeting early morn-
tial tower, in which each floor was identical ing in the middle of a Pittsburgh winter.
to all the others. Hence, once the issues In attendance were the GC’s project man-
were detected and documented on the first ager, an owner’s representative, a couple
floor, all other 24 floors benefitted from those of members of the design team from out
lessons. The first floor, in this case, served of state, as well as heating, plumbing, fire
as a prototype for the rest of the tower. safety, electrical, and sheet metal sub-
A physical, real-world, expensive prototype. contractors. That was the kickoff meeting

xi
xii Preface

for design coordination. Construction had After each meeting, I would go to my grad-
just started. The project manager and I uate office and run clash detection on the
had a BIM model for the project, which was BIM model for the same pair of trades and
initially developed by third-party modelers area that was the focus of that day’s meet-
based on 85% complete 2D architectural, ing. I then compared the results. That led
structural, mechanical, electrical, plumbing, to the first study that compared precision
and fire protection (MEPF) drawings. The and recall, and implications of model quality
MEPF included all elements larger than on design coordination performed in 2D
1.5”. When construction for the building’s and 3D. The results are provided in detail in
underground garage was being built, the chapter 3 of this book.
GC received a new BIM, based on 100% After my Ph.D., I joined the University of
complete drawings. That was the version Texas at Austin in January 2010 and devel-
that was offered in this kickoff design oped UT’s first BIM course in the School of
coordination meeting. Engineering. It was first offered in fall 2010
We suggested that the subcontractors and initially only to graduate students. The
leverage that BIM model and use it as a focus was on BIM for construction engi-
starting point for design coordination. The neering and project management. I cover
subcontractors in the room strongly pushed topics ranging from model-based cost esti-
back, arguing that the use of BIM or 3D mating, scheduling and 4D simulation, and
was not in their contract and most of them design coordination, among others. This
did not have in-house capability to develop course is heavily influenced by my obser-
fabrication drawings in 3D (although some vations and discussions with industry part-
already designed in 3D, but reduced their ners, who have continuously challenged
submittals to the contractually established me to ensure students are getting the latest
2D drawings). They also argued that “we’ve and most rewarding learning experiences
always done it this way and the projects they can. My course is described in detail
turned out just fine.” Given the contract in chapter 9. A large part of the course is
argument and seeing that we were not get- on design coordination and throughout
ting buy-in, we decided to carry on with the years, I have delivered this course
the design coordination in the traditional module – as well as other modules – with a
process, overlaying 2D drawings on a light patchwork of reference materials. That is
table. At the same time, I realized that would where I saw the need to formalize design
give me a unique opportunity of collecting coordination knowledge, industry best prac-
ground truth data for my own research. tices, examples, and process guidelines in a
Hence, I attended many months of these 2D consolidated place.
design coordination sessions for this project, In the last two decades, I have observed a
meticulously collecting data on which pairs wide range of design coordination practices
of trades were coordinating each day, which and my hope with this book is to provide a
area of the project they were coordinating common starting point, from which both
for, which clashes they were finding, and companies and students can build on and
what sorts of questions were they asking make their own while learning from others
each other during the coordination process. that came before them.
Acknowledgements

T his book would not have been possible


without the support of many people.
Deepest gratitude is due to the many out-
frame. I truly appreciate your generosity,
especially the time you have dedicated to my
students. In particular, I would like to thank
standing students I have had the pleasure the following individuals and companies that
of working with at the University of Texas at have directly or indirectly contributed to the
Austin. Without their hard work, this book development of this book: Elliott Goodman,
would not have been possible. In particular, I Sindhu Gundimeda, and Gurpreet Kaur,
would like to thank the following current and with Austin Commercial; Dr. Li Wang, Jacob
former students who have either directly or Skrobarczyk, Bryan Lofton, and Christian
indirectly contributed to the development this Dowell, with DPR Construction; Thomas
book: Dr. Li Wang, Dr. Sooyoung Choe, Dr. Hook, Mathew Reyes, and Dewayne Hahn,
Yuanshen Ji, Beatriz Guerra, Thomas Czer- with Linbeck Construction; Christine Sheng
niawski, and Bing Han. So many other Leite and several other with Rogers-O’Brien
Lab members and students who have taken Construction; John Herridge and Dace
my BIM course have also contributed to this Campbell, with Autodesk, Inc.; John Fish,
book, through the many lively discussions we with Ford, Bacon & Davis; and many other
have had in the classroom or in group meet- companies that I have met through the Aus-
ings. Working with great students is one of tin BIM Group and through the Construction
the greatest pleasures of a Professor’s job. Industry Institute.
I would also like to express my sincere I gratefully acknowledge the finan-
gratitude to several industry supporters, cial support from the National Science
who have for the past decade contrib- Foundation (Civil Infrastructure Systems
uted to the University of Texas at Austin’s Grant 1562438), Construction Industry
educational mission, serving as mentors Institute, Texas Department of Transporta-
in my BIM course, guest lecturing, and tion, Federal Highway Administration, and
providing access to project data. Their many National Cooperative Highway Research
contributions have significantly impacted Program. Their support is gratefully
my BIM course and my research program acknowledged. Any opinions, findings, and
and, consequently, the development of this conclusions, or recommendations expressed
book. Many of them have never hesitated in this material are those of the author and
when I asked for help, even if that meant they do not necessarily reflect the views of any of
had to dig for data or images in a short time the funding agencies listed here.

xiii
xiv Acknowledgements

My thanks and appreciation for the dear friends Mario Berges, Laura Mejia, and
highly professional team at Wiley, especially Fabiola Feitosa.
Margaret Cummins, Purvi Patel, and Kalli I would like to express my love and grat-
Schultea. itude to my beloved family, especially my
Thank you to my CEPM colleagues and father and mother, Eneas Leite and Janilce
the entire CAEE community, as well as col- Leite, for always supporting me in every
leagues from other departments and friends decision I made in life, even if that meant
outside the University of Texas at Austin. I being physically distant.
have learned so much from all of you. Finally, thank you to my husband Daniel
I would like to express my gratitude to Oliveira who has always challenged me to be
my Carnegie Mellon Ph.D. supervisor, Pro- a better person, and who has continuously
fessor Burcu Akinci, who was, and will been supportive of my many professional
continue to be, an outstanding example of and personal projects, even if they seemed
a true scholar. Thank you as well to all of a bit crazy. And to my daughter Julia for
my colleagues and friends from Carnegie teaching me that sometimes we need to slow
Mellon and Pittsburgh, especially to my down in life, and stop and smell the roses.
About the Author

D r. Fernanda Leite, P.E., is an associate


professor in construction engineer-
ing and project management and a provost
technology-supported construction safety
management. At the University of Texas,
Dr. Leite teaches courses in building infor-
teaching fellow in the Civil, Architectural mation modeling, project management and
and Environmental Engineering (CAEE) economics, and construction safety. She
Department at the University of Texas at serves as graduate program coordinator
Austin. She holds the Mrs. Pearlie Dashiell for CAEE’s sustainable systems cross-
Henderson Centennial Fellowship in disciplinary graduate program and on the
­Engineering. She has a Ph.D. in civil and executive committee for the university-wide
environmental engineering from Carnegie bridging barriers effort called Planet Texas
Mellon University. Prior to her graduate edu- 2050. To date, she has supervised 15 PhD
cation, she worked as a project manager and 40 master’s degree students. She
in her home country, Brazil, in multiple serves as associate editor for the journal
government infrastructure and commercial Automation in Construction. Dr. Leite
building construction projects. Since her has been honored with several awards,
start at the University of Texas in Janu- including the American Society of Civil
ary 2010, she has served as co-principal Engineers (ASCE) Daniel W. Halpin Award
investigator and principal investigator for Scholarship in Construction (2019), the
in approximately $8 million in externally Construction Industry Institute (CII) Out-
funded research. She has co-authored over standing Researcher Award (2018), the
100 refereed journal articles, book chapters, ASCE Thomas Fitch Rowland Prize (2018),
conference publications, and reports. Her Fiatech’s Superior Technology Achievement
technical interests include information tech- (STAR) Award (2016), and Fiatech’s Celebra-
nology for project management, building tion of Engineering and Technology Inno-
information modeling, collaboration, and vation (CETI) Award for Outstanding Early
coordination technologies, and information Career Researcher (2013).

xv
Chapter 1

Introduction

The general concept of construction design well as other trades, while complying with
coordination involves defining locations design and operations criteria (Korman
and dimensions of building components in and Tatum 2001, Korman et al. 2003). The
congested spaces to avoid conflict between process of resolving design conflicts is
two or more disciplines, including archi- highly knowledge-intensive and requires
tectural, structural, mechanical, electrical, distributed knowledge from different
plumbing, and fire protection (MEPF), as trades to be integrated and coordinated

BIM for Design Coordination: A Virtual Design and Construction Guide for Designers, General Contractors, and MEP 1
Subcontractors, First Edition. Fernanda L. Leite.
© 2020 John Wiley & Sons, Inc. Published 2020 by John Wiley & Sons, Inc.
2 BIM for Design Coordination

for decision making (Korman et al. 2003, noting that BIM models contain much more
Wang and Leite 2016). More broadly, design information than the 3D models used in the
coordination allows for design integration by 1990s and early 2000s. Early 3D models were
different specialty designers and contractors able to describe the shape, size, and loca-
to create a single, coordinated set of designs tion of MEPF system components. BIM, on
that can be built without clashes between the other hand, can also represent attribute
components. Effective design coordination data, such as manufacturer, model or product
can prevent cost overruns, schedule delays, identification codes, and maintenance
and general disruption caused by only iden- information.
tifying issues in the field, as designers will Information-rich BIM models have
better understand their scope of work and enabled design coordination to begin at
how they will interface with other disci- an earlier stage of the project and more
plines. More specifically, design coordination effectively enable collaboration between
refers to the process of ensuring integrated different disciplines, targeting the reduction
design between various disciplines involved of losses caused by a lack of complete
in creating a facility, be it a building, infra- integrated life-cycle information about
structure, or an industrial plant. Design facilities. These losses were estimated in
coordination becomes more critical in com- 2004 to be approximately $15.8 billion dollars
plex facilities, such as hospital buildings, annually for capital facilities in the United
where there may be many different building States alone (Gallaher et al. 2004). Adjusting
services that are being installed by different for inflation, that is estimated to be near
stakeholders, and that need to be installed in $20.8 billion in 2019 dollars.
relatively confined spaces. Moreover, as stated in Eastman et al.
Traditionally, design coordination was (2011), BIM provides several benefits,
carried out by overlaying pairs of 2D drawings including earlier and more accurate visu-
on a light table. The objective was simple: alizations of a design, automatic low-level
avoid clashes in the field. Experienced drafts- corrections when changes are made to a
persons would resolve many clashes in 2D; design, generation of accurate and con-
however, as pointed out in Leite et al. (2011) sistent 2D drawings at any stage of design,
and described in chapter 3, many clashes earlier collaboration of multiple design disci-
were missed due to human cognitive lim- plines, and easy verification of consistency
itations while trying to visualize clashes in to the design intent, among other benefits.
3D that are only represented in 2D. The 2D These clear benefits have led to
process was also very time consuming and increasing use of BIM in the industry as a
iterative. Although there were architecture, whole. In 2008, Hartmann et al. documented
engineering, and construction (AEC) pro- that projects had been using BIM for only
fessionals who were ahead of the curve one to two application areas. Mostafa and
and already using some form of 3D spatial Leite (2018) replicated Hartmann et al.’s
coordination in the mid-1990s, the majority methodology and applied it to 28 more
began using 3D spatial coordination with recent case studies and found that projects
the wider adoption of building information had been implementing BIM for, on average,
modeling (BIM) in the mid-2000s. It is worth four application areas, of which design
Chapter 1:  Introduction 3

coordination was the most-implemented. contract language with the GC and reflected
This book will help your organization poten- in the BIM PxP. Ensuring the development of
tially reap the benefits of BIM-based design a detailed BIM PxP will also set up a frame-
coordination, by providing structured guide- work for the project team in terms of expec-
lines to this process. tations of BIM use in the project, including
modeling requirements, file-sharing proto-
Structure of This Book cols, and team composition.
This book will provide guidance for BIM- This chapter describes the role of the
based design coordination for general con- owner in setting up a project for successful
tractors, virtual design and construction BIM-based design coordination. Sample
(VDC) teams, designers, and subcontrac- contract language stating owner require-
tors, as well as for those training to join the ments related to BIM execution is provided.
industry in VDC roles. The book formalizes This chapter also covers the BIM PxP and
industry best practices, covering prac- recommended team composition and skills.
tical material on setting up a project for
success, model quality impacts on design Chapter 3: Model Quality
coordination, carrying out a successful Although limited in specific areas, potential
design coordination session, specific guide- benefits of utilization of building information
lines for different project stakeholders, and models have been widely investigated. How-
BIM-based design coordination in other ever, there have not been many research
industry sectors. The book also includes studies on the level of development (LOD)
a chapter that covers teaching consider- requirements for the design coordination
ations, which is aimed at academics who function. This chapter describes how model
teach BIM-based design coordination quality and LOD can impact successful BIM
or BIM broadly. The book closes with a design coordination.
chapter on what the future holds for design Results from prior research experiments
coordination. Throughout the chapters, done in relation to MEPF design coordination
real-world examples of project design found that 3D BIM-based design coordination
coordination workflows, templates for BIM had consistently higher recall rates and
project execution plans (PxPs), and case resulted in a more complete identification of
studies are provided. Beyond this introduc- clashes, although models contained more
tion, the chapters in this book are as follows. noise (Leite et al. 2011). The same study
showed that there was an increase in total
Chapter 2: Setting Up the Project modeling time ranging from double to eleven-
for Success fold when going from one LOD to another.
In setting up a project for successful BIM- When comparing modeling time per object,
based design coordination, owners have from one LOD to another, rates ranged from
the key role of setting the ground rules in 0.2 (decrease modeling time) to 1.56 (increase
terms of project requirements to general modeling time). Hence, it is important to
contractors (GCs) and designers that will establish early on in the design coordination
then trickle down to subcontractors. Owner process what LOD will be used by each trade,
requirements should be clearly stated in so as to catch as many clashes as possible
4 BIM for Design Coordination

while minimizing false positives. Such an building is presented and describes the
effort can lead to more comprehensive GC’s role in the VDC process as related to
analyses and better decision support during design coordination.
design and construction. Note that chapters 5–7 follow a sim-
ilar structure, as each of these chapters
Chapter 4: Carrying Out a Successful is meant to provide specific guidelines
Design Coordination Session for different stakeholders: chapter 5 for
Decisions made and approaches taken GCs and VDC coordinators, chapter 6 for
in design coordination largely depend designers, and chapter 7 for subcontractors
on the knowledge and expertise of pro- and fabricators.
fessionals from multiple disciplines.
The BIM manager, or moderator of the Chapter 6: Specific Guidelines for
design coordination process, usually rep- Architects and Engineers
resents the GC or the main mechanical Designers, including architects, engineers,
contractor and coordinates the effort of architectural engineers, and design con-
collecting models, identifying clashes sultants, are responsible for generating the
between systems, and solving identi- design model, which serves as the base
fied clashes. This chapter describes model for the design coordination process.
traits of an effective design coordination They also update their design model(s)
moderator and describes the design during the construction phase based on
coordination workflow, including 3D mod- design coordination or constructability
eling, internal coordination, federated assessments, or any other design changes.
model assembly, clash detection, sorting This chapter covers specific guidelines for
and grouping of clashes, and design designers involved in design coordination
coordination meetings. and discusses the roles and responsibilities
of the designer. The chapter also describes
Chapter 5: Specific Guidelines for how the design team will interface with
General Contractors (GCs) and the VDC team, as well as other project
the VDC Coordination Team stakeholders, such as subcontractors
The VDC coordination team is usually part and owners.
of the GC and manages the entire BIM A case study of a facility-expansion
design coordination process. This chapter project is presented and describes
covers specific guidelines for GCs and VDC information required to integrate process
coordinators, and discusses the roles and information into BIM by documenting
responsibilities of the VDC coordinator/BIM current practices of the constructability
manager in the design coordination pro- review process and the challenges
cess, starting with setting up the project’s of implementing this process in the
BIM PxP. Chapter 5 also discusses inter- design phase. The case study illustrates
faces of the VDC team with other project that a model created by designers is
teams, such as owners, designers, and sub- capable of serving as the base model for
contractors. A case study of an academic constructability review.
Chapter 1:  Introduction 5

Chapter 7: Specific Guidelines for that the concepts discussed in previous


Subcontractors and Fabricators chapters are transferable to other sectors.
The process of coordinating designs involves
first detailing a designer’s or engineer’s Chapter 9: BIM Teaching
design into a fabrication model (i.e., LOD 400 Considerations
model). The subcontractor’s development of Given that this book is also aimed at those
a fabrication model is a reflection in 3D of an training to join the industry in VDC roles,
engineer’s design, which aims at enabling one chapter is dedicated to academics. It
efficient and cost-effective construction and describes the experience and lessons learned
installation of the design. Subcontractors from a BIM course designed for construction
and fabricators, hence, have the unique role engineering and project management grad-
of translating design intent into a clash-free uate students, and architectural engineering
and fabrication-ready model. This chapter undergraduate students. The course was
covers specific guidelines for subcontractors designed to educate next-generation AEC
and fabricators and discusses the roles and professionals to understand BIM and effec-
responsibilities of subcontractors and fab- tively use an existing BIM in plan execution for
ricators in the design coordination process. a building construction project. The chapter
The chapter also describes how subcontrac- describes the course’s teaching philosophy
tors and fabricators will interface with other and learning objectives, and provides a
project teams. complete example educational module that
A case study of an exterior enclo- is deployed as part of one of the course’s
sure mockup for an academic building is modules. It also describes how industry rep-
presented and illustrates how subcontrac- resentatives were used in many aspects of the
tors of various types—not only mechanical, course’s delivery.
electrical, plumbing, and fire protection
(MEPF)—can use VDC to minimize issues in Chapter 10: What the Future Holds
the field. for Design Coordination
With advancements in software and
Chapter 8: BIM-Based hardware technology, our current BIM-
Design Coordination in Other based design coordination processes will
Industry Sectors likely change drastically in the next decade.
Much of what is described in chapters 2–7 Rather than having to develop approaches
is based on experiences in commercial to federate data from multiple disciplines,
construction projects. However, many of group clashes, or develop a sequence
the concepts and processes apply broadly to evaluate clashes, one can envision an
across sectors. Hence, this chapter aims to approach—not too far-fetched—in which
illustrate such breath. This chapter describes artificial intelligence is used and much of the
how other industry sectors, namely heavy data preparation and analysis that we plan
industrial and infrastructure, have been for today will not be needed. This chapter
taking or can better take advantage of BIM attempts to discuss a vision for the future of
for design coordination. The goal is to show virtual design and construction as a whole.
6 BIM for Design Coordination

References Mechanical, Electrical, and Plumbing


Eastman, C., P. Teicholz, R. Sacks, and K. Coordination. Technical Report 129. Stanford,
Liston. 2011. BIM Handbook: A Guide to Building CA: Center for Integrated Facility E ­ ngineering
Information Modeling for Owners, Managers, (CIFE), Stanford University.
Designers, Engineers and Contractors (2nd ed.). Leite, F., A. Akcamete, B. Akinci, G. Atasoy,
Hoboken, NJ: John Wiley and Sons. and S. Kiziltas. 2011. “Analysis of Modeling
Gallaher, M. P., A. C. O’Connor, J. L. Dettbarn, Effort and Impact of Different Levels of Detail
Jr., and L. T. Gilday. 2004. Cost Analysis of Inad- in Building Information Models.” Automation
equate Interoperability in the U.S. Capital Facil- in Construction, 20 (5), 601−609. https://doi.
ities Industry. NIST GCR 04-867. Washington, org/10.1016/j.autcon.2010.11.027.
DC: U.S. Department of Commerce, National Mostafa, K., and F. Leite. 2018. “Evolution of
Institute of Standards and Technology. https:// BIM Adoption and Implementation by the
nvlpubs.nist.gov/nistpubs/gcr/2004/NIST. Construction Industry Over the Past Decade:
GCR.04-867.pdf. A Replication Study.” In Proceedings of the
Hartmann, T., J. Gao, and M. Fischer. 2008. 2018 Construction Research Congress, New
“Areas of Application for 3D and 4D Models on Orleans, LA, 180−189. ASCE. https://doi.
Construction Projects.” Journal of Construction org/10.1061/9780784481264.018.
Engineering and Management 134 (10): 776−785. Wang, L., and F. Leite. 2016. “Formalized
Korman, T. M., M. A. Fischer, and C.B. Tatum. Knowledge Representation for Spatial
2003. “Knowledge and Reasoning for MEP Conflict Coordination of Mechanical,
Coordination.” Journal of Construction Engi- Electrical and Plumbing (MEP) Sys-
neering and Management 129 (6): 627−634. tems in New Building Projects.” Automa-
Korman, T.M., and C. Tatum. 2001. Development tion in Construction 64: 20−26. https://doi.
of a K
­ nowledge-Based System to Improve org/10.1016/j.autcon.2015.12.020.
Chapter 2

Setting Up the Project for Success

2.0  Executive Summary stating owner requirements related to BIM


This chapter describes the role the owner has execution will be provided. This chapter
in setting up a project for successful building also covers BIM project execution plans
information modeling (BIM)-based design (PxPs) and recommended team composition
coordination. Sample contract language and skills.

BIM for Design Coordination: A Virtual Design and Construction Guide for Designers, General Contractors, and MEP 7
Subcontractors, First Edition. Fernanda L. Leite.
© 2020 John Wiley & Sons, Inc. Published 2020 by John Wiley & Sons, Inc.
8 BIM for Design Coordination

2.1 Introduction the level of influence that design has on


In setting up a project for successful BIM- project cost. It became more widely known
based design coordination, owners have after Patrick MacLeamy, former CEO of the
the key role of laying the ground rules in design firm HOK, used an updated version
terms of project requirements for general of the figure. The idea is simple: as the
contractors (GCs) and designers, which will design develops, changes become more
then trickle down to subcontractors. Owner difficult and costly to implement. Therefore,
requirements should be clearly stated in front-loading design effort would minimize
contract language with the GC and reflected the cost impacts of any design change,
in the BIM PxP. Ensuring the development of while benefiting the design and overall
a detailed BIM PxP will also set up a frame- project. That is the basic premise of virtual
work for the project team in terms of expec- design and construction and also of design
tations of BIM use in the project, including coordination as a process, be it done in 2D
modeling requirements, file-sharing proto- on a light table or BIM-based. Ultimately,
cols, and team composition. Sample con- the objective of design coordination is to
tractual language and templates for BIM identify as many potential clashes as pos-
PxPs will also be provided in this chapter. sible between different trades early on so
that these can be coordinated, thus avoiding
2.2  Owner’s Role field-detected clashes, which have both
In many talks on BIM or integrated project cost and schedule impacts on projects.
delivery, speakers include a graph similar to With this understanding in mind, the owner
the one shown in Figure 2.1. It is based on has a key role in setting up the project for
a figure in Paulson (1976), which describes success in terms of design coordination,

100%
Decreasing Influence
CUMULATIVE COST OF PROJECT
LEVEL OF INFLUENCE

Increasing Cost

0%
DESIGN
CONSTRUCTION
OPERATION

FIGURE 2.1  Level of influence of design on project cost


Source: Adapted from Paulson (1976)
Chapter 2:  Setting Up the Project for Success 9

by establishing ground rules and expecta- for their respective trades. When the entire
tions early on. project team is communicating effectively,
First, the owner should set up contractual the BIM project objectives can be met.
requirements that enforce the implemen- Once the GC is selected, the owner
tation of BIM and monitor this implemen- should review, evaluate, and comment on
tation in all stages of design, construction, the BIM PxP developed by the GC, to ensure
close-out, and commissioning, and into that it is compatible with their expecta-
operations. The contractual agreement can tions. If an organization’s BIM standard
state what software systems are to be used, is in place, requirements for the BIM PxP
any personnel requirements, and meeting should be included in that standard. The
requirements, and specify the use of a BIM owner can also choose to require a BIM PxP
PxP. It is important that all of these BIM obli- from the designers as well, although the
gations are outlined in the contract to help common practice in the United States is
facilitate communication during design and that the GC leads the BIM implementation
construction. Not only is the GC obliged to in construction, especially with regard to
use 3D models, but the subcontractors are design coordination. Sample contract lan-
also required to implement 3D modeling guage is provided in Box 2.1. Note that the

■■ Box 2.1  Sample Contract Language between Owner and GC,


Establishing BIM Requirements

1. This project is being designed using BIM authoring software, specifically


Autodesk Revit®. All phases of design and construction will be using Revit-
compatible model files, and clash-detection sessions will be carried out using
the latest version of Autodesk Navisworks Manage®.
2. Within 30 days of award, and after reviewing the owner’s BIM standard, the gen-
eral contractor shall submit a preliminary draft of their proposed BIM project
execution plan, with emphasis on the design coordination process, for review
and approval by the owner. The BIM project execution plan should describe how
subcontractors will be given direction regarding the use of the BIM base model
(i.e., architectural and structural) and development of coordination models, the
extent of participation by each trade, platform standards and protocols, the level
of detail expected, model element scope by trade, coordination requirements,
BIM shop drawings, clash-detection meetings, conflict-correction responsibil-
ities, and model management and distribution.
3. The general contractor shall provide a BIM manager, and each major subcon-
tractor shall participate in weekly design coordination sessions led by the BIM
(Continued)
10 BIM for Design Coordination

manager. Each subcontractor shall coordinate and resolve all such conflicts and
clashes outside the weekly clash detection sessions before the next meeting.
4. The general contractor shall require each subcontractor to use BIM coordination
process to eliminate potential conflicts, and bear the cost to relocate if failure to
coordinate results in unresolved field-detected conflicts.
5. The general contractor shall require each subcontractor to develop shop
drawings in a format compatible with Revit® and readable by Autodesk
Navisworks Manage®.
6. As part of the deliverables due at substantial completion, the general contractor
shall provide to the owner all coordinated updated models, including as-built
model shop drawings, and a record model reflecting as-built conditions for each
subcontractor trade.

term general contractor can be replaced with design phase, with the entire design team,
construction manager and that subcontractors as well as any major consultants. This meet-
can be referred to as trades. The selected ing should be led by the design team and
software systems can also be replaced by its BIM lead. A second meeting should be
others. In item 2, if the owner chooses to held once the GC or construction manager
have the design team also develop a BIM is selected and should include the design
PxP, then the owner might want to adopt that team, GC team, and major s­ ubcontractors/
language, so that the GC’s BIM PxP aligns construction trades. The second meeting
with that of the design team, assuming a should be led by the GC team and its BIM
delivery method in which the owner has sep- lead. Additional BIM review meetings can
arate contracts with designer and GC. The be called by the owner as the owner deems
GC’s main BIM-related role should be that of necessary. Such meetings can include
managing the design coordination process compliance checks of the BIM PxP, visual
and, at the end of the construction phase, examinations of federated models, and
delivering a federated as-built BIM to the review of design coordination processes.
owner, including all major trades (e.g., archi- Also, if an owner’s representative is in
tectural, structural, mechanical, electrical, place, it is advisable for this individual to
plumbing, and fire protection). attend the weekly design coordination
Once the project is underway, the owner sessions led by the GC’s BIM manager. The
should regularly check the model(s) and/or owner should also facilitate model hand-
participate in weekly design coordination over between designer and GC, assuming
sessions. It is advisable for the owner to there are two separate contracts in place,
conduct two kick-off meetings that are between owner and designer, and between
specifically BIM-related. The first is at the owner and GC.
Chapter 2:  Setting Up the Project for Success 11

2.3  BIM Project Execution Plan BIM information is passed from one
As BIM began gaining traction in the 2000s, process to another, and then standard-
efforts to formalize BIM guidelines began to izing these information exchanges
emerge. In 2011, the Penn State Computer and BIM deliverable requirements.
Integrated Construction Research Program, The guide developed an Information
along with the Construction Industry Insti- Exchange worksheet to help clearly
tute (CII) and others, developed the BIM identify what information is required
Project Execution Planning Guide. The guide for each BIM use, and to help define
provides a structured procedure for creating the information exchanges.
and implementing a BIM project execution
4. Define supporting infrastructure for
plan for a specific project, and it also defines
BIM implementation.
how an organization can use the procedure
This step considers the resources and
to develop corporate-wide methods to imple-
infrastructure required to perform the
ment BIM into project delivery processes.
selected BIM uses. These range from
Many organizations have based their BIM
personnel, to contract structure, data
PxP templates on the Penn State document,
format standards, templates such as
ranging from military to private companies.
a project execution plan, information
The guide is organized into four steps
technology infrastructure for storing
­(Messner et al. 2019):
and processing data, and other require-
ments identified in Step 2.
1. Identify BIM goals and uses for
a project. In the template provided as an appendix
This first step is to identify the in the BIM Project Execution Planning Guide
organization’s BIM mission statement (Messner et al. 2019), 15 sections compose
and standard project goals that will the template BIM PxP, listed next. A template
benefit the organization. Also, this step for a BIM PxP is provided in the appendix to
identifies the appropriate tasks the this chapter:
team would like to perform using BIM in
alignment with the goals. SECTION A: BIM Project Execution
Plan Overview
2. Design the BIM project execu-
tion process. SECTION B: Project Information
This step builds on the first. Here the SECTION C: Key Project Contacts
processes required for each intended
BIM use are mapped out, allowing SECTION D: Project Goals / BIM Uses
the team to see and understand the SECTION E: Organizational Roles / Staffing
overall picture.
SECTION F: BIM Process Design
3. Define the BIM deliverables in the form
SECTION G: BIM Information Exchanges
of information exchanges.
This step focuses on identifying the SECTION H: BIM and Facility Data
points throughout the process where Requirements
12 BIM for Design Coordination

SECTION I: Collaboration Procedures TABLE 2.1  Example BIM goals for a project as per
a BIM PxP.
SECTION J: Quality Control
Priority Goal Description Potential BIM Uses
SECTION K: Technological Infra- High Eliminate Field 3D Coordination, 3D
structure Needs Rework Constructability
Reviews
SECTION L: Model Structure High Reduce On-site Digital Fabrication,
Personnel 4D modeling
SECTION M: Project Deliverables
Medium Easier Close-out Record modeling
SECTION N: Delivery Strategy / Contract Process

SECTION O: Attachments
subcontractors clearly describing expec-
Typically, GCs adapt a company BIM
tations and priorities related to BIM in the
PxP plan template to each specific project.
project. Sample goals that can be outlined in
The BIM PxP outlines the BIM-related
a BIM PxP are shown in Table 2.1. After the
processes and procedures, especially with
BIM PxP is approved, the execution of BIM
regard to design coordination, and should
can begin.
be approved by the owner. The GC’s BIM
manager is responsible for tailoring the 2.4  Design Coordination Team
plan to meet the owner and the project Composition and Skills
requirements. This plan will then become In general, each BIM-related role is stip-
the guiding document for all BIM-related ulated in the BIM PxP. The GC is typi-
processes and issues during the entire cally required to have at least one BIM
construction phase. When the BIM PxP is employee—a BIM manager—whose
being tailored to the project specifically, responsibility for a project is to maintain
the GC should set up a meeting with all the design coordination model. The BIM

■■ What Is a Federated Model?

A federated model is assembled from several models created by designers and


subcontractors. The base model contains architectural and structural models.
Each subcontractor will then create their models for their individual scopes of
work (e.g., mechanical, electrical, plumbing, fire protection). These individual
models are then sent to the GC’s BIM manager to be combined into a federated
model, which contains the base model and all the subcontractor models. It is
important to note that the level of development (see chapter 3, section 3.2 for
discussion of LOD) for the base model and subcontractor models typically differ.
The base model is usually in LOD 300, while the subcontractor models are usu-
ally in LOD 400, which is why design coordination models are often said to be in
LOD 350 (i.e., some elements are in LOD 300 while others are in LOD 400).
Chapter 2:  Setting Up the Project for Success 13

manager is typically the designers’ and and structural systems, to the GC for
subcontractors’ main point of contact for distributions to the subcontractors. It is the
BIM issues. The BIM manager also runs mechanical, electrical, plumbing, and fire
the design coordination meetings during protection (MEPF) subcontractors’ respon-
the construction phase. To prepare a sibility to develop their own 3D models
federated model for design coordination for their scopes of work considering the
meetings, the BIM manager would receive base 3D model; collaborate in the design
each subcontractor’s model and manage coordination process with GC, designers,
file sharing and software coordination to and other subcontractors; and construct
ensure the model was integrated with the their respective systems following the
main model on time. Efficient file sharing agreed-upon coordinated model.
allows clash detection and constructability Before any subcontractors are signed
analysis to be run smoothly. The GC’s project to a project, the use of BIM should be stip-
manager supervises the BIM manager and ulated in contract language. Each subcon-
holds team members accountable for non- tractor should be required to abide by the
performance. BIM-related processes described in the
While the GC runs a large part of the project’s BIM PxP to ensure successful
BIM design coordination sessions, the design coordination. Each subcontractor
designer may also be required to employ should employ a 3D/BIM technician and/or
at least one BIM manager. The designer’s respective lead project managers who will
BIM manager is responsible for updat- attend design coordination sessions and are
ing the design model during the design responsible for resolving all model conflicts.
and construction phase. The GC’s BIM After each design coordination session, the
manager uses the designer’s BIM man- BIM technician implements the changes
ager as the point of contact for BIM issues discussed in the model. Each subcontractor
related to the design. At the start of the should ensure that the model is updated for
BIM design coordination sessions, the the next design coordination session and
designers should provide a base 3D model, the design changes are communicated for
which minimally includes architectural construction execution. Table 2.2 illustrates

TABLE 2.2  Sample roles and responsibilities established in a BIM PxP.

Stake- BIM-related
BIM-related responsibility
holder role

GC BIM manager ◻◻ Maintains the design coordination model (federated model).


◻◻ Designer and subcontractor main point of contact for BIM issues.
◻◻ Runs design coordination sessions during the construction phase with subcon-

tractors and designers.


◻◻ Manages subcontractor record modeling and deliverables.

◻◻ Manages file-sharing/coordination software.

GC Project manager ◻◻ Oversees the entire BIM process.


◻◻ Holds team members accountable for nonperformance.

(continued)
14 BIM for Design Coordination

TABLE 2.2  (Continued)

Stake- BIM-related
BIM-related responsibility
holder role

Designer BIM manager ◻◻ Generates a design model (e.g., architectural, structural).


