Professional Documents
Culture Documents
Execution Plan
For University of Cambridge
University of Cambridge
Estate Management
Greenwich House
Madingley Road
Cambridge
CB3 0TX
United Kingdom
The Building Information Modelling Execution Plan (BEP) is a controlled document and shall
be reviewed, approved and distributed under controlled conditions.
Nr Recipient Organisation
001
002
003
004
BIM Execution Plan
Insert Project Name
Contents
1 PURPOSE OF DOCUMENT 4
2 INTRODUCTION 5
3 PROJECT OVERVIEW AND AIMS 6
4 BIM REQUIREMENTS AND PROCESSES 8
5 PROJECT PROGRAMME 9
6 PROJECT TEAM, STAKEHOLDERS AND RESPONSIBILITIES 11
7 DELIVERABLES AND OUTPUTS 12
8 COLLABORATION 13
9 STANDARD METHOD AND PROCEDURE 17
10 PROJECT CLOSE OUT 20
11 ABBREVIATIONS & GLOSSARY OF TERMS 21
APPENDIX A MODEL PRODUCTION DELIVERY TABLE (MPDT) 25
APPENDIX B DROP SCHEDULE 26
APPENDIX C PROJECT DIRECTORY 28
APPENDIX D ROLES AND RESPONSIBILITIES 29
APPENDIX E CDE FOLDER STRUCTURE 35
APPENDIX F INFORMATION EXCHANGE SCHEDULE 37
APPENDIX G MEETINGS TERMS OF REFERENCE 40
APPENDIX H QUALITY CONTROL PROCEDURES 41
BIM Execution Plan
Insert Project Name
1 Purpose of document
The Building Information Modelling Execution Plan (BEP) is a core approved document which
defines the BIM strategy and processes for the successful completion of Insert Project Name
principally as a Level 2 BIM project in line with the objectives of the University of Cambridge.
This document outlines the following to support collaborative processes to produce the
information required by University of Cambridge and provide support to the contract
coordinator throughout the entire life cycle of the project:
Responsibilities
Best practices
This document should be considered for use to support information provided for further
consultant and contractor appointments and define requirements for consultant deliverables. For
additional project phases and further workstages outside of the scope of this document, this
information may be superseded under cover of letter distributed by the Client, but fundamental
standards and naming / data structures shall be continued throughout the project.
2 Introduction
2.1 Distribution
The BEP has been prepared with the support of the Client and project team, and will
enable the proper administration of the document through revision and controlled re-
issue.
The BEP will be issued (or removed) from use under cover of letter or formal project
managers instruction. Recipients of documents will be required to confirm that current
issues are held and that relevant people are holding all applicable information.
To allow the successful implementation of BIM, the teams capability and capacity has
been assessed. In this context, requirements and processes to support the delivery of
University of Cambridge requirements are detailed in this BEP.
M = Mandatory
Application
R = Recommended
Object naming
Project stages
Collaboration
Classification
File naming
Contracts
Guidance
Standards
Drawing
Costing
COBie
CDE
LOD
Additional or superseding
standards
Bespoke Industry
In order to facilitate the effective use of BIM on this project, the CIC BIM
protocol may be appended to any appointment documentation.
BIM Execution Plan
Insert Project Name
Project address
Correspondence address
Project value
Contract type
At the highest level, general project success factors provide the basis for BIM process
development and have been described in the Employers Information Requirements.
Any additional success factors will be released within further amendments of this
document.
A set of KPIs is to be agreed and documented in the Project Execution Plan. These
require data input from the relevant project team members. Once agreed, KPIs which
affect BIM processes and deliverables are to be documented in the next revision of
the BEP.
Insert KPI 1
Insert KPI 2
Insert KPI 3
Insert KPI 4
BIM Execution Plan
Insert Project Name
Refer to Section 6.7 of the EIR for a complete list of BIM uses that have been
categorised by the client. Uses identified as High should be fulfilled for Insert Project
Name. Moderate and Low uses that are to be implemented on this project should be
agreed through team collaboration with University of Cambridge.
4.2.1 Summary
Requirements for development of geometry definition and model usability are mapped
against project work stages to support the project deliverables and support BIM uses.
The level of development required at each project work stage (RIBA PoW 2013) and
the party responsible for delivering that information is defined in Appendix A. This
must be strictly adhered to unless explicitly agreed by all relevant parties including the
BIM Leader and University of Cambridge.
