Real-World Solutions: Autodesk® Revit® for Facility ...aucache.autodesk.com/au2012/sessionsFiles/6140/1081/VirtualHandout...received his degree in Architecture and Architectural

Real-World Solutions: Autodesk® Revit® for Facility Lifecycle Management

Steven Segarra, CTO ARCHIBUS, Inc.

FM6140-V

Organizations can achieve great efficiencies by using Autodesk Revitmodels for facility management. However, organizations looking to do so face a daunting number of questions to answer: What standards have to be in place before the project starts? What is the cost of lifecycle Building Information Modeling (BIM) and the expected return? What is the correct level of detail for the model? Who originates the data and what is the information flow? How do you survey data on existing buildings? How do you check the accuracy? And, how do you searchmodels in a campus to obtain practicable business results?

To find the answers, this class reviews the challenges, solutions, and outcomes of three realprojects that used Revit models and ARCHIBUS® for facility management: a 20construction project at a Fortune 500 company, a 1,000,000and a portion of a 2,600,000-square

Learning Objectives At the end of this class, you will be able to:

• Define a business-driven BIM-Execution Plan for

• Right-size your level of detail and give

• Use successful patterns of BIM and commissioning data flow

• Understand the role of Revit, COBIE, ARCHIBUS and other tools for lifecycle management

About the Speaker

Steve Segarra is the chief technology officer at ARCHIBUS, Inc., which

infrastructure, and facility management software

received his degree in Architecture and Architectural Technology from MIT in Cambridge,

Massachusetts.

World Solutions: Autodesk® Revit® for Facility Lifecycle Management

Steven Segarra, CTO ARCHIBUS, Inc.

Organizations can achieve great efficiencies by using Autodesk Revit software to create intelligent models for facility management. However, organizations looking to do so face a daunting number of questions to answer: What standards have to be in place before the project starts? What is the cost of

rmation Modeling (BIM) and the expected return? What is the correct level of detail for the model? Who originates the data and what is the information flow? How do you survey data on existing buildings? How do you check the accuracy? And, how do you search across hundreds of models in a campus to obtain practicable business results?

To find the answers, this class reviews the challenges, solutions, and outcomes of three realprojects that used Revit models and ARCHIBUS® for facility management: a 200,000-squareconstruction project at a Fortune 500 company, a 1,000,000-square-foot renovation at a U.S. University,

square-meter survey of a Chinese University serving 55,000 students.

this class, you will be able to:

Execution Plan for lifecycle management

size your level of detail and give estimates of BIM project costs

Use successful patterns of BIM and commissioning data flow

Revit, COBIE, ARCHIBUS and other tools for lifecycle management

the chief technology officer at ARCHIBUS, Inc., which provides real estate,

infrastructure, and facility management software 3 million users working in 17 languages.


World Solutions: Autodesk® Revit® for Facility

software to create intelligent models for facility management. However, organizations looking to do so face a daunting number of questions to answer: What standards have to be in place before the project starts? What is the cost of

rmation Modeling (BIM) and the expected return? What is the correct level of detail for the model? Who originates the data and what is the information flow? How do you survey data on

across hundreds of

To find the answers, this class reviews the challenges, solutions, and outcomes of three real-world square-foot new

foot renovation at a U.S. University, meter survey of a Chinese University serving 55,000 students.

Revit, COBIE, ARCHIBUS and other tools for lifecycle management

provides real estate,

languages. He


FM6140-V Real-World Solutions: Autodesk® Revit® for Facility Lifecycle Management

2

Introduction The information in this lecture comes from real-world case studies from some of our most

forward-looking customers. These thought leaders have been very generous in documenting

their observations and experience, and I appreciate this chance to share their "lessons

learned" with a larger audience.

The specific case studies are these.

• Wuhan University, a 55,000-student university located in Hubei China, about to double

its size and needing a complete space inventory of a 2.6 million sqM campus.

• Unum Insurance, a Fortune 500 Company located in Tennessee, Massachusetts,

California, and South Carolina undertaking a mixture of new construction and

renovation projects using BIM models.

• A premier technical college located in Cambridge, Massachusetts undergoing a

1,000,000 sqft renovation of its main campus buildings entirely using BIM models.

Wuhan University

Challenges Recently merged with the University of Hydraulic & Electrical Engineering, Hubei Medical

University, and Wuhan University of Survey & Mapping

Strategic plan dictates that the university will rapidly double in size from 55,000 students to

110,000 students.

