General Buildings Information Handover Guide

1

• General Buildings Information Handover Guide
• Project Leaders
• Kristine K. Fallon, FAIA
• Kristine Fallon Associates, Inc.
• Mark Palmer
• National Institute of Standards and Technology

2
Background

• AEC industry learning to achieve integrated
  information and workflows through the application
  of IT
• saving time and money
• Gaps in industry practices, availability of IT
  tools and data standards to support integrated
  information and workflows across facility life
  cycle
• Current business practices, including procurement
  practices and regulatory, insurance and
  contractual requirements, still present obstacles
  to integrated work and information flows
• Pockets of success and momentum
• detailing and fabrication of structural steel
• What are the other opportunities?

3
Information Handover Problem

• Owners specify unique requirements for the
  delivery of project information
• Different names structures for common
  documents, data
• AECs spend extra resources to comply with these
  unique requirements
• Insufficient attention to downstream uses and
  modifications of facility information
• Add time and costs to the delivery of capital
  facilities projects
• Delivered information does not always meet
  requirements of subsequent users
• seldom supports all the downstream uses in
  project and enterprise information systems

4
The cost of inadequate interoperability in the
U.S. capital facilities industry 15.8 billion
per year. - NIST
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Capital Facilities Information Handover Guide

• Goal Framework for consistent delivery of
  information packages transferred among
  participants in capital facilities projects.
• Part 1 - Strategy for Capital Facilities Industry
• NIST, FIATECH, USPI-NL, Fallon Assoc., Fluor,
  Petro-Canada,
• Strong interest 2000 downloads (since Jan.
  2006)
• Part 2s Industry Sector Specific Guidelines
• work processes to streamline, improvement
  opportunities
• specific standards, templates, and
  recommendations
• deployment path and industry actions
• General Buildings
• Process Facilities
• Infrastructure

6
USPI-NL Data Readiness
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Capital Facilities Information Handover
Guidelines - Part 1

• 1. Introduction
• 2. The Handover Process
• 3. Facility Life Cycle Information Strategy
• 4. Determine Handover Requirements
• 4.1 The Uses of Handover Information
• 4.2 Characteristics of Information Packages
• 4.3 Information Forms and Formats
• 4.4 Metadata
• 4.5 Where to Begin
• 5. The Project Information Handover Plan
• 5.1 Overview
• 5.2 Developing the Information Handover Plan
• 5.3 Relationship to Facility Life Cycle
  Information Strategy
• 5.4 Handover Plan Contents
• 5.4 Storing and Preserving Handover Information
• 6. Implementing the Handover Process
• 7. Conclusions and Recommendations
• 8. Appendices

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Data Forms and Formats
9
CFIHG Part 1 Conclusions

• Lack of standard approaches costs U.S. industry
  at least 15.8 billion per year
• Common life cycle information strategy for whole
  portfolio reduces development costs
• Information requirements must be driven by the
  long-term needs of the Owner
• Long-term use determines forms and formats
• Type
• Retention
• Structure information packages to support
  downstream processes
• Life cycle strategy must drive project handover
  plan
• Create handover plan before information is
  created
• Implementation must be monitored (managed)

10
General Building Sector Activities

• General Buildings IHG to be published Jan. 07
• FIATECH starting Process Industry IHG
• Industry review begins Nov. 06
• Solicited case studies and input from Advisory
  Group
• Input from AIA TAP, NBIMS, AISC
• Learned from and established linkages to other
  efforts
• AGC BIM Guide, CIS2, CIFE HUT 600, COBIE, FIATECH
  AEX, GSA BIM Guidelines, IAI Information Delivery
  Manual, NBIMS,
• Goal identify pitfalls, solutions, needed
  guidance and actions for a broad range of
  information handovers

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General Buildings Guide Coverage

• Purpose
• Industry Background
• Key Concepts and Terms
• Case Study Findings
• Guidance on Information Handover
• Conclusions and Recommendations for Future Efforts

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General Buildings Advisory Panel

• AISC
• Anshen Allen
• CH2M Hill
• DoD
• Ghafari Associates
• GSA
• NBBJ
• SOM
• Thornton Tomasetti
• USACE CERL

