Information Requirements for a Project BIM Execution Plan

BIM EXECUTION PLANNING

6 INFORMATION REQUIRMENTS FOR A PROJECT BIM EXECUTION PLAN

The following tables for each BEP category include the information item and description from Section 5. The tables also include example values, a field name for each information item, a field type for the information, and the time that the information may or shall be added to the BEP.

Table 1: BEP Metadata and Clarifications

Time of Entry Key
R  Required
O  Optional
INFORMATION ITEMDESCRIPTIONEXAMPLESFIELD NAMEFIELD TYPERFP BEP (BY OWNER)PROPOSAL BEP (BY PROPOSER)PROJECT BEP (BY TEAM)
BEP PathA path to the BEP location. This location could be an online data source or a file location and file name.http://bim.psu.edu/sampleBEP.pdfBEPPathURLRRR
BEP Data FormatA description of the format used for storing the BEP data elements..PDF, .XLS, .DB, .JSONBEPDataFormatTextRRR
BEP Executive SummaryA summary description of the BEP document developed to briefly communicate the contents and status of the BEP.This BIM Execution Plan documents the team’s approach to managing the information regarding the facility throughout the planning, design and construction process, and including information delivery to support operations.BEPExecutiveSummaryTextRRR
Cover Page ImageA path to an image of the BEP cover.http://bim.psu.edu/samplecoverimage.pngBEPCoverPageURLOOO
BEP Version LogA table that includes all BEP versions.(a table)BEPVersionArrayRRR
BEP Version NumberA version number for each BEP version.Version 1.1BEPVersion.NumberTextRRR
BEP Version DateThe date for the BEP version.20-Jun-22BEPVersion.DateDateRRR
BEP Version DescriptionA description of the specific BEP Version.Original BEP developed by the Architect from the RFP BEP.BEPVersion.DescriptionTextRRR
BEP Version Creator OrganizationThe lead author organization who released the version of the BEP.XYZ ArchitectsBEPVersion.CreatorOrganizationTextRRR
BEP Version Creator ContactThe lead author contact who released the version of the BEP.Jane DoeBEPVersion.CreatorContactTextRRR
Approval OrganizationThe organization that may or should approve the BEP, depending upon contractual requirements.ABC OwnerBEPVersion.ApprovalOrganizationTextOOO
Approval ContactThe contact that may or should approve the BEP, depending upon contractual requirements.Jim DoeBEPVersion.ApprovalContactTextOOO
Approval StatusThe status of the approval from the approval organization/contact.Draft or Approved or SharedBEPVersion.ApprovalStatusTextOOO
OPR WaiversA table of all requested and approved waivers to the Owner Project Requirements.TableOPRWaiverArrayOOO
Waiver NameA name that represents the content of the Owner Project Requirement waiver.Architectural Modeling Software ModificationOPRWaiver.NameTextOOO
Waiver DescriptionA description of the Owner Project Requirement waiver.Request the use of Software A instead of Software B for the development of the Architectural Model and corresponding native file delivery modification.OPRWaiver.DescriptionTextOOO
Waiver Requested ByThe organization requesting the Owner Project Requirement waiver.Contractor AOPRWaiver.RequestedByTextOOO
Waiver StatusThe waiver review or approval status.Approved by Owner; Requested and In Review; RejectedOPRWaiver.StatusTextOOO
BEP Standard Used for DevelopmentThe BIM Execution Planning standard that is used to defined the required information categories, elements, and attributes contained within the BEP.NBIMS-US™, BEP Standard Version 4.0BEPStandardUsedTextOOO
AcknowledgementsAcknowledgement of any creative commons or other copyrighted sources used for developing the BEP and any specific individual or organizational acknowledgements.NIBS for BEP Standard Creative Commons license.BEPAcknowledgementsTextOOO