Stakeholders will ensure that the Model Production Delivery Table (MPDT) is in
alignment with the project design responsibilities matrix and provide comments to this
effect.
5 Project programme
5.1 Master programme
The main elements of the master programme has been developed to include BIM
processes, design, procurement, construction, commissioning and completion. The
project team is required to adhere to this programme and commit resource as
necessary to achieve the required dates.
Detailed programmes have been realised within the constraints set by the master
programme. This includes a design programme, a construction programme, an
operation programme and a BIM implementation programme.
The BIM implementation programme has been created by the BIM Leader and
illustrates the main activities associated with initiating and monitoring BIM processes
referred to in APPENDIX J of the EIR.
Taking into account the master project programme, and through engagement with the
Client and project team, the following constraints and milestones have been identified
as impacting the BIM implementation programme:
Site conditions
Planning permission
Tender process
The following milestones are based on the Master Programme dated 00/00/0000:
Milestone Date
Critical milestones for the execution of Insert Project Name as a fully collaborative BIM project are the data drops. The dates for these drops can be
found at Appendix B.
Figure 1: Data drops and gateway points through the project lifecycle
Refer to Section 7.3 of the EIR to more information regarding data drop management.
BIM Execution Plan
Insert Project Name
The various parties to the project, their roles, responsibilities and relationships are
described in this section to minimise duplication or gaps. All parties should make a
concerted effort to maintain continuity of personnel.
Where appointed team members are identified as requiring support in this area, the
potential impact to the project should be assessed and appropriate measures, such
as training or mentoring from other team members should be undertaken.
BIM roles and responsibilities are described in this section. Please refer to the current
version of the project execution plan for overall scopes of services.
Coordinate all technical discipline and trade specific BIM activity within their
organisations
Coordinate any BIM related issues with the rest of their discipline team
Facility, Floors (regions), Zones and Spaces (locations) shall be documented with
their net and gross areas. The method of measurement used shall be documented
on the Facility sheet of the COBie deliverable. This is to enable accurate space
planning and to ensure that the complete asset meets the intended purpose.
Information necessary for the normal operations of the facility shall be provided to
support the facility operators and the employer to anticipate costs of operations.
During the life cycle of the project the plain language questions, specified in
Appendix M of the EIR, are presented and the project team must provide sufficient
information to adequately satisfy the questions.
Information cross sectioned from the model will be shared using traditional drawing
conventions. Drawings, renders, reports and schedules shall provide the following:
Note: Consultants will comply with all Space Numbering and Measuring specified in
Appendix F and G of the EIR. If an instance occurs where this is not feasible /
possible, consultants will bring this to the attention of the project team and endeavour
to resolve issues during the next BIM workgroup meeting.
BIM Execution Plan
Insert Project Name
8 Collaboration
8.1 Approved software and versions
Software versions shall be agreed at the outset and not deviated from. Please note
any changes to software and upgrades to versioned software to be used on the
project must be agreed by all parties prior to actioning any upgrade.
Only tools identified below shall be used to author, coordinate and validate BIMs. This
is to facilitate interoperability between software platforms and enable the successful
execution of the interoperability strategy.
8.2.1 Responsibility
It is the responsibility of all stakeholders to store and maintain a copy of all project
information in a secure stable location within their own organisation. Stakeholders will
make information available to the project team and University of Cambridge over
the CDE in accordance with this document. University of Cambridge shall have
access to native models to be issued within three working days of a Client Request for
Information (RFI).
As a minimum, all BIM coordinators and the BIM Leader should be notified via the
CDE when BIM data is distributed.
For security, user access and change privileges for workspace folders and information
should be carefully considered and agreed with the Client, Information Manager and
BIM Leader in collaboration before implementing the CDE. Any change to user
privileges must be agreed by the Client or Clients representative. Access privileges
are detailed in Appendix E.
All BIM information will be exchanged in the CDE using the folder structure as
outlined in PAS1192-2:2013 see Figure 2. To support security and accessibility of
information, folder locations and upload purposes must be strictly adhered to.
Any amendments to the naming or structure of the CDE workspace must be explicitly
agreed with the project team and University of Cambridge, including the Information
Manager. For native and exchange formats please see the exchange schedule,
Appendix F.
BIM Execution Plan
Insert Project Name
8.2.4.1 Methodology
Consultants will adhere to the following:
All significant, known errors with the model should be declared to recipients by the
originating consultant.
All models are to be uploaded in their native format and also in the agreed file
sharing format/s for use by others, refer to Appendix F.