◻◻ Updates the model during the construction phase.
◻◻ Updates the model with design changes.

◻◻ Point of contact for BIM Issues related to design.

Subcon- BIM technician ◻◻ Generates the respective trade model (e.g., MEPF).
tractor ◻◻ Attends the weekly design coordination session and follows model development
and submission requirements established in the BIM PxP.
◻◻ Resolves conflicts and fully coordinates their respective models with all appli-

cable parties. In the event resolution between subcontractors is not obtained;


the GC’s BIM manager will determine the necessary corrective action.
◻◻ Updates the model during the construction phase.

◻◻ Installs its work based on the coordinated construction model. Impacts caused

by subcontractors’ installation of work that varies from the coordinated model


(or has not been modeled) will be assessed by the GC’s BIM manager to deter-
mine corrective measures in mitigating those impacts. Subcontractors respon-
sible for incorrectly installed work will bear the costs (should they occur) of
remediating the impacted area.
◻◻ Produces shop drawings from the coordinated model.

sample roles and responsibilities, which can of the plenum space used to house the
be included in a BIM PxP (the role of the GC facility’s many building systems. The
will be discussed in more detail in chapter 5). research laboratories required ductwork,
plumbing, services, electrical, exhaust, fire
2.5  Federated Model Example protection, security, and controls to all fit in
The example federated model shown in a very limited amount of space. These com-
Figure 2.2 is from an academic building in plex coordination challenges led the owner
the southern United States. The building has to stipulate the use of BIM in the contract
over 430,000 square feet of open and flexible with the GC. The objectives of using BIM
space for interactive learning, with state-of- on the GC’s behalf also aligned with these
art laboratories, open and closed spaces for contractual goals.
study, a cafeteria, and a library. Attached Overall the project had approximately
to the south side of the building is a large 23 professionals involved in BIM execution.
auditorium with a 300-seat capacity. The In general, each role was stipulated in the
construction of the complex started in 2015 BIM PxP. The GC was required to employ
with substantial completion in August 2017. two BIM personnel: a BIM manager and
The building, as seen in Figure 2.2, a project manager. The BIM manager’s
shows a complex integration of systems sole responsibility was to maintain the
that needed to be coordinated correctly to construction coordination model. The BIM
ensure a high-quality product. The most manager was the architect/engineer’s (A/E)
complex aspect of the project, from a MEPF and subcontractor’s main point of contact for
coordination standpoint, and where BIM BIM issues and ran coordination meetings
use was most helpful, was the coordination during the construction phase. To prepare
Chapter 2:  Setting Up the Project for Success 15

Architectural
Model Structural
Model

Mechanical Fire Protection


Model Federated Model Model

Plumbing
Electrical
Model
Model

FIGURE 2.2  Example federated model


Source: Image courtesy Hensel Phelps.

the model for the coordination meetings, with any design changes during the
the BIM manager recorded subcontractors’ construction phase. The GC BIM manager
models and managed file sharing and soft- used the A/E BIM manager as the point of
ware coordination to ensure that each model contact for BIM issues related to design.
was integrated with the federated model on At the beginning of BIM coordination,
time. The smooth file sharing allowed clash the designers provided a 3D model of the
detection and constructability analysis to be structural and MEPF systems. It was the
run accurately. The project manager was in subcontractors’ job to collaborate in the
charge of supervising the BIM process and construction of their respective systems.
holding team members accountable for non- Before any of the subcontractors
performance. were signed to the project, the use of
While the GC ran a large part of the BIM was stipulated in the contract. Each
BIM coordination, the A/E was also subcontractor was required to partici-
required to employ at least one BIM man- pate in executing the BIM plan as per the
ager. The A/E’s BIM manager was respon- BIM PxP. Each subcontractor employed
sible for updating the design model a 3D technician and/or respective lead
16 BIM for Design Coordination

■■ Box 2.2  BIM PxP Statement on the Project’s Collaboration Strategy

The BIM process is most successful when all parties collaborate freely among
each other. Frequent BIM review and coordination meetings will ensure the
process is benefiting the overall project. Communication should not be limited
to the meetings outlined in the BIM PxP. Constant communication to resolve
issues will greatly increase the efficiency of the BIM workflow.

project managers who attended modeling be explicitly stated in the BIM PxP
meetings and coordination meetings and statement, as shown in the box insert.
were responsible for resolving all model
conflicts. After the coordination meetings, 2.6  Summary and Discussion Points
the BIM technician implemented the This chapter described the role the owner
changes discussed in the coordinated has in setting up a project for successful
model. Each subcontractor ensured BIM-based design coordination. Owners set
that the model was updated for the the ground rules in terms of project require-
next coordination meeting and the ments to GC and designers that trickle down
design changes were communicated for to subcontractors. Sample contract lan-
construction execution. guage starting owner requirements related
The keys to successful collaboration to BIM execution has been provided. Also,
are clear communication and execution. BIM PxPs and recommended team composi-
Hence, a collaboration strategy should tion skills were discussed.

■■ After reading this chapter, think about the following questions:

1. What should the owner establish in the contract language that can potentially
ensure successful BIM execution in a project?
2. Which party provides the BIM manager, and what is the core responsibility of
this individual?
3. What is a base model?
4. What is a federated model?
5. What are the main roles/positions that GC, designers, and subcontractors need
to create to ensure successful BIM implementation in a project? What is each
position responsible for?
Chapter 2:  Setting Up the Project for Success 17

References Nevena Zikic. 2019. BIM Project Execution Planning


Paulson, Boyd. 1976. “Designing to Reduce Guide v2.1. State College, PA: CIC Research
Construction Costs.” Journal of the Construction Group, Department of Architectural Engineering,
Division 102 (4): 587−592. The Pennsylvania State University. http://bim.
Messner, John, Chimay Anumba, Craig Dubler, psu.edu/project/resources/.(see file:///C:/Users/
Shane Goodman, Colleen Kasprzak, Ralph fl3638/Downloads/BIM-Project-Execution-
­Kreider, Robert Leicht, Chitwan Saluja, and Planning-Guide-Version-2.2-1568548016.pdf)
Appendix

The BIM PxP template (Messner et al. 2011) reproduced here was published under Creative
Commons licensing agreement.

BIM PROJECT EXECUTION PLAN


Version 2.0
FOR
[PROJECT TITLE]
DEVELOPED BY
[AUTHOR COMPANY]

This template is a tool that is provided to assist in the development of a BIM project execu-
tion plan as required per contract. The template plan was created from the buildingSMART
alliance™ (bSa) Project “BIM Project Execution Planning” as developed by The Computer
Integrated Construction (CIC) Research Group of The Pennsylvania State University. The
bSa project is sponsored by The Charles Pankow Foundation (http://www.pankowfoundation.
org), Construction Industry Institute (CII) (http://www.construction-institute.org), Penn State
Office of Physical Plant (OPP) (http://www.opp.psu.edu), and The Partnership for Achieving
Construction Excellence (PACE) (http://www.engr.psu.edu/pace). The BIM Project Execution
Planning Guide can be downloaded at http://www.engr.psu.edu/BIM/PxP.
This coversheet can be replaced by a company specific coversheet that includes at a
minimum document title, project title, project location, author company, and project number.

This work is licensed under the Creative Commons Attribution-Share Alike 3.0 United States
License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/3.0/us/
or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California,
94105, USA.

18
Chapter 2:  Appendix 19

BIM PROJECT EXECUTION PLAN


Version 2.0
FOR
[PROJECT TITLE]
DEVELOPED BY
[AUTHOR COMPANY]

TABLE OF CONTENTS

Section A: BIM Project Execution Plan Overview....................................................................... 20


Section B: Project Information.....................................................................................................21
Section C: Key Project Contacts................................................................................................. 22
Section D: Project Goals / BIM Uses........................................................................................... 23
Section E: Organizational Roles / Staffing...................................................................................24
Section F: BIM Process Design....................................................................................................25
Section G: BIM Information Exchanges...................................................................................... 26
Section H: BIM and Facility Data Requirements..........................................................................27
Section I: Collaboration Procedures........................................................................................... 28
Section J: Quality Control............................................................................................................ 30
Section K: Technological Infrastructure Needs..........................................................................31
Section L: Model Structure.......................................................................................................... 32
Section M: Project Deliverables.................................................................................................. 33
Section N: Delivery Strategy / Contract...................................................................................... 34
Section O: Attachments.............................................................................................................. 35
20 BIM for Design Coordination

SECTION A: BIM PROJECT EXECUTION PLAN OVERVIEW

To successfully implement Building Information Modeling (BIM) on a project, the project


team has developed this detailed BIM Project Execution Plan. The BIM Project Execution
Plan defines uses for BIM on the project (e.g., design authoring, cost estimating, and
design coordination), along with a detailed design of the process for executing BIM
throughout the project lifecycle.
[INSERT ADDITIONAL INFORMATION HERE IF APPLICABLE. FOR EXAMPLE:
BIM MISSION STATEMENT This is the location to provide additional BIM overview
information. Additional detailed information can be included as an attachment to
this document.
Please note: Instructions and examples to assist with the completion of this guide are
currently in grey. The text can and should be modified to suit the needs of the organization
filling out the template. If modified, the format of the text should be changed to match the
rest of the document. This can be completed, in most cases, by selecting the normal style
in the template styles.
Chapter 2:  Appendix 21

SECTION B: PROJECT INFORMATION

This section defines basic project reference information and determined project
milestones.
1. Project Owner:
2. Project Name:
3. Project Location and Address:
4. Contract Type / Delivery Method:
5. Brief Project Description: [NUMBER OF FACILITIES, GENERAL SIZE, ETC]
6. Additional Project Information: [UNIQUE BIM PROJECT CHARACTERISTICS AND
REQUIREMENTS]
7. Project Numbers:
PROJECT INFORMATION NUMBER
CONTRACT NUMBER:
TASK ORDER:
PROJECT NUMBER:

8. Project Schedule / Phases / Milestones:


Include BIM milestones, pre-design activities, major design reviews, stakeholder
reviews, and any other major events which occur during the project lifecycle.
PROJECT PROJECT
ESTIMATED ESTIMATED
PHASE / STAKEHOLDERS
START DATE COMPLETION DATE
MILESTONE INVOLVED
PRELIMINARY
PLANNING
DESIGN
DOCUMENTS
CONSTRUCTION
DOCUMENTS
CONSTRUCTION
22 BIM for Design Coordination

SECTION C: KEY PROJECT CONTACTS

List of lead BIM contacts for each organization on the project. Additional contacts can
be included later in the document.
CONTACT
ROLE ORGANIZATION LOCATION E-MAIL PHONE
NAME
Project
Manager(s)
BIM Manager(s)
Discipline Leads
Other Project
Roles
Chapter 2:  Appendix 23

SECTION D: PROJECT GOALS / BIM USES

Describe how the BIM Model and Facility Data are leveraged to maximize project value
(e.g., design alternatives, life-cycle analysis, scheduling, estimating, material selection,
pre-fabrication opportunities, site placement, etc.) Reference www.engr.psu.edu/bim/
download for BIM Goal & Use Analysis Worksheet.
1. Major BIM Goals / Objectives:
State Major BIM Goals and Objectives
PRIORITY
GOAL DESCRIPTION POTENTIAL BIM USES
(HIGH/ MED/ LOW)

2. BIM Use Analysis Worksheet: Attachment 1


Reference www.engr.psu.edu/bim/download for BIM Goal & Use Analysis Worksheet.
Attach BIM Use analysis Worksheet as Attachment 1.
3. BIM Uses:
Highlight and place an X next to the additional BIM Uses to be developed by the use
of the BIM model as selected by the project team using the BIM Goal & Use Analysis
Worksheet. See BIM Project Execution Planning Guide at www.engr.psu.edu/BIM/BIM_
Uses for Use descriptions. Include additional BIM Uses as applicable in empty cells.
X PLAN X DESIGN X CONSTRUCT X OPERATE
PROGRAMMING DESIGN AUTHORING SITE UTILIZATION BUILDING MAINTENANCE
PLANNING SCHEDULING
SITE ANALYSIS DESIGN REVIEWS CONSTRUCTION BUILDING SYSTEM
SYSTEM DESIGN ANALYSIS
3D COORDINATION 3D COORDINATION ASSET MANAGEMENT
STRUCTURAL DIGITAL SPACE MANAGEMENT /
ANALYSIS FABRICATION TRACKING
LIGHTING ANALYSIS 3D CONTROL AND DISASTER PLANNING
PLANNING
ENERGY ANALYSIS RECORD MODELING RECORD MODELING
MECHANICAL ANALYSIS
OTHER ENG. ANALYSIS
SUSTAINABLITY (LEED)
EVALUATION
CODE VALIDATION
PHASE PLANNING PHASE PLANNING PHASE PLANNING PHASE PLANNING
(4D MODELING) (4D MODELING) (4D MODELING) (4D MODELING)
COST ESTIMATION COST ESTIMATION COST ESTIMATION COST ESTIMATION
EXISTING CONDITIONS EXISTING CONDITIONS EXISTING CONDITIONS EXISTING CONDITIONS
MODELING MODELING MODELING MODELING
24 BIM for Design Coordination

SECTION E: ORGANIZATIONAL ROLES / STAFFING

Determine the project’s BIM Roles/Responsibilities and BIM Use Staffing


1. BIM Roles and Responsibilities:
Describe BIM roles and responsibilities such as BIM Managers, Project Managers,
Draftspersons, etc.

2. BIM Use Staffing:


For each BIM Use selected, identify the team within the organization (or organizations)
who will staff and perform that Use and estimate the personal time required.
NUMBER OF ESTIMATED
LEAD
BIM USE ORGANIZATION TOTAL STAFF WORKER LOCATION(S)
CONTACT
FOR BIM USE HOURS
3D
Contractor A
coordination
B
C
Chapter 2:  Appendix 25

SECTION F: BIM PROCESS DESIGN

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

2. List of Level Two – Detailed BIM Use Process Map(s): Attachment 3


The following are examples. Modify for specific project. Some Process Maps may
need to be removed, while some process maps may need to be added.
a. Existing Conditions Modeling
b. Cost Estimation
c. Phase Planning (4D Modeling)
d. Programming
e. Site Analysis
f. Design Reviews
g. Design Authoring
h. Energy Analysis
i. Structural Analysis
j. Lighting Analysis
k. 3D Coordination
l. Site Utilization Planning
m. 3D Control and Planning
n. Record Modeling
o. Maintenance Scheduling
p. Building System Analysis
[Delete unused or add additional process maps from list]
26 BIM for Design Coordination

SECTION G: BIM INFORMATION EXCHANGES


Model elements by discipline, level of detail, and any specific attributes important to the
project are documented using information exchange worksheet. See Chapter Four: Defining
the Requirements for Information Exchanges in the BIM Project Execution Planning Guide for
details on completing this template.
1. List of Information Exchange Worksheet(s): Attachment 4
The following are examples. Modify for specific project. Some Information
Exchanges may need to be removed, while some Information Exchanges may need
to be added.
a. Existing Conditions
Modeling
b. Cost Estimation
c. Phase Planning
(4D Modeling)
d. Programming
e. Site Analysis
f. Design Reviews
g. Design Authoring
h. Energy Analysis
i. Structural Analysis
j. Lighting Analysis
k. 3D Coordination
l. Site Utilization Planning
m. 3D Control and Planning
n. Record Modeling
o. Maintenance Scheduling
p. Building System Analysis
q. [Delete unused information exchanges from list]

2. Model Definition Worksheet: Attachment 5


(Attach Model Definition Worksheet)
Chapter 2:  Appendix 27

SECTION H: BIM AND FACILITY DATA REQUIREMENTS

The section should include the owners BIM requirements. It is important that the owner’s
requirements for BIM be considered so that they can be incorporated into the project’s
BIM process.
28 BIM for Design Coordination

SECTION I: COLLABORATION PROCEDURES

1. Collaboration Strategy:
Describe how the project team will collaborate. Include items such as communication
methods, document management and transfer, and record storage, etc.
2. Meeting Procedures:
The following are examples of meetings that should be considered.
PROJECT
MEETING TYPE FREQUENCY PARTICIPANTS LOCATION
STAGE
BIM REQUIREMENTS KICK-OFF
BIM EXECUTION PLAN
DEMONSTRATION
DESIGN COORDINATION
CONSTRUCTION OVER-
THE-SHOULDER PROGRESS
REVIEWS
ANY OTHER BIM MEETINGS
THAT OCCURS WITH
MULTIPLE PARTIES

3. Model Delivery Schedule of Information Exchange for Submission and Approval:


Document the information exchanges and file transfers that will occur on the project.
DUE
ONE-TIME DATE NATIVE FILE
INFORMATION FILE FILE MODEL MODEL
or or FILE EXCHANGE
EXCHANGE SENDER RECEIVER FILE SOFTWARE
FREQUENCY START TYPE TYPE
DATE

DESIGN (FTP POST)


STRUCTURAL DESIGN .XYZ
AUTHORING - 3D (COORDINATION WEEKLY [DATE] STRUCT .XYZ
ENGINEER APP .ABC
COORDINATION LEAD)
(FTP POST)
MECHANICAL DESIGN .XYZ
(COORDINATION WEEKLY [DATE] MECH .XYZ
ENGINEER APP .ABC
LEAD)

4. Interactive Workspace
The project team should consider the physical environment it will need throughout the
lifecycle of the project to accommodate the necessary collaboration, communication,
and reviews that will improve the BIM Plan decision making process. Describe how the
project team will be located. Consider questions like “will the team be collocated?” If
so, where is the location and what will be in that space? Will there be a BIM Trailer?
If yes, where will it be located and what will be in the space such as computers,
projectors, tables, table configuration? Include any additional information necessary
information about workspaces on the project.
Chapter 2:  Appendix 29

5. Electronic Communication Procedures:


(Note: File Naming and Folder Structure will be discussed in Section L: Model
Structure).
The following document management issues should be resolved and a procedure
should be defined for each: Permissions / access, File Locations, FTP Site
Location(s), File Transfer P
­ rotocol, File / Folder Maintenance, etc.
FILE FILE STRUCTURE / FILE PASSWORD FILE
UPDATED
LOCATION NAME TYPE PROTECT MAINTAINER
FTP SITE:
YES
ftp://ftp.****. ROOT PROJECT FOLDER FOLDER JIM McBIM ONCE
***********
com/***/****
ARCH ROOT FOLDER FOLDER ONCE
ARCH-11111-BL001.
.xyz DAILY
xyz
NETWORK
drive @ PSU
ROOT PROJECT FOLDER FOLDER NO JIM McBIM ONCE
F:\PROJECT\
BIM
Project
Management
Software
www.*****.com
30 BIM for Design Coordination

SECTION J: QUALITY CONTROL

1. OVERALL STRATEGY FOR QUALITY CONTROL:


Describe the strategy to control the quality of the model.
2. QUALITY CONTROL CHECKS:
The following checks should be performed to assure quality.
RESPONSIBLE SOFTWARE
CHECKS DEFINITION FREQUENCY
PARTY PROGRAM(S)
Ensure there are no unin-
tended model components
VISUAL CHECK
and the design intent has
been followed
Detect problems in the
INTERFERENCE model where two building
CHECK components are clashing
including soft and hard
Ensure that the BIM and
AEC CADD Standard
STANDARDS
have been followed (fonts,
CHECK
dimensions, line styles,
levels/layers, etc)
Describe the QC validation
process used to ensure
that the Project Facility
Data set has no undefined,
MODEL INTEGRITY
incorrectly defined or
CHECKS
duplicated elements and
the reporting process on
non-compliant elements
and corrective action plans

3. Model Accuracy and Tolerances:


Models should include all appropriate dimensioning as needed for design intent,
analysis, and construction. Level of detail and included model elements are provided
in the Information Exchange Worksheet.
PHASE DISCIPLINE TOLERANCE
ARCH ACCURATE TO +/- [ # ] OF ACTUAL SIZE AND
DESIGN DOCUMENTS
LOCATION
MECH ACCURATE TO +/- [ # ] OF ACTUAL SIZE AND
SHOP DRAWINGS
CONTRACTOR LOCATION
Chapter 2:  Appendix 31

SECTION K: TECHNOLOGICAL INFRASTRUCTURE NEEDS

1. Software:
List software used to deliver BIM. Remove software that is not applicable.
DISCIPLINE
BIM USE SOFTWARE VERSION
(if applicable)
DESIGN AUTHORING ARCH XYZ DESIGN VER. X.X (YEAR)
APPLICATION

2. Computers / Hardware:
Understand hardware specification becomes valuable once information begins to
be shared between several disciplines or organizations. It also becomes valuable to
ensure that the downstream hardware is not less powerful than the hardware used
to create the information. In order to ensure that this does not happen, choose the
hardware that is in the highest demand and most appropriate for the majority
of BIM Uses.
OWNER OF
BIM USE HARDWARE SPECIFICATIONS
HARDWARE
DESIGN XXX ARCHITECT X PROCESSOR, OPERATING SYSTEM,
AUTHORING COMPUTER MEMORY STORAGE, GRAPHICS,
SYSTEM ­NETWORK CARD, ETC.

3. Modeling Content and Reference Information


Identify items such as families, workspaces, and databases.
MODELING CONTENT /
DISCIPLINE
BIM USE REFERENCE VERSION
(if applicable)
INFORMATION
DESIGN ARCH XYZ APP FAMILIES VER. X.X. (YEAR)
AUTHORING
ESTIMATING CONTRACTOR PROPRIETARY DATABASE VER. X.X (YEAR)
32 BIM for Design Coordination

SECTION L: MODEL STRUCTURE

1. File Naming Structure:


Determine and list the structure for model file names.
FILE NAMES FOR MODELS SHOULD BE FORMATTED AS:
DISCIPLINE - PROJECT NUMBER – BUILDING NUMBER.XYZ (example: ARCH-11111-BL001.xyz)
ARCHITECTURAL ARCH-
MODEL
CIVIL MODEL CIVIL-
MECHANICAL MODEL MECH-
PLUMBING MODEL PLUMB-
ELECTRICAL MODEL ELEC-
STRUCTURAL MODEL STRUCT-
ENERGY MODEL ENERGY-
CONSTRUCTION MODEL CONST-
COORDINATION MODEL COORD-

2. Model Structure:
Describe and diagram how the Model is separated, e.g., by building, by floors, by zone,
by areas, and/or discipline.
3. Measurement and Coordinate Systems:
Describe the measurement system (Imperial or Metric) and coordinate system (geo-
referenced) used.
4. BIM and CAD Standards:
Identify items such as the BIM and CAD standards, content reference information,
and the version of IFC, etc.
STANDARD VERSION BIM USES APLICABLE ORGANIZATIONS APLICABLE
CAD STAN- DESIGN AUTHORING ARCHITECT
DARD
IFC VERSION/ RECORD MODELING CONSTRUTION MANAGER
MVD(s)
Chapter 2:  Appendix 33

SECTION M: PROJECT DELIVERABLES

In this section, list the BIM deliverables for the project and the format in which the
information will be delivered.
BIM
APPROXIMATE
SUBMITTAL STAGE FORMAT NOTES
DUE DATE
ITEM
Design
Development
Construction
Documents
Construction
See Record Model Information
Exchange to ensure that the proper
Record Model Close out (.xyz)
information is contained in this
model
34 BIM for Design Coordination

SECTION N: DELIVERY STRATEGY / CONTRACT

1. Delivery and Contracting Strategy for the project:


What additional measures need to be taken to successfully use BIM with the selected
delivery method and contract type?
2. Team Selection Procedure:
How will you select future team members in regards to the above delivery strategy and
contract type?
3. BIM Contracting Procedure:
How should BIM be written into the future contracts? (If documents / contracts are
developed, please attach as attachment 6)
Chapter 2:  Appendix 35

SECTION O: ATTACHMENTS

1. BIM USE SELECTION WORKSHEET [FROM SECTION D]


2. LEVEL 1 PROCESS OVERVIEW MAP [FROM SECTION F]
3. LEVEL 2 DETAILED BIM USE PROCESS MAP(S) [FROM SECTION F]
4. INFORMATION EXCHANGE REQUIREMENT WORKSHEET(S) [FROM
SECTION G]
5. MODEL DEFINITION WORKSHEET [FROM SECTION G]
6. DEVELOPED DOCUMENTS / CONTRACTS [FROM SECTION H]
Chapter 3

Model Quality

3.0  Executive Summary BIM-based design coordination had con-


Although building information models are sistently higher recall rates and resulted in
limited in specific areas, potential benefits of more complete identification of clashes, at
utilizing them have been widely investigated. the cost of false positives (Leite et al. 2011).
However, there have not been many research The same study showed that there was an
studies on the level of development (LOD) increase in total modeling time ranging from
requirements for the design coordination twice the effort to 11-fold when going from
function. This chapter describes how model one LOD to another. Comparing modeling
quality and LOD can impact successful time per object, from one LOD to another,
building information modeling (BIM) design rates ranged from 0.2 (decreased modeling
coordination. Results from prior research time) to 1.56 (increased modeling time).
experiments done in relation to mechanical, Hence, it is important to establish early on in
electrical, plumbing, and fire protection the design coordination process what LOD
(MEPF) design coordination found that 3D will be used by each trade, so as to catch

BIM for Design Coordination: A Virtual Design and Construction Guide for Designers, General Contractors, and MEP 37
Subcontractors, First Edition. Fernanda L. Leite.
© 2020 John Wiley & Sons, Inc. Published 2020 by John Wiley & Sons, Inc.
38 BIM for Design Coordination

as many clashes as possible while mini- to consider while developing a building


mizing false positives. Such an effort can information model for a project. The use of
lead to more comprehensive analyses and BIM (e.g., cost estimating, energy simulation,
better decision support during design and design coordination) often dictates the LOD
construction. that a model should have. Hence, projects
Much of this chapter is based on Leite that utilize BIM for different functions will
et al. (2011), published by Elsevier and often have different versions of the model
granted copyright clearance to be published (e.g., cost model, construction sequencing
in this book. model, design coordination model). Thus
it is important to define a model’s LOD
based on its intended use. This chapter
3.1 Introduction
will cover recommendations for LOD for
While potential benefits of utilizing BIM are
design coordination as well as discuss the
much talked about, there have not been
impact that LODs can have in the design
many research studies investigating the
coordination process.
modeling effort associated with generating
BIM at different LODs and the impact of
a LOD on a project. Such evaluations are 3.2  Analysis of Modeling Effort
needed in order to take full advantage of and Impact of Different Levels
the benefits of a semantically rich building of BIM Detail
representation. In order to evaluate the modeling effort and
In order to quantify the value added by the impact of LOD, Leite et al. (2011) selected
BIM, researchers have used different eval- two construction projects where different
uation metrics, depending on the purpose LODs were required to be modeled. Much
for which BIM was utilized. Savings in of the original paper is included in this
labor-hours during design, ability to quan- chapter, with updates where appropriate.
tify rooms and spaces within a facility, An overview of the selected projects and
improvements in time and accuracy of cost how they apply to this research is shown in
estimates and design coordination, and Table 3.1, including project description, BIM
reduction in the number of requests for usage, as well as the studies carried out for
information (RFIs) and change orders are the purpose of this paper. The projects are
examples of the metrics used in previous described in detail subsequently, followed
studies to quantify the value added by BIM by detailed descriptions of how each of the
usage (Boryslawski 2006, Staub-French and two types of studies was carried out for
Khanzode 2007, Kaner et al. 2008, Khanzode each project.
et al. 2008, Manning and Messner 2008,
Leite et al. 2011, Choi et al. 2018). 3.2.1  Project 1
While the benefits of BIM are important Project 1 was a commercial building consist-
to quantify, it is equally important to iden- ing of five stories with 189,000 square feet
tify what to include in a building information of office space. The estimated cost of the
model to achieve the expected value added core and shell construction was $14 million
by BIM usage in construction projects. The (in US dollars). The main structural ele-
LOD to be included is a critical criterion ments (beams and columns) in the building
Chapter 3:  Model Quality 39

TABLE 3.1  Overview of projects

Project description BIM usage Studies carried out

Cost Objective
Size Measuring the
Type (in US for required Components Modeling effort
(area) impact of LOD
dollars) LOD

Project 1 Commer­­ Five-stories, $14 million Vertical align- Structural Number of objects -
cial 189,000 ment and elements, and modeling
building sq ft design foundation, time in two differ-
check roof, exterior ent LODs for var-
enclosure ious components
Project 2 Academic Two nine- $97 Visualization Structural Number of objects Precision and
building story million and design architec- and modeling recall of clashes
buildings, check tural, and time in two in MEPF design
210,000 MEPF ele- different LODs for coordination,
sq ft ments exterior ­enclosure with a precise
geometry model

were steel, and the exterior enclosure was The team observed that the building
composed of curtain and brick veneer walls information model had different LODs for
with metal studs. The construction work different components of the model when
also included all related site, structural, generated according to the project manag-
mechanical, plumbing, fire protection, and er’s requirements. In relation to such differ-
electrical components. ent LODs, the number of objects that had to
The development of the building be modeled, and hence the time to generate
information model for this project started the required models, changed. The research
concurrently with the beginning of the team kept track of the modeling times as
construction phase and contrasts with the the model of this project was evolving in the
concept of BIM described in the National required LODs. It is important to note that
BIM Standard (National Institute of Building the company and the project manager were
­Sciences 2015), but it is reported here since deploying BIM as their new business pro-
this was the approach carried out in Project 1. cess; hence, they were new to the process.
Ideally, the model should have been devel- The LOD in the building information model
oped and augmented since the early design reflects the project manager’s perspective,
stages, in order to help designers under- since he requested the components to be
stand the project better and build the facility modeled based on the decisions he had to
virtually. The aim of the general contractor make on a daily basis. These requirements
(GC) was to gain experience in BIM usage included design checks and modeling of
during construction and observe its benefits certain parts of the project for verification
and limitations. In this project, the role of the of vertical alignment of metal studs and
research team was to help the GC to achieve elevator openings, coordinating the perim-
that and identify the GC’s LOD requirements eter slab’s condition, and addressing pos-
for different parts of the building information sible issues with pile caps.
model during construction for the research The quality of the model developed
presented in this paper. by the research team was assessed in a
40 BIM for Design Coordination

commercially available model-checker soft- Ideally, the model should have been devel-
ware tool before performing any analysis oped and augmented since the early design
with the LOD variations and corresponding stages, in order to help the design team
modeling-effort data, in order to verify that better understand the project and build the
there were no compromising design or mod- facility virtually. The approach carried out
eling errors. The purpose of this specific in Project 2, however, did lead to reenter-
model-checker tool is to identify design errors ing of data.
and analyze whether the design model is in The third-party modelers delivered the
compliance with codes and user-specified first version of the building information
rules in terms of quality and structural safety. model from 85% complete 2D architectural,
The problems identified by the tool were due structural, mechanical, electrical, plumb-
to limitations of the modeling software (e.g., ing, and fire protection (MEPF) drawings.
insulation modeled as a wall object and piles The MEPF included all elements larger
modeled as concrete columns, since there than 1.5 inch. When construction for the
were no pre-existing insulation or pile objects building’s underground garage was being
in the software’s library), and hence we claim carried out, the GC received a new building
that the model for Project 1 is valid for further information model based on 100% complete
analyses. Project 1 was used for the anal- drawings. By this time, the heating, plumb-
ysis of modeling effort based on the number ing, fire safety, electrical, and sheet metal
of objects that needed to be modeled for subcontractors had started their weekly
required LODs and the corresponding time to coordination meetings. Even though they
model the components in those LODs. had a building information model at hand,
the subcontractors decided to coordinate
3.2.2  Project 2 their designs by overlaying 2D drawings
Project 2 consisted of two academic on a light table, since most of the subcon-
buildings and an underground garage with tractors did not design in 3D at the time
150 spaces. The two buildings included this research was being carried out. Fur-
about 210,000 square feet of area. The total thermore, the subcontractors argued that
project cost was $97 million (in US dollars), there were no BIM requirements in their
and the construction cost was estimated at contract. All coordination was done on 2D
$72 million. The construction for Project 2 drawings. The fact that the subcontractors
was completed in 2009. were going to coordinate in 2D when there
This case study project began in the was a MEPF model available became one
first decade in which BIM was beginning of the motivations for the research in Leite
to see widespread implementation in et al. (2011): to investigate the needed LOD
the United States, when many GCs were in a building information model for MEPF
starting to implement BIM in pilot projects. design coordination. The study by Leite
This was such a case. The GC did not have et al. (2011) is unique as it is one of the few
in-house BIM experience and, hence, hired that was able to compare the performance
a third party to develop the project building of BIM-based design coordination and
information model based on 2D drawings 2D-based design coordination for a
and specifications provided by the designers. real-world project.
Chapter 3:  Model Quality 41

The GC also gave the building information researchers modeled the core and shell of
model to the exterior enclosure subcon- Project 1, and an undergraduate research
tractor, who concluded that the LOD in the assistant modeled the exterior enclo-
model was not sufficient to analyze the con- sure of a section of Project 2. All of these
structability of the building’s skin. The LOD modelers were fluent with the modeling
of the model that the GC provided to this sub- environments being used. To evaluate the
contractor had no connections represented. accuracy of clash detection with different
According to the exterior enclosure subcon- LODs, the research team compared the
tractor, these connections were fundamental types of clashes identified in the manual
to assess how they would build the skin, con- coordination process (overlay of 2D draw-
sidering that there were many unique layers ings on a light table by pairs of subcontrac-
in the exterior enclosure and many variations tors) and in the automatic clash-detection
of windows in this project. process using the building information
Thus, Project 2 motivated two dis- model from Project 2. The subsequent sub-
tinct analyses. The first was related to the sections detail how each analysis was
modeling effort based on the number of performed.
objects that needed to be modeled and the
associated time for modeling the compo- 3.2.3.1  Analysis of the Effort Required to Model a
nents in different LODs. In order to obtain Building Information Model to a Certain LOD
comparable modeling times, the research In order to analyze the effort (i.e., time
team developed two models of a section and number of objects modeled) required
of Project 2’s exterior enclosure: one in for modeling in different LODs, the
the original LOD, found in the third-party research team developed a core and
model, and the other in the fabrication LOD, shell model for Project 1 and a model of a
according to requirements specified by portion of Project 2’s exterior enclosure.
the exterior enclosure subcontractor. The While modeling, the time spent to model
second analysis was of the differences in each type of component was recorded.
the accuracy and comprehensiveness of Also, the number of objects in two ver-
clashes detected by performing automatic sions of the model (two different LODs)
clash detection using a building information was recorded.
model and manual clash detection (i.e., with For Project 1, modeled sections of
a light table using 2D drawing overlays). the project included structural elements,
The automatic clash detection was carried foundation, roof, and exterior enclosure.
out by the research team, and the manual Two versions were modeled for each of
coordination was carried out by the project these: precise and fabrication LODs. An
subcontractors with one researcher present, example difference between models in the
who collected data on clashes identified dur- two LODs was modeling a composite brick
ing coordination meetings. veneer element as a single component (pre-
cise LOD) versus bricks with insulation
3.2.3  Description of Performed Analyses and metal studs as separate components
For the modeling effort analysis in rela- in representing the exterior enclosure of a
tion to the two projects described, three building (fabrication LOD).
42 BIM for Design Coordination

For Project 2, the fabrication LOD model researcher collected data on the number of
contained all connections of a portion of clashes identified by the pairs of subcon-
Project 2’s exterior enclosure, so that the sub- tractors and their information exchange
contractor could study how to build the skin (i.e., information requests between subcon-
of the building. The model was later used to tractors, such as clearance between top the
build a full-scale physical prototype of the surface of a duct and the bottom surface of
exterior enclosure on site. The fabrication LOD a ceiling) for each iteration. The information
model was compared against a precise geom- exchanges were used to identify what
etry model that had the same LOD as the full objects needed to be modeled in a fabri-
version of Project 2’s building information cation LOD model, such that the clashes
model (developed by a third party). that were identified manually could also be
identified automatically. Examples of such
3.2.3.2  Analysis of the Impact of a Model’s LOD on detailed components included cable trays,
the Corresponding Decision-Making Task hangers, and insulation around pipes.
The analysis focused on the differences in For the purpose of this study, data for
accuracy and comprehensiveness of the floors 1 and 2 of Project 2 was used, since
clashes detected by performing automatic the researcher collected data for these
clash detection using a building information two floors while attending weekly MEPF
model versus manual clash detection (i.e., coordination meetings. The building
with a light table using 2D drawing overlays). information model contained objects
The BIM-based clash detection was carried representing architectural, structural,
out by the research team, and the 2D-based ductwork, electrical, plumbing, and fire
design coordination was carried out by the protection specialties. The only trade not
project subcontractors with a researcher represented in the building information
present, who collected data on clashes iden- model was heating, which is reflected as not
tified during coordination meetings. available (NA) in our analyses.
In order to analyze the impact of a After comparing the counts of clashes
model’s LOD on the corresponding decision detected during coordination meetings
it needed to support, a study of precision and through automatic clash detection, the
and recall in the identification of clashes in research team analyzed precision and recall
MEPF design coordination was carried out. of clashes identified in both processes and
The study aimed at comparing the manual kept track of objects that were and were not
2D and automatic BIM-based processes. modeled, which had an impact on precision
For five months, one member of and recall values. Precision and recall values
the research team attended weekly were calculated based on the following
coordination meetings for Project 2. In formulas from the information retrieval
these meetings, five types of subcontrac- domain (Rijsbergen 1979):
tors (ductwork/HVAC, electrical, plumbing,
fire protection, and heating) overlaid their Relevant Clashes Retrieved Clashes
Precision
drawings on a light table, in pairs of two, per hes
Retrieved Clash
each floor and section (the floor plan was Relevant Clashes Retrieved Clashes
Recall
divided into six sections) of the project. The Relevant Clashes
Chapter 3:  Model Quality 43

A B

FIGURE 3.1  Example of a false positive for automatic clash detection: a clash between an HVAC supply diffuser and light
fixture in (a) and (b). Different pieces of the same light fixture were considered two clashes. (a) The first instance of a
clash between the same two objects was considered the true positive; (b) a repetition of the same clash was considered a
false positive, as it was not an actual additional clash.