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Chicago Workshop

• March 8-9, 2006

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Objectives

• Establish common vision of content and use of
  GBIHG
• Provide case studies and identify topics for the
  GBIHG
• Insights and lessons learned
• Barriers to effective information handover
• Technical, Economic, Contractual, Cultural
• Actions and resources to resolve barriers
• Specific types of guidance
• Listing of other sources
• Recommendations for industry organizations
• Assess domain coverage by case studies
  determine need for obtaining additional ones

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Chicago Workshop Participants

• AISC - Luke Faulkner
• CH2M Hill - Rob Dibble
• KFA - Kristine Fallon
• NBBJ -Alex Maxim
• NIST - Mark Palmer
• SOM - Darren Rizza
• Thornton Tomasetti - David McLean
• USACE CERL - Bill East

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Project Participants
17
Data Exchange Participants (Create, 1Way, 2Way
Sharing)
18
Workshop Findings
19
General Buildings Diverse Motivators

• Supply chain strategy
• AISC
• Designer- or Contractor-led project delivery
  strategy
• Most of the Advisory Panel
• Owner-led project delivery strategy
• GM
• GSA
• Owner-led life cycle strategy
• COBIE/ DoD

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CFIHG Part 1 Conclusions

• Lack of standard approaches costs U.S. industry
  at least 15.8 billion per year
• Common life cycle information strategy for whole
  portfolio reduces development costs
• Information requirements must be driven by the
  long-term needs of the Owner
• Long-term use determines forms and formats
• Type
• Retention
• Structure information packages to support
  downstream processes
• Life cycle strategy must drive project handover
  plan
• Create handover plan before information is
  created
• Implementation must be monitored (managed)

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Need to provide guidance for multiple handover
strategies

• Life cycle information requirements may not be
  available
• Project delivery strategy is delivering
  impressive results
• Project teams are spending a lot of time working
  out information handover kinks

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General Buildings Changes in Work Process
Project Phases AIA Documents
Emerging Project Phases

• Schematic Design
• Design Development
• Construction Docs
• Bidding
• Construction

• Design Optimization
• Construction Modeling
• Interferences
• Sequences
• Building to the Model

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General Buildings Who Will Lead?

• Industry Organizations Leadership (e.g., AISC)
• Research
• Business needs
• Opportunities
• IT development
• Contract language
• Marketing and communications
• Understanding who can/should take the lead for
  agreement on defining standard components and
  views
• Provides an alternative to expecting the Owners
  to provide the leadership/catalyst

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Advisors Identified Barriers

• Technological
• Commercial
• Behavioral

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Technological Barriers

• Software compatibility
• Data re-usability, machine interpretability
• Effort required to make the information usable by
  others
• Worse in 2-way exchanges
• Lack of standard views for information
• Infrastructure
• Wireless access, speed (processing time,
  bandwidth), appropriate viewing devices
• Collaborative tools
• Model repository central model for all of the
  team single authoritative source vs. distributed
  config control of copies of the central model
• Persistence of 2D standards
• Hybrid (part electronic/ part paper) processes
  vitiate benefits
• Disparate levels of IT infrastructure and
  understanding, e.g. structural engineer vs.
  construction site

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Commercial Barriers

• Model ownership
• Responsibility as the model integrator
• Is this a new responsibility?
• See AISC 2005 Code of Standard Practice
• Conflicting Business Models
• Traditional Process, Phasing and Content of
  Deliverables
• Entrenched expectations
• Defining deliverables in this new environment
• Need for continuous training (time and money)

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Behavioral Barriers

• Internal staff
• Resistance to change
• Ability to think/problem solve in new ways
• Conservative attitude of some professions
  resisting new information delivery methods, e.g.,
  some construction managers
• Clients expect More for Less
• Why do you think/expect my model is reusable by
  you?
• If it is, then why shouldnt you have to pay for
  the portion of your work that I completed?
• Owners must understand and lead

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Advisors Identify Success Factors

• Corporate sponsorship
• Grassroots leadership
• Buy-in by the team
• Sophisticated users skills, process flexibility
  and tools
• Transparency accessibility of information for
  more people
• Usability of information across the design team
• Appropriate QA methods and procedures
• Enabled downstream efficiencies and automation
• Ability to know where every component is in the
  process, e.g., steel pieces - in production, in
  transit, on site,
• Collaboration, including the trades
• Trust
• New roles
• Model manager

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USPI-NL Roadmap
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(No Transcript)
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Questions for You

• What topics/ guidance you would like to see
  covered?
• Are you interested in participating in the
  industry review?