Table 2: Project Reference Information

Time of Entry  |  R=Required & O=Optional)
INFORMATION ITEMDESCRIPTIONEXAMPLESFIELD NAMEFIELD TYPERFP BEP (BY OWNER)PROPOSAL BEP (BY PROPOSER)PROJECT BEP (BY TEAM)
Project NameA unique name for the project scope.Bridge Project ABCProjectNameTextRRR
Project Owner NameThe formal organizational name for the owner of the project.Department of Transportation ABCProjectOwnerNameTextRRR
Project Legal AddressThe legal address for the project location.Street, City, State ZipProjectAddressAddressRRR
Project DescriptionA brief description of the project.The project includes the construction of a new 100′ long bridge over the xyz stream along with all associated paving, guard rail, associated with the project.ProjectDescriptionTextRRR
Project Delivery MethodA description of the project delivery method used for contracting with the prime contracted entities with the owner.Design-Bid-Build with low-cost selection of the prime construction contractorProjectDeliveryMethodTextOOO
Team Selection ProcedureDescription of the approach to select the team members to complete the project.Low Cost; Best Value SelectionTeamSelectionTextOOO
BIM Contracting ProcedureA description of any specific BIM-related contracting procedures to be used on the project.The designer will have clear BIM requirement, etc.BIMContractingTextOOO
Owner Modeling Guide TitleThe title of the owner modeling guide(s) to meet the owner project requirements.State XYZ Design Modeling Guide, Version 1.0OwnerModelingGuideTextOOO
Owner Modeling Guide LocationThe path to the owner modeling guide(s).http://dot.gov/modelingguideOwnerModelingGuideLocationURLRRR
Project Information Requirements TitleA title for the Project Information Requirements for the project.Project X Information Deliverable RequirementsProjectInformationRequirementsTitleTextRRR
Project Information Requirements LocationThe path to the Project Information Requirements.http://dot.gov/projectinformationrequirementsProjectInformationRequirementsLocationURLRRR
Facility Type ClassificationThe classification value for the type of facility. This number could be the OmniClass Table 11 number or a unique value system from the owner.11-12 21 31FacilityTypeClassificationTextOOO
Facility Type NameThe name of the type of facility. The owner may have a proprietary list of facility types or the team should include the facility type from OmniClass Table 11.High SchoolFacilityTypeNameTextOOO
Project Identification TableA table with the identification numbers used by project team members to identify the project.(a table)ProjectIDArrayOOO
Project Identification DescriptionA description of the type of project identification used.Bridge Identification Number; Owner Project Reference NumberProjectID.DescriptionTextOOO
Project Identification ValueThe value of the project identification item.District 2, Bridge 234; Project 12345ProjectID.ValueTextOOO
Project Certifications TableA table that identifies the relevant project certifications along with the value of each certification. Examples of certifications can include environmental sustainability certification (e.g., LEED or Green Globes), structural facility certifications (e.g., OSHPD compliance), or other relevant certifications.(a table)CertificationArrayOOO
Certification InformationTitle of the type of certification.LEEDCertification.CertificationNameTextOOO
Certification ValueThe goal (if the project is in progress) or value achieved (if the project is complete).GoldCertification.CertificationValueTextOOO
Project Metrics TableA table that defines core metrics for categorizing or classifying the project scope, scale or characteristics.(a table)MetricsTableArrayOOO
Project Metric NameThe name of the project metric type used on a project.Bridge LengthMetricsTable.MetricNameTextOOO
Project Metric ValueQuantitative value of the metric on the project.100MetricsTable.MetricValueNumberOOO
Project Metric UnitUnit of measure for the metric.FeetMetricsTable.MetricUnitTextOOO

