BIM GUIDELINES

UCSF Medical Center

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Table of Contents
1 Building Information Modeling (BIM) Project Overview ...................................................................... 3
1.1 Intent............................................................................................................................................. 3
1.2 UNIVERSITY BIM Goals .................................................................................................................. 3
1.3 Implementation Plan .................................................................................................................... 4
1.4 Ownership ..................................................................................................................................... 4
2 Building Information Modeling Facilities Management Guidelines ..................................................... 5
2.1 Technology Infrastructure Requirements ..................................................................................... 5
2.2 Project Collaboration .................................................................................................................... 5
2.3 Sheet Numbering Convention....................................................................................................... 6
2.4 Room Naming Convention ............................................................................................................ 6
2.5 Space Management ...................................................................................................................... 6
2.6 Equipment Naming Convention .................................................................................................... 7
2.7 Deliverables................................................................................................................................... 7
2.8 Model Units:.................................................................................................................................. 9
2.9 LOD – Level of Development: ....................................................................................................... 9
2.10 BIM Uses Matrix .......................................................................................................................... 11
2.11 Quality Control ............................................................................................................................ 11
3 BUILDING INFORMATION MODELING EXECUTION PLAN TEMPLATE ................................................. 15
Attachment 1: Level of Development Matrix

Attachment 2: File Naming Convention

Attachment 3: Model Parameters

Attachment 4: Flowchart

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1 Building Information Modeling (BIM) Project Overview

1.1 Intent

The BIM Guideline is part of an initiative for the University to develop data standards that will address
the projects life cycle. This document is meant to provide insight into the requirements needed for life
cycle management integration with the BIM model. This document aims to define the baseline for BIM
protocols and is developed to ensure data and modeling consistency for components critical to the life
cycle management process. This document will also be used to validate the information across all
buildings and project phases based on industry best practices and the current capabilities of available
BIM software. The University expects that the Contractor and the Project Team will be committed to
the use of BIM as the primary design, documentation, coordination, collaboration, and visualization
platform.

1.2 University BIM Goals

1. The BIM process will inform and direct team collaboration and development during a project.

The development of the BIM model will be within the co-location guidelines to form a base for the
Contractor, Designers, Sub-contractors, Vendors and University Project Team members to collaborate
on a new Revit Model for the proposed project. The models will be made available to key stakeholders
to be used to visualize, coordinate, schedule, and analyze design intent and constructability throughout
the project, including closeout.

2. The BIM model will accurately reflect as-built condition.

BIM is the process that creates a digital representation of all physical features of the project. These
features need to be not only accurate for construction, but be robust enough to integrate with other
programs correctly and efficiently. University wants to have the confidence in the as-built models, will
have all of the proper information archived so they can be reference without fail.

At coordination milestones throughout the project, University will be an active participant, not only
checking and accepting models, but also validating via electronic script query and with many sample
runs with the actual lifecycle software. University is interested in the abilities of laser scanning
capabilities to ensure models accuracy. The University desires to evaluate the potential benefits of this
technology jointly with the Project team.

3. The BIM model will integrate and interact with programs used by Space Management and
Facilities.

At the conclusion of the project an as-built BIM model will be available for integration into a Lifecycle
Management solution to provide facilities management capabilities. In order to meet that objective, it is
important that the guidelines presented in this document be followed. The model will integrate with
the programs for Regulatory Inspection: Joint Commission Inspections (TMA –Maintenance), Facilities:
Operations/Maintenance (Maximo, BAS Seimens HVAC Systems, CMMS, IEC Honeywell Fire Alarm) and

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Space Management: Inventory (ArchiBus). Other departments with interest in integrating with the
model are IT Telecommunication (OneView), Clinical Engineering, Inventory, and Accounting.

Lifecycle Management Software/Revit integration will not require major alterations and will be used as a
tool to assess and validate the integration throughout the development of the model.