In the formulas, relevant clashes 3.2.4  Results from Leite et al.


(i.e., real clashes to be identified) are the (2011) LOD Study
summation of true positives (i.e., identi- The projects utilized in this research study
fied as a clash and really is a clash) and involved illustration of modeling different
false negatives (i.e., really is a clash but components in different LODs for differ-
not identified). Retrieved clashes might be ent purposes in design and construction.
either true positives or false positives (i.e., Observed LODs were: approximate geom-
identified as a clash but not really a clash). etry, precise geometry, and fabrication.
An example of a false positive is shown in Table 3.2 shows an example based on
Figure 3.1. Project 2, which illustrates components
False negatives were also noted, which in each of three LODs for a section of the
were missed by the subcontractors in exterior enclosure. Table 3.2 also describes
design coordination meetings given that the semantics required to be represented for
they were performing clash detection the modeled components in the three LODs
manually. In other words, precision of 1 (or and the specific purposes for which each
100%) means that all the clashes retrieved LOD would be appropriate to use. The LODs
are true positives, although it does not indi- captured in Table 3.2 are based on those in
cate that all clashes that should have been BIMForum (2013).
found were in fact found. High precision In the example in Table 3.2, a model in
simply means all clashes found were true LOD 200 (approximate geometry) was com-
positives. Recall of 1 (or 100%) means that posed of a generic wall element. For LOD
all possible clashes are retrieved, but it 300 (precise geometry), the model contained
does not mean that all clashes retrieved are windows and a curtain wall, resulting in a
true positives. With high recall, all possible total of 12 objects. Finally, for LOD 400 (fab-
clashes are retrieved, along with noise, rication geometry), the model contained
such as false positives, as illustrated in metal studs, interior gypsum, wood framing,
Figure 3.1. Z-channels, batt insulation, rigid insulation,
44 BIM for Design Coordination
Chapter 3:  Model Quality 45

hat channels, flashing, cement/aluminum good representation of different LOD effort


panels, zinc sheeting, a zinc window sur- requirements. While modeling, the research
round, a window, and a curtain wall, result- team tracked the hours needed to model
ing in a total of 240 objects. each component; and after modeling, the
For the purpose of the modeling effort team counted the objects represented in
analysis, two LODs were compared in each the model for each of these components.
project: LOD 300 and 400. It is worth noting Results of all representative components
that for Project 1, due to the variety of ele- illustrated the increase in time and the
ments modeled, not all connections in each number of objects required for a higher LOD.
of the sections of the project were modeled, For Project 1, an increase of approximately
given that the LOD was determined by the 2–4× was observed in time spent in order to
project manager in this project. Table 3.3 have a detailed representation of the parts
lists elements modeled in each LOD for the in the model. The largest increase in the
studied sections of Projects 1 and 2. number of objects occurred in the modeling
For the purpose of measuring the of the roof elements, which resulted in a 16×
impact of using a LOD in a decision-making increase due to addition of parapets, screen
task, Project 2’s precise geometry model wall, tubes, wire meshes, hollow structural
was used, which contained MEPF objects section (HSS) tubes, connections, insula-
used in this analysis and was modeled by a tion, cornices, coping, and plywood to the
third party. roof deck for detailed modeling. Similarly,
curtain wall modeling required 10× more
3.2.4.1  Analysis of the Effort to Generate a elements to represent windows, doors, and
Building Information Model in a Required LOD claddings. Another important observation
For the analysis of generating a building is the fact that the increase in the number of
information model in a required LOD, the objects and the time spent are not propor-
research team used the object counts and tional to the LOD increase in each compo-
the time required to model certain com- nent type. For instance, a fourfold increase
ponents as measurement parameters. in object count of brick veneer components
Table 3.3 shows the object count and time required a fourfold increase in time, but a
spent modeling several components of the sixteen-fold increase in number of objects
building information models in two projects. in the roof component resulted in only a
The examples are presented in two differ- threefold increase in modeling time. Based
ent LODs for each component to compare on the observed results shown in Table 3.3,
differences between the efforts required for the research team could not identify a trend
modeling the components with two different in the time required per object in different
LODs. Objects modeled in the two LODs are LODs, but we can state that the increase in
also listed in the table. LOD mostly requires less time per object.
For Project 1, the comparison was based This lack of trend could also be a result
on five building parts (foundation, struc- of the modeling capabilities of BIM tools
tural elements, roof, curtain walls, and brick enabling the replication of previously created
walls), which had the highest LOD mod- elements or the generation of a vast number
eled in this study and therefore provided a of objects at the same time.
46 BIM for Design Coordination
Chapter 3:  Model Quality 47

For Project 2, the research team com- However, Leite et al. (2011) acknowledged
pared two versions of the same section of that the models for Projects 1 and 2 were
the building, modeled for different pur- developed in the same software system.
poses. The first version, which consisted of Hence, software bias was not evaluated in
a precise LOD model that was created for this research.
visualization purposes, took three hours to
model, including the time taken to under- 3.2.4.2  Analysis of the Impact of a Model’s LOD on
stand the 2D drawings provided by the Decision Support
project engineer. This version contained This analysis was complementary to the
a total of 12 objects, which included walls, effort analysis, as the objective was to
slabs, and windows, modeled as single identify the impact of a model’s LOD in
objects. The fabrication LOD version of this analyzing different aspects of a project.
model, which was created mainly for the In other words, the research team iden-
exterior subcontractor to study the con- tified impacts of the LOD of the building
nections, took 34 hours to model (11.3× the information model in terms of preci-
precise LOD model). This version contained sion and comprehensiveness of specific
a total of 240 objects, including parts and analyses. Specifically, the research team
connections of walls, slabs, and windows. carried out a study of precision and recall
In accordance with the observation in in the identification of clashes to support
Project 1, the results for Project 2 also show MEPF design coordination by comparing
that the increase in the LOD requires less the manual 2D process (which leverages
modeling time per object. expert knowledge while conducting manual
For both projects, the results show that coordination) and an automatic BIM-based
there is a rate of increase in total modeling process (using a precise LOD model) to
time of two to eleven times when going from clash detection.
LOD 300 to 400. When comparing modeling The results that compare the clashes
time per object, from one LOD to another, between different pairs of trades identified
rates ranged from 0.2 (decreased modeling manually during the coordination meetings
time) to 1.56 (increased modeling time). (2D-based) and using automatic BIM-based
Also, the increase in the number of modeled clash detection are shown in Table 3.4. This
objects and modeling time is not propor- table shows the counts of clashes identified
tional to the LOD increase, and there is no in the manual process (2D in the table) and
general trend of increase in time spent with the automatic process (3D in the table) by
the LOD added among different types of pairs of subcontractors. The heating trade
components. Furthermore, the results for was not modeled in the building information
both projects show that there is a decrease model; hence the “not available (NA)” values
in the modeling time per object as LODs are in the cells are related to automatic BIM-
increased, and such decreasing times vary based clash detection for the heating trade.
among different components. Therefore, this As observed in this table, the counts of
study showed that more detail in the model clashes in the manual 2D-based process are
does not necessarily mean proportionally much lower than the counts in the automatic
more modeling effort. BIM-based approach. The differences in the
48 BIM for Design Coordination

TABLE 3.4  Count of clashes between pairs of subcontractors

Ductwork Electrical Heating Plumbing Fire protection

2D 3D 2D 3D 2D 3D 2D 3D 2D 3D

Ductwork 10 44 0 NA 1 70 6 73
Electrical 0 NA 4 3 3 6
Heating 0 NA 4 NA
Plumbing 3 25
Fire protection
2D = collected in coordination meetings using 2D drawings on a light table; 3D = identified through automatic BIM-based
clash detection

counts in manual and automatic processes Table 3.5 shows the recall and precision
can be interpreted as missed clashes in the of all observed instances of clashes in the
coordination meetings. However, that would 2D-based and BIM-based clash-detection
be a naïve conclusion given that we cannot approaches for Project 2. Such instances
confirm based on these counts that clashes captured coordination issues between duct-
identified in the automatic process are true work and electric, ductwork and plumbing,
positives (identified clashes were actu- electrical and plumbing, electrical and fire
ally clashes). protection, and plumbing and fire protec-
Moreover, simply comparing the dif- tion subcontractors. Table 3.5 also high-
ferences in counts does not necessarily lights objects that needed to be modeled to
mean that one process is more thorough capture all possible clashes between these
than another. For this reason, the research pairs of subcontractors. An example of an
team evaluated the precision and recall of object that was not modeled in the building
both processes. Precision is a ratio of true information model and was identified as
positives to the total number of retrieved causing clashes in the coordination meet-
clashes. Recall is a ratio of true positives ings was cable trays.
to the number of clashes that should have As shown in Table 3.5, generally, there
been identified. Often, there is an inverse is higher recall and lower precision for
relationship between precision and recall, the automatic 3D-based clash-detection
where it is possible to increase one at the approach, and lower recall and higher pre-
cost of reducing the other. For example, cision for the manual 2D-based approach.
an automatic clash-detection system can The low precision in the automatic clash
increase its recall by retrieving more clashes, detection was due to the LOD in the building
at the cost of increasing the number of irrele- information model. Some objects were
vant clashes (false positives) retrieved, which not modeled (e.g., cable trays), and hence
would, in turn, decrease precision. Hence, clashes related to these were not detected
precision can give us a measure of exact- (i.e., false negatives). Moreover, other objects
ness or fidelity of the identified clashes, were modeled in several pieces, which led to
whereas recall can give us a measure of the detection of multiple clashes related to
completeness. them, where there was actually only a single
Chapter 3:  Model Quality 49

TABLE 3.5  Recall, precision, and objects needed to capture all clashes, based on observations of clashes in automatic
and manual processes for floors 1 and 2

Pairs of subcontractors 2D (coordination 3D (automatic Objects needed to capture


analyzed meetings) clash detection) all clashes

Ductwork and electric Recall 10/18 = 0.56 11/18 = 0.61 Lights, ducts, cable trays, hangers
Precision 10/10 = 1.00 11/44 = 0.25
Ductwork and plumbing Recall 1/11 = 0.09 11/11 = 1.00 Plumbing lines, ducts, hangers
Precision 1/1 = 1.00 11/70 = 0.16
Ductwork and fire protection Recall 6/9 = 0.67 8/9 = 0.89 Ducts, sprinkler lines, hangers
Precision 6/6 = 1.00 8/73 = 0.11
electrical and plumbing Recall 4/6 = 0.67 2/6 = 0.33 Lights, plumbing lines
Precision 4/4 = 1.00 2/3 = 0.66
Electrical and fire protection Recall 3/4 = 0.75 2/4 = 0.50 Lights, fire-protection lines
Precision 3/3 = 1.00 2/6 = 0.33
Plumbing and fire protection Recall 3/7 = 0.43 7/7 = 1.00 Plumbing lines, fire-protection lines
Precision 3/3 = 1.00 7/25 = 0.28

clash. As stated previously, an automatic will lead to extra work in cleaning out your
clash-detection process increased recall results and also the risk of encountering
by retrieving more clashes, at the cost of clashes in the field due to false negatives
an increasing number of irrelevant clashes (e.g., cable trays and hangers not modeled).
(i.e., false positives) retrieved, which in From the precision and recall values
turn decreased precision. In other words, in Project 2, the research team observed
automatic clash detection identified sev- that the automatic process using BIM at a
eral clashes that were missed by the sub- precise LOD, with its consistently higher
contractors, who were performing this task recall rate, provides a more complete
manually. On the other hand, the manual identification of clashes, at the cost of
2D-based clash-detection approach iden- having to deal with many false positives.
tified clashes that could not possibly be The manual process, on the other hand,
found by automatic 3D-based clash detec- resulted in higher precision rates. None-
tion, since clashing objects (e.g., cable theless, it is more costly to deal with field-
trays) were not modeled in the building detected clashes than with virtual false
information model. Having lower precision positive clashes. Hence, for the purpose of
in the automatic process seemed counter- MEPF coordination, recall is preferable over
intuitive initially, although, when analyzing precision.
each instance in detail, noise in the data (i.e.,
false positives) leads to lower precision in the 3.3  Conclusions from the Leite et al.
automatic process. The value of Table 3.5 (2011) LOD Study
is in the observation that if objects in the While potential benefits of utilizing building
model are not in the needed LOD or are not information models are much talked about,
even there, then automatic clash detection there have not been many research studies
50 BIM for Design Coordination

investigating the modeling effort associ- various stakeholders for different design
ated with generating such models at dif- and construction activities. Such require-
ferent LODs and the impact of a LOD on ments could determine which metrics are
a project. Leite et al. (2011) showed that more relevant for a given task and, hence,
more detail in a model does not necessarily drive a more objective determination of
mean more modeling work; and such addi- LODs to be used in supporting different
tional effort can lead to higher precision, design and construction activities. Also,
enhancing decision support during design there is the need for the development of a
and construction. Results also showed that larger set of case studies for LOD evalua-
for the modeling effort analysis there was tion, using different software systems and
an increase in total modeling time rang- modelers with different experience levels,
ing from two- to eleven-fold when going to further evaluate modeling effort differ-
from one LOD to another. When comparing ences at each level of detail. Although the
modeling time per object, from one LOD to results showed in Leite et al. (2011) were
another, rates ranged from 0.2 (decreased based on BIM that is not fully integrated
modeling time) to 1.56 (increased mod- into the product development process (e.g.,
eling time). It is noted that for the MEPF Project 1 was modeled by the research
coordination problem, the BIM-based team and Project 2 was modeled by a third-
approach can have a higher impact on party company), it is expected that a model
decreasing possible field-detected clashes developed as an integral part of the product
due to its high recall rates. Nonetheless, development process, and augmented with
the chosen LOD for a given task should be collaboration between teams, could lead
determined by the purpose of its usage, to even more promising outcomes. Hence,
considering the aforementioned impacts as there are many opportunities for improve-
well as benefits of a LOD. ment in terms of BIM integration into the
Results presented in Leite et al. (2011) project lifecycle.
were acquired with the utilization of two
atypical projects. The types of projects, and 3.4  Model Quality Assurance
software selections are widely used in the Guidelines
industry and can be considered represen- A federated model, which is the model
tative sets. However, we acknowledge that used in design coordination sessions, is
the models for Projects 1 and 2 were devel- assembled from several models created by
oped in the same software system. Hence, designers and subcontractors. The base
software bias was not evaluated in this model contains architectural and struc-
research. Such an evaluation is suggested tural models. Each subcontractor then
as future research. creates their models for their individual
While this paper brought an analysis of scopes of work (e.g., mechanical, electrical,
modeling effort and the impact of different plumbing, or fire protection). These
LODs in BIM, there still remains the need individual models are then sent to the
to investigate BIM LOD requirements of GC’s BIM manager to be combined into a
Chapter 3:  Model Quality 51

federated model, which contains the base 3.4.1  LOD Requirements


model and all the subcontractor models. The level of development for the base model
In order to reach near-100% recall rates, and subcontractor models typically differ.
meaning all possible true positive clashes The base model is usually in LOD 300, while
would be found in BIM-based design subcontractor models are usually in LOD
coordination, and in an effort to minimize 350 or 400. Hence, federated models are a
false positives (i.e., noise) and increase compilation of various models at different
precision rates, the following modeling LODs. LOD definitions and example illustra-
guidelines are provided. tions are shown in Table 3.6.

TABLE 3.6  LOD definitions and examples

LOD Definition Example

100 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 per square foot, the
tonnage of HVAC, etc.) can be derived from other model elements.

200 The model element is graphically represented within the model as a generic
system, object, or assembly with approximate quantities, size, shape, location,
and orientation. Non-graphic information may also be attached to the model
element.

300 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 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. Non-graphic information may also be
attached to the model element.

400 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.
­Non-graphic information may also be attached to the model element.

500 The model element is a field-verified representation in terms of size, shape, loca-
tion, quantity, and orientation. Non-graphic information may also be attached to
the model elements.

NOTE: The LOD 100, 200, 300, 400, and 500 definitions are produced by the AIA (2013) and have been reproduced with permission of
the American Institute of Architects, 1735 New York Avenue, NW, Washington, DC 20006. The LOD 350 definition was developed by
the BIMForum (2013).
52 BIM for Design Coordination

3.4.1.1  Internal Coordination TABLE 3.7  Example file-naming structure

Subcontractors should verify that their Model scope Naming convention


models are clash free for their individual
Architectural model ARC-
scope of work (intradisciplinary coordination),
Structural model STRUCT-
as well as clash free with the base model (i.e.,
Mechanical duct model MECH_D-
structural and architectural). Any identified Mechanical piping model MECH_P-
clashes at this point need to be addressed by Plumbing model PLUMB-
the subcontractor internally before submit- Electrical model ELEC-
ting their model to the GC’s BIM manager to Fire-protection model FIRE_PR-
be integrated into a federated model.

3.4.1.2  Element Duplicates 3.4.1.5  BIM Color Scheme


Subcontractors should ensure that their All models in Autodesk Navisworks Man-
models do not contain duplicates of mod- age® (or whichever software is being used
eled elements or overlapping elements. for BIM-based design coordination) should
This will lead to false positives in the clash- be converted to the colors specified for
detection process and, hence, decrease pre- each discipline in the BIM PxP. Table 3.8
cision rates. provides an example color scheme for a
federated model.
3.4.1.3  Model Placement/Location
Subcontractors should ensure that their
model elements are in the correct location.
TABLE 3.8  Example federated model color scheme
An origin point should be established in the
BIM PxP, and all subcontractors should use Model scope Color
the established origin point to orient their Concrete model Light Grey
model in 3D space. This allows for accurate Structural steel model Maroon
location data to be derived directly from HVAC ductwork model Return air Pink
the model. Supply air Blue
Exhaust Yellow
3.4.1.4  File Naming
HVAC Piping models Chilled Green
Subcontractors should follow the file- water
naming structure established in the BIM supply
PxP. For example, file names can be for- Chilled Aqua
water
matted as “Building Level—Building Area—
return
Discipline—Subcontractor.xyz” (LVL0-BC-
Hot water Green
MECH_D-POR.xyz). Table 3.7 illustrates a supply
key model and example naming conventions. Hot water Aqua
Note that there may be many other models return
in place, dependent on project specificities Plumbing models Sanitary Brown
(e.g., interior framing model, glazing model, sewerage

communication model, security and access Water Lavender

control model). Fire protection model Red


Chapter 3:  Model Quality 53

Model scope Color


by Leite et al. (2011) found that 3D BIM-
based design coordination had consistently
Electrical model Grey
higher recall rates and resulted in more
Non-rated wall model While
complete identification of clashes, at the
Rated wall model Gold
cost of false positives. In order to reach
Drywall framing model Purple
near-100% recall rates, meaning all pos-
Equipment clearances Same color
as related
sible true positive clashes would be found
trade, with in BIM-based design coordination, and in
transparency an effort to minimize false positives (i.e.,
noise) and increase precision rates, mod-
eling guidelines were provided that cover
3.5  Summary and Discussion Points the following: LOD requirements, internal
This chapter described how model quality coordination, element duplicates, model
and LOD can impact successful BIM design placement/location, file naming, and BIM
coordination. Results from prior research color scheme.

■■ After reading this chapter, think about the following questions:

1. Why is it important to consider LOD in the various models used in design


coordination?
2. What is a typical LOD in the base model?
3. What is a typical LOD in subcontractor models?
4. What are examples of false positives in a model?
5. What is internal coordination, and why is it important that subcontractors per-
form this process?

References Projects: Feasibility Study and Functional


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The American Institute of Architects. www.aia .autcon.2018.09.015.
.org/contractdocs. Kaner, I., R. Sacks, W. Kassian, and T. Quitt.
BIMForum. 2013. “Level of Development 2008. “Case Studies of BIM Adoption for Pre-
Specification for Building Information cast Concrete Design by Mid-Sized Structural
Models.” https://bimforum.org/wp-content/ Engineering Firms.” Journal of Information
uploads/2013/08/2013-LOD-Specification.pdf. ­Technology in Construction 13: 303−323.
Boryslawski, M. 2006. “Building Owners Driving Khanzode, A., M. Fischer, and D. Reed. 2008.
BIM: the Letterman Digital Arts Center Story.” “Benefits and Lessons Learned of Implement-
Aecbytes (September 30). ing Building Virtual Design and Construction
Choi, J., F. Leite, and D. De Oliveira. 2018. “BIM- (VDC) Technologies for Coordination of
Based Benchmarking System for Healthcare Mechanical, Electrical, and Plumbing (MEP)
54 BIM for Design Coordination

Systems on a Large Healthcare Project.” Healthcare Facilities.” Journal of Information


Journal of Information Technology in Construction Technology in Construction 13: 446−457.
13: 324−342. National Institute of Building Sciences. 2015.
Leite, F., A. Akcamete, B. Akinci, G. Atasoy, National Building Information Modeling Standard
and S. Kiziltas. 2011. “Analysis of (NBIMS), Version 3. www.nationalbimstandard.org.
Modeling Effort and Impact of Different Rijsbergen, C.V. 1979. Information Retrieval
Levels of Detail in Building Information (2nd ed.). London, Boston: Butterworth.
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Chapter 4

Carrying Out a Successful Design Coordination Session

Source: Courtesy of Linbeck Group, LLC.

4.0  Executive Summary 4.1 Introduction


Decisions made and approaches taken in As discussed in chapter 2, each BIM-
design coordination largely depend on the related role is stipulated in the BIM project
knowledge and expertise of professionals from execution plan (PxP), and the general con-
multiple disciplines. The BIM manager, or tractor (GC) is typically required to have at
moderator of the design coordination process, least one BIM employee—a BIM manager—
usually represents the general contractor or whose responsibility for a project is to main-
the main mechanical contractor and coordi- tain the design coordination model. The
nates the effort of collecting models, identifying BIM manager is typically the designers’
clashes between systems, and solving identi- and subcontractors’ main point of contact
fied clashes. This chapter describes traits of an for BIM issues. The BIM manager also
effective design coordination moderator and runs the design coordination meetings
describes the design coordination workflow, during the construction phase. The BIM
including 3D modeling, internal coordination, manager prepares the federated model for
federated model assembly, clash detection, design coordination and performs initial
sorting and grouping of clashes, and design clash-detection analyses and groupings,
coordination meetings. to ensure that the design coordination

BIM for Design Coordination: A Virtual Design and Construction Guide for Designers, General Contractors, and MEP 55
Subcontractors, First Edition. Fernanda L. Leite.
© 2020 John Wiley & Sons, Inc. Published 2020 by John Wiley & Sons, Inc.
56 BIM for Design Coordination

meeting runs smoothly. As previously need to implement new technologies. Often,


stated in chapter 2, the BIM manager is individuals in these roles were formerly inno-
responsible for the following: vation or technology specialists. Another
approach is to identify an individual within
◻◻ Maintains the design coordination model
the company with field experience and tech-
(federated model)
nological enthusiasm, and then to train and
◻◻ Serves as the main point of contact transition them into a BIM manager role in
for the designers and subcontractors response to a business need. The latter has
regarding BIM issues the advantage of bringing in an individual
with construction domain expertise and not
◻◻ Runs design coordination sessions
just a technology background. With either
during the construction phase with sub-
option, BIM managers benefit from training,
contractors and designers
which can vary in each country. A few exam-
◻◻ Manages subcontractor record modeling ples include training and/or certification pro-
and deliverables grams offered by Autodesk, Graphisoft, the
◻◻ Manages file sharing/coordination American Institute of Building Design, the
software Association of General Contractors (AGC)
in the United States, and the Royal Institu-
In order to carry out the aforemen- tion of Chartered Surveyors (RICS) in the
tioned responsibilities, BIM managers United Kingdom.
need to be well prepared to lead multidis- The industry has seen effective BIM
ciplinary teams of subcontractors. Hence, managers with a wide range of past
this chapter will provide guidelines on pre- experiences. The key point is that a BIM
paring for and leading a successful design manager needs to have both strong soft
coordination session. and tech skills to be able to success-
fully manage BIM implementation in
4.2  Traits of an Effective Design construction projects.
Coordination Moderator Following is a summary of desired traits
Building information modeling (BIM) or of a design coordination moderator:
virtual design and construction (VDC) man-
agers’ roles can be as broad as managing ◻◻ Methodical and process-oriented. Plans
information related to planning, design, design coordination meetings well in
construction, and operations of facilities. advance so that the sessions are as pro-
The focus here is specifically on BIM man- ductive as possible. All sessions should
agers’ role related to carrying out design also follow a consistent pattern over time,
coordination processes. and the moderator should ensure that
A large part of the work of BIM managers the meetings remain on track. Should be
is related to facilitating effective collabo- able to quickly and objectively summarize
ration and coordination between different decisions and action items; and stays on
project stakeholders. In many companies, top of critical issues, following up when
the role of BIM manager emerged from the necessary with specific individuals,
Chapter 4:  Carrying Out a Successful Design Coordination Session 57

facilitating the design coordination pro- 4.3  Design Coordination Workflow


cess, and making it as efficient and The workflow described in this section may
effective as possible. vary depending on whether the team is
utilizing software that requires a BIM man-
◻◻ Solution-driven. Personable but also
ager to import each individual model into
assertive and firm when needed;
a federated model (e.g., Autodesk Navis-
reminds the team to keep the project’s
works®) or if the team is using software
best interest in mind. Should be patient
where each subcontractor can upload the
and someone who proposes what the
model directly into a federated model (e.g.,
contractor thinks of a particular situation
Autodesk BIM 360 Glue®). Either way, the
rather than imposing on the design team.
general workflow illustrated in Figure 4.1
Respectful of individuals and different
is similar and can be adapted to your own
opinions. Knows how to prioritize issues.
company needs.
Has people and communication skills,
The workflow shown in Figure 4.1
and is capable of leading meetings and
can be translated into a weekly schedule
discussions
as shown in Table 4.1, in which specific
◻◻ Logical thinker. Able to analyze different tasks are shown, leading up to the design
scenarios, and has strong problem- coordination meeting. Post-meeting, revi-
solving skills. Should have the right sions to each subcontractor model are
technical skills, including experience performed and new issues are corrected.
or at least knowledge of the specific A revised model will then be vetted in the
project and knowledge of all the subsequent week’s design coordination
engineering scopes of the project, meeting. This process continues until an
especially pertaining to MEPF. Past issue for construction (IFC) model is agreed
first-hand experience in design and/or upon by all parties.
construction is ideal.
◻◻ Strong software skills. The moderator 4.3.1  3D Modeling
will be “driving” the model in the design Assuming the base model (i.e., structural
coordination sessions and, hence, should and architectural) is available in at least
feel very comfortable with the particular LOD 300, the 3D modeling is done in model-
software system being used. authoring software by each individual

Federated Sorting and Design


3D Internal Clash
Model Grouping of Coordination
Modeling Coordination Detection
Assembly Clashes Meeting

Legend:
Subcontractor-led BIM-Manager-led

FIGURE 4.1  Design coordination workflow


58 BIM for Design Coordination

TABLE 4.1  Design coordination weekly timeline

Monday Tuesday Wednesday Thursday Friday

7 am Subcontractors/ BIM manager Subcontractors BIM manager gen- Subcontractors


8 am Trades upload/ meeting prepa- revise their erates revised perform visual
send models to ration individual models federated model inspections
BIM manager with clash reso- and uploads/ and correct any
lutions shares with sub- visible clashes
contractors
9 am BIM manager Design Subcontractors
10 am to run clash coordination download revised
detection, sort meeting federated model
11 am and group Subcontractors
clashes, and perform visual
12 pm generate clash Subcontractors
download/ inspections
report/agenda and correct any
for design receive meeting
minutes and/or visible clashes
coordination
meeting annotated model
1 pm Subcontractors
2 pm revise their
individual
3 pm models with
4 pm clash resolutions Subcontractors/
5 pm trades upload/
send revised
models to BIM
manager

Legend:

Subcontractor-led BIM-manager led

subcontractor who will participate in the 4.3.2  Internal Coordination


design coordination process. Subcon- As discussed in chapter 3, before handing
tractors can use various model-authoring over their individual models to the BIM man-
software systems, as long as they are in ager, subcontractors should perform internal
compliance with the established guide- (intradisciplinary) model coordination,
lines in the project’s BIM PxP. If design ensuring that their models are clash free
coordination is being carried out in Autodesk for their own scope of work as well as with
Navisworks Manage®, for example, then the the base model. Internal coordination can
model-authoring software system should be be performed through visual walkthroughs
able to export a file that is readable in Navis- of the model as well as clash detection uti-
works while maintaining geometry, naming lizing software such as Autodesk Navisworks
conventions, and color coding. Manage®. Subcontractors should also verify
Chapter 4:  Carrying Out a Successful Design Coordination Session 59

that there are no duplicates or overlapping clash-detection software system. In both


elements in their model, that elements are types of clash detection, the BIM manager
in the correct location, and that model ele- will consider hard clashes, soft/clearance
ments follow BIM PxP naming and color- clashes, and temporary workflow clashes.
coding conventions. Hard clashes are clashes between two
physical elements occupying the same
4.3.3  Clash Detection physical space: for example, a pipe running
Clash detection is typically led by the BIM through a steel beam, or a light fixture running
engineer and will include (1) visual inspec- through an HVAC duct. If only discovered
tions by virtual walkthroughs in a federated on site, these types of clashes can be both
model, typically done in clash-detection costly and time consuming to address. See
software (e.g., Autodesk Navisworks Man- example illustrations of hard clashes in
age®) that should not have model-authoring Figures 4.2 and 4.3.
capabilities, as only the party responsible Soft or clearance clashes occur when
for a specific scope of work should author elements aren’t given spatial tolerances
that scope of work’s model; and (2) automatic needed or if a buffer zone is breached: for
clash detection utilizing pair-wise tests in a example, minimum circulation clearance

FIGURE 4.2  Example hard clash—plumbing and fire-protection lines running through the HVAC duct
60 BIM for Design Coordination

FIGURE 4.3  Example hard clash—clash between HVAC duct and light fixtures
Source: Image courtesy Austin Commercial

between the bottom surface of a pipe Temporary workflow clashes involve


and the top surface of a finished floor in timeline/scheduling-type conflicts, such
a garage, or a pipe blocking access to an as scheduling of contractors or delivery
air handling unit maintenance point in a of equipment and materials: for example,
machine room. Such clashes might not be a major access point that is temporarily
caught in automatic clash-detection soft- blocked due to construction in the area.
ware since software only considers clashes Temporary workflow clashes are also
between two objects. Hence, it is common referred to as 4D clashes. These types of
practice to create objects representing clashes are harder to catch, as they require
desired or required clearances, so as to process/scheduling information integration.
enable clash-detection software to catch Hence, they are often observed in 4D models
soft clashes. These types of clashes are (3D integrated with time), as opposed to
also typically caught in visual inspections; clash-detection models, but can also be
hence, it is important to have key stake- pointed out by various stakeholders whose
holders in the room, including the owner work is impacted by such clashes and who
or facility management representatives, to are present at design coordination meet-
avoid missing potentially disruptive clashes ings. If only discovered on site, these types
that might not impact construction but of clashes can lower productivity or halt
will affect the facility operations phase. activities in the impacted area. See example
See example illustrations of soft clashes in illustrations of temporary workflow clashes
Figures 4.4 and 4.5. in Figures 4.6 and 4.7.
Chapter 4:  Carrying Out a Successful Design Coordination Session 61

FIGURE 4.4  Example soft clash—tight space for future maintenance between two pieces of HVAC equipment in the
facility’s machine room

FIGURE 4.5  Example soft clash—duct is lower than the height of the door in a service corridor/tunnel, where the client
needs at least 9’-0" clearance (standard height of doors in this area) to move any equipment)
Source: Image courtesy Austin Commercial
62 BIM for Design Coordination

FIGURE 4.6  Example temporary workflow clash—temporary scaffolding a blocking main access point

FIGURE 4.7  Example temporary workflow clash—buck hoist directly in front of an air handling unit on the mechanical
floor. This was the best location to put the hoist, as it was least disruptive to precast panels, allowing the GC to dry-in
as planned.
Source: Image courtesy Austin Commercial
Chapter 4:  Carrying Out a Successful Design Coordination Session 63

4.3.3.1  Sorting and Grouping Clashes 4.3.3.2  Design Coordination Meeting(s)


Once clash detection has been performed Once the BIM manager has sorted and
both automatically and through visual grouped clashes, those clashes and groups
inspection, the BIM manager should of clashes are, in essence, the agenda items
begin to group clashes, as there may be for the design coordination meeting. It is
numerous clashes that are simply due to important to note that the BIM manager
objects being modeled in many pieces should act as a moderator for this meeting
(e.g., a valve object modeled in 15 different and, therefore, should assist the subcon-
objects, generating 1 true positive clash tractors in coming up with and committing
and 14 false positive clashes); or a group to decisions about how to resolve conflicts
of clashes may have a related solution among themselves during the meeting.
and, hence, can be discussed in a design The BIM manager should lead the meeting
coordination meeting as a group. The typ- in terms of bringing up issues that need to
ical rule of thumb is that only 20% of what be solved, assigning responsibility for the
clash-detection software outputs as clashes issues, and capturing decisions or solutions
are actually relevant. Hence, a BIM man- regarding those issues. Subcontractors
ager will need to dedicate time to cleaning should feel empowered to solve the issues
out the noise and grouping clashes prior to identified and contribute to the overall
the design coordination meeting, so as to discussion, even if they are not the specific
enable the meeting to run more efficiently. parties that are clashing in the conflict being
See the example illustration of a series discussed.
of hard clashes that could potentially be Clash resolution is typically done either
grouped in Figure 4.8. ­simultaneously by all trades or sequentially via

FIGURE 4.8  Example of a series of hard clashes between one plumbing line and several sections of HVAC ducts. These
could potentially be grouped for discussion in a design coordination meeting.
64 BIM for Design Coordination

FIGURE 4.9  Design coordination meeting led by the GC, with most subcontractors joining remotely
Source: Image courtesy Austin Commercial

a hierarchy established in the BIM PxP. In begins, which helps prioritize and creates an
both types of clash resolution, the BIM man- order in which elements will be coordinated.
ager sets the meeting pace and the order in For example, architectural and structural
which clashes or groups of clashes are dis- elements can be considered frozen, so all
cussed (Figure 4.9). ­subcontractors/trades will need to go around
Simultaneous clash resolution means them: they will not move unless there is a
clashes are usually discussed following major issue, in which case designers need
zones and floors of a facility, covering all to be brought to the table for discussion.
clashes in each of those zones. Simulta- The elements with next-highest priority
neous clash resolution may lead to rework, are HVAC ducts, as they are the largest in
as solutions that subcontractors come up volume. Following ducts, the next elements
with for a preceding zone may then have a are any gravity-based lines, such as plumb-
ripple effect in subsequent zones. And since ing lines. And last on the priority list are
all s­ ubcontractors will work on developing pressurized pipes, such as fire-protection
new models for their scopes of work after lines, as they have the most movement flex-
the design coordination meeting, revised ibility. In practice, this means HVAC ducts
models may generate new clashes the fol- decide on location first, then release their
lowing week, which will then need to be model to all subcontractors. Then gravity-
coordinated again for that same zone. based lines enter their model, considering
Sequential hierarchy-based clash resolution architectural, structural, and ducts already
means a hierarchy of elements in a model in place, and release their model to all sub-
is established before design coordination contractors. This process continues until the
Chapter 4:  Carrying Out a Successful Design Coordination Session 65

last element in the hierarchy has a chance to approach can lead to a longer process,
enter their scope of work into the federated but with less rework, as once each trade is
model. Hierarchy-based clash resolutions working in their scope of work, they know all
require up-front organization and agreement previous scopes of work ahead of them in the
by all parties on the priority queue; this hierarchy are already coordinated.