Must catalog 2.6 million sqM (28 million sqft) in 6 months.


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Approach

• Define rigorous standards and level of detail for work in all environments.

• Use a large number of university students working in parallel to catalog existing space in

AutoCAD.

• Leverage Revit BIM models for newer construction

• Combine results in a "big BIM" framework -- ARCHIBUS -- to get integrated, apples-to-

apples space inventory information on the entire campus

• Implement space chargeback for space use back to departments to improve stewardship

of existing space resources

Ballpark Costs $0.03 per sqft


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Unum Insurance

Challenges Must document 4 million sqft with a positive ROI for the BIM investment

Must integrate new buildings with existing inventory

Want to pre-commission new buildings so that space planning and building operations staff are

operating on day 1

Approach

For new construction, flow BIM information through three different models:

• Building Information Model – The design model.

• Building As-Built Model – The as-built that comes from the contractor.

• Building Occupancy and Operations Model – The model that you use for lifecycle

management.

FM6140-V Real

For new construction, flow data from field management tools like Vela through Navisworks to

the IWMS system, ARCHIBUS.

For new construction, make certain that all graphics, such as BIM models, data such as

equipment schedules, and documents such as

manuals end up linked via the "big BIM" framework, ARCHIBUS.

For renovation, scan the building and develop a Revit model to the Building Occupancy and

Operations Model level of detail.

Keep existing space documented in AutoCAD.

Ballpark Costs $2.50 to $10 per sqft for new construction (depending on what you include as design vs. pure

BIM costs)

V Real-World Solutions: Autodesk® Revit® for Facility Lifecycle Management

r new construction, flow data from field management tools like Vela through Navisworks to


equipment schedules, and documents such as commissioning checklists and equipment

manuals end up linked via the "big BIM" framework, ARCHIBUS.


Operations Model level of detail.

documented in AutoCAD.

$2.50 to $10 per sqft for new construction (depending on what you include as design vs. pure

World Solutions: Autodesk® Revit® for Facility Lifecycle Management

5

r new construction, flow data from field management tools like Vela through Navisworks to


commissioning checklists and equipment


$2.50 to $10 per sqft for new construction (depending on what you include as design vs. pure


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� 0.35 / sqft Vela field management

� 0.25 / sqft Multivista field-photo service

$0.30 per sqft for renovation (at the Building Occupancy and Operations Model level of detail).

American University

Challenges Document new renovation in Revit

Speed work for drafting staff maintaining Building Occupancy and Operations Models.

Integrate results from both AutoCAD (for 11.5 M sqft) and Revit (for 1M sqft).

Produce consistent, geo-referenced output for GIS work for visualization, master planning, and

zoning.

Approach

Use DISTO laser scanner to capture space and create Revit BIM model at the Building

Occupancy and Operations level of detail.

Connect Revit directly to ARCHIBUS to synch BIM model and "big BIM" IWMS framework.


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To speed updates, use one BIM model per floor (similar to the manner in which the university has one AutoCAD plan per floor). Link BIM models into buildings or campus scale visualizations at need.

Use ARCHIBUS to integrate the geo-referenced survey plan, the Revit floor plans, and the AutoCAD floor plans to obtain an integrated space inventory and output consistent GIS data.

Case Study Take Aways • Get to “big BIM”

• See all possibilities

• Start from the desired business result and work back

• Focus on the process more than on the technology


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BIM-Execution Plans Your BIM projects start and end with your BIM Execution Plan. The plan sets out:

• The defensible, high-value business goals you have for using BIM data

• The elements of information you need for achieving those business goals, and how they

flow from one stakeholder to another

Standards need a system to enforce them. A "big BIM" platform provides a platform for BIM

execution. All stakeholders can interact within the "big BIM" integration framework, flow

communications without retyping, execute quality control procedures, and flow information into

and out of BIM models automatically.

Your Business Goals Your business goals are the key drivers for organizing your project and provide an essential

means of measuring success.

The objective of a BIM project isn't to use BIM. The objective is to drive your organization's

primary mission. If you are a university, that's educating students. If an automobile factory, that's

making cars. If a healthcare facility, it's curing the ill. There are many follow-on benefits for

having rich hand-off information from design, and clearly cataloging the design and construction

information carefully for future use is a must. However, accurate, consistent, and relevant

information does not come for free, does not meet the quality bar without explicit oversight, and

does not stay up-to-date without a cost. If you enumerate your business goals up-front, you

ensure that you are incurring that cost for a defensible purpose.