BIM Execution Plan
Insert Project Name
8.2.4.2 Schedule
The use and responsibility, format and frequency of shared information should be
understood by all project team members. It is crucial that this is agreed and recorded
in the Information Exchange Schedule, Appendix F.
8.2.4.3 Trial
The Lead Designer will facilitate a trial of data exchange over the CDE, which
includes the linking of project models. This process will help identify any unknown and
unique issues with collaboratively exchanging information amongst the appointed
consultants, thereby potentially mitigating errors and increasing efficiency of
information exchange.
The frequency of BIM workgroup meetings (BWM) and BIM workshops, as defined in
Appendix G, should reflect the intensity and complexity of scheduled BIM processes,
in alignment with the project programme. Scheduled BIM workgroup meetings will be
included in the programme.
Meetings are to be chaired and recorded by the BIM Leader unless otherwise agreed
in advance. Where possible, to encourage shared information and optimise
resourcing, meetings should coincide with design team or Client meetings.
BIM Execution Plan
Insert Project Name
All models and associated design information will be produced and communicated
using:
A common building grid shall be established and used by all members of the design
team. It is common practice to define a building origin at the bottom left-hand corner
of the building using a datum marker. Due to certain software limitations with
geospatial coordinates this point should be 0, 0, 0.
To enable project team members to work individually, the following models are being
created in parallel based on a common structure developed and agreed by the design
team:
Author
The model segregation strategy for each design discipline is to be agreed with the
Lead Designer and BIM Leader, and recorded in the next revision of this
document.
All internal model validation protocols should be issued to the Lead Designer for
review following appointment.
BIM coordinators and stakeholders responsible for producing BIM information should
adhere to the following:
A model segregation plan should be agreed with the BIM Leader. Segregation
protocols and wayfinding should be recorded in the next iteration of the BEP.
Before sharing models they should be purged of any obsolescent objects or CAD
imports
Naming of the project file should be checked and approved before uploading to the
CDE
The federated BIM will take precedence over any and all documents where conflicting
information has been issued.
The Lead Designer is still responsible for overall design coordination, irrespective of
the BIM process or digital tools used.
10 Project close out
Obtaining feedback and sharing lessons learned is an essential part of the project
which enables continuous improvement.
The project shall be reviewed in terms of the project success criteria and key
objectives and performance indicators, at each of the project stages identifying both
the successful and less successful aspects of the process.
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11 Abbreviations & Glossary of Terms
11.1 Abbreviations
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11.2 Glossary of Terms
BIM Coordinator A BIM Coordinator is the nominated BIM person for that role
on the project, for example the Architecture/Interior/Civil and
Structural teams will each put forward a BIM Coordinator as
the contact point for the BIM aspect of the project.
Common data Single source of information for any given project, used to
environment collect, manage and disseminate all relevant approved
(CDE) project documents for multi-disciplinary teams in a managed
process. This is commonly a cloud based Software as a
Service (SaaS) solution synchronised with party servers to
host the information model
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model developed by the design suppliers
Federated Model When each individual model for each role is hosted into one
single model, this is the federated model.
Lead Designer The Lead Designer (usually the architect) works with the
BIM Leader and Coordinators to deliver the BIM aspect of
the project
Level of Definition Collective term used for and including level of model detail
and the level of information detail
Standard method Set of standard methods and procedures covering the way
and procedure information is named, expressed and referenced
(SMP)
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Volume Manageable spatial subdivision of a project, defined by the
project team as a subdivision of the overall project that
allows more than one person to work on the project models
simultaneously and consistent with the analysis and design
process
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APPENDIX A Model Production Delivery Table (MPDT)
UniversityofCambridge LOD&ModelProductionDeliveryTable
TheModelProductionandDeliveryTable(MPDT)isakeydocumentasitbothallocatesresponsibilityforpreparationoftheModelsandidentifiestheLevelofDefinitionthatModelsneedtomeetatthe
Originator Reference
projectstagesordatadropsstatedinthetable.
CoreModels
Architecture ARC
Structural CSE
Modeloriginatorandresponsibleparties,mustbenamed. UniversityofCambridge
MEP MEP
ModelsshouldbeaddedasrequiredandagreedbytheprojectPIM. InsertProjectName
Contractor CON
ModelProductionDeliveryTable
AdditionalModels CostdatashouldbeproducedatNRM3forlaterstages(levels1&2shownbelowforclarity).