■■ Sample Clash Resolution Hierarchy Typically Distributed by the GC at


the Start of the Design Coordination Process

This project is being designed using BIM authoring software (Autodesk Revit®),
all phases of design and construction will be using Revit®-compatible model
files, and clash-detection sessions will be carried out using the latest version of
Autodesk Navisworks Manage®.
The following hierarchy governs, in the event of a conflict:
1. Architecture and structure to take precedence over other disciplines
2. Equipment location and access
3. Gravity lines, including steam, condensate, waste, storm, grease duct, and pre-
action fire protection systems
4. High- and medium-pressure ductwork and devices
5. Large-diameter pressurized pipe mains, valves, and devices (4" and larger),
including all fire protection mains
6. Lighting fixtures and conduit racks/cable trays
7. Fire protection branch piping, devices, and heads
8. Low-pressure ductwork, grilles, registers, diffusers, and associated equipment
9. Small-diameter pressurized pipe mains, valves, and devices (3" and smaller)
10. Sleeves through rated partitions
11. Access panels

Miscellaneous notes:
◻◻ Ducts or pipes are not allowed to run parallel to and on top of walls or perpendic-
ular to walls at the edge of door frames.
◻◻ If a conflict regarding equipment access cannot be resolved, a request for infor­
mation (RFI) shall be written to confirm that the proposed layout is acceptable.
66 BIM for Design Coordination

4.3.3.3  Model Corrections ◻◻ Participation does not necessarily mean


Following each design coordination meet- in person. Participants using computers
ing, subcontractors make corrections to their and video conferencing from their
individual scopes in model-authoring soft- offices may be more effective, as tak-
ware; new models are then sent to the BIM ing detailers away from their machines
manager, who checks for any new clashes limits adjustments that could be made
that might have been generated due to revi- on the fly and access to information that
sions. A revised model is then vetted in the is in their own files (laptops aren’t always
subsequent week’s design coordination sufficient).
meeting. This process continues until an
◻◻ Participants should be willing to make
issue for construction model is agreed upon
changes in design documents based
by all parties.
on the GC’s suggestions or input, and
be willing to work together as a team.
4.4  Characteristics of a Successful Nothing derails a session like a trade
Design Coordination Session never willing to move their scope. This is
BIM managers are key in leading a success- a collaborative process, and participants
ful design coordination session. Success, in should function as a team, keeping the
this case, is defined as a design coordination project’s best interest in mind.
session that is effective and leads to
◻◻ Participants should be committed to the
objective resolutions to the coordination
coordination schedule. For example, the
issues at the start of the session.
example workflow is shown in Figure 4.1
The following best practices are the
with specific tasks that the GC outlines
building blocks of a successful design
early on in the process, including pre-
coordination session:
and post-meeting tasks.
◻◻ All files and content are available and
◻◻ All participants proactively flag prob-
accessible at all times by all stakeholders.
lems (even those that do not necessarily
◻◻ All essential stakeholders should be a impact their scope of work), bring them
part of the design coordination session. to team discussions, propose solutions,
For example, architects; all design con- and follow up in a timely manner.
sultants including structural, electrical,
◻◻ Participants should clearly document
mechanical, and plumbing design engi-
major coordination issue histories (times,
neers; and the project manager and
causes, discussions, progression, solu-
MEPF superintendent of the field team.
tions, and agreement). The BIM man-
Participants should have decision-
ager is responsible for keeping track of
making power; a detailer who has been
these, but the entire team needs to con-
given decision-making power is accept-
tribute actively.
able as well. “Let me check with my boss
in a couple of days” is never a good state- ◻◻ Finally, participants should have a clear
ment and halts a session. understanding of upcoming changes,
Chapter 4:  Carrying Out a Successful Design Coordination Session 67

which may mean having the GC or a of having both soft and tech skills. The
designer in the meeting. chapter described the design coordination
workflow, including 3D modeling, internal
4.5  Summary and Discussion Points coordination, federated model assembly,
This chapter discussed how to carry out clash detection, sorting and grouping of
a successful design coordination session clashes, and how to carry out a successful
and described traits of an effective design design coordination session.
coordination moderator and the importance

■■ After reading this chapter, think about the following questions:

1. Why is it important for BIM managers to have both soft and tech skills?
2. Before submitting their model to the BIM manager to be included in a federated
model, a subcontractor should perform internal coordination. What is typically
done in internal coordination?
3. Clash detection includes two main processes. What are they, and why is it
important to perform both?
4. What are the three most common clash types? Provide examples of each.
5. What are BIM manager-led activities that are part of the design coordination
workflow? Describe each.
6. What are subcontractor-led activities that are part of the design coordination
workflow? Describe each.
Chapter 5

Specific Guidelines for General Contractors


and the VDC Coordination Team

5.0  Executive Summary (PxP). The chapter also discusses interfaces


The VDC coordination team is usually part of the VDC team with other project teams,
of the general contractor (GC) and manages such as owners, designers, and subcontrac-
the entire BIM design coordination process. tors. A case study of an academic building
This chapter covers specific guidelines for is presented and describes the GC’s roles in
GCs and VDC coordinators, and discusses the VDC process that are related to design
the roles and responsibilities of the VDC coordination. Note that chapters 5, 6, and 7
coordinator/BIM manager in the design follow a similar structure, as each of these
coordination process, starting with setting chapters is meant to provide specific guide-
up the project’s BIM project execution plan lines for different stakeholders: chapter 5 for

BIM for Design Coordination: A Virtual Design and Construction Guide for Designers, General Contractors, and MEP 69
Subcontractors, First Edition. Fernanda L. Leite.
© 2020 John Wiley & Sons, Inc. Published 2020 by John Wiley & Sons, Inc.
70 BIM for Design Coordination

GCs and VDC coordinators, chapter 6 for systems from being installed in a manner that
designers, and chapter 7 for subcontractors makes their maintenance more difficult or
and fabricators. even impossible. The GC, then, has the key
role of setting up and managing the design
5.1 Introduction coordination process in a digital environment,
As well stated by Eastman et al. (2011), a ensuring that the process is well organized
critical function of any GC is trade and system and efficient.
coordination. Design coordination allows This chapter covers specific guidelines
for design integration by different specialty for GCs and VDC coordinators and dis-
designers and contractors to create a single, cusses the roles and responsibilities of the
coordinated set of designs that can be built VDC coordinator/BIM manager in the design
without clashes between components, coordination process, starting with setting
reducing design errors. Effective design up the project’s BIM project execution plan
coordination can prevent cost overruns, (PxP). The chapter also discusses interfaces
schedule delays, and general disruptions of the VDC team with other project teams,
caused by only identifying issues in the field, such as owners, designers, and subcontrac-
as designers and subcontractors will better tors. A case study of an academic building
understand their scope of work and how they is presented and describes the GC’s roles in
will interface with other disciplines. Design the VDC process that are related to design
coordination becomes more critical in com- coordination.
plex facilities, such as hospital buildings,
where there may be many different building 5.2  Role of the VDC Coordinator in the
services that are being installed by different Design Coordination Process
stakeholders, and that need to be installed in Although design coordination is a collab-
relatively confined spaces. orative process between multiple project
Although there were architecture, engi- stakeholders (e.g., owner, designers, gen-
neering, and construction (AEC) profes- eral contractor, and subcontractors), the
sionals ahead of the curve and already using process of coordinating designs involves
some form of 3D spatial coordination in the first detailing an engineer’s design into a
mid-1990s, the majority began using 3D fabrication model (i.e., LOD 400). It is impor-
spatial coordination with the wider adop- tant to note that mechanical, electrical,
tion of building information modeling (BIM) plumbing, and fire protection (MEPF)
in the mid-2000s. The transition from 2D to subcontractors’ development of a fabrica-
3D design coordination meant the process tion model is not design service. Rather,
became much more efficient and effective. it is a translation in 3D of an engineer’s
We can now detect more clashes ahead of design, which aims at enabling efficient
time, preventing design errors and clashes and cost-effective construction and
between systems from causing disruptions installation of the design. In other words,
in construction. And by integrating mul- engineers remain responsible for design,
tiple perspectives in the process, including and contractors and subcontractors
owners and future operators of the facility remain responsible for construction and
(i.e., facility managers), we can also prevent installation.
Chapter 5:  Specific Guidelines for General Contractors and the VDC Coordination Team 71

Federated Sorting and Design


3D Internal Clash
Model Grouping of Coordination
Modeling Coordination Detection
Assembly Clashes Meeting

Legend:
Subcontractor-led BIM-Manager-led

FIGURE 5.1  Design coordination workflow

GCs, hence, have the unique role of language with the GC and reflected in the
setting up, managing, and moderating the BIM PxP. The development of a detailed
process of design coordination between BIM PxP will also set up a framework for
multiple stakeholders. The GC’s BIM man- the project team in terms of expectations of
ager prepares the federated model for BIM use in the project, including modeling
design coordination and performs initial requirements, file-sharing protocols, and
clash-detection analyses and groupings, to team composition.
ensure that the design coordination meet- The GC’s BIM manager should also con-
ings run smoothly. sider the following best practices in prepara-
BIM managers need to be well prepared tion for BIM-based design coordination:
to lead multidisciplinary teams of subcon-
tractors. If we re-examine one of the figures ◻◻ The timing of design coordination
originally shown in chapter 4 (now Figure 5.1) meeting should be before the issu-
and focus on the GC BIM manager’s role, ance of 100% construction documents
we can see that the GC has an important (CDs): typically between 95% CD
role in ensuring the efficiency of the design and 100% CD.
coordination process as a whole, leading ◻◻ A successful design coordination meet-
most of the process. In order to accomplish
ing requires maximum involvement and
this, GCs need to ensure that their represen-
accountability, although active par-
tatives in the design coordination process
ticipation does not necessarily mean
have both technical skills and social skills, as
in person. Participants using com-
they will need to work with a broad range of
puters and video conferencing from
personality types and experience levels. For
their offices may be more effective,
example, a subcontractor may have minimal
as taking design detailers away from
3D modeling experience, but you will still
their machines limits adjustments that
need to integrate their model into a federated
could be made on the fly and access
model for design coordination purposes.
to information that is in their own files.
In setting up a project for successful
­(Laptops aren’t always sufficient.)
BIM-based design coordination, owners
Figure 5.2 shows an example of an online
have the key role of establishing the ground
design coordination session.
rules in terms of project requirements with
the GC and designers, which will then trickle ◻◻ Always send out a meeting agenda
down to subcontractors. Owner require- before the meeting to all the participants.
ments should be clearly stated in contract Typically, we send out meeting agendas
72 BIM for Design Coordination

FIGURE 5.2  Screen capture of an online design coordination meeting


Source: Image courtesy Linbeck Group, LLC. GoToMeeting and Autodesk screen shots reprinted courtesy of GoToMeeting and
Autodesk, Inc., respectively.

no later than 24 hours before the meet- ducts, electrical, cable trays, and
ing. Send meeting minutes/action items plumbing will be concealed within
after the meeting. the ceiling. This usually involves sub-
tracting from the floor-to-floor height
◻◻ The usual items to check for review items
the depth of structural framing and
during a coordination meeting include the
deepest ductwork and plumbing
following:
lines, and making sure the ceiling
◻◻ Penetrations through structural system will fit to provide the desired
framing (look for duct penetrations ceiling height. This needs to be iden-
through floors, locations of mop sinks, tified early in the project, before
and, most importantly, grade beams). construction starts, to avoid costly
◻◻ Correlation between site utilities and and time-intensive rework.
building MEPF, especially sanitary
◻◻ Develop a spatial hierarchy during the BIM
and storm (i.e., plumbing that is
kickoff meeting. An example is shown in
connected from the building to site
Figure 5.3. The kickoff meeting, in general,
utilities).
should be comprehensive, and the project
◻◻ Head heights/clearances in parking, setup and file-sharing framework should
especially pertaining to American be well organized.
Disabilities Act (ADA) clearances.
◻◻ Spend the initial week or two of design
◻◻ Ceiling heights, making sure all coordination on larger and/or critical
big-ticket items including large items or areas of a building or floor, and
Chapter 5:  Specific Guidelines for General Contractors and the VDC Coordination Team 73

FIGURE 5.3  Design coordination spatial hierarchy for a medical office building
Source: Image courtesy Linbeck Group, LLC

then move on to the smaller items. Hold ◻◻ Ensure that everyone is aware of the
productive coordination meetings (pref- project schedule and that everyone is
erably less than one hour) by focusing on committed to meeting the coordination
critical issues instead of minor clashes. schedule, including having resources
in place.
◻◻ Have the design team join a portion
of the coordination meeting to answer ◻◻ Understand the experience level of the
design-related questions. trades’ detailers as well as the human
resources in place beyond the main point
◻◻ Ensure that subcontractors are aware
of contact for each trade. It is also impor-
of any special requirements from the
tant to know if a subcontractor has hired
owner, such as as-builts to be provided in
a third party to model and coordinate on
specific formats (e.g., Autodesk Revit®).
their behalf.
◻◻ Establish a common insertion point at
Table 5.1 illustrates sample roles and
the start of the coordination process.
responsibilities of the GC, which can be
◻◻ Make modeling expectations explicit, included in a BIM PxP.
including LOD or spatial requirements. The specific responsibilities of GCs
For example, ¾" conduit or less does not shown in Table 5.1 are further detailed here:
need to be modeled, but when two ¾"
1. Develops BIM PxP
conduits run together, they need to be
Typically, a GC’s BIM manager adapts
modeled, as they take up more than 1"
a company’s BIM PxP template to each
of space.
specific project. The BIM PxP outlines
◻◻ Remind trades that they are expected to the BIM-related processes and proce-
run their own clash detection and work dures, especially with regard to design
with other trades offline, if necessary. coordination, and should be approved
Weekly coordination sessions aren’t by the owner. The GC’s BIM manager is
meant to be the only clash detections run responsible for tailoring the plan to meet
each week. the owner’s and project’s requirements.
74 BIM for Design Coordination

TABLE 5.1  Sample GC roles and responsibilities combined into a federated model, which
established in a BIM PxP
contains the base model and all the
BIM-related role BIM-related responsibility subcontractor models. It is important to
BIM manager ◻◻ Develops the BIM PxP note that the level of development (see
◻◻ Maintains the design chapter 3, section 3.2 for a discussion
coordination model (federated
of LOD) typically differs for the base
model)
◻◻ Main point of contact for model and subcontractor models. The
designers and subcontractors base model is usually in LOD 300, while
for BIM issues the subcontractor models are usu-
◻◻ Runs design coordination

sessions during the construction ally in LOD 400, which is why design
phase with subcontractors and coordination models are often said to
designers be in LOD 350 (i.e., some elements are in
◻◻ Manages subcontractor record

modeling and deliverables


LOD 300 and others are in LOD 400).
◻◻ Manages file-sharing/ In general, each BIM-related role
coordination software is stipulated in the BIM PxP. The GC is
Project manager ◻◻ Oversees the entire BIM process typically required to have at least one
◻◻ Holds team members account-
BIM employee—a BIM manager—
able for nonperformance
whose responsibility for a project is
to maintain the design coordination
This plan then becomes the guiding model. The GC’s main BIM-related
document for all BIM-related processes role should be that of managing the
and issues during the entire construction design coordination process and, at
phase. When the BIM PxP is being tai- the end of the construction phase,
lored to the project specifically, the GC delivering a federated as-built BIM
should set up a meeting with all sub- to the owner, including all major
contractors clearly describing expecta- trades (e.g., architectural, structural,
tions and priorities related to BIM in the mechanical, electrical, plumbing, and
project. After the BIM PxP is approved, fire protection). The BIM manager pre-
the execution of BIM can begin. pares the federated model for design
coordination and performs initial clash-­
2. Maintains the design coordination
detection analyses and groupings, to
model (federated model)
ensure that the design coordination
A federated model is assembled from
session runs smoothly.
several models created by designers
and subcontractors. The base model 3. Main point of contact for designers and
contains architectural and structural subcontractors for BIM issues
models. Each subcontractor then cre- The BIM manager is typically the
ates their models for their individual designers’ and subcontractors’ main
scopes of work (e.g., mechanical, point of contact for BIM issues. The
electrical, plumbing, fire protection). subcontractors commence their work
These individual models are then once they receive design drawings
sent to the GC’s BIM manager to be and specifications from a project’s
Chapter 5:  Specific Guidelines for General Contractors and the VDC Coordination Team 75

architect(s) and/or engineer(s). The subcontractor who will participate in the


information in the designers’ drawings design coordination process. Subcon-
are augmented and detailed by the sub- tractors can use various model-authoring
contractors, with the development of software systems, as long as they are
shop drawings and details needed for in compliance with the established
installation, ensuring that the engineer’s guidelines in the project’s BIM PxP. If
design intent and prescribed system design coordination is being carried out
performance are maintained. The GC in Autodesk Navisworks Manage®, for
manages the process of receiving and example, then the model-authoring soft-
distributing these various designs and ware system should be able to export a
specifications, including managing file that is readable in Navisworks while
requests for information (RFIs) maintaining geometry, naming conven-
tions, and color coding.
4. Runs design coordination sessions dur-
ing the construction phase with subcon- 6. Manages file-sharing/coordination
tractors and designers software
The BIM manager also runs the A detailed BIM PxP developed by the
design coordination sessions dur- GC and approved by the owner will also
ing the construction phase. These set up a framework for the project team
sessions are usually held on a weekly in terms of expectations of BIM use in
basis and should follow the model the project, including file-sharing pro-
development and submission require- tocols and coordination software. To
ments established in the BIM PxP. To prepare the model for the coordination
prepare a federated model for design meetings, the BIM manager records
coordination sessions, the BIM manager subcontractors’ models and manages
receives each subcontractor’s model file sharing and software coordination
and manages file sharing and software to ensure that each model is integrated
coordination to ensure that each model with the federated model on time.
is integrated with the federated model Seamless file sharing allows clash
in a timely manner. Efficient file sharing detection and constructability anal-
allows clash detection and constructa- ysis to be run accurately and smoothly.
bility analysis to be run smoothly. The All files and content should be avail-
GC’s project manager supervises the able and accessible at all times by all
BIM manager and holds team members stakeholders through a platform that is
accountable for nonperformance. managed by the GC’s BIM manager.
The workflow shown earlier in
5. Manages subcontractor record mod- this chapter in Figure 5.1 may vary,
eling and deliverables depending on whether the team is
Assuming the base model (i.e., structural utilizing software that requires a BIM
and architectural) is available in at least manager to import each individual
LOD 300, 3D modeling is done in model- model into a federated model (e.g.,
authoring software by each individual Autodesk Navisworks ®) or if the team
76 BIM for Design Coordination

is using software where each subcon- supervising the BIM process and
tractor can upload the model them- holding team members accountable
selves directly into a federated model for nonperformance. GCs need to
(e.g., Autodesk BIM 360 Glue®). Either ensure that their representatives in
way, the general workflow is similar the design coordination process have
and can be adapted to your own com- both technical skills as well as social
pany’s needs. skills, as they will need to work with a
The BIM manager should have broad range of personality types and
strong software skills, as they will be experience levels. For example, a sub-
“driving” the model in the design co contractor may have minimal 3D mod-
ordination session and, hence, should eling experience, but the GC’s BIM
feel very comfortable with the particular manager will still need to integrate
software system being u their model into a federated model for
design coordination purposes. Par-
7. Oversees the entire BIM process
ticipants should be committed to the
Each BIM-related role is stipulated
coordination schedule established
in the BIM PxP. The GC is typically
by the GC’s BIM manager. Figure 5.1,
required to have at least one BIM
shown earlier in this chapter, is an
employee—a BIM ­manager—who is
example workflow with specific tasks
responsible for oversight of the entire
that the GC outlines early in the pro-
BIM process, including maintaining
cess, including pre- and post-meeting
the federated model and managing
tasks. The BIM manager should create
the design coordination process with
a collaboration environment in which
all related stakeholders. A large part
all participants are compelled to pro-
of the work of BIM managers is related
actively flag problems (even those that
to facilitating effective collaboration
do not necessarily impact their scope
and coordination between different
of work), bring them to team discus-
project stakeholders. The BIM manager
sions, propose solutions, and follow up
is typically the designers’ and subcon-
in a timely manner.
tractor’ main point of contact for BIM
Following each design coordination
issues. The BIM manager also runs the
meeting, each subcontractor makes
design coordination sessions during the
corrections to their individual scopes
construction phase. The BIM manager
in model-authoring software; new
prepares the federated model for design
models are then sent to the BIM man-
coordination and performs initial clash-
ager, who checks for any new clashes
detection analyses and groupings, to
that might have been generated due
ensure that the design coordination
to revisions. A revised model is then
meeting runs smoothly.
vetted in the subsequent week’s
8. Holds team members accountable for design coordination meeting. Partici-
nonperformance pants should clearly document major
The GC’s project manager, thought coordination issue histories (times,
their BIM manager, is in charge of causes, discussions, progression,
Chapter 5:  Specific Guidelines for General Contractors and the VDC Coordination Team 77

s­ olutions, and agreement). The BIM trades. The second meeting should be led
manager is responsible for keeping by the GC team and its BIM lead. Addi-
track of these, but the entire team tional BIM review meetings can be called by
needs to contribute actively. This the owner as the owner deems necessary.
process continues until an issue for Such meetings can include compliance
construction model is agreed upon by checks of the BIM PxP, visual examinations
all parties. of federated models, and review of design
coordination processes. Also, if an owner’s
5.3  Interfacing with Other representative is in place, that individual
Stakeholders may attend the weekly design coordination
The GC interfaces with all project teams, sessions led by the GC’s BIM manager. The
such as subcontractors, designers, and owner should also facilitate model handover
owners. The main BIM-related interface between designer and GC, assuming there
points are discussed next. are two separate contracts in place: between
owner and designer, and owner and GC.
5.3.1 Owner
Once the GC is selected, the owner should 5.3.2 Designers
review, evaluate, and comment on the BIM If the owner chooses to have the design
PxP developed by the GC, to ensure that it team also develop a BIM PxP, the GC should
is compatible with the owner’s expectations. make an effort for its BIM PxP to align with
If an owner organization’s BIM standard that of the design team, assuming a delivery
is in place, requirements for the BIM PxP method in which the owner has separate
should be included in that standard. The contracts with designer and GC.
owner can also choose to require a BIM PxP While the GC runs a large part of the BIM
from the designers as well, although the design coordination sessions, the designer
common practice in the United States is may also be required to employ at least one
that the GC leads the BIM implementation BIM manager. The designer’s BIM manager
in construction, especially with regard to is responsible for updating the design model
design coordination. during the design and construction phase.
Once the project is underway, the owner The GC’s BIM manager uses the designer’s
should regularly check the model(s) and/or BIM manager as the point of contact for BIM
participate in weekly design coordination issues related to the design. The GC may
sessions. It is advisable that the owner con- relay requests for information (RFIs) from
duct two kick-off meetings that are specifically ­subcontractors and/or other designers to the
BIM-related: one at the design phase, with designer, to ensure that their design intent is
the entire design team, as well as any major maintained during the design coordination
consultants. The first meeting should be process. Due to the RFIs, necessary
led by the design team and its BIM lead. changes may have to be made in the design;
A second meeting should be held once the designers respond to the RFIs with approval/
GC or construction manager is selected and disapproval to the requests for changes. Any
should include the design team, GC team, design changes need to be reflected in the
and major subcontractors/construction base model.
78 BIM for Design Coordination

5.3.3 Subcontractors coordination sessions as well. Either way,


The GC has an important role in ensuring each subcontractor should ensure that
the efficiency of design coordination, the model is updated for the next design
leading most of the process. A GC’s BIM coordination session and the design
manager will develop the project’s BIM PxP, changes are communicated for construction
which outlines BIM-related processes and execution.
procedures, especially with regard to design
coordination, and should be approved by the 5.4  Case Study: Academic Building
owner. The GC’s BIM manager is responsible in the Southern United States
for tailoring the plan to meet the owner’s This case study describes a project’s BIM
and project’s requirements. This plan will implementation from the GC’s perspec-
then become the guiding document for tive, specifically with regard to design
all BIM-related processes and issues dur- coordination. The project is an academic
ing the entire construction phase. Before building in the southern United States. The
any subcontractors are signed to a project GC was hired as the construction manager
by the GC, the use of BIM should be stipu- at risk (CM@R), so the GC and lead designer
lated in contract language. Each subcon- had separate contracts with the owner. The
tractor should be required to abide by the building has over 430,000 square feet of open
BIM-related processes described in the and flexible space for interactive learning,
GC’s BIM PxP to ensure successful design with state-of-the-art laboratories, open and
coordination. Each subcontractor should closed spaces for study, a cafeteria, and a
employ a 3D/BIM technician and/or respec- library. Attached to the south side of the
tive lead project manager who will attend building is a large auditorium with a 300-seat
design coordination sessions and be respon- capacity. The construction of the complex
sible for resolving all model conflicts. started in 2015, with substantial completion
At the start of the project, the GC will in August 2017.
usually set up a meeting with all subcontrac- The building, as seen in Figure 5.4,
tors, clearly describing expectations and pri- has a complex integration of systems
orities related to BIM in the project. During that needed to be coordinated correctly
project execution, the GC moderates design to ensure a high-quality product. The
coordination sessions (usually on a weekly most complex aspect of the project,
basis), manages subcontractor record mod- from a mechanical, electrical, plumbing,
eling and deliverables, and manages file-­ and fire protection (MEPF) coordination
sharing/coordination software. The GC also standpoint, and where BIM use was
relays RFIs from subcontractors and/or other most helpful, was the coordination of the
designers to the designer, to ensure that plenum space used to house the facility’s
their design intent is maintained during the building systems. The research labora-
design coordination process. tories required ductwork, plumbing, ser-
After each design coordination session, vices, electrical, exhaust, fire protection,
the BIM technician implements the changes security, and controls to all fit in a very
discussed in the model. Often, subcontrac- limited amount of space. These complex
tors implement changes during the design coordination challenges led the owner to
Chapter 5:  Specific Guidelines for General Contractors and the VDC Coordination Team 79

Architectural
Structural
Model
Model

Mechanical Fire Protection


Federated Model Model
Model

Plumbing
Electrical
Model
Model

FIGURE 5.4  Federated model


Source: Image courtesy Hensel Phelps

stipulate the use of BIM in the contract during the construction phase. To prepare
with the GC. The objectives of using BIM the model for the coordination meetings,
on the GC’s behalf also aligned with these the BIM manager recorded subcontractors’
contractual goals. models and managed file sharing and soft-
Overall, the project had approximately ware coordination to ensure that each model
23 professionals involved in BIM execution. was integrated with the federated model in
In general, each role was stipulated in the a timely manner. This smooth file sharing
BIM PxP. The GC was required to employ allowed clash detection and constructabil-
two BIM personnel: a BIM manager and ity analysis to be run accurately. The project
a project manager. The BIM manager’s manager was in charge of supervising the
sole responsibility was to maintain the BIM process and holding team members
construction coordination model. The BIM accountable for nonperformance.
manager was the architect/engineer’s (A/E) The architect/engineer was also required
and subcontractor’s main point of contact for to employ at least one BIM manager. The
BIM issues and ran coordination meetings A/E’s BIM manager was responsible for

Leite516019_c05.indd 79 10/24/2019 12:02:05 PM


80 BIM for Design Coordination

TABLE 5.2  Meeting types and frequencies

Meeting type Project stage Frequency Participants

BIM kick-off Preconstruction Once GC, designers, owner


BIM PxP review Construction Monthly GC, designers, owner
Construction progress reviews Construction Weekly GC, designers, owner
BIM coordination meetings Construction Weekly GC, designers, subcontractors

updating the design model with any design was responsible for ensuring that the model
changes during the construction phase. The was updated for the next coordination meet-
GC BIM manager used the A/E BIM man- ing and the design changes were communi-
ager as the point of contact for BIM issues cated for construction execution.
related to design. At the beginning of BIM The key to successful collaboration
coordination, the designers provided a 3D is clear communication and execution.
model of the structural and MEPF systems. It Hence, a collaboration strategy was explic-
was the subcontractors’ responsibility to col- itly stated in the BIM PxP (and is shown
laborate in the construction of their respec- in the box insert), which also outlined a
tive systems. coordination schedule to be followed by GC,
Before any of the subcontractors were designers, and subcontractors, as shown in
signed to the project, the use of BIM was Table 5.2.
stipulated in the contract. Each subcon- Subcontractors were responsible for deliv-
tractor was required to participate in exe- ering their models every Monday to ensure
cuting the BIM plan as per the BIM PxP. that the federated model assembled by the
Each subcontractor was to employ a 3D tech- GC’s BIM manager was always up-to-date.
nician and/or respective lead project man- A BIM coordination meeting was held every
ager who would attend modeling meetings Tuesday. A file-sharing framework was
and coordination meetings and be respon- established early on by the BIM manager,
sible for resolving all model conflicts. After and specific file-sharing conventions were
the coordination meetings, the BIM techni- specified in the BIM PxP. Once subcontrac-
cian implemented the changes discussed in tors uploaded their models on Monday, the
the coordinated model. Each subcontractor GC’s BIM manager imported each model into

■■ BIM PxP Statement on the Project’s Collaboration Strategy

The BIM process is most successful when all parties collaborate freely among
each other. Frequent BIM review and coordination meetings will ensure that the
process is benefiting the overall project. Communication should not be limited
to the meetings outlined in the BIM PxP. Constant communication to resolve
issues will greatly increase the efficiency of the BIM workflow.
Chapter 5:  Specific Guidelines for General Contractors and the VDC Coordination Team 81

Autodesk Navisworks® manager to create the avoid consequential clashes when moving
project’s federated model. The BIM manager systems, as well as potential constructabil-
ran an initial clash detection on that federated ity issues.
model. The weekly coordination schedule The coordination changes were recorded
allowed stakeholders participating in the BIM by the GC’s BIM manager, and subcontrac-
coordination meetings to run through each tors were in charge of updating their models
floor of the building model as construction in their own model-authoring software to
occurred, being ahead of construction by a reflect the decisions that were discussed
few weeks. For coordination purposes, the GC in the meeting. This process was repeated
established a hierarchy of elements that was for each level of the project until all subcon-
used to moderate discussions in the design tractors were able to sign off on a clash-free
coordination sessions. This hierarchy was model. Only then were subcontractors able to
as follows: execute the work described in the federated
and coordinated model. The GC conducted
1. Major structural elements quality assurance/quality control (QA/QC)
2. Architectural elements walkthroughs in the project to ensure that
each subcontractor was installing their work
3. Gravity lines (plumbing) in the agreed-upon locations, as shown in
Figure 5.5.
4. Electrical bus duct
The GC encountered a few challenges
5. Mechanical duct in the implementation of BIM for design
coordination in this project, including hav-
6. Heating, ventilation, and air condi-
ing to deal with subcontractors with varying
tioning (HVAC)
levels of 3D modeling skills and obtaining 3D
7. Electrical, data, telecommunication, and models from the designers.
controls greater than 4” in diameter The level of sophistication, in general,
of BIM implementation in this case study
8. Fire protection
illustrates how much the industry has
9. Copper plumbing greater than 4" evolved in terms of BIM use in just one
in diameter decade. When we compare this case study
to the one presented in chapter 3, we can
10. Pneumatic tubing see striking differences. BIM was man-
11. Copper plumbing lesser than 4" dated in this case study by the owner at
in diameter the start of the project; in the case study
in chapter 3, BIM was implemented more
The systems toward the top of the list as an experiment and learning tool for the
were given priority. In the case of subcon- GC. It was not even used by the subcon-
tractors disagreeing about which system tractors in design coordination; they opted
should relocate, the BIM manager and to coordinate in 2D on a light table. In this
project manager gave their input based on chapter’s case study, the GC developed a
cost and time efficiency. The solution to any BIM PxP; at the time of chapter 3’s case
clash was given careful consideration, to study implementation, using a BIM PxP was
82 BIM for Design Coordination

FIGURE 5.5  GC BIM manager conducting QA/QC of installed work

not a common practice in the United States. have attempted to formalize processes is a
GCs and subcontractors slowly observed clear indicator of the maturity of BIM imple-
the many benefits of implementing BIM for mentation in the industry.
design coordination during the last decade,
which has led to increasing use of BIM in 5.5  Summary and Discussion Points
the industry as a whole. Over a decade ago, This chapter covered specific guidelines for
Hartmann et al. (2008) documented that GCs and VDC coordinators, and the roles
projects were using BIM for only one to two and responsibilities of the VDC coordinator/
application areas. Mostafa and Leite (2018) BIM manager in the design coordination
replicated Hartmann et al.’s methodology process, starting with setting up the Proj-
and applied it to 28 more recent case studies ect’s BIM Project execution plan (PxP). The
and found that projects were implementing chapter also discussed interfaces of the
BIM for, on average, four application areas, VDC team with other project teams: owners,
of which design coordination was the most- designers, and subcontractors. A case study
implemented BIM application area. Beyond of an academic building was presented and
using BIM for more functions/application described the GC’s roles in the VDC process
areas in a project, the fact that stakeholders that were related to design coordination.
Chapter 5:  Specific Guidelines for General Contractors and the VDC Coordination Team 83

■■ After reading this chapter, think about the following questions:

1. What are GC-led activities that are part of the design coordination workflow?
Describe each.
2. Describe at least three BIM-related responsibilities of GCs in support of BIM-
based design coordination.
3. Why is it important for BIM managers to have both soft and tech skills?
4. Describe how GCs interface with subcontractors.
5. Describe how GCs interface with designers.
6. Describe how GCs interface with owners.
7. Return to the case study in chapter 3 and compare it to chapter 5’s case study, in
terms of aspects of BIM implementation that have evolved in the last decade.