1.3 Implementation Plan

University uses BIM standards, technologies, and procedures to realize improvements in the design and
construction quality, and provide a highly accurate representation of the facility. With an established
BIM Guideline for the University, all projects are required to provide comprehensive and consistent
building information as well as consistent 3D level of representation.

The Project team will coordinate a highly integrated BIM deliverable inclusive of all disciplines. The
creation of the final model as well as the information identified within the models will be seamlessly
integrated with other discipline models. This content in this document provides the requirements for a
BIM baseline approach focused on the life cycle requirements for the client.

1.4 Ownership

The University has ownership and all rights to all files including BIM Models and Facility Data developed
for the project. The University may make use of this data following any deliverable.

In contributing content to the Model, the Model Element Author does not convey any ownership right in
the content provided or in the software used to generate the content. Unless otherwise granted in a
separate license, any subsequent Model Element Author’s and Model User’s right to use, modify, or
further transmit the Model is specifically limited to the design and construction of the Project, and
nothing contained in this BIM Guideline conveys any other right to use the Model for another purpose.

For purposes of this BIM Guideline Digital Data is defined as information, communications, drawings, or
designs created or stored for the Project in digital form, including those developed by the Project team,
and the University and its consultants, for use in preparation of two-dimensional (2D) printed hard copy
construction documents using Computer Aided Design and Building Information Management software.
Digital data will be used for construction purposes.

The term “Project team” shall mean the aggregate of the various entities involved in the design and
construction of the Project inclusive of the following: The Medical Center’s Project Management Team
including the University Representative and the University’s consultants, including those in- house and
third party consultants preparing specifications intended to become part of the Contract Documents.
The University may be referred to as “UCSF” Any exceptions to these rules require advanced approval by
the University Representative.

The Building Information Modeling process will be required on all new construction projects and major
additions/renovations contracted by the University on or after the adoption of this document.

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University has made every attempt to provide these standards as complete as possible. However, if
there are items not covered in this guide, please contact the University BIM Manager for guidance.

2 Building Information Modeling Guidelines

2.1 Technology Infrastructure Requirements

All project participants are required to have the following software in order to participate in the
University BIM design and construction process. BIM software to be used is the latest version of the
following:

DISCIPLINE
BIM USE SOFTWARE
(if applicable)
Design Authoring Arch REVIT Architecture
Design Authoring MEP REVIT MEP
Design Authoring Structure REVIT Structure
Design Authoring Civil Civil 3D
Coordination Construction Navisworks Manage
Fabrication Construction REVIT
Project Management Construction CMiC
HVAC Fabrication Construction REVIT MEP
Plumbing Fabrication Construction REVIT MEP
Electrical Fabrication Construction REVIT MEP
Structural Fabrication Construction REVIT Structure
Collaboration Site All ProjectWise**
Facility Management Integration Maximo***
Space Management Integration Archibus***
* Use ONLY if manufacturing tool does not accept REVIT files.
** Provided by the UNIVERSITY
*** Shown as reference. BIM model needs to fully integrate with these programs.

2.2 Project Collaboration

The BIM modeling process will be coordinated and run by a “BIM Coordinator” to be designated by the
Design Build Contractor and outlined in the BIM Execution Plan (BEP). Their responsibilities will include
but are not limited to the managing the BIM model development from initial design through the as-built
model turnover. The BIM Coordinator will work closely with University Project Management team,
inclusive of key Facilities Management personnel, to identify and implement successful integration of
the record model into life cycle management software and ensure the models accuracy according to the
processes outlined in this document.

Attachment #4 provides a basic outline for the collaboration process and procedures. Throughout the
design and model development the University Project Management team will be involved with
coordinating owner required information. To ensure successful integration into life cycle management

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software milestone reviews at the design development (DD) and construction document (CD) phase will
allow the University Project Management team, inclusive of key Facilitates Management personnel, to
export BIM modeling data into these designated programs to ensure capability. During the development
of the BIM Execution Plan (BEP) the required model outputs allowing for this integration will be
determined. The Project team is required to use the University designated collaboration site
(ProjectWise) for all model and document collaboration. All Project Team collaboration will happen at
the University Integration Center for Design and Construction office. Project team members will be
required to be housed within this space throughout the duration of the project per the co-location
requirements described elsewhere.