Eg.Landscaping Eg.LAR
LODandLOIaredeliverablesforeachstage.(ForLODandLOIdefinition,seeUniversityofCambridgeEIR,AppendixE.)
RIBA2013(CIC)Workstage 1 2 3 4 5 6 7
Preparation&Brief Concept DevelopedDesign TechnicalDesign Construction Handover&Closeout InUse
LOD LOI RespParty LOD LOI RespParty LOD LOI RespParty LOD LOI RespParty LOD LOI RespParty LOD LOI RespParty LOD RespParty
Elements,Materials&Components(NRM1)
1Substructure
1Substructure 1 1 CSE 2 2 CSE 3 3 CSE 4 4 CSE 4 4 CON 5 5 CON TBC FMA
2Superstructure
1Frame 1 1 CSE 2 2 CSE 3 3 CSE 4 4 CSE 4 4 CON 5 5 CON TBC FMA
3Internalfinishes
1Wallfinishes 1 1 ARC 2 2 ARC 3 3 ARC 4 4 ARC 5 4 CON 5 5 CON TBC FMA
4Fittings,furnishingsandequipment
1Fittings,furnishingsandequipment 1 1 ARC 2 2 ARC 3 3 ARC 4 4 ARC 4 4 CON 5 5 CON TBC FMA
5Services
1Sanitaryinstallations 1 1 ARC 2 2 ARC 3 3 ARC 4 4 ARC 4 4 CON 5 5 CON TBC FMA
8Externalworks
1Sitepreparationworks NA NA NA NA NA NA 4 4 ARC 4 4 CON NA NA NA NA
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APPENDIX B Drop Schedule
Additional discipline models and the parties responsible are to be added to all required
data drops.
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Data Date Project File submitted Format Responsible party
drop stage
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APPENDIX C Project directory
Insert ALL details of ALL roles. Ensure details are kept up to date throughout the project life
cycle.
Mobile Office
Role Company Contact Address Phone Phone Email
No. No.
Company Contact
Client Address Phone Phone Email
Name name
BIM Leader
Information
Manager
Architect
Interior
Designer
Landscape
Architect
Building
Services
Engineer
Civil and
Structural
Engineer
Project
Manager
Cost
Manager
Facilities
Manager
CDM
Coordinator
Contractor
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APPENDIX D ROLES AND RESPONSIBILITIES
BIM roles and responsibilities are described in this section. Please refer to the current
version of the project execution plan for overall scopes of services.
*= as required
Information Manager
Specialist Contractor
Facilities manager
Project Manager
Main Contractor
Lead Designer
Cost manager
Design team
BIM Leader
Employer
CDM-C
Responsibilities
CDE
Advise on a CDE A I C R
Provide a CDE R I I I I I I I I I
Resources
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Information Manager
Specialist Contractor
Facilities manager
Project Manager
Main Contractor
Lead Designer
Cost manager
Design team
BIM Leader
Employer
CDM-C
Responsibilities
Project strategy
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Information Manager
Specialist Contractor
Facilities manager
Project Manager
Main Contractor
Lead Designer
Cost manager
Design team
BIM Leader
Employer
CDM-C
Responsibilities
Geometry
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Information Manager
Specialist Contractor
Facilities manager
Project Manager
Main Contractor
Lead Designer
Cost manager
Design team
BIM Leader
Employer
CDM-C
Responsibilities
Data
Construction management
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Information Manager
Specialist Contractor
Facilities manager
Project Manager
Main Contractor
Lead Designer
Cost manager
Design team
BIM Leader
Employer
CDM-C
Responsibilities
Meetings
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Information Manager
Specialist Contractor
Facilities manager
Project Manager
Main Contractor
Lead Designer
Cost manager
Design team
BIM Leader
Employer
CDM-C
Responsibilities
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APPENDIX E CDE folder structure
W
CMA - Organisation
MEP - Organisation
PMA - Organisation
FMA - Organisation
ARC - Organisation
Write
CSE - Organisation
LAR - Organisation
LEA - Organisation
INF - Organisation
R Read
OrganisationL
N
Organisation
No access
Sub CON
Client
CON
CDE Structure
Organisation
Standards W R R R R W W R R R R R
Cost plans R R R R R R W W R R N R
Programme R R R R R R W R W R R R
Monthly PM report R N N N N N W N W N N R
Clash reports - R W R R R W W R R R R R
Reports
COBie drops R W R R R R W R R W R R
TBC R W
Meetings W W W W W W W W W W W W
AR
WIP R W R R R R W N N N N N
Shared R W R R R R W R R R R R
Models
Published W R R R R R W R R R R R
Archived R N N N N R W N N N N N
WIP R W R R R R W N N N N N
Shared R W R R R R W R R R R R
Drawings
Published R W R R R R W R R R R R
Archived R N N N N R W N N N N N
Clash reports - R W N N N R W N N N N N