References Construction Engineering and Management


Eastman, C., P. Teicholz, R. Sacks, and K. Liston. 134 (10): 776–785.
2011. BIM Handbook: A Guide to Building Mostafa, K., and F. Leite. 2018. “Evolution
Information Modeling for Owners, Managers, of BIM Adoption and Implementation by
Designers, Engineers and Contractors (2nd ed.). the Construction Industry Over the Past
Hoboken NJ: John Wiley and Sons. Decade: a Replication Study.” In Proceedings
Hartmann, T., J. Gao, and M. Fischer. 2008. of the 2018 Construction Research Congress,
“Areas of Application for 3D and 4D Models New Orleans, LA, 180–189. ASCE. https://doi.
on Construction Projects.” Journal of org/10.1061/9780784481264.018.
Chapter 6

Specific Guidelines for Architects and Engineers

6.0  Executive Summary of the designer. The chapter also describes


Designers, including architects, engineers, how the design team interfaces with the
architectural engineers, and design con- VDC team, as well as other project stake-
sultants, are responsible for generating a holders, such as subcontractors and owners.
design model, which serves as the base A case study of a facility expansion project
model for the design coordination process. is presented and describes the information
They also update their design model(s) required to integrate process information into
during the construction phase based on BIM, by documenting current practices of
design coordination or constructability constructability review process and the chal-
assessments, or any other design changes. lenges of implementing this process in the
This chapter covers specific guidelines for design phase. The case study illustrates how
designers involved in design coordination a model created by designers can serve as
and discusses the roles and responsibilities the base model for a constructability review.

BIM for Design Coordination: A Virtual Design and Construction Guide for Designers, General Contractors, and MEP 85
Subcontractors, First Edition. Fernanda L. Leite.
© 2020 John Wiley & Sons, Inc. Published 2020 by John Wiley & Sons, Inc.
86 BIM for Design Coordination

6.1 Introduction Information technologies such as building


Fragmented organizational divisions in the information modeling (BIM) and virtual
architecture, engineering, and construction design and construction (VDC) provide
(AEC) industry and traditional procurement significant support to such a collabora-
methods (such as design-bid-build) result in tive environment and design-construction
a sequential separation between design and integration and have been increasingly used
construction processes. This fragmented to improve design quality and management
nature often leads to information loss, dupli- efficiency in the AEC industry (Eastman
cation, or inaccuracy and further gives rise et al. 2011). The current use of BIM in the
to productivity loss, schedule delays, cost United States building construction industry
overruns, increased litigation, and unsatis- has been mostly limited to a small number of
factory production quality (de la Garza 1994). tasks such as design or trade coordination
The annual cost due to inadequate interop- (Hartmann and Fisher 2007, Becerik-Gerber
erability in the United States capital facility and Rice 2010, Mostafa and Leite 2018).
industry in 2002 was quantified to be $15.8 The information-sharing power of BIM has
billion (Gallaher et al. 2004). In 2019 dollars, not been fully utilized in terms of facilitating
that is estimated to be near $20.8 billion (in communication between designers and
United States dollars), when simply adjusting builders in the design phase. As one BIM
the original estimate for inflation. The impor- engineer working in a building with complex
tance of collaboration among project partic- mechanical, electrical, plumbing, and fire
ipants and integration between processes protection (MEPF) systems described it, “In
has been widely recognized (Gallaher et al. the virtual world, we can fit 10 pounds of stuff
2004). In recent decades there have been into a 5-pound bag.” In other words, in pro-
significant research efforts focusing on jects with complex and convoluted MEPF sys-
including construction information in the tems, objects may fit perfectly in the model
design development process to enhance but fail to be installed on site because of
constructability of designs (e.g., Odeh 1992, constructability or installation issues, which
Dzeng 1995, Aalami 1998, Wang and further suggests that inadequate process
Leite 2012), since constructability is consid- consideration is involved in the design model.
ered a major factor that has consequential Moreover, current model-authoring tools are
impacts on the success of construction still lacking real-time collaboration mecha-
projects (CII 1993; Waly and Thabet 2002). nisms and means to integrate constructabil-
Due to several factors, including the fact that ity issues into the model: for instance, smart
design professionals usually having little models that could help designers proactively
knowledge/experience in construction prac- identify potential constructability issues.
tices, local considerations, the availability A constructability review is usually
of different resources, and construction conducted by general contractors (GCs)
methods (Waly and Thabet 2003), the and subcontractors in the preconstruction
integration of constructability knowledge planning phase after the design is substan-
in design requires efficient communication tially completed. Requests for information
and collaboration between the design team (RFIs) are issued by contractors to designers
and construction team. if necessary changes have to be made in
Chapter 6:  Specific Guidelines for Architects and Engineers 87

the design; designers respond to the RFIs engineering (CE), which is also referred to
with approval/disapproval for the requests as design for manufacturing (DFM), has
for changes. It was estimated that designers been widely accepted as an effective prac-
spent 40–50% of the total work hours in a tice of assessing manufacturability in the
project addressing changes (Koskela 1992). product development stage in the manu-
Recently, there have been increasing facturing industry (de la Garza 1994). It is
efforts toward product-process model indicated that specialty contractors and
integration using information technology fabricators should also be involved early
(IT) (Karhu 1999; Wang and Leite 2016); but in the design process to provide insight
most focus on including construction pro- on process efficiencies in designs (Gil
cess information such as sequences or cost et al. 2000b). Glavinich (1995) described two
into the product models, usually developed methods for improving constructability and
by the construction team for preconstruction decreasing design-related problems during
planning. Previous research on concurrent the construction process: (1) design phase
engineering in the AEC industry pro- scheduling, and (2) in-house design-phase
vides strategies for considering process constructability reviews. Lottaz et al. (1999)
information in the design process, such as developed an internet-based SpaceSolver
early involvement of specialty contractors that supports project participants to refine
(Gil et al. 2000a) and postponed commitment the space of design solutions without com-
of design documents (Tommelein et al. 1991). mitting too early. Guided by the principles of
Despite stressing the importance of lean manufacturing, Gil et al. (2000a, 2000b)
constructability input to the design model, proposed the integration of the early design
previous research fails to provide enough stages with construction and advocated the
guidance on the actual interaction between involvement of specialty contractors in the
designers and builders through BIM. It is early design.
easy to understand what knowledge spe- Despite a lot of effort in the past to
cialty contractors may contribute to the early interlink design and process planning, a
design, whereas how such knowledge can method for capturing specialty contractors’
be extracted and represented in the design construction knowledge with the produc-
model remains unclear. tion model and making it available in the
Since the design is not only a repre- early design stage is still not available. In the
sentation of client requirements but also manufacturing industry, different practices
accountable for construction and opera- have been adopted, such as moving people
tional processes in terms of constructa- from their organizations to work directly with
bility, usability, and maintainability, it is suppliers, creating conditions so people who
important to consider these forthcoming work for suppliers can work in their assembly
issues as early as possible in the design plants, and providing incentives for sup-
process (Womack et al. 1990, 323; Ward pliers to get involved earlier in design (Gil
et al. 1995). Planning decisions made at the et al. 2000a). Hence, there is a large potential
preconstruction stage are crucial to the to facilitate concurrent engineering with the
successful execution and completion of any support of IT, which is a research area that
project (Waly and Thabet 2002). Concurrent has not been fully explored.
88 BIM for Design Coordination

This chapter covers specific guidelines in contract language. Each architect and
for designers involved in design coordination engineer should be required to abide by
and discusses the roles and responsibilities of the BIM-related processes described in the
the designer. The chapter also describes how project’s BIM project execution plan (PxP)
the design team interfaces with VDC teams, to ensure successful design coordination.
as well as other project stakeholders, such as After each design coordination session,
the GC, subcontractors, and owners. A case the designer implements the changes
study of a facility expansion project is pre- discussed in the model. Designers should
sented and describes information required ensure that the model is updated for the next
to integrate process information into BIM, by design coordination session and the design
documenting current practices of construc- changes are communicated for construction
tability review process and the challenges execution, especially given that the architec-
of implementing this process in the design tural and structural models usually serve as
phase. The case study illustrates that a model the baseline for all subcontractor models.
created by designers is capable of serving as Table 6.1 illustrates sample roles and respon-
the base model for a constructability review. sibilities of designers, which can be included
in a BIM PxP.
6.2  Role of Designers in the Design The specific responsibilities of designers
Coordination Process shown in Table 6.1 are further detailed in the
Although design coordination is a collab- following sections.
orative process between multiple project
stakeholders (e.g., owner, designers, gen- 6.2.1  Generating the Design Model (e.g.,
eral contractor, and subcontractors), the Architectural, Structural)
process of coordinating designs involve At the start of the BIM design coordination
first detailing an architect’s and engineer’s sessions, the designers should provide a
design into a fabrication model (i.e., LOD base 3D model to the GC for distribution to
400). It is important to note that MEPF sub- the subcontractors; the model should be in at
contractors’ development of a fabrication least level of development (LOD) 300, which
model is not design service. Rather, it is a minimally includes architectural and struc-
translation in 3D of an engineer’s design, tural systems. The base model allows the sub-
which aims at enabling efficient and cost-­ contractors to develop a 3D model for their
effective construction and installation of that
design. In other words, engineers remain
TABLE 6.1  Sample designer roles and responsibilities
responsible for design, and contractors established in a BIM PxP
and subcontractors remain responsible for
BIM-related role BIM-related responsibility
construction and installation.
Designers, hence, have the role of BIM manager ◻◻ Generates the design model
(e.g., architectural, structural)
ensuring that their design intent is main- ◻◻ Updates the model with design

tained in a clash-free and fabrication-ready changes


◻◻ Point of contact for BIM Issues
model. Before any designers are signed to a
related to design
project, the use of BIM should be stipulated
Chapter 6:  Specific Guidelines for Architects and Engineers 89

individual scope of work (e.g., mechanical, 6.3  Interfacing with Other


electrical, plumbing, or fire protection). Stakeholders
Designers also interface with other project
6.2.2  Updating the Model with teams, such as the owner, GC, and subcon-
Design Changes tractors. The main BIM-related interface
While the GC runs a large part of the BIM points are discussed next.
design coordination sessions, the designer
may also be required to employ at least one 6.3.1 Owner
BIM manager. The designer’s BIM manager The owner has a key role in setting up
is responsible for updating the design model the project for success in terms of design
during the design and construction phase. coordination, by establishing ground rules
After each design coordination session, and expectations early on. Once the design
the designer implements the changes team is selected by the owner, the owner
discussed in the model. Designers should should review, evaluate, and comment on
ensure that the model is updated for the next the designer’s BIM PxP, if the owner chooses
design coordination session and the design to require one from the designer as well as
changes are communicated for construction the GC. Note that in the United States, the
execution, especially given that the architec- common practice is that the GC leads the
tural and structural models usually serve as BIM implementation process, especially
the baseline for all subcontractor models. with regard to design coordination. Once the
project is underway, the owner should regu-
6.2.3  Point of Contact for BIM Issues larly check the model(s) and/or participate in
Related to Design weekly design coordination sessions.
The subcontractors commence their work It is advisable that the owner conduct
once they receive design drawings and spec- two kick-off meetings that are specifically
ifications from a project’s architect(s) and/or BIM-related. The first is at the design phase,
engineer(s). The information in the design- with the entire design team, as well as any
er’s drawings is augmented and detailed by major consultants. This meeting should be
the subcontractors, with the development of led by the design team and its BIM lead. A
shop drawings and details needed for instal- second meeting should be held once the
lation, ensuring that the engineer’s design GC or construction manager is selected and
intent and prescribed system performance should include the design team, GC team,
are maintained. The GC may relay RFIs from and major s­ ubcontractors/construction
subcontractors and/or other designers to the trades. This meeting should be led by the
designer, to ensure that their design intent is GC team and its BIM lead. Additional BIM
maintained during the design coordination review meetings can be called by the owner
process. Due to the RFIs, changes may have as the owner deems necessary. Such meet-
to be made in the design; designers respond ings can include compliance checks of the
to the RFIs with approval/disapproval for the BIM PxP, visual examinations of federated
requests for changes. Any design changes models, and review of design coordination
need to be reflected in the base model. processes. Also, if an owner’s representative
90 BIM for Design Coordination

is in place, it is advisable that this individual Each subcontractor should employ a


attends the weekly design coordination 3D/BIM technician and/or respective lead
sessions led by the GC’s BIM manager. The project managers who will attend design
owner should also facilitate model handover coordination sessions, are responsible for
between designer and GC, assuming there resolving model conflicts, as well as imple-
are two separate contracts in place, between ment changes in the model discussed in
owner and designer, and owner and GC. design coordination sessions.

6.3.2  General Contractor 6.4  Case Study: Facility


While the GC runs a large part of the BIM Expansion Project
design coordination sessions, the designer This case study was conducted from Novem-
may also be required to employ at least one ber 2011 to March 2012 on a facility expan-
BIM manager. The designer’s BIM manager sion project that was under construction at
is responsible for updating the design model the time in the United States and originally
during the design and construction phase. presented by my former Ph.D. student Li
The GC’s BIM manager uses the designer’s Wang in the 2012 European Group Intel-
BIM manager as the point of contact for BIM ligent Computing in Engineering (Wang
issues related to the design. The GC relays any and Leite 2012). The project provided
RFIs to designers. If any design is impacted approximately 10,000 gross square feet of
due to and RFIs, the designer should reflect high-density data center space adjacent to
those changes in the base model. an existing building. The project included 6.2
MW of power, 3,700 tons of cooling, and an
6.3.3 Subcontractors 8,000 square foot stand-alone central plant.
At the start of the BIM design coordination The procurement method was construction
sessions, the designers should provide a management at risk (CM at risk). The whole
base 3D model, which minimally includes project was broken down into two packages.
architectural and structural systems, to the Package 1 included underground facilities,
GC for distributions to the subcontractors. It and package 2 included the above-ground
is the MEPF subcontractors’ responsibility to facilities.
develop their own 3D models for their scopes Sources of evidence for this case study
of work considering the base 3D model; col- included semi-structured face-to-face inter-
laborate in the design coordination process views, document analysis, and field obser-
with the GC, designers, and other subcon- vations. Interviews were conducted with the
tractors; and construct their respective sys- project manager, superintendent, and BIM
tems following the agreed-upon coordinated coordinator. Documents analyzed included
model. But before any subcontractors are the master building information model that
signed to a project by the GC, the use of BIM combined architectural, structural, and
should be stipulated in contract language. MEPF models; shop drawings; design spec-
Each subcontractor should be required ifications; meeting minutes; construction
to abide by the BIM-related processes schedules; and RFIs. On-site observations
described in the GC’s BIM PxP to ensure included weekly owner meetings, fore-
successful design coordination. man meetings, and design coordination
Chapter 6:  Specific Guidelines for Architects and Engineers 91

meetings. Based on data collection and 2D drawings prepared by the design team.
analysis, the current practices were summa- All design models were distributed to team
rized and the challenges of implementing a members using a web-based file transfer
constructability review in the design phase service. The subcontractors used the 3D
were identified. design models as references for creating
The constructability review process fabrication-level models (also referred to
and associated activities in the case study as construction models) for their respec-
are formalized and presented in three tive scopes of work. (The associated activ-
IDEF0 models. ities involved in the construction model
development process are presented in
6.4.1  Current Practice of the chapter 7’s case study.)
Constructability Review Before approving the subcontrac-
In the design phase, the design team devel- tors to generate shop drawings from their
oped 85% complete construction documents construction models, the GC went through
(CDs) including 3D design models, 2D draw- a model-based constructability review pro-
ings generated directly from the models, cess to ensure that the design was conflict-
technical documents, and specifications. free and constructible in the field. From
The constructability review was conducted preconstruction planning to construction,
at the stage of preconstruction planning. all construction models were shared using
An IDEF0 diagram was used to formalize the Bentley ProjectWise. The activity-level IDEF0
constructability review process (shown in model for the model-based constructability
Figure 6.1). review process is presented in section 6.4.2.
The constructability review in this case This BIM implementation plan, shown as a
study primarily consisted of two processes: “control” element in Figure 6.1, was devel-
construction model development and a oped by the GC to address the targeted BIM
model-based constructability review. In the uses on the project and delineate roles and
preconstruction phase, the subcontractors responsibilities of each company. Once the
were given access to the 3D models and coordinated model was approved by the

BIM BIM
Consistency Check, Construction Clash Detection Constructability
Implementation Implementation
Tolerance Check Codes Specifications Plan Function Constraints
Plan

3D Construction Approved 3D
3D Design Models Construction Model Models Model-based Construction Model
Development Constructability Review (process-aware BIM)
2D drawings
A1 A2
Control

Changes to be
made
Process Subcontractors General Subcontractors Architects/Engineers
Input Output
Name Contractor (if RFIs are issued)

Mechanism
(Verbal/2D documents → Changes in 3D models)

FIGURE 6.1  IDEF0 diagram of the constructability review process


92 BIM for Design Coordination

project team, the model and related draw- accurate placement and dimensioning
ings and specification were ready to be used (shape and size). While the design and
for fabrication. construction models were overlapped
for model comparison, slight geometric
6.4.2  Construction Model Development differences of the pipe alignment and
The subcontractors developed their own system placement were identified. Since
models even though they were given access system placement in the remodeling pro-
to the 3D design models created by the cess might not be 100% accurate, sub-
design team. In order to understand why contractors were obligated to check if
construction models were rebuilt and what the variance is within a predetermined
additional information was included, two tolerance. This tolerance is referred to as
approaches were used for data collection. model ­tolerance and is different from field
One was semi-structured interviews with tolerance that varies for different trades
the BIM engineer, superintendent, and based on their specifications. This model
foremen. The other was model comparison tolerance is a measure of the accuracy of
analysis between the construction and the model objects as they are placed in the
design models. The results from the inter- 3D construction BIM. Maximum model tol-
views and model comparison analysis were erance for any model that existed for this
synthesized and presented in an IDEF0 dia- project was 1/16" (approximately 1.6 mm).
gram to illustrate the construction model During design remodeling, subcontrac-
development process (Figure 6.2). tors could change the dimensioning of
The first step (A11) was remodeling some systems when the designers left the
the facilities based on CDs. According to choices of system selection to the contrac-
the requirements in the BIM implemen- tors. One example from the case study is
tation plan, construction models should shown in Figure 6.3: the contractor chose a
include 3D objects in design models with pump that was bigger than the one shown

BIM
Consistency Tolerance Implementation
Check Check Plan

BIM
3D Design Models Implementation
Design Remodeling
Specifications Plan
2D drawings
A11 BIM
Construction Implementation
Detail Design and Codes Plan
Subcontractors Design-level 3D Modeling
Models
A12 3D Construction
Clearance Zone Models
Modeling
Subcontractors Fabrication-level 3D
Models A13

Subcontractors

FIGURE 6.2  IDEF0 diagram of the construction model development process (A1)
Chapter 6:  Specific Guidelines for Architects and Engineers 93

Actual pump size


provided by subcontractor Design team pump

FIGURE 6.3  Pump size and placement variance between the construction model and design model

in the design, which was also acceptable method of constructing the intended ele-
according to the specification. While mod- ments in a feasible manner. For example,
eling the pump with its actual size, the every element above 1" (approximately
subcontractor found that there would be a 2.5 cm) diameter should be modeled for all
collision between the pump and a nearby the systems under the MEPF trades, while
model object. Therefore, the subcontractor design models only included mechanical
moved the pump slightly to the left to avoid piping over 3" (approximately 7.6 cm). More-
constructability issues. over, there were systems that were not
The second step (A12) was adding the modeled or not completely modeled in the
level of detail and detailed system design design model, either because the designer
in the construction model. There was less did not have the expertise to model them
detail in the design model as compared or because it was out of the A/E’s responsi-
to the construction model. The scope of bility. One example was the fire protection
work of the architect/engineer (A/E) did system design, which was only provided in
not include providing details in the design the construction model.
models at the fabrication level. The respon- The third step (A13) was to model
sibility and flexibility were left to the con- clearance zones, which are areas in which
tractors and subcontractors for designing no other systems can exist. Clearance
system details and identifying a suitable zones modeled in this project included
94 BIM for Design Coordination

PCHP-2 PCHP-3 PCHP-4


PCHP-1

Outter - Pull Box

FIGURE 6.4  Clearance zones modeled around electrical boxes

code-required clearances, access zones, yellow objects represent the access zone
and other spaces that should be left empty and swing area around panel doors.
due to constructability issues. Figure 6.4 The main difference between design
shows an example of code-required and construction BIM is the level of detail,
clearance zones that were modeled around because the designers either provide flex-
the electrical boxes. Working areas were ibility to the contractors or do not have
modeled around the equipment that enough information to model the detail.
required access for operations and mainte- Another important difference is process
nance (Figure 6.5). One example of access modeling by the contractors; spaces such
zones is shown in Figure 6.5, where the as clearance zones and access paths
Chapter 6:  Specific Guidelines for Architects and Engineers 95

FIGURE 6.5  Access zone and swing area around panel doors

are only modeled by subcontractors in by combining all the construction models


construction models. Since the differences developed by different subcontractors into
are mostly supplementary information, it is one integrated model, checking existing
possible that the design model is revised/ conflicts or constructability issues among
upgraded to the level of detail needed different trades and resolving all potential
for the constructability review. By adding problems. The process of model-based
information for detailed system design and design review is illustrated in Figure 6.6.
process representation, the input require- After the BIM engineer received all
ments of the constructability review pro- construction models from subcontrac-
cess can be met in the design phase. tors, he combined the models (A21) and
ran automatic clash detection (A22)
6.4.3  Model-Based Design Review Process using Autodesk Navisworks Manage. By
In the constructability review process, running automatic checking, all collisions
clashes and constructability issues are in the model were identified. Thousands of
solved in the construction models. Before clashes might be shown in such a result.
approving the subcontractors to generate According to the BIM engineer, nearly 50%
shop drawings, the GC went through a of the clashes identified automatically were
model-based constructability review process false positives. The most import step was
96 BIM for Design Coordination

BIM
Implementation
Plan
Integrated 3D
Construction Model

Clash Detection
Integrated 3D
3D Construction Function
Construction Models Construction Model
Models with Detected
Integration
Clashes Constructability Integrated 3D
Constraints Construction Model
A21 with Real Clashes
Clash Detection BIM
Constructability Implementation
General Contractor Constraints Plan
A22 Clash
Identification Approved 3D
Construction Model
General Contractor A23 BIM Coordination (process-aware BIM)

Meeting
General Contractor Subcontractors A24

General Subcontractors
Contractor Architects/Engineers
(if RFIs are issued)
Changes to be made (Verbal/2D documents → Changes in 3D models)

FIGURE 6.6  IDEF0 diagram of the model-based constructability review process (A2)

to clean out the false positives and iden- changes, updated their models, and sent
tify real clashes (A23). The most common the revised models to the GC. And then
false positives include acceptable clashes another iteration of the design review was
and double-counted clashes. One example held until there were no additional changes
of an acceptable clash was the installation to be made. Once the coordinated model
rod for piping passing through the struc- was approved by the project team, the model
tural steel at the ceiling for attachment and related drawings and specification were
purposes. The real clashes identified by ready to be used for fabrication.
the BIM engineer were then discussed at The main challenge of formalizing this
coordination meetings. process is related to the control named
The GC held BIM coordination meetings constructability constraints, which is mostly
(A24) every Monday, Wednesday, and Friday conducted by visual checking. For a large
mornings. The purpose of these meetings majority of construction projects, the
was to produce a design that minimized con- current approach to identify soft clashes
flicts between trades and ensured construc- (i.e., inadequate working space, insufficient
tability. In the meetings, the BIM engineer resource allocation, and time-space con-
(part of the GC) went through each identi- flicts) is manual-based. Soft clashes are
fied clash with the involved subcontractors, usually identified by an experience-driven
discussing constructability issues and pos- thinking process with the help of model visu-
sible solutions with related subcontractors. alization. Soft clashes exist when there is
If there were major changes to be made, an no physical conflict between elements, but
RFI was issued. The A/Es confirmed if the constructability problems will occur during
changes could be made. After each meeting, the installation process. For example, the
the subcontractors addressed the identified mechanical subcontractor found that the
Chapter 6:  Specific Guidelines for Architects and Engineers 97

piping layout where the chilled water pipes that can be articulated or simulated, the con-
entered the machine room in the design structability checking process can be repli-
allowed a tight space to weld the flanges cated in the design phase.
on the pipe, and thus proposed another One approach to make this transfor-
layout design that allowed greater spacing mation is to represent the information in a
for easier welding of the flanges. Specialty building information model in the form of
contractors have experience and knowledge objects, such as modeling clearance boxes,
of space requirements during construction installation paths, workspaces, and tem-
that should be accounted for in early design porary structures. Another solution is to
in order to build efficiently. Instances of such learn from the experience of constructability
knowledge concern access paths to bring reviews in preconstruction planning. Since
in equipment and materials, and clearances the constructability review is an iterative
around routings so laborers have space to process, it can be considered a source
work and move around safely. Involvement of lessons learned. It is important for the
of specialty contractors’ knowledge in early construction team to document the con-
design can prevent designers from devel- structability issues with an explicit explana-
oping solutions that are inefficient to build or tion of the rules, as well as the comparison
that cannot be built. of the proposed solutions with the original
The mechanism of hard clash detec- design. However, it is observed that the
tion can be easily used in the design phase. discussions and information generated
However, visual checking is challenging to in coordination meetings are not formally
implement, because it depends on one’s documented. The drawbacks and risks of
experience and observation capability. In non-formalized documentation are: (1) lack
the design process, designers do not have of reference material of the decisions made;
the same experience the subcontractors (2) limited access to information; and (3) loss
have, and thus a formalized constructa- of knowledge generated during the pro-
bility method is needed that transforms cess. If the knowledge is not documented,
tacit knowledge to computer interpret- it is difficult to learn from. Communication
able processes. Tacit knowledge seldom and documentation tools that can more
exists explicitly, and people often cannot efficiently and accurately track and record
easily articulate it (Wang and Leite 2012). information generated during the trade col-
As reported by Hanlon and Sanvido (1995), laboration process can be applied to address
83% of constructability knowledge is tacit this challenge.
knowledge that resides in the heads of This case study described information
experts. In contrast, explicit knowledge requirements for the constructability
exists in some kind of support that makes it review of a facility expansion project. The
more independent from individuals. Explicit current constructability review process
knowledge is easier than tacit knowledge to was illustrated in three IDEF0 diagrams.
share and communicate among people who The case study illustrates that a model
work in the same organization. By transform- created by designers is capable of serving
ing tacit knowledge into explicit knowledge as the base model for the constructability
98 BIM for Design Coordination

review. Detailed system design and process 6.5  Summary and Discussion Points
modeling are required for coordination at This chapter described specific guidelines
the operational level. Mechanisms of the for designers involved in BIM-based design
constructability assessment process need coordination and discussed the roles and
to be formalized. Detailed documentation responsibilities of the designer. The chapter
of the current constructability review pro- also described how the design team interfaces
cess is essential for formalizing reasoning with the VDC team, as well as other project
mechanisms, to reduce the reliance on stakeholders, such as subcontractors and
subcontractors’ tacit knowledge in the the owner. A case study of a facility expan-
design phase. Such conclusions serve as sion project was presented and described
the basis for further research, which aims the information required to integrate process
at investigating the information exchange, information into BIM, by documenting current
generation, and transformation between practices of the constructability review pro-
the design team and the construction cess and the challenges of implementing this
team using BIM in order to formalize such process in the design phase. The case study
information and develop a semi-automated illustrates that a model created by designers is
constructability review process, sup- capable of serving as the base model for con-
ported by IT. structability review.

■■ After reading this chapter, think about the following questions:

1. What are a few example consequences of the fragmented nature of the


AEC industry?
2. Describe the process of a constructability review. When does it usually take place?
3. The base model is usually composed of models from which disciplines?
4. What are the three main BIM-related responsibilities of the design team in
support of the overall design coordination process?
5. What is an RFI, and who relays RFIs to the design team?