A minimum meeting schedule is provided below. The BEP will elaborate and expand on these
requirements.

MEETING TYPE PROJECT STAGE FREQUENCY PARTICIPANTS

BIM Requirements Kick-off Programming Once Arch/Contractor/ *
BIM Execution Plan Demonstration Programming Once Arch/Contractor/ *
Design Coordination/QC SD/DD/Bidding Once/Stage Arch/Contractor/ *
Design Coordination/QC CD Monthly Arch/Contractor/ *
Constructability Coordination/QC Construction Monthly Arch/Contractor/ *
Final Punch list Construction Once Arch/Contractor/ *
Lifecycle BIM Planning Construction Once Arch/Contractor/ *
* University Project Management Team: University BIM Manager, Project Manager, and University
Facilities Management Representative.

2.3 Sheet Numbering Convention

Follow the file naming conventions for all project files on the Facility Management computer system.
The intent of this naming convention is to give each file on our computer network a unique name that
can be utilized to retrieve files and information from our computer network utilizing applicable query
tool. The file name format needs to be followed. The dash (-) is used in the file name to separate the
section fields. Place an ‘x’ where sections are not used, a place holder. See Attachment #2- File
Naming Convention.

2.4 Room Naming Convention

Refer to Room Numbering Protocol. All room numbers to be coordinated at project start. Final room
naming convention according to the described Room Numbering Protocol will be provided from the
initial design phase. In order for integration into life cycle management software to be successful the
Room Naming Convention must be followed. Alternate “design” room numbers do not allow for
integration into life cycle management software and are therefore no allowed.

2.5 Space Management

To meet the needs of UNIVERSITY’s space management in Archibus, this document provides the
standards, features and deliverables required in all University CAD drawing formats. At this time REVIT

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2014 is being used, in order to have available floor plans and space database prior to beneficial
occupancy.

2.6 Equipment Naming Convention

All items will have a unique mark or tag. Name all identical items the same, but with a unique number
(i/e EF-1, EF-2, etc.) Consult with University Project Management team to align all nomenclature
convention with existing items. Use the same nomenclature throughout project and through Lifecycle of
building. All Revit models must contain the required equipment data. University will provide the Project
team with University specific Revit Template files that will schedule University required equipment
information parameters within each Revit Model(s). The data will be entered by each specific trade
according to the Revit Model Parameters will be outlined in the BIM Execution Plan (BEP). Data entry
should be completed as soon as the equipment is chosen and/or upon startup. Data entry should not be
held until the end of the project.

2.7 Deliverables

BIM Submittal File Sender

Stage Software File type Notes
Item (ProjectWise) Frequency
Complete BEP Arch/Contractor Design & Once Adobe .docx/PDF Design Team will meet
Development Performance with Project Management
Schedule Criteria team to review BEP
development plan and
review BIM Guidelines
BEP Review Arch/Contractor Design & Once Adobe .docx/PDF Review BEP plan with
Performance Project Management
Criteria team
Schematic Arch/Contractor SD Once REVIT RVT The current Revit Model
Design Model .rvt will be uploaded to
for Review the University Medical
(provide Center collaboration site
template/table) at the conclusion of the
SD phase.
Design Arch/Contractor DD Once REVIT RVT The current Revit Model
Development .rvt will be uploaded to
Model for the University Medical
Review Center collaboration site
at the conclusion of the
DD phase.
MEP MEP Consultant CD Monthly REVIT RVT
Coordination
Structure Structure CD Monthly REVIT RVT
Coordination Consultant
Construction Arch/Contractor CD Once REVIT RVT
Document
Model for
Review
CD Arch/Contractor CD Monthly Navis Works .NWD 95% CD
Coordination
Construction Arch/Contractor CD BID REVIT RVT 2D PDF files will be issued
Documents for for bidding. All 2D
Bidding documents must use