For that reason, when your BIM Execution Plan includes a type of information, you should start

by evaluating the specific business functional goal that element supports.

High-value business goals for BIM hand-off data are:

• Commissioning, including hand off of as-builts, schedules, and documents to a

document management system

• Space management and planning

• Space chargeback to internal departments and external parties (insurance carriers,

government grants, tenants)

• On demand (reactive) and preventive maintenance of equipment

References for Integrating Your Business Goals with BIM For more information on business goals, you may wish to review the BIM Execution Planning

project at Pennsylvania State University (http://bim.psu.edu/Uses/default.aspx ) This project


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identified the high-value goals for BIM integration. The operational goals the project states are

essentially the ones stated here.

Other good references are the United States General Services Administration's GSA BIM

Guides, Series 02 - Spatial Program Validation and Series 08 - Facility Management

(http://www.gsa.gov/portal/content/105075 ). These standards identify specific pieces of hand-

off data that the US government uses for its large-scale building program. The links below

discuss these government standards and how they affect the BIM to "big BIM" handoff.

Commissioning As operating costs in properly commissioned buildings are up to 15% lower than in non-

commissioned buildings, the commissioning process is a key focus for facility management.

Commissioning is often considered to be that single phase in the lifecycle of a building when it is

handed over to facility management. Commissioning is more effective, however, if it is seen as

a process that begins in design. The commissioning process is one of ensuring that a building

fulfills its stated function. As with any other analysis or review, the earlier the feedback from

commissioning, the less expensive it is to correct deficiencies, and the less work there is for all

stakeholders to meet the established quality bar.

"big BIM" provides a number of opportunities to enhance commissioning with BIM-enabled

tools.

Web publishing facilitates early review Design firms that use "big BIM" can automatically publish views of their BIM models, spaces,

and equipment to "big BIM", and commissioning agents can view them over the Web. This

review lets the commissioning agents give feedback early enough in the process that all

stakeholders can synchronize with less wasted effort.

• For instance, if the commissioning agent sees that rooms are numbered in a manner

suitable for an architectural schedule but not suitable for way-finding, the architect can


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change that numbering early in the process, and avoid deep confusion during project

handover.

• Similarly, if the commissioning agent finds that walls and columns objects aren't properly

categorized so that internal area boundaries calculate correctly to BOMA standards, the

architect can modify the object properties early on.

• Or, if the commissioning agent finds that equipment identifiers and types are not

appropriate for asset management or preventive maintenance uses, again, the design

team can synchronize early to the enterprise data standards with which the

commissioned elements need to conform.

Benefits of early review: Aside from speeding occupancy and commissioning, early review helps

ensure that the quality of the data meets the bar for lifecycle management. Early review saves

changes that are expensive and often impossible once the project gets close to construction.

Consistent Standards "big BIM" validates Revit model data to ensure consistent standards.

BIM Execution Plans often focus on defining what standards the handoff data must meet -- such

as space standards for chargeback or equipment standards for preventive maintenance. While it

is essential to define standards, doing so isn't sufficient. Unless the systems that you have

automatically enforce validation standards and error checking, the data is unlikely to meet the

customers' standards on handover. Towards that end, a "big BIM" framework will provide a

direct Web-based connection from Revit to the enterprise database so that as architects create

the data, "big BIM" can validate the data against the project standards

There are a number of benefist from using a "big BIM" framework for consistent standards:

Even if you use the built-in Revit Properties dialog to edit data, "big BIM" reacts to the data

change and performs validation in order to keep the model and the enterprise data in synch.

Document Repository You can use a "big BIM" Document Repository to link documents to multiple elements:

• Some organizations store links to documents -- such as links to equipment maintenance

procedures or shop drawings -- in the graphical building model itself or in a .zip file that

comes with a COBIE submission. "big BIM" provides an alternative, which is to use the

Web to upload documents directly to the "big BIM" document repository.

• In "big BIM", you can link documents not just to the building and equipment elements.

You can also link to commissioning checklists, preventive maintenance procedures,

regulations, schedules for permits and renewals.

Benefits of using the "big BIM" Document Repository:


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• Using "big BIM" lets your contractors and commissioning agents upload and review data

over the Web without needing to download and load large BIM models.