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Chapter 7

Specific Guidelines for Subcontractors and Fabricators

7.0  Executive Summary of translating design intent into a clash-free


The process of coordinating designs involves and fabrication-ready model. This chapter
first detailing a designer’s or engineer’s covers specific guidelines for subcontractors
design into a fabrication model (i.e., LOD 400 and fabricators and discusses the roles and
model). The subcontractor’s development of responsibilities of subcontractors and fab-
a fabrication model is a translation in 3D of ricators in the design coordination process.
an engineer’s design, which aims at enabling The chapter also describes how subcon-
efficient and cost-effective construction and tractors and fabricators interface with other
installation of the design. Subcontractors project teams. A case study of an exterior
and fabricators, hence, have the unique role enclosure mockup for an academic building
BIM for Design Coordination: A Virtual Design and Construction Guide for Designers, General Contractors, and MEP 101
Subcontractors, First Edition. Fernanda L. Leite.
© 2020 John Wiley & Sons, Inc. Published 2020 by John Wiley & Sons, Inc.
102 BIM for Design Coordination

is presented and illustrates how subcontrac- early 2000s. Early 3D models were able to
tors of various types, not only mechanical, describe the shape, size, and location of
electrical, plumbing, and fire protection MEPF system components. BIM, on the
(MEPF), can leverage virtual design and other hand, can also represent attribute
construction (VDC) to minimize issues in data, such as building materials, equip-
the field. ment manufacturer, model or product
identification codes, and maintenance
7.1 Introduction information, as illustrated in Figure 7.1. Most
Traditionally, mechanical, electrical, importantly, being information-rich, building
­plumbing, and fire protection (MEPF) sub- information models have enabled design
contractors would commence their work coordination to begin at an earlier stage of
once they received design drawings and the project.
specifications from a project’s engineer(s).
The information in the engineers’ drawings 7.2  Role of Subcontractors
was augmented and detailed by the sub­ and Fabricators in the Design
contractors, with development of shop Coordination Process
drawings and details needed for installation, Although design coordination is a collab-
ensuring that the engineer’s design intent orative process between multiple project
and prescribed system performance were stakeholders (e.g., owner, designers, general
maintained. Draftspersons employed by contractor, and subcontractors), the process
MEPF subcontractors typically had many of coordinating designs involves first detail-
years of field experience and approached ing an engineer’s design into a fabrication
the design coordination process with the model (i.e., LOD 400). It is important to note
tools they had at hand: 2D drawings and a that an MEPF subcontractor’s development
light table. The objective was simple: avoid of a fabrication model is not a design ser-
clashes in the field. Experienced drafts- vice. Rather, it is a reflection in 3D of an
persons resolved many clashes in 2D; how- engineer’s design, which aims at enabling
ever, as pointed out in a study by Leite et al. efficient and cost-­effective construction
(2011) and described in chapter 3, many and installation of the engineer’s design. In
clashes were missed due to human cognitive other words, engineers remain responsible
limitations of trying to visualize clashes in 3D for design, and contractors and subcontrac-
when they were only represented in 2D. The tors remain responsible for construction and
2D process was also very time consuming installation.
and iterative. Subcontractors and fabricators, hence,
Although some subcontractors were have the unique role of translating design
ahead of the curve and already using some intent into a clash-free and fabrication-ready
form of 3D spatial coordination in the mid- model. If we re-examine one of the figures
1990s, the majority began using 3D spatial shown in chapter 4 (now Figure 7.2), we can
coordination with the wider adoption of BIM see that the subcontractor has an impor-
in the mid-2000s. It is worth noting that BIM tant role in ensuring the efficiency of the
models contain much more information design coordination process as a whole, as
than the 3D models used in the 1990s and the starting point in the process. In order
Chapter 7:  Specific Guidelines for Subcontractors and Fabricators 103

FIGURE 7.1  Sample pipe model attributes


Source: Image courtesy Hensel Phelps

Federated Sorting and Design


3D Internal Clash
Model Grouping of Coordination
Modeling Coordination Detection
Assembly Clashes Meeting

Legend:
Subcontractor-led BIM-Manager-led

FIGURE 7.2  Design coordination workflow

to accomplish this, subcontractors need a GC may assign a young tech-savvy but


to ensure that their representatives in the inexperienced professional as their VDC
design coordination process have both coordinator. Other subcontractors may have
technical skills in the form of 3D modeling, minimal 3D modeling experience, but you
as well as social skills, as they will need will still need to coordinate with their model.
to work with a broad range of personality Before any subcontractors are signed
types and experience levels. For example, to a project, the use of BIM should be
104 BIM for Design Coordination

stipulated in contract language. Each sub- 7.2.1  Generating the Respective


contractor should be required to abide by Trade Model
the BIM-related processes described in the Assuming the base model (i.e., structural
project’s BIM project execution plan (PxP) and architectural) is available in at least level
to ensure successful design coordination. of development (LOD) 300, the subcontractor
(See chapter 2 for more on the BIM PxP.) will develop a 3D model for their individual
Each subcontractor should employ a 3D/ scope of work (e.g., mechanical, electrical,
BIM technician and/or respective lead plumbing, or fire protection). Subcontractors
project manager who will attend design can use various model-authoring software
coordination sessions and be responsible systems, as long as they are in compliance
for resolving all model conflicts. After with the established guidelines in the proj-
each design coordination session, the ect’s BIM PxP). If design coordination is
BIM technician implements the changes being carried out in Autodesk Navisworks
discussed in the model. Often, subcon- Manage®, for example, then the model-
tractors implement changes during the authoring software system should be able
design coordination sessions as well. to export a file that that is readable in Navis-
Either way, each subcontractor should works® while maintaining geometry, naming
ensure that the model is updated for the conventions, and color coding.
next design coordination session and the As discussed in chapters 3 and 4, before
design changes are communicated for handing over their individual models to
construction execution. Table 7.1 illus- the BIM manager, subcontractors should
trates sample roles and responsibilities of perform internal (intradisciplinary) model
subcontractors, which can be included in coordination, ensuring that their models
a BIM PxP. are clash free for their own scope of work
The specific responsibilities of sub- as well as with the base model. Internal
contractors shown in Table 7.1 are further coordination can be performed through
detailed subsequently. visual walkthroughs of the model as well as

TABLE 7.1  Sample subcontractor roles and responsibilities established in a BIM PxP

BIM-related role BIM-related responsibility

BIM technician ◻◻ Generates respective trade model (e.g., MEPF).


◻◻ Attends weekly design coordination sessions and follows model development and submis-
sion requirements established in the BIM PxP.
◻◻ Resolves conflicts and fully coordinates their respective models with all applicable parties.

In the event resolution between subcontractors is not obtained, the GC’s BIM manager will
determine the necessary corrective action.
◻◻ Updates the model during the construction phase.

◻◻ Produces shop drawings from the coordinated model.

◻◻ Installs work based on the coordinated construction model. Impacts caused by subcontrac-

tors’ installation of work that varies from the coordinated model (or has not been modeled) will
be assessed by the GC’s BIM manager to determine corrective measures in mitigating said
impacts. Subcontractors responsible for incorrectly installed work will bear the costs (should
they occur) of remediating the impacted area.
Chapter 7:  Specific Guidelines for Subcontractors and Fabricators 105

clash detection utilizing software such as in the model. The technician can imple-
Autodesk Navisworks Manage® or Solibri ment these changes in the model during or
Model Checker. Subcontractors should also after the design coordination session. The
verify that there are no duplicates or over- key is that the model needs to be up-to-date
lapping elements in their model, that they prior to subsequent coordination session
are in the correct location, and that model and any changes that impact construction
elements follow BIM PxP naming and color- execution need to be communicated in a
coding convention. timely manner.

7.2.2  Attending Weekly Design 7.2.5  Producing Shop Drawings from the
Coordination Sessions and Following Coordinated Model
Model Development and Submission After design coordination is complete and
Requirements Established in the BIM PxP the federated 3D model is clash-free, the
Each subcontractor should employ a 3D/ subcontractor should generate shop draw-
BIM technician and/or respective lead ings from the coordinated model. Shop
project manager who will attend design drawings are usually required for prefab-
coordination sessions and be responsible ricated components, which is the case for
for resolving all model conflicts. This person MEPF, but can also include structural steel,
can also be responsible for 3D model gener- precast concrete, building skin, and many
ation. It is important to note that each sub- other components. Shop drawings are
contractor should be required to abide by the typically more detailed than construction
BIM-related processes described in the proj- drawings, as they illustrate fabrication
ect’s BIM PxP to ensure successful design and/or installation of components to field
coordination. crews. Components in shop drawings are
tagged and should match tagging used
7.2.3  Ensuring Comprehensive Model in the physical elements, to ensure effec-
Coordination between Trades tive field installation. They show complete
Subcontractors are responsible for resolving dimensions, both horizontal and vertical,
conflicts and fully coordinating their respec- of components, routing of MEPF systems,
tive models with all applicable parties. This structural framing, ceilings, partitions,
should take place in the design coordination equipment, lights, and other systems the
sessions, with coordination by the GC’s BIM project may have.
manager. In the event resolution between
subcontractors is not obtained; the GC’s BIM 7.2.6  Installing Work Based on the
manager will determine the necessary cor- Coordinated Construction Model
rective action. Impacts caused by subcontractors’ instal-
lation of work that varies from the coordi-
7.2.4  Updating the Model During the nated model (or has not been modeled)
Construction Phase will be assessed by the GC’s BIM man-
After each design coordination session, the ager to determine corrective measures in
subcontractor’s BIM technician ensures that mitigating said impacts. Subcontractors
any design changes discussed are reflected responsible for incorrectly installed work
106 BIM for Design Coordination

will bear the costs (should they occur) of with more innovative visualization
remediating the impacted area. Hence, approaches, including virtual, augmented,
it is recommended that subcontractors and mixed reality.
install work strictly based on a coordinated
model. In order to facilitate this, many sub- 7.3  Interfacing with Other
contractors use a BIM station near their Stakeholders
work face at the jobsite, as illustrated in Subcontractors interface with several
Figure 7.3, where they can quickly refer to project teams, including GCs, other subcon-
models and shop drawings while installing tractors, designers, and the owner. The main
work. Others use tablet devices, as shown BIM-related interface points are discussed in
in Figure 7.4. Some are also experimenting the following sections.

FIGURE 7.3  Subcontractor BIM station near the work face


Chapter 7:  Specific Guidelines for Subcontractors and Fabricators 107

FIGURE 7.4  Access of a coordinated model in the field via a tablet computer

7.3.1  General Contractor and priorities related to BIM in the project.


The GC has an important role in ensuring During project execution, the GC moderates
the efficiency of the design coordination pro- the design coordination sessions (usually
cess as a whole, leading most of the process. on a weekly basis), manages subcontractor
A GC’s BIM manager develops the project’s record modeling and deliverables, and man-
BIM PxP, which outlines the BIM-related ages file-sharing/coordination software.
processes and procedures, especially with The GC also relays requests for
regard to design coordination, and should information (RFIs) from subcontractors
be approved by the owner. The GC’s BIM and/or other designers to the designer, to
manager is responsible for tailoring the plan ensure that their design intent is maintained
to meet the owner’s and project’s require- during the design coordination process.
ments. This plan will then become the guid- Due to the RFIs, necessary changes may
ing document for all BIM-related processes have to be made in the design; designers
and issues during the entire construction respond to the RFIs with approval/
phase. At the start of the project, the GC disapproval for the requests for changes.
usually sets up a meeting with all subcon- Any design changes need to be reflected in
tractors, clearly describing expectations the base model.
108 BIM for Design Coordination

7.3.2  Other Subcontractors installation, ensuring that the engineer’s


All subcontractors should follow model design intent and prescribed system
development and submission requirements performance are maintained. The GC may
established in the BIM PxP. During project relay RFIs from subcontractors and/or other
execution, the subcontractors interact designers to the designer, to ensure that
with each other in moderated design their design intent is maintained during the
coordination sessions (usually on a weekly design coordination process.
basis). RFIs are issued through the GC. Each
subcontractor should employ a 3D/BIM 7.3.4 Owner
technician and/or respective lead project In setting up a project for successful BIM-
managers who attend design coordination based design coordination, owners have
sessions and are responsible for resolving the key role of setting the ground rules in
all model conflicts. Subcontractors terms of project requirements to GC and
may have varying 3D modeling experi- designers that will then trickle down to sub-
ence, but all will need to integrate their contractors. Owner requirements should be
models into a federated model for design clearly stated in contract language with the
coordination purposes. GC and reflected in the BIM PxP. Ensuring
After each design coordination session, the development of a detailed BIM PxP
the BIM technician implements the changes will also set up a framework for the project
discussed in the model. Often, subcon- team in terms of expectations of BIM use
tractors implement changes during the in the project, including modeling require-
design coordination sessions as well. ments, file-sharing protocols, and team
Either way, each subcontractor should composition.
ensure that the model is updated for the
next design coordination session and the 7.4  Case Study: Academic Building
design changes are communicated for Project 2 was an academic building consist-
construction execution. ing of two buildings and an underground
garage with 150 spaces. The two buildings
7.3.3 Designers included about 210,000 square feet of area.
If the owner chooses to have the design The total project cost was $97 million (in U.S.
team also develop a BIM PxP, the GC should dollars), and the construction cost was esti-
make an effort for its BIM PxP to align with mated at $72 million. The construction for
that of the design team, assuming a delivery Project 2 was completed in 2009.
method in which the owner has separate This case study project began in the first
contracts with designer and GC. The sub- decade in which BIM was beginning to see
contractors commence their work once widespread implementation in the United
they receive design drawings and specifica- States, when many GCs were beginning to
tions from the project’s architect(s) and/or
engineer(s). The information in the design-
er’s drawings is augmented and detailed This case study was originally published in Leite
by the subcontractors, with development et al. (2011), published by Elsevier and granted copy-
of shop drawings and details needed for right clearance to be published in this book.
Chapter 7:  Specific Guidelines for Subcontractors and Fabricators 109

implement BIM in pilot projects. This was design coordination and 2D-based design
such a case. The GC did not have in-house coordination for a real-world project.
BIM experience and, hence, hired a third The GC also gave the building
party to develop the project BIM based on information model to the exterior enclosure
2D drawings and specifications provided subcontractor, who concluded that the LOD
by the designers. Ideally, the model should in the model was not sufficient to analyze
have been developed and augmented since the constructability of the building’s skin.
the early design stages, in order to help the The LOD of the model that the GC provided
design team better understand the project to this subcontractor had no connections
and build the facility virtually. The approach represented. According to the exterior enclo-
carried out in Project 2, however, led to reen- sure subcontractor, these connections were
tering of data. fundamental to assess how they would build
The third-party modelers delivered the the skin, considering that there were many
first version of the building information unique layers in the exterior enclosure and
model from 85% complete 2D architec- many variations of windows in this project.
tural, structural, and MEPF drawings. The Thus, Project 2 motivated two distinct
MEPF included all elements larger than analyses. The first was related to the mod-
1.5”. When construction for the building’s eling effort based on the number of objects
underground garage was being carried that needed to be modeled and the asso-
out, the GC received a new BIM, based on ciated time for modeling of the compo-
100% complete drawings. By this time, the nents in different LODs. In order to obtain
heating, plumbing, fire safety, electrical, and comparable modeling times, the research
sheet metal subcontractors had started their team developed two models of a section
weekly coordination meetings. Even though of Project 2’s exterior enclosure: one in
they had a building information model at the original LOD, found in the third-party
hand, the subcontractors decided to coordi- model, and the other in the fabrication LOD,
nate their designs by overlaying 2D drawings according to requirements specified by the
on a light table, since most of the subcon- exterior enclosure subcontractor. The sec-
tractors did not design in 3D at the time this ond analysis was on the differences in the
research was being carried out. Further- accuracy and comprehensiveness of the
more, the subcontractors argued that there clashes that were detected by performing
were no BIM requirements in their contract. automatic clash detection using a building
All coordination was done on 2D drawings. information model and manual clash detec-
Given the fact that subcontractors were tion (i.e., with a light table using 2D drawing
going to coordinate in 2D and that there was overlays). The automatic clash detection was
a MEPF model available, this became one carried out by the research team, and the
of the motivations of the research in Leite manual coordination was carried out by the
et al. (2011): to investigate the needed LOD project subcontractors with one researcher
in a building information model for MEPF present collecting data on clashes identified
design coordination. The study by Leite et al. during coordination meetings.
(2011) is unique as it is one of the few that Chapter 3 discusses in detail the results
compares the performance of BIM-based of the analyses carried out in Project 2. For
110 BIM for Design Coordination

this chapter, the focus will be on a unique


aspect of the first analysis, which leveraged
BIM for the exterior enclosure mockup.
Project 2 had a unique exterior enclo-
sure design, which was what prompted
the development of an exterior enclosure
mockup. The building skin was composed of
several materials, assembled in different for-
mations, as illustrated in Figure 7.5. Also, no
two floor plans were the same, as illustrated
in Figure 7.6 with floor plans for levels seven
and eight.
Due to these unique project characteris-
tics, the GC thought the exterior enclosure
subcontractor would benefit from having
access to the BIM model, and hence shared Glass
it with them. The exterior enclosure sub-
Slate Zinc skin
contractor, after analyzing the model, con-
FIGURE 7.5  Diverse materials and varying geometry in
cluded that the LOD in the model was not
exterior enclosure design
sufficient to analyze the constructability

FIGURE 7.6  Each floor with a unique geometry


Chapter 7:  Specific Guidelines for Subcontractors and Fabricators 111

FIGURE 7.7  Exterior enclosure mockup model

of the building’s skin. The original model The LOD 400 model was then used by the
was in LOD 300, with no connections repre- exterior enclosure subcontractor to build a
sented, as shown in Figure 7.7 (original LOD). full-scale physical prototype of the exterior
According to the exterior enclosure subcon- enclosure on site, test out the various con-
tractor, these connections were fundamental nection details and waterproofing, as well
to assess how they would build the skin, as assess construction productivity rates
considering that there were many unique to associated activities. Figure 7.8 shows
layers in the exterior enclosure and many a crew working on the mockup assembly,
variations of windows in this project. The GC and details of the zinc building skin and
then decided to create a model in LOD 400, connections.
with all the connection details of a portion of The research team took the opportunity
Project 2’s exterior enclosure that the sub- of having both versions of the same model
contractor needed (new LOD in Figure 7.7), to carry out the LOD modeling effort anal-
so they could study how to build the building ysis, described in Leite et al. (2011) and in
skin. Specifically, the model contained chapter 3. While modeling both versions,
metal studs, interior gypsum, wood framing, the time spent to model each type of com-
Z-channels, batt insulation, rigid insulation, ponent was recorded. Also, the number of
hat channels, flashing, cement/aluminum objects in the two versions of the model was
panels, zinc sheeting, zinc window sur- recorded. The LOD 400 model was com-
rounds, windows, and curtain walls, result- pared against the LOD 300 model, which
ing in 240 objects in total. was equivalent to the LOD in the complete
112 BIM for Design Coordination

FIGURE 7.8  Exterior enclosure mockup assembly

version of Project 2’s BIM (developed by a The exterior enclosure subcontractor


third party). claimed that having access to the LOD 400
For Project 2, the research team com- model helped them clearly visualize and
pared two versions of the same section of understand their scope of work, identifying
the building, modeled for different pur- parts needed to simulate its physical fab-
poses. The first version, which consisted rication. The LOD 400 model served as a
of a precise LOD model that was created VDC evaluation without the initial cost of the
for visualization purposes, took 3 hours to physical construction of the mockup. It was
model, including the time taken to under- particularly beneficial in this case as it was
stand the 2D drawings provided by the used early in the design phase through to
project engineer. This version contained fabrication and construction sequencing.
a total of 12 objects, which included walls, The exterior enclosure subcontractor was
slabs, and windows, modeled as single able to develop fabrication specifications,
objects. The LOD 400 version of this model, performance compliance, and assembly
which was created mainly for the exterior and installation procedures. The goal was
subcontractor to study the connections, to identify any constructability issues and
took 34 hours to model (11.3× the LOD 300 improve productively for the assembly of the
model). This version contained a total of actual building skin. The early constructabil-
240 objects, including parts and connec- ity analysis also prevented issues in the field,
tions of walls, slabs, and windows. The which could have potentially caused further
results for Project 2 show that the increase delays in a project that was already trying to
in the LOD requires less modeling time find ways to catch up on its schedule from
per object. early project delays.
Chapter 7:  Specific Guidelines for Subcontractors and Fabricators 113

7.5  Summary and Discussion Points fabricators interface with other project teams,
This chapter outlined specific guidelines including GCs, designers, owners, and other
for subcontractors and fabricators and subcontractors. A case study of an exterior
discussed the roles and responsibilities enclosure mockup for an academic building
of subcontractors and fabricators in the was presented and illustrates how subcon-
design coordination process. The chapter tractors of various types, not only MEPF, can
also described how subcontractors and leverage VDC to minimize issues in the field.

■■ After reading this chapter, think about the following questions:

1. What are subcontractor-led activities that are part of the design coordination
workflow? Describe each.
2. State if the following statement is true or false, and explain your answer: subcon-
tractors’ development of a fabrication model is not a design service.
3. Describe at least three BIM-related responsibilities of subcontractors in support
of BIM-based design coordination.
4. Describe how subcontractors interface with the GC.
5. Describe how subcontractors interface with the design team.
6. Describe how subcontractors interface with other subcontractors.
7. In the exterior enclosure case study presented in this chapter, discuss how the
use of BIM potentially minimized issues in the field.

Reference in Building Information Models.” Automation


Leite, F., A. Akcamete, B. Akinci, G. Atasoy, in Construction 20 (5): 601–609. https://doi.
and S. Kiziltas. 2011. “Analysis of Modeling org/10.1016/j.autcon.2010.11.027.
Effort and Impact of Different Levels of Detail
Chapter 8

BIM-Based Design Coordination in Other Industry Sectors

8.0  Executive Summary 8.1 Introduction


Much of what has been described so far Given that most of the work in BIM-based
is based on experiences in commercial design coordination has been focused on
construction projects. However, many of commercial construction, this chapter will be
the concepts and processes apply broadly dedicated to emerging applications of BIM-
across sectors and even beyond design based design coordination in other sectors:
coordination per se. Hence, this chapter will heavy industrial and infrastructure. The goal
aim at illustrating such breath. This chapter is to show that the concepts discussed in
describes how other industry sectors, previous chapters are transferable to other
namely heavy industrial and infrastructure, sectors as well as to other functions, such as
have been or can better take advantage of field coordination.
building information modeling (BIM) for It is important to point out that the term
design and field coordination. BIM is often not used in other sectors. In

BIM for Design Coordination: A Virtual Design and Construction Guide for Designers, General Contractors, and MEP 115
Subcontractors, First Edition. Fernanda L. Leite.
© 2020 John Wiley & Sons, Inc. Published 2020 by John Wiley & Sons, Inc.
116 BIM for Design Coordination

the infrastructure sector, the terms civil As mentioned in the introduction, in


information modeling, BIM for infrastruc- the infrastructure sector, the terms civil
ture, and civil integrated management (CIM) information modeling, BIM for infrastruc-
have been used. They all are roughly related ture, and civil integrated management have
to BIM and will be discussed in more detail often been used instead of BIM. The term
in section 8.2. In the industrial sector, the civil information modeling refers to what the
most common term that relates to BIM is commercial sector understands as BIM—the
simply 3D modeling. But when using the process of generating and managing digital
term 3D modeling, it is understood that it representations of the built environment,
means geometry and attribute data. This will which include both physical and functional
be discussed in more detail in section 8.3. characteristics of facilities (National Institute
of Building Sciences 2007). The term civil
8.2  BIM-Based Design Coordination integrated management, on the other hand,
and Fields in Infrastructure Projects refers to a much broader process; it is the
The sector that seems to be most lagging technology-enabled collection, organization,
behind in terms of BIM implementation—at managed accessibility, and use of accu-
least in the United States—is the infrastruc- rate data and information throughout the
ture sector. For most projects, state Depart- life cycle of a transportation asset (O’Brien
ments of Transportation (DOTs) typically et al. 2016). More recently, the term BIM for
still use paper or electronic documents to infrastructure has replaced civil integrated
manage information during project delivery management. The reason for this decision at
and into maintenance and operations. The the federal level is two-fold: to better align
electronic information is managed in either United States efforts with international
commercial or custom developed standalone efforts in this area, and to adopt a term
systems, but usually is not integrated among that is more commonly known by various
different functional areas of DOTs, which industry sectors.
hinders asset management. A few DOTs Whichever BIM term is used, the point
have made efforts to integrate data within is that the infrastructure sector is ripe for
their systems, and some have been lever- transformation. State DOTs understand that
aging BIM for design review, coordination, data integration, including BIM, can help
construction sequencing, and communi- them improve work productivity. Hence, at
cation with various stakeholders. However, the federal level, there has been a recent
the current state-of-practice is currently push toward developing strategic roadmaps
lagging behind other sectors and is inconsis- to encourage widespread implementation of
tent with the rapid advances in digitization BIM for infrastructure.
across the entire architecture, engineering, Delivering highway projects on
and construction (AEC) industry. For the schedule and within budget is one of
infrastructure sector, BIM and digitization, the strategic goals of state DOTs. These
in general, can potentially help transform agencies, along with their project part-
traditional business processes and enhance ners, deliver hundreds of complex roadway
project productivity through gains in projects every year. Nevertheless, the
efficiency. concern of delivering projects on time
Chapter 8:  BIM-Based Design Coordination in Other Industry Sectors 117

and within budget has been a constant expected in January 2020. The owner is the
challenge for DOTs in the United States. Arkansas State Highway and Transportation
A recent study conducted for the Federal Department.
Highway Administration (FHWA) by Mole- This project consists of a multispan steel
naar et al. (2018) noted that, on average, girder bridge over land and water, earth-
the cost growth and schedule growth work, asphalt concrete hot mix (ACHM)
during just the construction phase were base, binder, surface courses, drainage
3.5% and 11%, respectively, for projects structures, culvert rehabilitation, guard-
delivered using various delivery methods rails, maintenance of traffic, erosion control,
(e.g., design-bid-build, design-build, and concrete barrier walls, Automated Workzone
construction manager/general contractor). Information Systems (AWIS) operation, and
For the worst-performing projects within miscellaneous items.
the study, the cost and schedule growth Construction of the new steel plate
were about 30% and 200%, respectively. girder bridge will be approximately 200
These negative metrics are attributed to feet upstream from the existing bridge in
unforeseen conditions, changes in project order to avoid interrupting highway traffic.
scope, claims, and change orders and The bridge will be 2,842 feet long by 117
are a direct indicator of the inadequacy feet wide and have 321.5 feet of horizontal
of project risk management (Molenaar clearance between piers. The proposed
et al. 2018); many could have been avoided roadway will have six 12-foot-wide travel
with more efficient design coordination lanes with 10-foot-wide outside and inside
processes and, more generally, efficient shoulders with a concrete barrier separating
data management. DOTs are mindful of the lanes. The structure spans range from
the implications of cost overruns and time 114–320 feet (approximately 35–98 meters).
delays and, hence, have been evaluating Self-performed work includes substructure,
improvement opportunities at all phases of round columns, cast-in-place concrete pier
project delivery, as well as operations and caps, drilled shafts 8 feet, 10 feet, and 12
maintenance of their assets. feet (approximately 2.4, 3.0, and 3.7 meters,
respectively) in diameter and an average
8.2.1  Case Study: White River depth of 164 feet (approximately 50 meters),
Bridge Project superstructure, and bridge demolition.
Data and images related to this case The contractors provided and operated a
study have been provided with permission concrete batch plant to produce over 45,000
from Parsons. cubic yards (approximately 34,405 cubic
This bid-build project, a partner- meters) of ready-mixed concrete within two
ship between Parsons and C.J. Mahan miles of the project, which ensured the pre-
Construction Company, will replace the dictable flow of concrete to a rural job site
existing White River Bridge and construct on a busy interstate.
roadway approaches on 1.209 miles of I-40 The scope of work includes demolition
in Prairie County, 50 miles east of Little of the approximately 2,800 feet (approxi-
Rock, Arkansas. Construction began in mately 853 meters) of existing bridge, clear-
March 2017, and substantial completion is ing and fill of new approaches, grading,
118 BIM for Design Coordination

a stone base, paving the new roadway, details using up-to-date design models (see
storm sewers, maintenance of traffic, envi- ­Figures 8.3 and 8.4).
ronmental and erosion control, surveying, Drones were used for aerial progress
construction quality control, safety, pile photos, videos, and photogrammetry (see
and drilled shaft foundations, substruc- Figure 8.5). The use of a steel trestle for the
ture concrete, superstructure, striping, river pier allowed safer and more-predictable
and signage. access by workforce and equipment, as com-
Due to the project’s complexity, several pared to only using barges. A precast tub
innovative elements have been incorporated was incorporated into the river pier in lieu of
into the White River Bridge construction. traditional formwork. This made a critical and
To safely control the hoisting of two dozen higher-risk element less susceptible to flood-
75,000 pound (approximately 34,019 kilo- ing than common methods. Concrete was
gram) rebar cages from horizontal to placed with a double auger Bidwell placer to
vertical, a steel spine and lifting ring were eliminate a centerline construction joint. This
designed and fabricated. This allowed enhanced the bridge deck quality.
two cranes to work together in a safe and The White River Bridge project illus-
controlled manner. BIM and 4D modeling trates how infrastructure projects can
were also implemented (see Figures 8.1 benefit from digitization, enabling more-
and 8.2). Schedule integration validated advanced coordination and construction
the plan and was a valuable communi- planning approaches. This enables Parsons
cation tool. Augmented reality was also to increase predictability and productivity in
implemented in this project, giving field this large and complex project.
engineers the ability to visualize connection

FIGURE 8.1  3D modeling for the bridge and equipment was used to for site planning, including evaluation of
construction means and methods, and communicating the plan to field crews through 4D animations.
Source: Image courtesy Parsons
Chapter 8:  BIM-Based Design Coordination in Other Industry Sectors 119

FIGURE 8.2  4D BIM illustrates the schedule of activities for May 22, 2019. The image illustrates completed and planned
deck pours, caps, and columns.
Source: Image courtesy Parsons

FIGURE 8.3  Field engineers using augmented reality for a design Review
Source: Image courtesy Parsons
120 BIM for Design Coordination

FIGURE 8.4  Augmented reality gives field engineers the ability to visualize connection details using up-to-date
design models.
Source: Image courtesy Parsons

FIGURE 8.5  LiDAR and autonomous drones ease the process of capturing real-time conditions, which can be used for
inspection, planning, progress monitoring, and as-built documentation.
Source: Image courtesy Parsons
Chapter 8:  BIM-Based Design Coordination in Other Industry Sectors 121

8.2.2  Case Study: Reconstruction of an surveyed through subsurface investigation


Interchange techniques and confirmed through digging
This case study was originally published in and sampling at selected locations. The
Sankaran et al. (2016) by SAGE Publications accuracy and quality of this information
and has been reutilized here in accordance were vital on this project to meet the data
with SAGE’s Green Open Access policy. requirements for the 3D design process.
The project in this case study involved The design of the project was shared bet-
the reconstruction of an interchange that ween the agency and consultants, with
had seen a large increase in vehicular traffic the agency performing 35% of the scope
over the years. The construction involved in-house. The agency performed design in
roadways, tunnels, bridges, retaining walls, three dimensions for terrain and roadway
and noise barriers and relocation of utilities. elements. The design consultants and the
The project was chosen as a case study agency collaborated with pertinent software
because of the implementation of several tools and processes to produce 3D models
civil integrated management (CIM) technol- for bridges, retaining walls, drainage, util-
ogies including the 3D design of terrain and ities, lighting, and other significant struc-
roadway elements, 3D and 4D modeling of tural elements. The modeling requirements
structures, and a clash-detection process. for the structural entities were regulated
On this project, the return on investment for and standardized by using specifications
3D design and clash detection was quan- for the level of detail and accuracy of the
tified, and the agency gained insightful information required in the three dimen-
results on empirical benefits. This project sions for all the project elements (i.e., terrain,
also represents the pilot effort of the agency roadway, and structures).
in deploying 3D design and clash detection. After the construction phase, the project
During the planning phase, the agencies provided valuable insights on quantifying
noted that existing as-builts and traditional the return on investment for CIM. The pri-
surveying methods could not meet the data mary benefit of 3D design on this project
requirements for model-based design. was its model-based design coordination
Thus, the agency adopted an integrated and clash-detection process. The 3D design
surveying approach that involved multiple models were integrated into software appli-
sensing technologies to assist in rapid data cations that helped identify and resolve
collection with greater coverage. In the spatial conflicts among design entities such
process, inputs from advanced sensing as roadways, drainage, utilities, and other
technologies such as mobile LiDAR and structures. As such, the agency was able to
unmanned aerial vehicles were systemat- quantify the benefits by designating the cost
ically combined along with the data from of change orders and design issues that
conventional methods (such as total stations could have arisen in the field if the conflicts
and laser scanners). After the collected data were unresolved. Furthermore, 4D mod-
were processed, the resulting information eling was also deployed to perform staging
included semantically rich and georefer- analysis and optimize the construction
enced 3D point clouds and high-resolution sequences for bridges; this process contrib-
images. The information on utilities was uted to additional benefits of model-based
122 BIM for Design Coordination

design. A design-bid-build project, this case and construction (EPC) companies use to
study supported the claim that the owner’s help plan work, correct plans when projects
leadership and involvement in 3D design get off track, and modify or update plans
processes can yield significant benefits when the project requires changes due to
through model-based clash detection. field conditions. The complexity of refinery,
petrochemical, and other heavy industrial
8.3  BIM-Based Design Coordination projects in comparison to commercial
in Industrial Projects construction increases with these types of
BIM has contributed to the success of systems due to several factors including, but
many industrial projects in recent decades. not limited to, the following:
The industrial sector has been leveraging ◻◻ The design and operations of these
3D modeling for design review and, more plants are often significantly automated
recently, construction work packaging. and, therefore, equipment alignment and
The idea of dissecting capital projects into interoperability is critical.
smaller parts is not new, and it is one of
the fundamental concepts of the project ◻◻ The margins for safety are often
management body of knowledge (i.e., work restricted, and tolerance for defects
breakdown structure or WBS). Advanced is much more critical in an industrial
work packaging (AWP) is a planned, exe- plant as lives, the environment, and
cutable process that encompasses the large amounts of money are at risk if
work from initial planning and continuing facility failure occurs. As a result of a
through detailed design and construction zero-defect mentality, it is important
execution. The main difference between to mitigate the potential for devas-
AWP and traditional project management tating failure.
approaches is that AWP is a construction- ◻◻ The sheer size of these projects makes
driven process that requires construction them extremely complicated. The linear
participation in the early planning stages, feet of pipe, connections, and equip-
and adopts the philosophy of “beginning ment are often hard to contemplate,
with the end in mind.” The process aims with numbers such as hundreds of
at aligning engineering, procurement, and miles in a single project. The logistics
construction disciplines early in the front and planning that go into the receiving,
end planning stage. More detail on AWP handling, storing, and installation of
is available at CII (2013). It is important to large quantities of material must be very
note that AWP as a process uses BIM/3D detailed and structured to enable an
modeling, including both geometric (where efficient process.
work packages are extracted from) as well
as attribute data, and links to external data- Therefore, it is not surprising that
bases, such as supply chain data. BIM has been a very beneficial planning
3D modeling has become the standard and communications tool for industrial
that almost all engineering, procurement, construction as a whole. BIM enhances
Chapter 8:  BIM-Based Design Coordination in Other Industry Sectors 123

not only design coordination, but also design and installation. This is due to the
intra/inter-project communications, and amount of pipe to be installed and the com-
the development of work packages to a plex web of connections that it can pro-
level that could have never been realized duce on the site. This amount of attention
through traditional practices. The interface is applied to the model to ensure that the
it provides is as close to simulating actual facility is complete and constructible, and
construction prior to any resources being that the most efficient workflow can be
consumed as is possible with current tech- achieved once the design is complete. For
nology. This ability to simulate construction example, in Figures 8.6 and 8.7, which illus-
to avoid possible construction conflicts trate a model used for design review in an
and then use these simulations to provide industrial plant, there are missing supports
work packages to crews in the field is a for two separate pipe spools (false nega-
truly streamlined process for the effective tives). Figure 8.8 illustrates a hard clash (true
utilization of a plan. Several large EPCs are positive) as well as a missing fall-­protection
now experimenting with different forms railing (false negative). The false nega-
of visualization of their models, including tive issues would not have been caught in
virtual and augmented reality, which will be automatic clash detection, as discussed in
discussed in chapter 10. detail in chapter 3. False negative issues
EPC companies use 3D modeling for illustrate the importance of “walking the
all aspects of their projects; however, many model” as a complementary process to
apply the most rigor in modeling for pipe automatic clash detection.