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 University defined file
naming format.
Coordination Arch/Contractor Construction Bi-weekly Navis Works .NWC Navisworks Manage will
Model for be used to coordinate all
Constructability disciplines to perform
scheduling, clash
detection, and
visualization
Record Model Arch/Contractor Construction Monthly REVIT RVT The record model will
become the University
LOD 500 deliverable.
Equipment ID Construction Monthly REVIT RVT Assign TMA ID numbers to
Tagging all equipment included in
Section N before
construction phase
begins.
Submittal and Arch/Contractor Construction As Req. REVIT/AC REVIT/AC All submittals will be
Shop Drawings MEP MEP coordinated, reviewed,
and uploaded in PDF
format to the University
Collaboration Site.
Asset Arch/Contractor Construction Monthly REVIT RVT All reviewed submittals
Management/ will be uploaded to the
Model University document vault
Coordination by the CM/GC using the
University file naming
convention

LOD 500 Arch/Contractor Construction Monthly REVIT RVT Enter equipment asset
Information data referenced by the
Entry University TMA
identification number into
the defined Revit Model
Parameters.
Change Orders Arch/Contractor Construction As Req. REVIT RVT
Punch list/Close Arch/Contractor Construction Completion REVIT .NWC
Facilities Arch/Contractor Closeout Completion REVIT RVT Final LOD 500 model(s) to
Management include information
required in Model
Parameters (see
Attachment #1)
Commissioning Arch/Contractor Construction Completion REVIT RVT
Documentation
Responsible parties for each requirement will be established by the overall project contract and coordination
schedule. In addition to the BIM model file types in Native Format, documents will be issued in 2D as .PDF.

One model type (Revit). All as-built record drawings and documentation, at the time of turnover, must
be provided in Revit. Elements included in the model must be detailed in 3D documentation for internal
University use. Elements must be clearly marked or tagged and visual in 3D documentation. All record
drawings and shop drawings must be submitted in AutoCAD Revit RVT model/file and a full set of PDF
files.

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2.8 Model Units:

Building information models shall be created that include all geometry, physical characteristics and
product data needed to describe the design and construction work to within 5’-0” of building envelope.
All drawings, schedules, simulations, and services required for assessment, review, bidding and
construction shall be extractions from this model.

Design set-up for managing large models is at the discretion of the Project team. Due to large file sizes
of BIM models, model units should be created in a logical manner determined by project scope.
All models should be created using True North coordinates. Firms are required to verify building true
north coordinates.

Imperial measurement system will be used for all modeling.

2.9 LOD – Level of Development:

The following outlines University Medical Center’s definition of Level of Development – LOD for building
information model – BIM deliverables. As defined by the AIA document E202-2008.

 LOD 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.

 LOD 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 Elements.

 LOD 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.

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 LOD 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.

 LOD 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.

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

The information required to achieve a LOD 500 model element will be determined with
coordination from the UNIVERSITY Project Management team, inclusive of the key Facilities
Management personnel. Examples of information required for certain components are
highlighted in Attachment #3- Model Parameters. Attachment #1 – LOD Development details
model components and their required LOD at the as-built model state.

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2.10 BIM Uses Matrix
The University expects the Project Team to utilize BIM to the extent described below. The BEP must
outline how these Model Uses will be incorporated into the BIM process.

Project Phase Model Use

Planning Programming
Site Analysis
Existing Conditions Modeling (Laser Scanning)
Cost Estimation
Design Design Authorizing
Design Reviews / Visualization / Rendering
Assignable Areas and Non-Assignable Areas
Gross Area
Square Foot Analysis
Structural Analysis
Mechanical / Energy Analysis
Other Engineering Analysis
Lighting Analysis
Sustainability (LEED) Evaluation
Phase Planning (4D Modeling)
Cost Estimation
Code Validation
Existing Conditions Modeling (Laser Scanning)
Construction 3D Coordination
Digital Fabrication
Site Utilization Planning
Construction System Design
Record Modeling
4D Scheduling
Cost Estimation
Safety
Commissioning Data
Operations Building Maintenance Scheduling
Building System Analysis
Asset Management
Space Management/ Tracking
Record Modeling