Table 3: BIM Contacts

Time of Entry (R=Required & O=Optional)
INFORMATION ITEM DESCRIPTION EXAMPLES FIELD NAME FIELD TYPE RFP BEP (BY OWNER) PROPOSAL BEP (BY PROPOSER) PROJECT BEP (BY TEAM)
Organization A table with all core organizations related to BIM scopes of work on the project. (a table) Organization Text R R R
Organization Name The formal name of the organization. ABC Owner Organization.OrganizationName Text R R R
Abbreviation Abbreviation of the organizational name for use in BEP tables. ABC; Construction Organization.Abbreviation Text O O O
Phone Number The main phone number for the organization. +1 (202) 555-0144 Organization.PhoneNumber Phone Number with Country Code O R R
Office Location The primary office location for the organization. 02 Street, Washington, DC 20001 Organization.OfficeLocation City, State, Country O R R
Organization Role The primary role of the organization on the project. Owner, Prime Designer, Prime Constructor Organization.OrganizationRole Text O R R
Contact A table for all core contacts related to BIM scopes of work on the project. (a table) Contact Array R R R
Organization Name The formal name of the primary organization for a contact. ABC Owner Contact.Organization Text R R R
Contact Name The name of the contact. Jim Doe Contact.ContactName Text R R R
Contact Role The primary role of the contact on the project. Information Manager Contact.ContactRole Text R R R
Email Address The primary email address of the contact. jmcbim@abcowner.gov Contact.EmailAddress Email R R R
Phone Number The primary phone number for the contact. +1 (202) 555-0198 Contact.PhoneNumber Phone Number R R R
Primary Location The primary location for the contact. 01 Street, Washington, DC 20001 Contact.PrimaryLocation Address, City, State, Country O O O

Table 4: BIM Roles and Responsibilities

Time of Entry (R=Required & O=Optional)
INFORMATION ITEM DESCRIPTION Examples FIELD NAME FIELD TYPE RFP BEP (BY OWNER)) PROPOSAL BEP (BY PROPOSER) PROJECT BEP (BY TEAM)
BIM Roles A table to define the roles and responsibilities related to the information management process on the project. (a table) Role Array O R R
Role Name The name of a role, e.g., BIM Manager, Project Manager, etc. Information Manager, BIM Manager Role.Name Text O R R
Role Description A general description of the role. (reference the Core BIM Requirements for common role definitions) Role.Description Text O R R
Role Responsibility The responsibilities of individuals within this role as it relates to the information management processes of the project. (reference the Core BIM Requirements for common role responsibility) Role.Responsibility Text O R R
Required by Contract A value to define whether the role is required by contract. Yes, No Role.ContractRequired Text O O O
Role Code A unique role categorical value if an entity uses a code value. IM, PM Role.Code Text O O O

Table 5: Project Schedule

Time of Entry (R=Required & O=Optional)
INFORMATION ITEM DESCRIPTION EXAMPLES FIELD NAME FIELD TYPE RFP BEP (BY OWNER) PROPOSAL BEP (BY PROPOSER) PROJECT BEP (BY TEAM)
Project Phases A table of project phases. A phase is a duration of time associated with a project task(s). (a table) Phase Array R R R
Phase Name The name of the project phase. Conceptual Design Phase.Name Text R R R
Phase Description The description of the project phase. The initial design phase to identify the general form and function of the facility to an approximate level of 30% design completion. Phase.Description Text O O O
Estimated Start date The estimated start date for the phase. 1/1/2022 Phase.EstimatedStartDate Date R R R
Estimated Completion Date The estimated completion date for the phase. 6/30/2022 Phase.EstimatedCompletionDate Date R R R
Actual Start Date The actual start date for the project phase (if started). 2/1/2022 Phase.ActualStartDate Date O O O
Actual Completion Date The actual completion date for the project phase (if complete). 7/1/2022 Phase.ActualCompletionDate Date O O O
Project Milestones A table of project milestones. A milestone is a discreet point in time associated with a project outcome. (a table) Milestone Array R R R
Milestone Name The name of the project milestone. Conceptual Design Complete Milestone.Name Text R R R
Milestone Description The description of the project milestone. Date of completion for the building program. Milestone.Description Text O O O
Estimated Date Estimated schedule date for the milestone (prior to milestone completion). 12/1/2022 Milestone.EstimatedDate Date R R R
Actual Date Actual milestone completion date (if complete). 11/1/2022 Milestone.ActualDate Date O O O
Phase (key reference to Phase) The project phase in which the milestone exists (reference Phase table). Conceptual Design Milestone.Phase Text (reference Phase) R R R