FIGURE 8.6  Missing support for pipe spool (false negative)


124 BIM for Design Coordination

FIGURE 8.7  Missing support for pipe spool (false negative)

FIGURE 8.8  Missing fall-protection railing (false negative) and hard clash (true positive) between the lime green pipe
spool and purple light fixture
Chapter 8:  BIM-Based Design Coordination in Other Industry Sectors 125

EPC companies typically allocate much $10 million (in US dollars) in profits. During
of their schedule risk to pipe design and the second phase of construction (turn-
installation and use BIM as an effective tool around), the plant shut down for 80 days and
to mitigate these risks and communicate crews worked in shifts for 24 hours per day.
construction plans to the owner, workface/ The turnaround crew was made up of 1,500
craft planners, as well as installation crews. laborers. Worker positions were coordinated
Several EPCs have been able to apply BIM and the construction schedule was planned
to the total project life cycle for project con- down to the hour. Even the smallest delays
trols. The benefit of doing so is the ability to were detrimental to the project’s on-time
effectively plan track and execute their work. completion. Thus, the turnaround phase was
Whether it is a walkthrough, work package integral to overall project success.
development, system turnover, testing, or The EPC originally estimated that the
simulations, EPCs have been using BIM/3D project would take four years to complete.
modeling widely. However, the owner wanted the project
to be completed in two years. Thus, the
8.3.1  Case Study: Refinery project was completed with an ultra-fast-
Upgrade Project track schedule; the selection of alternatives,
An EPC company took on a $350 million (in defining the scope of work, and detailed
US dollars) refinery upgrade project in the design all occurred concurrently.
southern United States. The EPC was acting The project was on schedule as of
as the general contractor. The project con- February 2017, when this case study was
sisted of two parts: a renovation of the exist- developed. The engineering was approxi-
ing refining facility, as well as an addition mately 75% complete, and construction was
to the refining plant. The project included approximately 35% complete. However, due
major improvements to an existing hydro- to excessive owner changes, the project was
cracker unit that involved connecting miles suffering cost overruns.
of pipe from a pipeline to two refineries. Due to the complex nature and size
This connection allowed the two refineries of the project, the EPC implemented BIM
flexibility to function as one. There were two on the project mainly to help with craft
phases to the construction project. Dur- planning and materials management. A
ing the first phase (pre-turnaround), the large team of modelers, both in the United
plant remained running. Safety was a major States and in India, managed the refin-
concern for the 500-member construction ery’s BIM. The model was created in the
team as they worked around existing infra- planning phase of the project and included
structure. The owner wanted to keep the 3D geometric data as well as information
facility running as long as possible to avoid regarding materials, quantities, and spec-
losing profits; thus it was important that the ifications. For this project, the EPC pri-
EPC complete as much work as possible marily used BIM to exchange data with its
before the next phase of the project. Each fabricators using piping component files.
month the facility was closed, the owner lost It also used BIM to support the company’s
126 BIM for Design Coordination

material control, warehouse, and field BIM was implemented on this project
planning/progress. This included esti- due to its size and the owner’s contractual
mating the tons of steel, linear feet of pipe, requirement. Successes were displayed
and cubic yards of concrete needed and in many areas of project delivery beyond
recording the amounts of materials used. design coordination, including preconstruc-
The company believed that starting the tion, communication, quantity trending, fab-
building information model as early as pos- rication shop drawings, and safety.
sible was crucial, so it began creating the
building information model for all piping 8.4  Summary and Discussion Points
and steel systems in the engineering and This chapter described how other industry
design phase of the project. sectors—heavy industrial and infra-
The EPC federated models and structure—have been or can better take
information from all subcontractors into advantage of BIM for design coordination.
its in-house system. By using the federated The goal was to show that the BIM-related
model, the EPC was able to send out speci- concepts discussed in previous chapters are
fications and plant fabrication information. transferable to other sectors.
In the past, this process was done manually, Complete digitalization in the AEC
which resulted in much lower productivity. industry as a whole is imminent, but
These tasks would have been much tougher industry sectors are currently at dif-
to complete and would have taken longer ferent levels of digitization. The infra-
without BIM. structure sector is generally lagging,
Each trade’s model was reviewed, and while heavy industry has been making
new versions of the federated model were significant strides toward digitization; this
published on a weekly basis (in a process has enabled this sector to develop more
that is very similar to what is observed in advanced coordination and construction
commercial construction). The BIM man- planning approaches, since their models
agers looked for problems with the consis- have been fully integrated into other
tency of the model as well as foreseeable project databases, such as supply chain.
operation, maintenance, and constructability Digitalization of project and service
issues and opportunities. The owner was delivery business processes within the
able to view the building information model infrastructure sector offers a huge oppor-
on tables daily—both in the office and in tunity to bring about significant reduc-
the field. The field planning and progress tions in inefficiencies and productivity
team used the building information model gains to all stakeholders involved, much
to review construction progress and pre- of which has already been observed in the
pare work packages. Once this project heavy industrial sector and in commercial
is complete, ownership of the building construction in the last decade. At the
information model will be turned over to heart of this imminent industry-wide digi-
the owner. talization is BIM.
Chapter 8:  BIM-Based Design Coordination in Other Industry Sectors 127

■■ After reading this chapter, think about the following questions:

1. Which sector is lagging in BIM implementation?


2. What is the difference between the following terms: civil information modeling
and civil integrated management?
3. What are two common uses of BIM in infrastructure projects?
4. What are two common uses of BIM in industrial projects?

References https://buildinginformationmanagement.files.
Construction Industry Institute (CII). 2013. wordpress.com/2011/06/nbimsv1_p1.pdf.
“Advanced Work Packaging: Design through O’Brien, W., B. Sankaran, F. Leite, N. Khwaja,
Workface Execution.” Research Summary 272-1. I. De Sande Palma, P. Goodrum, K. Mole-
Construction Industry Institute. The University naar, G. Nevett, and J. Johnson. 2016. “Civil
of Texas at Austin. Integrated Management (CIM) for Depart-
Molenaar, K. et al. 2018. “Alternative Contract- ments of Transportation, Volume I: Guide-
ing Method Performance in U.S. Highway book.” National Academies of Sciences,
Construction,” Technical Brief, FHWA Publica- Engineering, and Medicine. Washington, DC:
tion No: FHWA-HRT-17-100, Prepared by Uni- The National Academies Press. https://doi.
versity of Colorado Boulder, Colorado for the org/10.17226/23697.
Federal Highway Administration. https://www Sankaran, B., W.J. O’Brien, P.M. Goodrum, N.
.fhwa.dot.gov/publications/research/ Khwaja, F. Leite, and J. Johnson. 2016. "Civil
infrastructure/17100/17100.pdf. Integrated Management for Highway Infra-
National Institute of Building Sciences. 2019. structure: Case Studies and Lessons Learned.”
National BIM Standard-United States Transportation Research Record: Journal of the
(2007) “National Building Information Mod- Transportation Research Board 2573 (1): 10–17.
eling Standard Version 1, Part 1: Over- Washington, DC: Transportation Research
view, Principles, and Methodologies.” Board. https://doi.org/10.3141/2573-02.
Chapter 9

BIM Teaching Considerations

9.0  Executive Summary well-rounded education and learning the


This chapter describes the experience and fundamentals of BIM. My philosophy is to
lessons learned from a University of Texas focus not on “point and click” training, but
at Austin course on building information rather on critical thinking and how various
modeling (BIM) designed to educate next- BIM tools and processes can assist project
generation architecture, engineering, and management and construction professionals
construction (AEC) professionals to under- in making better decisions and, ultimately,
stand BIM and effectively use an existing delivering a better product. This is a key point
building information model in plan execution as, during the course, we use many different
for a building construction project. I first software systems throughout the delivery
developed this course in 2010; since then, of each teaching module; but throughout
I have been constantly refining and updat- the years, I have been experimenting with
ing it to ensure that students are getting a different software systems in each module,

BIM for Design Coordination: A Virtual Design and Construction Guide for Designers, General Contractors, and MEP 129
Subcontractors, First Edition. Fernanda L. Leite.
© 2020 John Wiley & Sons, Inc. Published 2020 by John Wiley & Sons, Inc.
130 BIM for Design Coordination

although the fundamental concepts remain which is rapid growth from 49% in 2009. The
consistent. This is important, as we need to biggest challenge to BIM adoption continues
prepare our next-generation professionals to to be a lack of adequate BIM training. As the
be lifelong learners and pick up software skills importance of BIM is widely recognized in
as they go. In school, they should be learning the AEC industry, it is essential for the next
how BIM processes and tools support and generation of construction management
enhance their decision making, what their professionals to learn BIM while undertaking
limitations are, and how to select the right tool studies at universities.
or process for the problem at hand. This chapter describes the experience
In my BIM course, a project-based and lessons learned from a university course
learning approach was applied to: (1) empha- on building information modeling that was
size the importance of understanding BIM developed to educate next-generation AEC
as a process, and (2) provide students with professionals to understand BIM and effec-
active learning experiences by encouraging tively use an existing building information
self-directed learning and critical thinking model in plan execution for a building
throughout the course. The course organi- construction project. BIM is cross-listed
zation and deployed educational modules with both graduate and undergraduate-level
are introduced in this chapter, and lessons codes. ARE 376 is an undergraduate-level
learned to date from the teaching experience elective for both civil and architectural
are documented. Much of this chapter is ­engineering majors, and CE 395R7 is a
based on Leite (2016), which was published graduate-level course that is part of the
under a Creative Commons licensing construction engineering and project
agreement. management (CEPM) graduate program in
the civil, architectural, and environmental
9.1 Introduction engineering (CAEE) department at the
Building information modeling (BIM) is ­University of Texas at Austin.
regarded as an innovative approach and This project-based course focuses on
integrated process that supports efficient BIM as a collaborative process rather than a
design, information storage and retrieval, design tool. There is no prerequisite for 3D
model-based data analysis, visual decision modeling, since all models used in course
making, and communication among project work are provided. Students are asked to use
stakeholders (NIST 2004, Krygiel and existing models to perform tasks including
Nies 2008, Eastman et al. 2008). Although the model-based cost estimating, scheduling,
various definitions of BIM have been given 4D simulation, and design coordination.
with different foci, most researchers and
practitioners believe that BIM is not a prod- 9.2  Background Research
uct or technology; instead, it is a process that BIM has been gaining wide acceptance
can facilitate project success when utilized and recognition in the last decade, as AEC
throughout the project life cycle. According professionals face a new transition from
to McGraw-Hill’s SmartMarket Report (2012), computer-aided design (CAD) to BIM. As a
71% of the architecture, engineering, and response to this promising technology and to
construction (AEC) industry is using BIM, industry needs for relevant skills, academic
Chapter 9:  BIM Teaching Considerations 131

institutions are exploring strategies and correct understanding of BIM. BIM is not
approaches to incorporate BIM education in simply new software or a stand-alone tool
their undergraduate and graduate curricula. that supports an individual discipline. Hence,
Researchers have found that BIM is one understanding how BIM streamlines the col-
of the most challenging and recent trends laboration process of a construction project
for construction management programs, is much more important than mastering
but BIM pedagogy is not yet consolidated software. Second, considering the ever-
(Johnson and Gunderson 2009, Wang and increasing evolution speed of information
Leite 2014). In recent years, more academic technology (IT), it is very likely that the
institutions have started to incorporate BIM “content” taught in class—especially the
into their programs to respond to industry hands-on training on BIM applications—will
needs for these skills. In the United States, be outdated in the near future. Therefore, it
schools such as Penn State, Carnegie Mel- is important for university educators to place
lon, Georgia Tech, University of Southern more emphasis on students’ ability to con-
California, and University of Texas at Austin duct self-directed learning. Furthermore, as
have successfully integrated BIM education BIM is still emerging, critical thinking should
in their programs, some of which are design be strongly encouraged throughout the
programs (i.e., integrated into architectural teaching process. Hence, problem-based
engineering or design studio courses). It is learning (PBL) is the teaching approach
important to teach BIM as a design tool in a deployed for this course.
design studio or modeling course; however, PBL is a student-centered educational
as BIM is recognized as “the process of cre- approach. The focus shifts from a method of
ating and using digital models for design, instruction that is teacher-driven and led to
construction and/or operations of projects” one where the student is empowered to con-
(McGraw-Hill Construction 2012), it should duct self-directed learning. It is task oriented,
be also taught in the context of construction and a project is often set by an instructor or
and facility management. The data-rich facilitator. Students integrate what is learned,
nature of BIM enables the model to not only and produce a solution to solve an ill-defined
be a digital representation of the design but problem. PBL, according to Savery (2006),
also facilitate model-based quantity take-offs originated in North America over 40 years ago
and cost estimating, schedule simulations, to help medical students become self-directed
and design coordination, among others. and multidisciplinary learners. PBL is also an
Therefore, in addition to teaching BIM in adequate approach for engineering educa-
design education, it is equally important to tion, given that it resembles the professional
teach students the potential of BIM applica- behavior of the engineering discipline.
tion throughout the project life cycle as well Projects may vary in complexity, but all will
as the knowledge and experience of how to relate in some way to the fundamental the-
manipulate, manage, and make good use of ories and techniques of an engineering dis-
the model. cipline. Common elements of PBL include
Teaching BIM in construction man­ the following: (1) real-world problems are
agement is challenging for several reasons. presented for investigation; (2) students dis-
First, it is critical to help students form a cuss findings and consult the instructor for
132 BIM for Design Coordination

guidance, input, and feedback; and (3) final main culprits. Taking specifically the project
products can be shared with the community management profession into account,
at large, thus fostering ownership and ill-defined problems and teamwork are
responsible citizenship in addressing omnipresent in the AEC industry. Hence, it
real-world problems. is increasingly more relevant to provide our
From an engineering education perspec- future engineers and project managers with
tive, PBL can be coupled with cooperative educational experiences that can emulate
learning, given that students typically work real-world project work in the classroom.
on course projects collaboratively in small This chapter will describes a course that
groups. Researchers have been investi- I developed at the University of Texas at
gating cooperative learning as an alternative Austin in 2010 and have since taught at least
to competitive learning for several decades once per year. I discuss the course organi-
(Deutsch 1949, Johnson et al. 1981, zation and provide a sample educational
Johnson et al. 1986, Slavin 1990, Nembhard module on BIM-based design coordination.
et al. 2009). Common elements of cooper-
ative learning methods include: (1) classes 9.3  Course Description
are divided into small groups with two to six I have taught BIM for capital projects at
members, (2) groups have an interdepen- the University of Texas at Austin since 2010
dent structure with high individual account- to a total of approximately 260 students,
ability, (3) the team objectives are clearly including graduate and undergraduate
specified and defined, and (4) team mem- students in engineering. Each offering is
bers support each other’s efforts to achieve capped at 24 students, as this is a lab-based
a common goal (Nembhard et al. 2009). course and that is the number of computers
Competitive learning, on the other hand, in the teaching computer laboratory I use
is based on a competitive goal structure for this course. It is also a small enough
in which an individual can attain his or her number to enable plenty of one-on-one
goal if the other participants cannot attain interactions throughout the semester. This
their goals (Deutsch 1949). Moreover, psy- course has had high interest from the stu-
chologists have suggested several benefits dent body and has attracted students from
of using cooperative learning over com- multiple areas within the CAEE department
petitive learning in a classroom, including (e.g., construction engineering and project
enhanced achievement, student attitudes, management, architectural engineering,
and student retention (Johnson et al. 1981, structures, and material science), as well as
Slavin 1990). mechanical engineering and architecture
With so much evidence of the advan- students. Students gain hands-on experi-
tages of PBL and cooperative learning, why ence on various aspects of BIM as well as
are we not implementing this pedagogical develop case studies on various BIM-based
approach more often in our engineering projects in and around Austin, supported by
classrooms? Implementation challenges industry mentors.
(e.g., additional preparation time, complex The course is well integrated with
logistics, and access to real-world problems my research agenda. It is taught in mod-
and related data) are often stated as the ules, which allows flexibility of adding new
Chapter 9:  BIM Teaching Considerations 133

content every time the course is offered, This is a project-based course where stu-
typically related to new research initia- dents gain knowledge on the implementation
tives my lab is exploring. Each module is of BIM concepts throughout the life cycle
­composed of an introductory lecture, two of a building, from planning and design to
laboratory sessions, and a reflective class, construction and operations. The main topics
in which students present and discuss their covered in the course include (1) model-
work related to that specific module. The based cost estimating, (2) construction
three basic modules are (1) model-based scheduling and 4D simulation, (3) design
cost estimating, (2) scheduling and 4D coordination, and (4) photogrammetry-based
simulation, and (3) design coordination. 3D model generation.
Additional modules that have been taught This course is designed to provide
include: (4) building energy simulation, construction management students with
(5) photogrammetric generation of 3D models, core concepts of BIM, the knowledge of
and (6) site layout planning. This course is implementing BIM as a process throughout
entirely project-based, meaning assignments the project life cycle, hands-on experience
for each module are mini-projects, in which with various BIM software, and the oppor-
students apply the knowledge for that module tunity to develop collaboration skills and
to a real-world project. In addition, all teams critical thinking through group projects
are made up of both graduate and under- and individual assignments. By taking this
graduate students, and the team composition course, students will be able to: (1) define
is carefully crafted to ensure that there is a BIM, (2) describe workflow in using BIM
variety in student background (e.g., modeling, in the building life cycle, (3) describe the
estimating, and scheduling experience) in ­process of model-based cost estimating,
each team. (4) perform 4D simulations, (5) apply BIM
This is the University of Texas at Austin’s to reduce error and change orders in
first BIM course, and, through my network construction projects, and (6) evaluate and
of industry mentors and alumni, our gradu- communicate their ideas related to the use
ates have been reaping the benefits of the of BIM in the building life cycle.
course. Several past students have been
hired as BIM engineers or virtual design and 9.5  Course Organization and
construction (VDC) managers by various Educational Modules
general contractors throughout the United This course is cross-listed with both grad-
States and abroad, and are now giving back uate and undergraduate-level codes. It
to the university, serving as mentors to teams was designed for students interested in
of students taking the course. construction management and IT in the AEC
industry. Instructional approaches include lec-
9.4  Course Overview and Learning tures, hands-on lab-based software tutorials,
Objectives team-based learning (e.g., lab-based assign-
This course focuses on the skills and ments), and individual learning (e.g., reading
information needed to effectively use an assignments).
existing building information model in plan An innovation of this course c ­ ompared
execution for a building construction project. to previous efforts is that the teaching
134 BIM for Design Coordination

approach and evaluation principle are This section describes the detailed course
­process-oriented, which means the design and instructional approaches. There
emphasis is placed on understanding BIM are both team and individual evaluations
as a new construction management pro- throughout the semester. All lab-based assign-
cess as well as its impacts on project suc- ments (one per educational module) are car-
cess. BIM is not only a technology but also ried out in teams. An industry-mentored case
a methodology. Especially with IT booming, study is also carried out in teams. Individual
BIM products are also advancing rapidly; evaluations are done through class discus-
mastering one or more types of software sions based on reading assignments, quizzes,
should not be the focus in BIM education in and a synthesis report (for graduate students
universities. BIM courses should, therefore, only). Figure 9.1 depicts the team and individual
encourage students to grasp the role of evaluations, as well as their connections.
BIM in different project phases so that they The course contents are organized
know why this tool is used, how it improves into educational modules covering various
project performance, and how it can be topics such as model-based cost estimating,
further improved. The evaluation mech- construction scheduling and 4D simulation,
anism of lab-based assignments is also design coordination, and photogrammetry-
based on the students’ discussion of the based 3D model generation. As shown
process and the further understanding of in Table 9.1, every module is composed of
the tasks based on practice, rather than the four sessions: (1) background introduc-
result itself. tion, an introductory lecture supplemented

Team Evaluations

Educational Individual
Modules Evaluations
Reading
Cost Scheduling and assignments
estimating 4D simulation

Design Photogrammetry- Quizzes


coordination based model
generation
Synthesis report
(graduate students only)

Industry-mentored case
studies

FIGURE 9.1  Team and individual evaluations and their relationships


Chapter 9:  BIM Teaching Considerations 135

TABLE 9.1  Structure of each educational module

Session Instructional approach

1. Background/Introduction Lecture (topic introduction) + individual learning (reading assignment and class
discussion)
2. Lab session I: tutorial Lecture (software tutorial) + team-based learning (hands-on exercises)
3. Lab session II: workshop Team-based learning (time-for-questions workshop; hands-on exercises)
4. Reflection and discussion Team-based learning (group presentations and discussion)

by additional reading assignments; (2) lab 9.6.1  Statement of Alignment to Course


session I, a step-by-step hands-on tutorial Learning Objectives
led by a teaching assistant; (3) lab session As previously stated, the learning objec-
II, a time-for-questions workshop when stu- tives for this course are: (1) define BIM,
dents are free to seek help, ask questions, (2) describe the workflow of using BIM in the
work in groups, and interact with other building life cycle, (3) perform model-based
groups; and (4) reflection and discussion, cost estimating, (4) perform 4D simulations,
assignment delivery, and team pre- (5) apply BIM to reduce errors and change
sentations. orders in capital projects, and (6) evaluate
These modules provide students with and communicate ideas related to the use of
core BIM knowledge, hands-on practice with BIM in the building life cycle.
state-of-art BIM solutions, and cross-cultural For this unit specifically, the learning
collaboration experience, as most of our objectives are to:
graduate student body is international. All
lab-based assignments are done in groups. 1. Perform model-based cost esti-
At the beginning of the course, students are mating. Students explore BIM-based
assigned to teams of three. The teams are mechanical, electrical, plumbing, and
formed to cover a variety of industry experi- fire protection (MEPF) clash detection
ence levels and background. Teams are also using Autodesk Navisworks Manage®.
composed of both graduate and undergrad- They learn how to use Navisworks® to
uate students. Typically, a class will have automatically detect clashes in a model,
eight teams of students, depending on the analyze which of the automatically iden-
total enrollment for a given semester. tified clashes are true positives, and
then group true positive clashes to sim-
plify clash resolution.
9.6  Example Educational Module:
Design Coordination 2. Apply BIM to reduce errors and change
The following subsections discuss the state- orders in capital projects. This unit
ment of alignment of an example module on enables students to learn how design
design coordination (module 3), lecture over- coordination can be used to reduce
view, hands-on sessions descriptions, mock the number of field-detected clashes.
design coordination description, and assign- Emphasis is also placed on model
ment overview. quality and level of development (LOD)
136 BIM for Design Coordination

as it related to the classification of true consistently higher recall rate, provides a


positive and false positive clashes. more complete identification of clashes, at
the cost of false positives (low precision).
3. Evaluate and communicate ideas
We then discuss the importance of model
related to the use of BIM in the building
quality and determining an appropriate
life cycle. This unit enables students
LOD for BIM-based design coordination,
to evaluate the benefits of design
to achieve high precision and recall. At the
coordination for the construction
end of this lecture, assignment 3 (design
industry (i.e., where they see this as
coordination) is introduced. This lecture is
applicable, at what level of detail and
presented in a 1hour, 15 minute session.
scale, for what objectives, and for what
types of construction) and to provide an 9.6.3  Hands-On Sessions
assessment of current process limita- This unit consists of two hands-on lab
tions and implementation challenges. sessions, which are carried out in a computer
laboratory. In the first session, students learn
9.6.2 Lecture how to open and save a model in Autodesk
This lecture provides an overview of design Navisworks®, detect clashes, set up display
coordination as a process, including how settings, and clash review. We walk stu-
it was traditionally executed in 2D, over- dents through an example of clash review
laying drawings on a light table; limitations and grouping in a small section of a building
of the 2D-based approach; and early exam- construction project. By the end of this
ples of the transition in 3D-based design session, students should be able to run pair-
coordination. This lecture also covers an wise clash-detection tests, group and classify
example case study of a project on campus clashes. In the second hands-on lab session,
that the students can relate to and know which takes place at least a week after the
of. The concept of a federated model is first one, students have the opportunity to
introduced, and a recap of BIM project ask the instructor and teaching assistant,
execution planning as it relates to design any clarifying questions while they are
coordination is provided (note that earlier working with their teams. There is no formal
in the semester, an entire lecture is dedi- instruction during the second lab session.
cated to BIM project execution planning). A Also, sometime between lab sessions one and
reading assignment is due at the beginning two, we host industry representatives, who
of this lecture; typically, the reading lead a mock design coordination meeting.
discussion is conducted at the start of the
lecture. This specific reading assignment is 9.6.4  Assignment Description
the Leite et al. (2011) paper, which presents For this assignment, you will be exploring
an evaluation of modeling effort associated BIM-based mechanical, electrical, plumbing,
with generating a BIM model at different and fire protection (MEPF) clash detection
LODs and the impact of LOD in a project using Autodesk Navisworks Manage®. In this
in supporting MEPF design coordination. assignment, you will learn how to use Navis-
Based on the experiments done in MEPF works® to automatically detect clashes in the
design coordination, it was observed model, analyze which of the automatically
that BIM-based clash detection, with its identified clashes are true positives, and
Chapter 9:  BIM Teaching Considerations 137

FIGURE 9.2  Floor 2 of an academic building in Pennsylvania

then group true positive clashes to simplify following factors: (1) clash similarity, (2) clash
clash resolution. Figure 9.2 is a screenshot of locality, and (3) one entity clashing with many.
the second floor of an academic building in Explain your reasoning for each group
Pennsylvania. In this figure, you can see the you create, and provide screenshots. Report
structural, architectural, and MEP elements the resulting number of clash groups.
modeled. You will be using this model for Here are some general requirements
this assignment. and discussion points in relation to this
The objective of this assignment is the assignment:
identification of true positive MEP clashes. 1. What are the advantages and limitations
The first step is identifying all clashes auto- of detecting clashes with software sys-
matically in Navisworks®. You will then need tems like Navisworks Manage®? What
to go through those clashes, eliminating any can be done to improve the process?
false positives you might find. Two exam-
ples are shown in Figures 9.3 and 9.4. 2. Can you think of any false negatives
Fill out Table 9.2, and provide a sufficient (clashes that were not identified that
explanation for your analysis (why you con- should have been)? Why would this hap-
sider the clashes to be false positives). pen? How can we minimize this issue?
Once you have separated true positives 3. Discuss what should be taken into
from false positives and calculated the TP consideration when creating a building
and FP rates for the software, you must group information model in order to obtain
true clashes in an effort to simplify clash res- more accurate results in automatic
olution. The grouping process will rely on the clash detection.
138 BIM for Design Coordination

A B
FIGURE 9.3  Example of a false positive for automatic clash-detection—clash between a HVAC supply diffuser and light
fixture in (a) and (b). Different pieces of the same light fixture (in circle) were considered two clashes.

A B
FIGURE 9.4  Example of a false positive for automatic clash detection—clash between a duct and light fixture in (a) and
(b). Different pieces of the same light fixture (in circle) were considered two clashes.

TABLE 9.2  Count of clashes between pairs of subcontractors in Floor 2 of the sample building

HVAC Electrical Plumbing Fire protection

T FP TP T FP TP T FP TP T FP TP

HVAC
Electrical
Plumbing
Fire protection

T=total automatically identified clashes


FP=false positive counts
TP=true positive counts

Deliverables: After completing this counts and true positive counts, including
assignment, you will need to submit a 3 to screenshots from Navisworks to illustrate your
5 page report including (1) Table 9.2 filled with process; (3) discussion on, but not limited
results; (2) analysis of typical false positive to, the points listed; and (4) an appendix
Chapter 9:  BIM Teaching Considerations 139

TABLE 9.3  Design coordination assignment presentation topics

Group number Presentation topics

3 ◻◻ Discussion of the process undertaken to fill in the count-of-clashes table. Discuss the results
obtained, and give examples of false positives from your analysis.
◻◻ Discussion of the process of true clash grouping.

◻◻ What are the advantages and limitations of detecting clashes with software systems like

Navisworks ­Manage®?
◻◻ What can be done to improve the process (clash detection)?

◻◻ More generally, what can be done to improve the model-based design coordination process?

4 ◻◻ Discussion of the process undertaken to fill in the count-of-clashes table. Discuss the results
obtained, and give examples of false positives from your analysis.
◻◻ Discussion of the process of true clash grouping.

◻◻ Discussion of some interesting features of Navisworks Manage®.

◻◻ Can you think of any false negatives (clashes that were not identified that should have been)?

Why would this happen? How can we minimize this issue?


◻◻ Discuss what should be taken into consideration when creating a building information model

in order to obtain more accurate results in automatic clash detection.

including a clash report generated from For the case study assignment, students
Navisworks®. Images and appendices do are asked to directly contact, with the support
not count toward the page limit. This assign- of the course instructor, one company and
ment is due on November 6. Please hand develop a case study on a project that utilized
in a hard copy of your report in class on BIM in any way. The questions they need to
November 6 and also submit your report to discuss include, but are not limited to: what
Canvas by the due date. On the same day challenges the project team faced that led
the assignment is due, groups 3 and 4 will be to the use of BIM, what technologies were
asked to make a presentation in class on this used, why these technologies were pertinent
assignment. See the presentation assign- to the problem they were addressing, how
ments that follow. BIM was implemented in the project and in
Presentation assignments are as follows which phase of project life cycle, how these
(see Table 9.3). If your group is presenting, technologies facilitated project success,
please prepare a 10–15 minute presenta- whether there were any measurable improve-
tion covering only your assigned discussion ments, and what challenges were faced in
points. Have mostly discussion points and BIM implementation. The teams address
figures in your slides. these questions by means of interviews, site
visits, and project document analysis. At the
9.7  Industry Involvement end of the semester, the teams present their
Guest lectures and an industry-mentored case studies in a seminar-type environment
case study assignment provide students (see Figure 9.5). Mentors are invited to attend;
with a good chance to connect and com- and, when they do attend, they provide
municate with industry professionals, learn enthusiastic feedback to students throughout
from practical experience, and strengthen the seminar.
the knowledge learned in class with Besides mentoring students in case
real-world practice. studies, industry representatives get involved
140 BIM for Design Coordination

FIGURE 9.5  Team of students presenting an industry-mentored case study

A B
FIGURE 9.6  Students in a mock BIM-based design coordination meeting, led by industry mentors

in various other ways in the BIM course. about BIM implementation in their experi-
Typically, each semester includes three or ence, illustrated by projects they worked on.
four guest lecturers. Each guest lecturer Figure 9.6a and 9.6b illustrate a guest lec-
comes from a different company and talks ture connected to the design coordination
Chapter 9:  BIM Teaching Considerations 141

A B
FIGURE 9.7  Students in 3D hands-on class exercises, both industry-led (a) and instructor-led (b)

module. This specific guest lecture started on learning outcomes tracked in this course,
with an overview of BIM implementation in see Wang and Leite (2014).
this company, followed by a mock design Project-based learning provides students
coordination m ­ eeting, led by two BIM engi- with real-world problems and active learning
neers who perform design coordination as experiences by encouraging self-directed
part of their job duties. learning and critical thinking throughout the
Figures 9.7a and 9.7b show a class course. A combination of lectures, team-
exercise developed by a guest lecturer that based learning, and individual learning not
was deployed after his lecture and was only provides students with well-­structured
meant to illustrate how 3D representation knowledge but also enables them to practice
can enhance multidisciplinary team col- working and learning in a collaborative envi-
laboration. ronment supplemented by self-reflection.
For emerging technologies and trends like
9.8  Lessons Learned BIM, university education should put more
This course emphasizes learning BIM as emphasis on “why” and “how” in addition to
an integral process that influences overall “what.” (Why is the BIM process better than
project success from various perspectives. the traditional process? Why is the software
Understanding the core value of BIM and its application good or not good? How can you
far-reaching influences with specific training improve it?). Students benefit more from know-
on innovative and critical thinking is much ing how to learn and think with a tool than simply
more important than mastering a piece of knowing how to use it.
software. Reflecting on the course over nine The modular structure used in this
years, the main lessons learned include course establishes a standard format for
(1) project-based learning, (2) modular each educational module but also enables
structure of the course design, (3) industry flexibility in terms of course content. Stu-
involvement, and (4) constant tracking of dents receive adequate training in each
learning outcomes. For further information module through lectures, readings, lab

Leite516019_c09.indd 141 10/24/2019 12:04:05 PM


142 BIM for Design Coordination

tutorials, lab-based exercises, and reflec- Several have already given back, serving as
tion and discussions, and the content of BIM course mentors and/or guest lecturers.
educational models can be updated as
required. The three basic modules that 9.9  Summary and Discussion Points
are always taught are model-based cost This chapter described the experience and
estimating, scheduling and 4D simulation, lessons learned from the University of Texas
and design coordination. Additional mod- at Austin’s first course on BIM, which is
ules that have been taught throughout the designed to educate next-generation AEC
semesters include: building energy simu- professionals to understand and effectively
lation, photogrammetric generation of 3D leverage BIM in plan execution. The general
models, and site layout planning. philosophy that shaped how this course
Familiarizing students with industry was designed in that the focus should be on
practice and expectations is also important. knowing how to learn and think with a tool
In addition to a well-directed course, case rather than simply knowing how to use it,
studies and guest lectures are good ways for enabling our students to be lifelong learners
students to expand their vision and stimulate and pick up software skills as they go. In
innovative ideas. This is this university’s first school, they should be learning how BIM
BIM course; through a network of industry processes and tools support and enhance
mentors and alumni, graduates from the their decision making, what their limitations
program (both undergraduate and graduate are, and how to select the right tool or pro-
students) have already been reaping the cess for the problem at hand. The chapter
benefits of this course. Many past students provided an overview of the course and a
have been hired as BIM engineers or VDC sample educational module, which educa-
coordinators by various general contractors tors can use as a starting point to developing
throughout the United States and abroad. a project-based BIM course such as this one.