2.11 Quality Control

The building information modeling process is suited to improve coordination of the design/construction
process, as well as deliver improved information for facility management. Required files/documents will
be uploaded to the University designated collaboration site per the Deliverables Schedule. Building

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Information Models will be imported into external software, Navisworks Manage, that checks each
model discipline (architectural, MEP, and structural) for clashes between elements, clashes of required
clearances and other tolerances. Design Professionals, General Contractors, Sub Contractors and
Construction Managers are required to coordinate models between disciplines to verify clearance,
analyze conflicts/clashes and deliver quality documentation to reduce RFI and Change Order
submissions.

Models should include all appropriate dimensioning as needed for design intent, analysis, and
construction. At each coordination milestone the University will only accept models that are validated
with Validation Software- electronic script query, with a sample run with the actual lifecycle software.
On some occasions, room scanning will be used to verify model accuracy if deemed necessary.

PHASE DISCIPLINE TOLERANCE

Design Documents Arch Accurate to +/- 1” of Actual Size and Location
Construction Drawings Contractor Accurate to +/- .25” of Actual Size and Location

Software shall be capable of interfacing with the Project teams BIM authored software. In all cases,
model building and infrastructure systems to a level that allows the team to verify clearances, analyze
conflicts/clashes and properly coordinate the work with all other aspects of the project. The Project
Team shall follow the guidelines and requirements detailed in this document for BIM related services.

University will archive the model(s) after each phase of design and construction. The most current
model will be accessible to the team at the start of the next phase. Project drawings and schedules
required for agency review, bidding, and construction will be extracted from this model. LOD standards
will drive both model maturity and constructability paths. This will create a history of models
throughout the project. The final “as-built” model is what will be integrated to the University lifecycle
programs.

The intent is for the model to be created as a complete total system layout. This requires the modeling
to be completed without gap in systems and space layouts. See major Mechanical/Electrical/Plumbing
Component Requirements for design expectations by system.

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Major Mechanical/Electrical,/Plumbing Component Requirements

HVAC Duct

All ductwork (regardless of size), grilles, registers, diffusers, dampers, access panels, air moving
equipment, hangers, supports, maintenance clearances (no-fly zones), and any item that may impact
coordination with other disciplines. Model with solid colors (no mesh).

HVAC Piping

All overhead piping (regardless of size), vertical piping in shafts, connections to equipment, scheduled
equipment, maintenance clearances (no-fly zones), hangers, supports, and any item that may affect
coordination with other disciplines. Model with solid colors (no mesh).

Plumbing

All overhead piping (regardless of size), vertical piping between floors, connections to equipment and
fixtures, maintenance clearances (no-fly zones), hangers, supports, and any item that may affect
coordination with other disciplines. Model with solid colors (no mesh).

Fire Protection

All overhead piping (regardless of size), branch connections, drops and heads (including flexible hoses),
access panels, maintenance clearances (no-fly zones), and any item that may impact coordination with
other disciplines. Model with solid colors (no mesh).

Electrical

All conduits 1” and larger, any rack of two or more conduits (regardless of size), lights and fixtures
(regardless of size), electrical pull and circuit boxes, access clearances (no fly zones), all cable trays,
hangers, seismic supports, raceways, and any item that may impact coordination with other disciplines.
All conduits, regardless of size, shall not be routed through no-fly zones in the model, regardless of
discipline. Model with solid colors (no mesh).

No-Fly Zones

Maintenance or Serviceability Zones consist of clear space necessary for maintenance and repair access
in front of electrical or equipment panels, ceiling access panels with clear space above and free space
below, or access to valves, per code and/or Facilities requirements, whichever is more stringent.
Develop equipment (pumps, valves, VAV boxes, etc.) accessibility areas per manufacturer’s and/or
Facilities recommendations, whichever requirement is more stringent., Identify No-fly Zones with
rectangular semi-transparent massing objects that go from the floor to the ceiling or in front of required
access areas as determined by code, manufacturer’s recommendation, or Facilities, whichever is more
stringent. .