Documents RFIs R W R R R R W R R R R R
Other documents R W R R R R W R R R R R
ME
WIP R R W R R R W N N N N N
Shared R R W R R R W R R R R R
Models
Published W R R R R R W R R R R R
Archived R N N N N R W N N N N N
WIP R R W R R R W N N N N N
Shared R R W R R R W R R R R R
Drawings
Published R R W R R R W R R R R R
Archived R N N N N R W N N N N N
Clash reports - R N W N N R W N N N N N
Documents RFIs R R W R R R W R R R R R
Other documents R R W R R R W R R R R R
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CSE
WIP R R R W R R W N N N N N
Shared R R R W R R W R R R R R
Models
Published W R R R R R W R R R R R
Archived R N N N N R W N N N N N
WIP R R R W R R W N N N N N
Shared R R R W R R W R R R R R
Drawings
Published R R R W R R W R R R R R
Archived R N N N N R W N N N N N
Clash reports - individual R N N W N R W N N N N N
Documents RFIs R R R W R R W R R R R R
Other documents R R R W R R W R R R R R
LAR
WIP R R R R W R W N N N N N
Shared R R R R W R W R R R R R
Models
Published W R R R R R W R R R R R
Archived R N N N N R W N N N N N
WIP R R R R W R W N N N N N
Shared R R R R W R W R R R R R
Drawings
Published R R R R W R W R R R R R
Archived R N N N N R W N N N N N
Clash reports - individual R N N N W R W N N N N N
Documents RFIs R R R R W R W R R R R R
Other documents R R R R W R W R R R R R
CON
WIP R N N N N R W N N W N N
Shared R R R R R R W R R W R R
Models Published R R R R R R W R R R R R
Archived R N N N N R W N N N N N
As-built R R R R R R W R R W R R
WIP R N N N N R W N N W N N
Shared R R R R R R W R R W R R
Drawings
Published R R R R R R W R R R R R
Archived R N N N N R W N N N N N
Clash reports - individual R N N N W R W N N N R N
Clash reports - CON and R N N N W R W N N N R N
Documents
RFIs R R R R W R W R R R R R
Other documents R R R R W R W R R R R R
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APPENDIX F Information exchange schedule
The following software choices are capable of delivering required BIM uses. Changes to any
information in this schedule must be explicitly agreed by the design team and BIM Leader.
Where project team members are required to upgrade software versions, it is advised that this is
done across the team in unison to provide a consistent understanding of skills and requirements.
Consultants should consider a joint approach to undertaking software training where possible.
Construction ARC
sequencing and
CON
simulation
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BIM Use Consultant Software and Native Exchange Frequency
version format format
Pedestrian ARC
simulation
Planned FMA
maintenance
Procurement CON
analysis
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BIM Use Consultant Software and Native Exchange Frequency
version format format
ARC = Architect CSE = Civil & Structural INT = Interior Designer LAR = Landscape
Engineer Architect
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APPENDIX G Meetings terms of reference
Description Meeting to track the progress of BIM implementation on the project in the
context of this document. The BIM workgroup meeting should be used as a
mechanism to identify any forthcoming challenges and agree a proactive
solution.
Participants Client, BIM Leader, Information Manager, Project Manager, Cost Manager,
Lead BIM Coordinator, BIM Coordinators
Frequency TBC
Description At key project stages, the project team should evaluate their performance
and hold a workshop to develop and improve collaboration and working
methodology.
Workshops should also be used to re-evaluate working methodology to
respond to advances in (and new) technology which can be utilised to the
benefit of the project.
The outputs from these workshops may be used to inform any alterations
or developments of the Building Information Modelling Execution Plan
(BEP) in later stages of the project.
Participants Client, BIM Leader, BIM Information Manager, Project Manager, Cost
Manager, Lead BIM Coordinator, BIM Coordinators
Frequency TBC
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APPENDIX H Quality control procedures
The table below defines validation checks to be carried out by the project team. Additional third
party model checks may be required at key increments. In this instance, the BIM Leader, Client
and project team will agree a strategy to obtain an impartial model status and validation report.
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