Table 6: Project Goals

Time of Entry (R=Required & O=Optional)
INFORMATION ITEM DESCRIPTION EXAMPLES FIELD NAME FIELD TYPE RFP BEP (BY OWNER) PROPOSAL BEP (BY PROPOSER) PROJECT BEP (BY TEAM)
Project Goals A table of project goals that identifies actions and outcomes that add value to the project. (a table) Goal Array R R R
Goal Description A project goal defines a desired outcome needed for project success. Some project goals are most effectively achieved using BIM. The goals, aligned BIM Uses, and the desired outcomes and deliverables are documented in the BEP. Increase design quality by clearly documenting the initial program requirements and performing design reviews with stakeholders. Goal.Description Text R R R
Priority The priority of the defined goal. Goals and BIM Uses are prioritized based upon need for project success and any constraints to achieving the desired outcome. Essential, High, Medium, Low Goal.Priority Text O O O
Potential BIM Uses to Support Goal A BIM Use that has the potential to enhance the goal. See the NBIMS-US™ BIM Use Definition section for BIM Uses. Author Design, Review Design Models, Coordinate Design Models Goal.PotentialBIMUses Text O O O
Goal Customer The customer for the goal who requires the deliverable to move the project forward. Owner Goal.Customer Text (reference Organization) R R R
Goal Primary Responsible Party The primary party that will be responsible for achieving the goal through BIM. Architect Goal.ResponsibleParty Text (reference Organization) R R R
Constraints The constraint(s) that limits the ability to achieve a goal. Software availability; model federation; level of development Goal.Constraints Text O O O
Goal Phase The phase(s) of the goal. At what point in the project does execution of the BIM Use provide the most value to the project. Design phase Goal.Phase Text (reference Phase) O O O

Table 7: BIM Uses

Time of Entry (R=Required & O=Optional)
INFORMATION ITEM DESCRIPTION EXAMPLES FIELD NAME FIELD TYPE RFP BEP (BY OWNER) PROPOSAL BEP (BY PROPOSER) PROJECT BEP (BY TEAM)
BIM Use Table A table to define attributes of each BIM Use along with evaluation criteria used to select the BIM Use. (a table) BIMUse Array R R R
BIM Use Name The name of the BIM Use Author Design BIMUse.Name Text R R R
BIM Use Method The method used to achieve the BIM Use purpose. Using 3D parametric modeling software BIMUse.Method Text O R R
BIM Use Outcome The outcome desired from the implementation of the BIM Use. Develop design intent model. BIMUse.Outcome Text R R R
BIM Use Definition The definition of the BIM Use. Develop design using BIM for the architectural, mechanical, structural and electrical systems. BIMUse.Definition Text R R R
BIM Use Value to Project The value of the BIM Use to the project. High BIMUse.Value Text O O O
BIM Use Responsible Party The primary responsible party for implementing the BIM Use. Architect BIMUse.RP Text O O O
Value to Responsible Party The value of the BIM Use to the primary party. High BIMUse.ValueToRespParty Text O O O
Resource Availability for BIM Use The resource availability for implementing the BIM Use. Designers and tools are available. BIMUse.ResourceAvailability Text O O O
Competency Level with BIM Use The competency level of the responsible party for implementing the BIM Use. Designers are competent with BIM software. BIMUse.CompetencyLevel Text O O O
Experience Level with BIM Use The historical experience of the key team members of the responsible party for implementing the BIM Use. Designers are experienced with developing models. BIMUse.ExperienceLevel Text O O O
Additional Resources/Competencies Required to Implement Additional resources needed to implement the BIM Use. None BIMUse.NeededResources Text O O O
Additional Training Required for BIM Use Implementation Additional training needed to implement the BIM Use. None BIMUse.NeededTraining Text O O O
Proceed Decision The decision regarding whether to proceed with the BIM use. Yes, Maybe, No BIMUse.Implementation Text R R R
Software Required for Use The requirement for a specific software application to be used for the BIM Use, if any. Software XYZ is Required BIMUse.Software Text O O O
BIM Use Project Phase The phase(s) in which the BIM Use will be implemented. Design Phases BIMUse.Phase Text O O O
Notes Notes regarding the BIM Use. The architectural model will provide the reference for the mechanical, structural and electrical systems models. BIMUse.Notes Text O O O