No-fly Zones need to be clear of any and all system elements. Conduits, of any size, shall not be routed
through no-fly zones. .

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“Crop circles” objects indicate approved distances by the structural engineer between locations of
anchors attached to decking used to fasten hangers. Crop circles cannot overlap and can be modeled
using flat cylinders.

University BIM Models for Existing Buildings:

University will make Revit 2014.rvt model files available for existing buildings. University takes no
responsibility for the accuracy of these models, therefore, each model should be field verified for
accuracy. Incorporate existing building information to the current project. Information from any
previous attempts to validate model accuracy will be shared with responsible parties to establish
confidence in provided model accuracy.

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3 BUILDING INFORMATION MODELING EXECUTION PLAN TEMPLATE

A BIM Execution Plan (BEP) is a living document that provides a framework to determine project-specific
BIM goals, processes, information exchanges and protocols to fully utilize the various aspects of BIM.
The BIM Coordinator for the project will document the required BEP information, schedule and lead the
BIM meetings and establish and implement protocols for revisions and sharing the BEP. The BEP will
reflect input from the Project Team, and will be posted for common viewing on the collaboration site.
Reference the BIM Guidelines where applicable in the BIM Execution plan, and identify any deviations
from the BIM Guideline.

The Project Team develops BEP for each project. This template defines what elements need to be part
of a BEP. The BEP will be developed with input from the University during the initial design phase to
provide groundwork for continued coordination throughout the BIM process. It will detail how BIM will
be used at the start of the design process, producing a coordinated set of drawings for agency approval
and bidding and thru the entire construction process of the project. A sample outline of the BEP is
included below. This serves as a basis for the minimum criteria needing to be identified in the BEP plan.

1. Introduction
o Introduce the scope, Project Team, etc.
2. General Requirements
o Indicate the requirements for the project outside of BIM. Reference the BIM-Guideline for Minimal
standards to the project
3. Goals of the BIM Process
o Address goals for BIM processes that are required from the BIM Guideline. Also indicate
additional BIM goals and processes not addressed in the BIM Guideline.
o Address how the Project team will develop a BIM deliverable that will meet the needs of the
University Life Cycle Management requirements
4. Technology Applications
o Software
 Design, clash coordination, design visualization, submittal management, project
management, etc.
o Accessibility to Project information
 Cloud based tools if utilized
o Mobile applications
 Tools, software, apps, etc.
o Training Plan
o File Sharing Platform
 Model Conversion and Exchange
 Identify one common environment to share files, and occurrence schedule.
o Document Management
 Identify doc management process
5. Project BIM Leads
o Identify Team players and contact information

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 6. Project Collaboration Solution
o Define Meeting space (big room concept) and how it will be utilized to achieve the desired
objective.
7. Model Organization
o Identify models and owners, specific file naming convention, authoring tool, conversion file (when
coordinating with other software, ie IFC exports) versioning, location of file, frequency of
exchange File Partitioning, Naming & Versioning
8. Milestone Submissions and Project Schedule
o Identify project schedule, coordination meeting schedule, requirements, and internal/client
deliverable schedules.
9. Common Coordinate System and Units
o Identify global coordinate system and project units
10. Modeling Techniques
o Identify best practices for modeling per discipline.
o Identify company’s standard practice, find common ground and depict deviations/non-alignments
with partners. Address potential concerns with solutions.
o Identify how these techniques will create consistent model components to be intergraded into life
cycle management software
11. Model Level of Development Matrix
o Use the LOD in the BIM Guideline as a baseline. Define ownership of elements as well as
improvements. Fill this matrix out as a team. Develop a plan and provide descriptive processes on
how the Project Team will best adhere to the requirements per phase.
12. BIM Uses Matrix
o Use the BIM Matrix in the BIM Guideline as a baseline. Define ownership of elements as well as
improvements. Fill this matrix out as a team. Develop a plan and provide descriptive processes on
how the Project Team will best adhere to the requirements per phase.
13. 3d Modeling Process and Schedule
o Provide details
14. Coordination/Clash Detection Process and Schedule
o Provide details on clash sets and hierarchy, color coordination, model set up for export views, and
schedule/location of reoccurring meeting times.
15. BIM Scheduling and Sequencing
16. Submittal Tracking
o Provide information on how to reduce # of RFI’s. Provide submittal tracking environment,
establish at beginning of the project, invite team members.
17. Record Model Submission
o UNIVERSITY client turnover requirements identified in contract document. Provide instructions on
how to best achieve this.
18. Additional Processes and Protocols