• Keeping the documents outside the model also helps keep the Revit graphical model

smaller and more manageable. "big BIM" still maintains the link directly to the elements

in the BIM model, so you never lose the links to the 3D design information. For instance,

if your contractors upload Equipment Standard and preventive maintenance information

over the Web, "big BIM" can automatically flow that Equipment Standard to all linked

equipment within the Revit model.

Specific Recommendations for Commissioning Projects "big BIM" can generate commissioning project checklists directly from the space and equipment

objects in Revit, providing a complete set of checklists for field verification.

In your BIM Execution Plan specify that:

• The architect will connect their design models to "big BIM" for wider review, and use the

enterprise graphics feature to allow Web-based review of both graphical and numeric

information for all stakeholders.

• The architect will use the "big BIM" validation picklists for space and equipment data to

ensure consistency.

• The equipment contractors will upload specifications, commissioning tests, and

certification documents to "big BIM".

• The equipment contractors will supply any schedule data, such as Equipment make,

model, or serial numbers or corrections to equipment manufacturers, via the Web in "big

BIM".

• The certification agents will review the design at preliminary concept design, final

concept design, and after design development to give feedback that will lower effort for

all stakeholders.

Space Management You can enable the space management, planning, and chargeback business functions by

specifying the following in your BIM Execution plan.

Area Elements: The BIM model will provide:

• External and Internal Gross area elements for each floor (in GSA BIM Guide terms this

is the "Full Floor Space").

• Room or Area elements for any area over 9 sq ft or 1 sq M.


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• Area elements will follow the ANSI/BOMA rules for their outlines.

Room Elements: The BIM model will:

• Number each room, vertical penetration or service area with room numbers appropriate

for wayfinding.

• Tag vertical penetrations and service areas with the proper vertical or service area

Room Category and Type.

• Tag rooms with the proper occupancy Category and Type.

• Tag rooms with the proper hierarchical Organization ID or Division and Department

assignment (if known).

The commissioning agent or facility management department will:

• Verify that the Room Category and Type information is populated with the categories for

proper space categorization (for example, for A21 chargeback if the organization is a

university).

• Verify that the organizational ID or Division and Department validating tables are

populated with current organizational codes.

With the information above, you can flow BIM models directly into the "big BIM" Space Inventory

& Performance, Personnel & Occupancy and Chargeback applications. You can also use the

backbone space information in all other "big BIM" applications, from hotelling and room

reservations to move management and maintenance.

The information above is the starting point. After hand-over, facility management becomes the

author of record for room category, type, and department assignment information.

Space Specifications for US Government Projects Projects developed for the US Government will instead follow the GSA BIM Guide

recommendations for categorizing space:

• Names. Rather than Category and Type, the model will use space Names. The GSA

publishes an approved list of names that map to space use types (GSA STAR Space

Type).

• Occupant Organization Name. Rather than Organization ID, the SA uses the Occupant

Organization Name.

• Zones. The GSA BIM Guide also specifies that the BIM model identify area elements for

any zone (e.g. security, HVAC, electrical, fire). You may wish to decide if you have good

use cases for this data. If you are implementing an application like Emergency


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Preparedness, then these will be of direct use. If you have no identified use for them,

you may wish to omit this requirement.

On Demand and Preventive Maintenance

• You can enable the on demand and preventive maintenance business functions by

specifying that the following properties are part of any BIM model delivered:

• Mark. The identification of the equipment for the equipment schedule. (in GSA BIM

Guide terms this is the Equipment Identification).

• Equipment Code. The asset number used to track the equipment number in its

lifecycle. This is either the ID from your asset management system or the serial number.

(in GSA BIM Guide terms, this is the Equipment Primary Key.)

• Building, Floor, and Room Code. The room in which the equipment item resides, if

any. (in GSA BIM Guide terms, this is the Space Primary Key.)

• Equipment Standard. This is the class of equipment. The Equipment Standard

connects the equipment item to its maintenance manuals and PM Procedures and

Steps. This value is database-driven, meaning that if a contractor or facility enters the

Equipment Standard, that takes precedence.

The information above mainly the graphical asset to the database record, as either the

contractor (during commissioning) or facilities department (during operation) is the

source of record for the equipment details and maintenance information.


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Documents

Real-World Solutions: Autodesk® Revit® for Facility ...aucache.autodesk.com/au2012/sessionsFiles/6140/1081/VirtualHandout...received his degree in Architecture and Architectural