Table 8: BIM Use Process

Time of Entry (R=Required & O=Optional)
INFORMATION ITEM DESCRIPTION EXAMPLES FIELD NAME FIELD TYPE RFP BEP (BY OWNER) PROPOSAL BEP (BY PROPOSER) PROJECT BEP (BY TEAM)
BIM Process Diagram – Level 1 The path to a detailed process diagram for the execution of each BIM Use, which also identifies the information exchanges and process workflow. http://BIMMaps/Level1Diagram.pdf BIMProcess URL O R R
BIM Use Process Diagrams – Level 2 A table of the BIM uses with their associated BIM Use process diagram. (a table) BIMUseProcess Array O O R
BIM Use Name (link to BIM Use) BIM Use name for the Level Two process diagram. Author Design BIMUseProcess.Name Text O O R
BIM Use Process Diagram Path A path to the process diagram of the activities, information exchanges, and process workflow for the BIM Use. http://BIMDiagrams/Level1Diagram.pdf BIMUseProcess.ProcessDiagramPath URL O O R

Table 9: Information Exchanges

Time of Entry (R=Required & O=Optional)
INFORMATION ITEM DESCRIPTION EXAMPLES FIELD NAME FIELD TYPE RFP BEP (BY OWNER) PROPOSAL BEP (BY PROPOSER)) PROJECT BEP (BY TEAM)
Information Exchange Table A table that defines the characteristics of each information exchange on the project. (a table) IE Text R R R
Information Exchange Name The name of the information exchange. Design Model IE.Name Text R R R
Information Exchange Description A description of the purpose and general contents of the information exchange. The design intent model at the completion of the design phase including architectural, structural, and MEP design content. IE.Description Text R R R
Milestone The milestone that is associated with the information exchange. Design phase IE.Milestone Text R R R
Information Sender The responsible party for creating the information. Designer IE.Author Text O O R
Information Receiver(s) The organization(s) to receive the file. Constructor IE.Receiver Text O O R
Frequency The frequency of the information exchange. One Time, Every Month IE.Frequency Text O O R
Due Date The date that the initial (if iterative) or final (if one time) submission is due. 11/11/2022 IE.DueDate Date O O R
Information Location The path to the location of the information exchange. https://sample_data_location IE.ModelFile URL O O R
Information Modeling Authoring Software The software used to develop the information. Revit, ArchiCAD, OpenRoads IE.ModelSoftware Text O O R
Native Information Source Format Native data source type, e.g., a specific file format. .rvt, .dgn, .xls IE.NativeFileFormat Text O O R
Information Exchange Format(s) Information exchange format, e.g., IFC, other open formats, other proprietary formats. .ifc, .xls, .pdf, .idsxml IE.ExchangeFileFormat Text O O R
BIM Use The BIM Use that develops the information exchange. Author Design IE.BIMUse Text R R R
Required by Contract A value to define whether an information exchange is required by contract. Yes, No IE.ContractRequirement Text O O R
Permitted Use The future BIM Uses that can rely upon this information. Coordinate Design IE.PermittedUse Text O O R
Required Approvals The approvals that are necessary for the information exchange. Yes IE.RequiredApprovals Text O O R
Required IE Delivery Procedure The process to be completed to deliver the information exchange. The files should be transmitted via xyz with email to abc upon transfer. IE.DeliveryProcedure Text O O R
Information Exchange Definition The location of the information exchange definition requirements which could be a defined Information Definition Specification (IDS), a Model Element Table (MET) definition, or another information exchange. IFC 4 Design Transfer View by BuildingSMART International or MET Schematic Architectural Design IE.IEDefinition Text O O R
Model Element Table A table that defines the level of development and level of information required for the content to be included in an information exchange. (a table) MET Array O O O
Information Exchange Name The name of the information exchange. Design Model MET.IEName
Model Element Category The categorical number or value for the model elements, e.g., Omniclass, Uniclass, etc. OmniClass Table 21 10 10 10 MET.MECategory Text O O O
Model Element Category Name The name of the category, e.g., foundations. Standard Foundations MET.MEName Text O O O
Level of Development The level of development value from the defined LOD definitions. BIMForum LOD 300 MET.LOD Text O O O
Level of Information The model information that can be relied upon within the information exchange. BIMForum LOD 300 Attributes MET.LOI Text O O O
Information Format The geometric format for the modeled geometry (2D/3D/data). 3D with Attribute Data MET.Format Text O O O
Model Element Author The model element author for the category of elements. Architect MET.Author Text O O O
Notes Notes of value for the model planners or developers. MET.Notes Text O O O