Additional processes and tools are generously welcomed. You are promoted to push the innovation at UNIVERSITY
to enhance the process and product.

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Definitions
A
As-Built Documents
A-Built Documents are the collection of paper drawings or electronic drawings that typically reside in the
contractor’s onsite trailer that contain mark-ups, annotations, and comments about changes that have
been made to the contract documents during the construction phase.

As-Built Model
Design Intent Models that have been updated throughout the construction process. These changes and
updates have been communicated from the Contractor to the Design Team through the comments,
annotations, and mark-ups from the As-Built Documents. These typically, but not always, are discipline
specific models.

B
BIM Execution Plan (BEP)
The BEP helps to define roles and responsibilities within a project team.

BIM Proficiency Matrix (BPM)

A matrix that was designed to measure the expertise of a firm as it relates to using a BIM process on
projects. It will be used as one of the many selection criteria during the selection process.

C
C.O.B.I.E. – Construction Operations Building Information Exchange
C.O.B.I.E. is a standard of information exchange that allows information to be captured during design
and construction in a format that can be used during the operations of a building once completed.

Critical Path Modeling

Critical Path Modeling is a method of demonstrating integrated Project Delivery. It sets a plan within
the design team that accounts for the activities of each discipline and how they interact with each other.
It builds upon a critical path method for those activities, and allows the project team to schedule a
complete project.

D
Design Team
The Design Team is considered to be the Architect and all of the constraints that provide design services
for a project. These design services can be rendered at any time during the project.

DOE2 – Department of Energy Version 2

DOE2 is a file type that is an open file format. This file format is used by most energy modeling software.
It is also an approved file type for LEED simulations.

.DWF
.DWF is a file type that was developed by Autodesk to be locked file for drawing sheets and model data.
It can be used as a file transfer for estimating data, mark-ups, and other third party software. It can be a
combination of 3D and 2D information within the same file.

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.DWG
.DWG is a native AutoCAD file format. It is a widely used file format for exchanging drawing information
and 3D information to different programs. While not a database file type, it still has many uses for
exchanging information.

DXF: "Drawing Exchange Format" and is used in exchanging components between CAD software
applications

F
FICM – Post Secondary Facilities Inventory and Classification Manual
FICM is a standard that describes practices for initiating, conducting, reporting, and maintaining an
institutional facilities inventory.

G
.GBxml
A .GBxml file is a Green Building file type. It is used to run simulations through energy modeling
software. It is a widely accepted file format for those types of software.

I
IPD – Integrated Project Delivery

IPD describes a contractual relationship between Owner, Architect, and Contractor. It is a project
delivery method that integrates people, systems, business structure and practices into a process that
collaboratively harness the talents and insights of all participants to optimize project results, increase
value to the owner, reduce waste and maximize efficiency through all phases of design, fabrication and
construction.

IPD Methodology
IPD Methodology is a concept that uses methods from the IPD contracts, but does not have the
contracts actually in place. It idealizes the concepts of integration of all team members to try and
benefit the entire project.

IPD Methodology Plan

The IPD Methodology Plan is a declaration of how the project team will achieve the goals of an IPD
Methodology. The plan can have several components. The completion of a Reverse Phase Schedule or
Critical Path Modeling is two examples of an IPD Methodology Plan.