■■ After reading this chapter, think about the following questions:

1. What is problem-based learning (PBL), and how does it related to teaching BIM?
2. What are the advantages of teaching BIM in a project-based manner?
3. From an engineering education perspective, PBL is often coupled with coopera-
tive learning. How does that differ from traditional teaching approaches?
4. Given the many benefits of PBL, project-based learning, and cooperative learning
in engineering education, why aren’t these pedagogical approaches more preva-
lent in engineering classrooms?
Chapter 9:  BIM Teaching Considerations 143

References Construction 20 (5): 601–609. https://doi.org/


Deutsch, M. 1949. “A Theory of Cooperation and 10.1016/j.autcon.2010.11.027.
Competition.” Human Relations 2: 129–152. Leite, F. 2016. “Project-based Learning in a
Eastman, C., P. Teicholz, R. Sacks, and K. Liston. Building Information Modeling for Construction
2008. BIM Handbook: A Guide to Building Management Course.” Journal of Information
Information Modeling for Owners, Managers, Technology in Construction (ITCon) 21, Special
Designers, Engineers, and Contractors. Hoboken, Issue 9th AiC BIM Academic Symposium &
NJ: John Wiley & Sons. Job Task Analysis Review Conference, 164–176.
Johnson, B.T., and D.E. Gunderson. 2009. “Edu- www.itcon.org/2016/11
cating Students Concerning Recent Trends McGraw-Hill Construction. (2012). SmartMarket
in AEC: A Survey of ASC Member Programs.” Report: The Business Value of BIM in North America.
Associated Schools of Construction: Proceedings Bedford, MA: McGraw-Hill Construction.
of the 45th Annual Conference, University of Flor- Nembhard, D., K. Yip, and A. Shtub. 2009. “Com-
ida–Gainesville. ascpro0.ascweb.org/archives/ paring Competitive and Cooperative Strategies
cd/2009/paper/CERT144002009.pdf. for Learning Project Management.” Journal of
Johnson, D.W., G. Maruyama, R. Johnson, Engineering Education 98 (2): 181–192.
D. Nelson, and L. Skon. 1981. “Effects of Coop- NIST. 2004. “Cost Analysis of Inadequate Interop-
erative, Competitive, and Individualistic Goal erability in the US Capital Facilities Industry.”
Structures on Achievement: A Meta-Analysis.” NIST GCR 04-867.
Psychological Bulletin 89 (1): 47–62. Savery, J.R. 2006. “Overview of Problem-based
Johnson, R.T., D.W. Johnson, and M.E. Stanne. Learning: Definitions and Distinctions.” The
1986. “Comparison of Computer-Assisted Interdisciplinary Journal of Problem-based
Cooperative, Competitive, and Individual- Learning 1 (1): 9–20.
istic Learning.” American Educational Research Slavin, R.E. 1990. Cooperative Learning Theory,
Journal 23 (3): 382–92. Research, and Practice. Englewood Cliffs, NJ:
Krygiel, E., and B. Nies. 2008. Green BIM: Prentice Hall.
Successful Sustainable Design with Building Wang, L., and F. Leite. 2014. “Process-Oriented
Information Modeling. San Francisco: Sybex. Approach of Teaching Building Information
Leite, F., A. Akcamete, B. Akinci, G. Atasoy, and Modeling in Construction Management.” ASCE
S. Kiziltas. 2011. “Analysis of Modeling Effort Journal of Professional Issues in Engineering
and Impact of Different Levels of Detail in Education and Practice 140 (4):1–9. https://doi.
Building Information Models.” Automation in org/10.1061/(ASCE)EI.1943-5541.0000203.
Chapter 10

What the Future Holds for Design Coordination

10.0  Executive Summary and analysis that we plan for today will not
With advancements in software and be needed. This chapter attempts to discuss
hardware technology, our current building a vision for the future of virtual design and
information modeling (BIM)-based design construction as a whole. I cannot predict
coordination processes will likely drastically what the future holds, especially since tech-
change in the next decade. Rather than hav- nology and its adoption evolve quite rapidly.
ing to develop approaches to federate data I can, however, reflect on what I have been
from multiple disciplines, group clashes, observing and how that has impacted my
or develop a sequence to evaluate clashes, research agenda. Some of this chapter (sec-
one can envision an approach—not too tions 10.2.2 and 10.2.3) is based on Leite (2018),
far-fetched—in which artificial intelligence is published by Springer and granted copyright
leveraged and much of the data preparation clearance to be published in this book.

BIM for Design Coordination: A Virtual Design and Construction Guide for Designers, General Contractors, and MEP 145
Subcontractors, First Edition. Fernanda L. Leite.
© 2020 John Wiley & Sons, Inc. Published 2020 by John Wiley & Sons, Inc.
146 BIM for Design Coordination

10.1 Introduction In the near future, the amount of time


In the preceding chapters of this book, I and effort required for clash detection will
covered guidelines on setting up a project for decrease with increased use of cloud-based
successful BIM-based design coordination, collaboration platforms such as Autodesk
the importance of considering model quality BIM 360 ®, which allow users to connect
and level of development (LOD), how to carry project teams and data in real-time, from
out a successful design coordination session, design through construction. So, stake-
and specific guidelines for key stakeholders holders will no longer need to wait for a
typically involved in design coordination. weekly design coordination meeting to
But with so many new technologies being check if there are any clashes with their
implemented or piloted in the construction system. They can check in real time, as
industry, the playing field could drasti- they are modeling and other stakeholders
cally change within the next decade. Much are too, within a collaborative work envi-
of what we see now in BIM-based design ronment. Figure 10.2 illustrates clash tests
coordination is in many ways a replication between all trades in a collaborative work
of 2D design coordination on a light table, environment.
where two trades at a time would coordinate Cloud-based collaboration platforms will
their scopes of work. Design coordination enable more efficient collaboration and can
software replicates this by having users carry further enhance design coordination when
out pair-wise tests on a federated model: coupled with automated or semi-automated
for example, a clash test between heating, routing systems, much as we have auto-
ventilation, and air conditioning (HVAC) and complete and smart composition for our text
electrical trades, as shown in Figure 10.1. messages and e-mails. Imagine working in

Electrical

HVAC

FIGURE 10.1  Example pair-wise clash test set up in Autodesk Navisworks Manage
Source: Autodesk screen shots reprinted courtesy of Autodesk, Inc.
Chapter 10:  What the Future Holds for Design Coordination 147

FIGURE 10.2  Example of a design coordination collaborative environment in Autodesk BIM 360 ®

Source: Autodesk screen shots reprinted courtesy of Autodesk, Inc.

a collaborative environment in which we not in the next three decades. Out of this work, a
only see in real time what other trades are list of emerging technologies in the AECFM
working on and designing, but also have industry was derived. Technologies in
systems in place that can automate routing our scan included those with incremental
and auto-correct clashes, leveraging recent impacts as well as those with potential
advancements in generative design. Some of breakthrough industry advancement. So far,
my research is motivated by this vision and the Horizon-360 team has identified 23 tech-
will be discussed in this chapter. nologies available today that could impact
the AECFM industry, ranging from exoskel-
10.2  Emerging Technologies for etons to autonomous vehicles, to virtual
Design Coordination reality(VR)/augmented reality(AR)/mixed
For three years (2015–2018), I co-chaired the reality(MR). Several of these technologies
Horizon-360 committee, which was part of have the potential to change how we deliver
an organization called Fully Integrated & projects as a whole, including how we man-
Automated Technologies (Fiatech). Fiatech age the fragmented nature of our industry,
is now part of the Construction Industry and how we deal with the increasing
Institute (CII); Horizon-360 still exists shortage of high-quality craft labor by aug-
as a committee within CII. The original menting workers’ capabilities through tech-
committee was composed of about a dozen nology. The technologies identified by the
individuals, all tech enthusiasts from both Horizon-360 team that can potentially more
industry and academia. Horizon-360’s directly impact design coordination include
charge was to, simply put, scan the horizon the following:
for technologies in other industries in ◻◻ Virtual reality (VR)/augmented reality
search of technologies that might impact (AR)/mixed reality (MR), including col-
the architecture, engineering, construction, laborative VR/AR/MR, and multiuser
and facility management (AECFM) industry collaboration
148 BIM for Design Coordination

◻◻ Artificial intelligence (AI) in support of of the real world. In other words, MR is


automated design coordination an enhanced AR, in which virtual objects
are integrated into and responsive to the
◻◻ Computer vision and deep learning in
real world. These virtual experiences are
support of automated model updates
enabled by use of head-mounted displays
Each of these is discussed in more detail (HMDs) and multisensory input and output
in the following subsections. devices. For AR and MR, they can also
be implemented in tablet computers and
10.2.1  Virtual, Augmented, and even smartphones, but new HMDs are also
Mixed Reality coming out that can implement VR, AR,
BIM, or 3D modeling of facilities, has suc- and MR use cases. Although specific use
cessfully mitigated many longstanding cases vary, these immersive visualization
issues in the construction industry, such as technologies can provide project stake-
design coordination between multiple com- holders with a much more immersive, inter-
plex trades, process optimization to minimize active, and potentially even collaborative
rework, and enhanced construction safety prototyping environment, as illustrated in
through better visualization of activities. ­Figures 10.3–10.5.
Virtual prototyping, achieved by using an My research team at the University of
n-dimensional digital model to visualize the Texas at Austin has been working with the
project design and construction processes, CII on a study identifying use cases that
is a key contributor to these improvements. the heavy industrial sector can leverage
The successful implementation and benefi- that have measurable positive impacts in
cial results of BIM indicate that visualization our projects. Early results of user tests for a
is an appropriate solution for these chal- design review use case are promising, with
lenges; however, there are still gaps between noticeable improvements in the number of
BIM-based virtual prototyping and real-world design errors detected and recall of these
prototyping. Undetected issues in BIM, such errors a week after the tests were conducted
as design errors that do not lead to physical by both our novice and expert groups in an
clashes, still challenge construction profes- immersive VR environment (using a HMD),
sionals. We can help mitigate such issues when compared to a desktop-based VR envi-
with enhanced visualization technologies. ronment. It is our hope that technologies
In recent years, the construction industry such as VR/AR/MR can withstand the test
has shown great interest in VR, AR, and of time if we focus our research efforts on
MR. The idea of VR/AR/MR is to provide identifying what use cases using these tech-
users with an immersive experience in a nologies actually help professionals in engi-
computer-generated environment. VR com- neering and construction improve their work
pletely blocks out the real world, providing performance.
an immersive experience in the virtual world
only. AR overlays the virtual world onto the 10.2.2  Artificial Intelligence in Support of
real world based on specific software set- Automated Design Coordination
tings, such as location information. And MR With the wide adoption of mobile computing
overlays the virtual world onto the real world in the AECFM industry, we have now entered
based on the technology’s understanding an era where information and data are
Chapter 10:  What the Future Holds for Design Coordination 149

FIGURE 10.3  Virtual reality view of an industrial plant using a head-mounted display

FIGURE 10.4  Design review session in virtual reality—missing support for a pipe spool

ubiquitously generated and distributed, and, of information and data generated in the life
consequently, project organizations are facing cycle of capital projects, information modeling
information and data that are generated at has become a critical element in designing,
high velocity, in large volumes, and in a great engineering, constructing, and maintaining
variety of formats. With the increasing amount capital facilities (Leite et al. 2016).
150 BIM for Design Coordination

FIGURE 10.5  Workface planner (left) discusses design errors with a designer (right)—missing fall-protection railing

At the same time, we have been witness- design coordination largely depend on the
ing a significant shortage of high-quality knowledge and expertise of professionals
craft labor in the construction industry. from multiple disciplines. The MEP design
Karimi et al. (2018) investigated the impact coordinator—who usually represents the
of this shortage and concluded that projects general contractor or the main mechanical
that experienced craft shortages underwent contractor—coordinates the effort of col-
higher cost growth compared with projects lecting and identifying clashes and colli-
that did not. This is an issue that will con- sions between systems. They ask clarifying
tinue to plague our industry if we do not questions during coordination meetings and
rethink how we deliver projects. often propose solutions. During the pro-
One approach is to use AI and train algo- cess, the coordinator’s tacit and experiential
rithms to learn from experiential knowledge knowledge frequently is called upon and
of veteran workers; and then leverage this transferred to less-experienced members
knowledge to train novices, augmenting of the team.
workers with less field experience. This was In recent years, the design coordinator
the approach we adopted in one of my past usually was an experienced engineer who
research projects at the University of Texas knew how to differentiate between critical
at Austin. Specifically, we have been inves- and noncritical clashes, as well as how to
tigating how to capture tacit experiential prioritize clashes by importance and pro-
knowledge in design coordination to train vide suggestions to the team—or even make
novices in carrying out this process. decisions, based upon their expertise and
Decisions made and approaches taken in experience. But increasingly, due to the
mechanical, electrical, and plumbing (MEP) recession’s depletion of the ranks of veteran
Chapter 10:  What the Future Holds for Design Coordination 151

engineers from the United States industry, collaboration efficiency, and train novice
as well as the rising use of BIM, general designers/engineers (Wang and Leite 2016).
contractors have started to rely more and The approach systematically captures
more on novice engineers to run conflict expert decisions during design coordination
resolution sessions. Although young engi- in an object-oriented, computer-interpre-
neers may be proficient in operating the table manner and leverages database
coordination software systems, many have and machine learning techniques for
limited practical experience in MEP design knowledge reuse.
and coordination. We developed a prototype system
While the use of BIM in MEP design called TagPlus (illustrated in Figure 10.6)
coordination has greatly increased the that works as a plug-in for a widely used
amount and quality of available data, design coordination software system,
significant experiential knowledge still is Autodesk Navisworks®. It captures design
needed for efficient, high-quality decision- coordination decisions and stores each in-
making; yet the process for bringing that stance directly to related 3D objects. We
knowledge to the table is faltering. We have then store this information in a database
conducted a study comparing the behav- of MEP clashes and related expert solution
iors of experienced MEP coordinators descriptions and use the information to train
with novices during model-based design algorithms to learn from the knowledge (as
coordination. Results show that experienced illustrated in Figure 10.7) and, ultimately,
coordinators can locate relevant information provide novice designers with a problem-
and identify external information sources based learning platform to enhance their
more efficiently, as compared to novice performance in design coordination tasks.
coordinators. Experienced coordinators TagPlus is described in detail in Wang and
also are able to perform more in-depth Leite (2015).
analysis within the model (Wang and Tests with novices showed great poten-
Leite 2014a, 2014b). tial for the knowledge-embedded approach.
My team has been investigating whether However, additional data is needed for a
novices’ performance on coordination tasks more in-depth analysis. Based on feedback
improves when experiential knowledge that from participants and direct observations
has been extracted from past projects is in our experimental studies with novices,
made available to them through a software- the information provided by the decision
enabled decision support system. Results support system helped them understand
show that such decision support signifi- the clashes more efficiently and effectively.
cantly reduces the time spent on performing Here are some example responses: “It
design coordination tasks and brings made it easier to understand the clashes,”
increased accuracy to clash resolutions. “I feel design intent and constraints are
With this vision of capturing experien- apt parameters in bringing in spatial and
tial knowledge to train novice designers in temporal context,” “The suggestions were
mind, we have developed an approach to clear and usually correct and helped in
capture, represent, and formalize experi- making a decision,” and “It saves time in
ential knowledge in design coordination providing all the information about the clash
to inform better design decisions, improve clearly.” The decision support system also
152 BIM for Design Coordination

Prototype System

Model-based Data Capture System


Tag Property Form

Main Form

Object Property Form

Data Analysis Results


•Lasso is a 32-point multi-
touch display; infrared
perimeter and Microsoft
Kinect
•Resolution of 12.4
megapixels (5760x2160)
•Tiled display six 46" Clash
monitors in a 3x2 grid Database
configuration and is driven
by a single node

FIGURE 10.6  TagPlus prototype system to capture expert experiential knowledge in BIM-based MEP design
coordination

helped participants form a more organized 10.2.3  Computer Vision and Deep Learning
structure to document clashes and solu- in Support of Automated Model Updates
tions and facilitated wider consideration by Infrastructure and buildings are designed
including multiple factors (such as design to have long, useful life-spans on the order
intent and constraints) during the decision- of decades. Many buildings in the world
making process. are still in operation after centuries, amid
In summary, our current design numerous renovation efforts. This long
coordination research results show the operational phase represents the majority of
average time spent per clash is significantly a building’s life cycle, yet information related
reduced when decision support is avail- to operations and maintenance (O&M) as
able; however, the accuracy of the predicted well as renovations is rarely kept up-to-date,
results still needs to be improved. These even if the facilities themselves are dynamic
results illustrate how decision support can in nature and as-built conditions frequently
impact novices’ performance and also shed change. This is a major challenge in design
light on the focus for future improvements in coordination in retrofit projects.
knowledge-embedded decision support sys- Lack of up-to-date as-built information
tems. This research is just the start of what impacts decisions made during O&M,
could potentially lead to automated or semi- increasing costs for searching, validating,
automated design coordination. and/or re-creating facility information that
Chapter 10:  What the Future Holds for Design Coordination 153

Knowledge-embedded Design Coordination

Clash Identification Clash Documentation Clash Resolution

Expert Expert
Knowledge Knowledge

Federated Model Model-based Data Capture Updated Model

Decision Capture System Decision Capture System


APPROACH
PROPOSED APPROACH

Option 1: …….
Option 2: ……. Object
Knowledge Option 3: …….
Information Knowledge
Reuse Formalization
Historical References: Clash Information
……………………………… ………………………………
PROPOSED

…………………… ……………………

Clash Database

FIGURE 10.7  Knowledge formalization and reuse in design coordination

was supposed to be already available (Fallon models for O&M is the enormous under-
and Palmer 2007). Gallaher et al. (2004) esti- taking of updating project models for every
mated that O&M personnel spend an annual single change that occurs. Manually updat-
cost of $4.8 billion in the United States ing the models over a structure’s long life
capital facilities industry verifying that doc- cycle is cumbersome and extremely error-
umentation accurately represents as-is con- prone. Hence, human operators and con-
ditions, and another $613 million converting tractors are often unwilling and negligent
that information into a usable format. A in keeping the building information models
database and a data model are the best up-to-date. Even if the participants were wil-
practice for preserving such information ling, it is difficult to determine whether the
over a structure’s life cycle, and the rapidly updates are correct and/or any information
adopted use of building information models is missing. Hence, computerized automation
potentially could have been the ideal solu- of the process seems to be essential in order
tion. Unfortunately, building information for such information to be useful, timely,
models are currently mostly used for and accurate.
project management purposes during the My team at the University of Texas at
construction phase. Austin, along with colleagues at Drexel
The reason behind the lack of wide- University (James Lo and Ko Nishino), are
spread adoption of building information working on a National Science Foundation
154 BIM for Design Coordination

project called LivingBIM. This research aims detection and reduce the possibility of false
to demonstrate how automatic and contin- positives and other errors.
uous updates of BIM in a given structure are Our team has designed a new building
possible and how such updates can be of point cloud segmentation method and has
benefit to the long life cycle of facilities and begun creating and curating a training
structures. dataset in order to eventually apply deep
To help automate this process, computer learning methods to the problem of
vision is used to sense the environment and semantic segmentation of building system
to provide decision-making inputs for updat- scans (Figures 10.8 and 10.9). We have
ing the BIM database. Computer vision in begun to explore what content could be
an open world encounters an extremely provided by computer vision. We decided
challenging problem: identifying a detected on deep learning as the avenue for data
object. It can be argued that in the situation processing as these emerging semantic
of a built environment, the expected objects segmentation methods have demonstrated
are less dynamic in variety; better yet, a level of unprecedented versatility. Rather
the BIM database itself can be used as a than hand engineering an algorithm to iden-
resource to provide contextual identification tify a single type of object in a few types of
for a detected object. With the complexity scenarios, deep learning holds the promise
of object identification reduced, the itera- of identifying many different types of objects
tive process of BIM updating via machine in a similarly diverse range of scenarios.
vision over a long period of time can train Unfortunately, there is no existing dataset
the machine vision process itself continu- whereby deep learning networks can be
ously, which can then improve the quality of trained to classify or semantically segment

A B C
FIGURE 10.8  3D reconstruction created using a commodity range camera depicting part of a building facility; (a) the
original scan with captured color texture; (b) scan pre-segmented using the 6D DBSCAN-based segmentation method;
and (c) scan semantically segmented
Chapter 10:  What the Future Holds for Design Coordination 155

A B C
FIGURE 10.9  2D images collected using a commodity range camera depicting part of a building facility; (a) RGB color
channels; (b) depth channel; (c) semantic segmentation of the 2D images

building systems. Our team has been segmented scans to perform automated
exploring different possibilities for how such 3D modeling. Our initial annotated dataset
a dataset can be created. Synthetic RGB-D for 3D reconstructions of building facilities,
(color + depth) images could be generated which we call 3DFacilities, is presented
using 3D computer modeling and photore- in detail in Czerniawski and Leite (2018).
alistic rendering. Scans could be collected The dataset currently contains over 11,000
and then manually annotated. In the process individual RGB-D frames comprising 50
of manually annotating scans, we devel- annotated scene reconstructions. It is our
oped a new 6D DBSCAN based approach hope that this database, leveraging the suc-
to segmenting point clouds as a preprocess- cess of deep learning, will contribute to the
ing step to manually grouping clusters into scan-to-BIM research community.
semantically meaningful groups (Czerni-
awski et al. 2018). 10.3  Digital Transformation of the
Once a sufficiently large dataset has AECFM Industry
been created, we will move on to training Many new technologies and processes
neural networks to semantically segment being implemented or piloted in the
scans, and then ultimately use those construction industry involve some form
156 BIM for Design Coordination

of digital information. We are now able to These three points together have the
collect more data at lower costs than ever power to transform design coordination as
before. The problem is that we are drown- a whole. VR/AR/MR is changing how we
ing in data. We need to better integrate interact with the virtual world, assisting stake-
new data and develop innovative com- holders in better understanding their scope
puting approaches to reason about the sea of work by immersing them in the modeling
of digital data. In other words, we need to environment. The next step in the evolution
be able to take advantage of advances in of design coordination is to harness engi-
computer science, such as AI, to automate neering knowledge enabling adaptive collab-
processes and better use data analytics. oration between humans and machines: in
And to fully take advantage of big data other words, having machines help humans
analytics, we need to enable algorithms to size and route systems, while ensuring that
analyze data across systems. Hence, data they are clash free, possibly using recent
interoperability is one of the largest barriers advancements in generative design. In order
to achieve the complete vision of digital to achieve this, we need to ensure that the
transformation. All of this in an industry that most accurate model information is avail-
is known for being a slow adopter of new able—all in an era in which we are witnessing
technology and, according to McKinsey a digital transformation in our industry, which
& Company (Agarwal et al. 2016), invests can catalyze the vision of automated design
less than 1% of revenues in research and coordination.
development, versus 3.5% and 4.5% in the As discussed, in the near future, the
auto and aerospace industries, respectively. amount of time and effort required for clash
With more complex projects, we need to detection will decrease with increased use
face this challenge head-on and commit of cloud-based collaboration platforms,
as an industry to invest in a digital future, which will enable more efficient collab-
which includes data capture, modeling, and oration and can further enhance design
integration that will enable next-generation coordination when coupled with automated
data analytics. or semi-automated routing systems, much
as we have auto-complete and smart com-
10.4  Summary and Discussion Points position for our text messages and e-mails.
This chapter discussed a vision for the future Envision working in a collaborative envi-
of design coordination. Three technologies ronment in which we not only see in real
were discussed: time what other trades are working on
◻◻ Virtual reality (VR)/augmented reality and designing, but have systems in place
(AR)/mixed reality (MR), including col- that can automate routing and autocor-
laborative VR/AR/MR, and multiuser rect clashes. This would enable design
collaboration coordination as a process to be done much
more efficiently and effectively, and to be
◻◻ Artificial intelligence (AI) in support of more seamlessly integrated into the actual
automated design coordination design process. Hence, we would be doing
◻◻ Computer vision and deep learning in less retroactive coordination and more truly
support of automated model updates collaborative design.
Chapter 10:  What the Future Holds for Design Coordination 157

■■ After reading this chapter, think about the following questions:

1. How has BIM-based design coordination replicated the 2D, light-table


approach?
2. How can the AECFM industry use virtual, augmented, and/or mixed reality for
design coordination? What are some example use cases?
3. How can artificial intelligence (AI) support design coordination? Can AI elimi-
nate the need for humans in this process?
4. Why is there a need to automate model updates, and how does this relate to design
coordination?

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Annotated 3D Reconstructions of Building BIM-based Intelligent Decision Support in
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Coordination Tasks.” In Proceedings of the ______. 2016. “Formalized Knowledge Repre-


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Atlanta, GA. Mechanical, Electrical and Plumbing (MEP)
______. 2015. “Process Knowledge Capture in Systems in New Building Projects.” Auto-
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Index

Page numbers followed by f and t refer to figures and tables, respectively.

A managers in, see BIM managers


Academic Building (Project 2), 39t, 40–43, value of, 38
108–112, 110f–112f BIM for infrastructure (term), 116
ACE (architecture, engineering, and BIM managers:
construction) industry, 86 in design coordination meetings, 63, 66
Advanced work packaging (AWP), 122 PxP developed by, 78, 107
AECFM (architecture, engineering, role of, 12–13, 13t, 55–56, 71, 76
construction, and facility BIM Project Execution Planning Guide, 11–12
management) industry, 147, 155–156
Architects, see Designers C
Architecture, engineering, and Carnegie Mellon, 131
construction (ACE) industry, 86 Case studies:
Architecture, engineering, construction, from designer perspective, 90–98
and facility management (AECFM) industry-mentored, 139–140, 140f–141f
industry, 147, 155–156 Interchange Reconstruction, 121–122
Arkansas State Highway and Refinery Upgrade Project, 125–126
Transportation Department, 117 for subcontractor role, 108–112
Artificial intelligence, 149–152 White River Bridge Project, 117–118, 119f–120f
Augmented reality, 148, 156 CE (concurrent engineering), 87
Autodesk BMI 360 ®, 146 CIM (civil integrated management), 116
Autodesk Navisworks Manage®, 58, Civil information modeling (term), 116
104–105, 136, 139, 151 Civil integrated management (CIM), 116
Automated design coordination, 149–152 C.J. Mahan Construction Company, 117
Automatic clash detection, 59 Clashes:
AWP (advanced work packaging), 122 clearance, 59–60
detection of, see Clash detection
B 4D, 60, 62f
Bentley ProjectWise, 91 hard, see Hard clashes
BIM (building information modeling): resolution for, 64–65
increase in use of, 130 soft, see Soft clashes

BIM for Design Coordination: A Virtual Design and Construction Guide for Designers, General Contractors, and MEP 159
Subcontractors, First Edition. Fernanda L. Leite.
© 2020 John Wiley & Sons, Inc. Published 2020 by John Wiley & Sons, Inc.
160 Index

Clash detection, 43f, 59–66 Design, project cost affected by, 8, 8f


automatic, 59 Design coordination:
and clash types, 59–60, 59f–62f future directions with, 145–156
future directions with, 146, 146f, 156 importance of, 70
in infrastructure projects, 121 objective of, 8
in Leite et al. study, 42–43, 48t weekly timeline, 58t
sorting/grouping, 63, 63f workflow for, see Workflow
by subcontractors, 105 Design coordination meetings, 63–65
successful, 66–67 about, 80t
teaching, 137 best practices for, 66–67, 71–73
throughout workflow, 73 case study of, 96
Clearance clashes, defined, 59–60 example, 72f
Cloud-based collaboration platforms, GC role in, 75
146–147, 156 moderator of, 56–57
Color schemes, 52, 52t–53t subcontractor role in, 105
Communication, importance of, 16b, 80 Design coordination moderator,
Competitive learning methods, 132 traits of, 56–57
Computer vision, 152–156 Design coordination team, 12–14, 13t–14t
Concurrent engineering (CE), 87 Designers, 85–98. See also Engineers
Constructability constraints, 96 and BIM managers, 13
Constructability review, 86–87, 91–92, 91f, case study of role of, 90–98
95–96, 96f GC interacting with, 74–75, 77
Construction management, 131 interfacing with stakeholders, 89–90
Construction manager, contract lan- role of, 14t, 88–89
guage for, 10 Design for manufacturing (DFM), see
Construction progress reviews, 80t Concurrent engineering (CE)
Contracts: Digitization, infrastructure
issues with, example of, 109 sector and, 126
owner role in, 9 DOTs (Department of
sample language for, 9b Transportation), 116
for subcontractors, 13, 104 Draftspersons, 102
Cooperative learning methods, 132 Drexel University, 153–154
Cost(s): Duplicates, element, 52
design affecting, 8, 8f
estimations of, teaching, 135 E
of fragmented organizational divisions, 86 Eastman, C., 70
Czerniawski, T., 155 Element duplicates, 52
Elsevier, 38
D Engineering, procurement, and
Decision support, LOD affecting, 47–49 construction (EPC) com-
Deep learning, 152–156 panies, 122–125
Department of Transportation (DOTs), 116 Engineers, 59, 70, 102. See also Designers
Index 161

F H
Fabrication model, 101 Hands-on lab sessions, 136
Fabricators, role of, 102–106 Hanlon, E. J., 97
Facility Expansion Project, 90–98 Hard clashes:
constructability review in, 91–92 defined, 59
construction model example, 59f, 60f
development, 92–95 in industrial industry, 123, 123f–124f
review process in, 95–98 Hartmann, T., 82
Federal Highway Administration Head-mounted displays (HMDs),
(FHWA), 117 148, 149f–150f
Federated model: Horizon-360, 147
defined, 12
example, 14–16, 15f I
GC role in, 74 Industrial projects, 122–126
LODs of, 51, 51t Industry-mentored case studies,
FHWA (Federal Highway 139–140, 140f–141f
Administration), 117 Information-sharing:
Fiatech (Fully Integrated & Automated future directions with, 146–147
Technologies), 147 importance of, 86
Field tolerance, defined, 92 in infrastructure sector, 116
File naming, 52, 52t of past projects, 151–152
File sharing, 13, 75. See also Infrastructure projects, 116–122
Information-sharing Installation, subcontractor role in, 105–106
4D clashes, 60, 62f Internal coordination, 52, 58–59, 104
4D modeling, 118
Fragmented organizational divisions, 86 K
Fully Integrated & Automated Technologies Karimi, H., 150
(Fiatech), 147 Kick-off meetings, 10
about, 80t
G owner role in, 89
Gallaher, M. P., 153 spatial hierarchy development in, 72, 73f
General contractor (GC):
case example of role of, 78–82 L
interfacing with stakeholders, 77–78 Lectures, teaching BIM, 136
and kick-off meetings, 10 Leite, F.A., see Leite et al. (2011) LOD study
owners interacting with, 9, 90 Leite et al. (2011) LOD study, 38–50, 102, 111
PxP defining roles of, 73–77, 74f analysis of, 41–43
and PxPs, 12 conclusions from, 49–50
role of, 71 importance of, 109
Georgia Tech, 131 objective of, 38
Gil, N., 87 Project 1 in, 38–40, 39t
Glavinich, T. E., 87 Project 2 in, 39t, 40–41
162 Index

Leite et al. (2011) LOD study (continued ) Model quality, 37–53


results of, 43–49, 46t LOD impacting, see Leite et al.
teaching BIM with, 136 (2011) LOD study
LivingBIM, 154 LOD requirements for, 51–52
LOD: quality assurance guidelines for, 50–51
100, defined, 51t Model tolerance, defined, 92
200, 44t, 51t Mostafa, K., 82
300, 12, 44t, 46t, 47, 51t
350, 51t N
400, 12, 44t, 46t, 47, 51t National Science Foundation, 153–154
500, 51t
impacting model quality, see Leite et al. O
(2011) LOD study and importance of Operations and maintenance
contract language, 109 (O&M), 152–153
Lottaz, C. D., 87 Owners, 7–16
and design coordination team, 12–14
M designers interacting with, 89–90
MacLeamy, Patrick, 8 GC interacting with, 77
McGraw-Hill, 130 and Project Execution Plan, 11–12
McKinsey & Company, 156 role of, 8–10, 71
Mechanical, electrical, plumbing,
and fire protection (MEPF) P
subcontractors, 13 Parsons, 117
Meetings: Paulson, Boyd, 8
design coordination, see Design PBL (problem-based learning), 131–132
coordination meetings Penn State, 11, 131
kick-off, see Kick-off meetings Placement/location of model, 52
PxP review, 80t Precision, Leite et al. study and, 42, 48
MEP design coordinator, 150–151 Problem-based learning (PBL), 131–132
MEPF (mechanical, electrical, plumbing, Process-oriented learning, 134
and fire protection) subcontractors, 13 Project execution plan (PxP):
Mixed reality, 148, 156 on collaboration strategy, 16b, 80
Model-authoring software, 57–58, 104 contracts language for, 9–10
Modeling: defining GC role, 73–77, 74f
2D, 48, 49t for designers, 77, 88, 88t
3D, see 3D modeling GC developing, 73
4D, 118 goals in, 12t
corrections for, 66 planning guide for, 11–12
generating design for, 88–89 role and responsibilities in, 71, 74t, 88t
quality of, see Model quality for subcontractors, 104, 104t
updates to, 89, 105 template for, 18–35
Index 163

Project manager, role of, 13t owners interacting with, 90


PxP, see Project execution plan role of, 14t, 102–106
PxP review meeting, 80t subcontractors working with, 108

R T
Recall, Leite et al. study and, 42 TagPlus, 151, 151f
Refinery Upgrade Project, 125–126 Teaching BIM, 129–142
Request for information (RFIs), approaches to, 130–132
86–87, 89, 107 course description for, 132–133
Review items, design coordination course organization/educational
meetings, 72 modules, 133–135, 134f, 135t,
RFIs, see Request for information 138t–139t
example module for, 135–139
S industry involvement with, 139–141
SAGE Publications, 121 learning objectives when, 133
Sankaran, B., 121 lessons learned with, 141–142
Sanvido, V. E., 97 Temporary workflow clashes, 60, 62f
Sequential hierarchy-based clash 3D/BIM technician, 13, 104t, 105.
resolution, 64–65 See also Subcontractors
Shop drawings, 105 3D modeling:
Simultaneous clash resolution, 64 clash-detection and precision in, 48, 49t
SmartMarket Report 2012 in industrial projects, 122
(McGraw-Hill), 130 in infrastructure projects, 121
Soft clashes: obligation to, 9
as constructability constraints, 96–97 transition to, 70, 102
defined, 59–60 and VR/AR/MR, 148
example, 61f in workflow, 57–58
Software, model-authoring, 57–58, 104 Tolerance, field vs. model, 92
Software skills, design coordination Trades, contract language for, 10
moderator and, 57 2D modeling, 48, 49t
Solibri Model Checker, 105
Springer, 145 U
Subcontractors. See also University of Southern California, 131
3D/BIM technician University of Texas, 129, 130, 132–133, 148,
case study of role of, 108–112 150, 153–154
contract language for, 10, 13
GC interacting with, 74–75, 78 V
interfacing with stakeholders, 106–108 VDC coordination team:
internal coordination facilitated by, 58 general contractor, see General
MEPF, 13 contractor (GC)
model quality assurance by, 52 VDC coordinator, 70–77
164 Index

Virtual design and Visual inspection for clash detection, 59, 97


construction (VDC): VR, see Virtual reality
coordination team in, see VDC
coordination team W
coordinators in, role of, 70–77 Wang, Li, 90, 141
managers in, role of, 56 White River Bridge Project, 117–118, 118f–120f
Virtual reality (VR), Workflow, 57, 57f, 71f, 103f
148, 149f–150f, 156 Workflow clashes, temporary, 60, 62f

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