Table 10: Team Collaboration

Time of Entry (R=Required & O=Optional)
INFORMATION ITEM DESCRIPTION EXAMPLES FIELD NAME FIELD TYPE RFP BEP (BY OWNER) PROPOSAL BEP (BY PROPOSER) PROJECT BEP (BY TEAM)
Collaboration Strategy Description A description of the BIM collaboration procedures to be used on the project. Parties will collaborate via meetings, an information sharing platform, and colocation during the design and construction phases. CollaborationDescription Text O R R
Collaborative Activity Table A table to define the collaborative activities such as meetings or workshops that will be performed on the project. (a table) CollaborativeActivity Array O O R
Collaborative Activity Type The type of collaborative activity to be performed on the project. Design Coordination Meeting, Construction Coordination Meeting, Design Review Workshop CollaborativeActivity.ActivityType Text O O R
Responsible Party The organization or contact who is responsible for convening the collaborative activity. General contractor, Architect, Engineer CollaborationActivity.ResponsibleParty Text O O R
Project Phase The project phase(s) for the collaborative activity. Design phase CollaborationActivity.ProjectPhase Text O O R
Frequency The frequency of the collaborative activity on the project. Weekly CollaborationActivity.Frequency Text O O R
Participants The participants for the collaborative activity. Architect, Structural engineers, MEP CollaborationActivity.Participants Text O O R
Location The location of collaborative activity. 01 Street, Washington, DC 20001 CollaborationActivity.Location Text O O R

Table 11: Quality Management

Time of Entry (R=Required & O=Optional)
INFORMATION ITEMDESCRIPTIONEXAMPLESFIELD NAMEFIELD TYPERFP BEP (BY OWNER)PROPOSAL BEP (BY PROPOSER)PROJECT BEP (BY TEAM)
Quality Management StrategyOverall strategy to manage the quality of model and derivative information.A text discussion of the overall quality management strategy.QualityManagementStrategyTextORR
Quality Control ActivityA table of information regarding the quality control activities on the project.(a table)QualityControlArrayORR
Quality Control Activity TypeThe type of QC activity that will be performed.Standards Check; Interoperability Test for 2 Software ApplicationsQualityControl.ActivityTypeTextORR
Required by ContractAn indication of whether the quality check is required by contract.Yes, NoQualityControlCheck.RequiredTextORR
Activity DescriptionA description of the quality control activity.Ensure that the BIM and AEC CADD Standard have been followed (fonts, dimensions, line styles, levels/layers, etc.)QualityControlCheck.DescriptionTextORR
Responsible PartyThe organization responsible for performing the quality control activity.Designer, Information Management ConsultantQualityControlCheck.ResponsiblePartyTextORR
Software ApplicationThe software application(s) to be used to perform the quality control activity.Name of Software ProductQualityControlCheck.SoftwareApplicationTextOOO
FrequencyFrequency of performing the quality control activity.Monthly, OnceQualityControlCheck.FrequencyTextORR
LocationThe location of performing the quality control activity.XYZ City, State, ZipQualityControlCheck.LocationTextOOO
Reference DocumentA path to any reference documentation describing or defining the quality control activity.http://company.com/reference_documentQualityControlChecks.ReferenceDocumentURLOOO
Model Data AccuracyA table of information regarding the model data accuracy of the project.(a table)ModelAccuracyArrayOOO
DisciplineThe discipline that compiled the model data.SurveyModelAccuracy.DisciplineTextOOO
Existing Conditions Data Source NameThe name of the data source containing existing conditions data.Existing Field SurveyModelAccuracy.DataSourceNameTextOOO
Survey Data TypeThe data type of the captured data, e.g., laser scan, photogrammetry, or field survey.Laser scan, photogrammetry, field surveyModelAccuracy.SurveyDataTypeTextOOO
Level of AccuracyThe level of geometric accuracy for the data source.USIBD LoA20ModelAccuracy.LOATextOOO
Software Compatibility TestingA table of tests for BIM software that will exchange files.(a table)SoftwareCompatibilityTextOOO
Export Software ApplicationThe exporting software of a software compatibility test.Software Name ASoftwareCompatibility.Export ApplicationTextOOO
Import Software ApplicationThe importing software of a software compatibility test.Software Name BSoftwareCompatibility.ImportApplicationTextOOO
Test dateThe date of the compatibility test.1/1/2022SoftwareCompatability.TestDateDateOOO
NotesNotes from the software compatibility test.Description of any exceptions or important notes from the compatibility test.SoftwareCompativility.NotesTextOOO