IFC: “Industry Foundation Class” is a neutral and open specification that is not controlled by a single
vendor or group of vendors. It is an object-based file format.

L
LEED
The Leadership in Energy and Environmental Design (LEED) Green Building Rating System is a suite of
standards for environmentally sustainable construction. Based on a point system, a building can achieve
different ratings based on the performance of the design, construction, and operation of the building.

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LOD: “Level of development” or “Level of detail” is used to define the process or progress of the models
contents. The LOD can change as the project progresses.

N
Navisworks
Navisworks is software that allows for the viewing of multiple model formats. This ability to “view”
these files also allows for Navisworks to simulate the interaction between model files. That includes
collision reporting, time lining and coordination.

No-fly Zones
No-fly Zones are areas identified in the BIM model with semi-transparent massing rectangles that
represent zones necessary for maintenance and repair of equipment, access to valves, access above and
below ceiling/wall access panels, access in front of electrical panels, etc.

.NWC
An .NWC file is a Navisworks Cache File that is used by Navisworks to quickly read many other file types.
All linked files in Navisworks have an .NWC file created automatically. In addition, Revit will export
directly to the very small file type of .NWC for quick access by Navisworks.

.NWD
A much larger file than the .NWC, the .NWD file allows a snapshot in time of a Navisworks file. No linked
files exist, but all geometry is included.

.NWF
The .NWF file is a native Navisworks file which has all linked files, clashes, mark-ups, animations,
schedules, etc.

O
Object enabler(s): Application or file in AutoCAD or Navisworks which allows special objects to be seen
in those programs. Usually these objects are produced in special fabrication and detailing programs with
in AutoCAD.

Open Architecture
Open Architecture is a concept of creating a framework that helps to describe a common set of rules for
how a project is created. This includes what types of software, the interoperability of the information,
and how the participants interact with each other. This is different than open standards in that it
promotes progress, while not anchoring forward thinkers to a rigid standard.

P
Phases
The phrases of a project can be described in two different ways as the adoption of IPD terminology
starts to penetrate the BIM Execution Plan and the IPD Methodology Plan. Below is a list of the
traditional names followed by the OIPD name.

Pre-Design/Conceptualization Phase Schematic Design/Criteria Design Phase Design

Development/Detailed Design Phase Construction Documents/Implementation Phase

Pre-Fabrication: The process of developing and fabricating components in office and not onsite.

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POS: Penetrations, Openings, & Sleeve drawings, these drawings are a composite of all trade files that
have Penetrations, Openings, & Sleeves in slabs.

R
Record Drawing
The production of Record Drawings is the capturing of the As-Built Document’s annotation, comments,
and mark-ups in a drawing format only. This does not typically include the updating of any models.

Record Model
The Record Model is a final model incorporating all changes throughout the construction process.
Record Models consist of Record Design Intent Models (by Designer) and Construction As-Built Models
(by Contractor).

Reverse Phase Scheduling

Reverse Phase Scheduling is a method of demonstrating integrated Project Delivery. It sets a plan within
the design team that accounts for the activities of each discipline and how they interact with each other.
It uses the completion date as a point of work backward from the schedule all of the project’s activities.

.RVT
An .RVT file is a Revit native file type. It is also the deliverable file format for all projects. This includes all
of the Design Team’s models.

S
SBIM – Simple Building Information Modeling
SBIM is a concept of producing a “light” model that can be used for simulating the building’s
performance very early within the design process. The SBIM is the process of modeling only the exterior
envelope, and the interior volumes to produce a model that energy modeling software can use.

Shop Drawing(s): Shop Drawings are produced from the coordinated models of each trade and include
all dimension and labeling. Usually done at a 1/4"=1'-0" and submitted for approval by the Project team.
These drawings are then used in the field for fabrication and erection.

Signoff Model: A Sign off model is a coordination model that is complete and signed off for construction.

T
TMY2/TMY3
The TMY2/3 file format is a Typical Meteorological Year file. It is used in conjunction with a .GBxml file
to create energy simulations

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