Table 12: Technological Infrastructure Needs

Time of Entry (R=Required & O=Optional)
INFORMATION ITEM DESCRIPTION EXAMPLES FIELD NAME FIELD TYPE RFP BEP (BY OWNER) PROPOSAL BEP (BY PROPOSER) PROJECT BEP (BY TEAM)
Software Table A table with the software to be used on the project. (a table) Software Array R R R
Software Name The title of the software application. Company A’s Modeling Software Software.SoftwareName Text O R R
Software Version The version of the software application. Version 2022.1 Software.SoftwareVersion Text O O R
File format The native file format(s) used to save models within the software application. .xyz Software.FileFormat Text O O R
Maximum Model Size The maximum size of the models within the software application. Maximum size of 100 GB Software.MaxModelSize Text O O O
BIM Use(s) The name(s) of the BIM Use(s) that will require the software. Author Design Model Software.BIMUse Text R R R
Responsible Party The name of the organization that is the responsible party for the software. Architects Name Software.ResponsibleParty Text R R R
Discipline The discipline of the responsible party. Architecture Software.Discipline Text O O R
Contact The contact responsible for the identification and selection of the software John Doe Software.Contact Text O O R
Hardware Considerations Identify any specific hardware needs related to the software. Requires large graphics card and 32 GB of RAM Software.HardwareConsiderations Text O O O
Software Update Process A description regarding whether the software will or will not be updated on a project if new software versions are released during the project duration. If so, the detail to update will be provided in this field. Examples would be to update to new versions, meet to discuss, test impact on others, or no updates. The project will not update to new versions since it is a very short project. Software.UpdateProcess Text O O R
Notes Notes regarding the software application’s selection and use on the project. Modeling Software was selected due to the existing content libraries and general modeling efficiency. Software.Notes Text O O O
Hardware Table A table with the different types of hardware needed for the project, including computers, tablets, network infrastructure, etc. (a table) Hardware Array O O R
Hardware Name The hardware that will be used on the project. Examples include computers, survey devices, data capture devices, and visualization hardware. Computer Vendor A’s Model XYZ Hardware.Name Text O O O
Hardware Owner The organization that owns or will own the hardware on the project. Project Architect Hardware.Owner Text O O R
Hardware Specification The specifications for the hardware. XYZ Graphics Card and 64 GB of RAM Hardware.Specification Text O O O
Hardware Quantity The quantity needed for the specific type of hardware. 2 Hardware.Quantity Number O O O
BIM Use(s) The name of BIM Use(s) supported by the hardware. Author Design Hardware.BIMUse Text O O R
Procurement Approach The procurement approach for the hardware, e.g., purchase, rent, or available within an organization. Must be purchased for project Hardware.Procure Text O O O
Notes Notes regarding the hardware selection and use on the project. This hardware will support multiple use cases. Hardware.Notes Text O O O
Internet Access (Communication Access) A table of internet access needs and plans for different project locations. (a table) InternetAccess Array O O O
Location Description Project location description that requires internet access for all locations on the project that require internet access. Jobsite; Constructors Office InternetAccess.Location Text O O O
Access Method Method(s) to be used to provide internet access at the location, e.g., Wi-Fi, cellular, wired, or satellite. Distributed WiFi on jobsite InternetAccess.AccessMethod Text O O O
Speed The speed of the connections that are required for the tasks to be completed at the location. 1 GB/second InternetAccess.Speed Text O O O
Security Requirement Security requirement(s) for the internet access/communication location. Access points to be secured with password protection. InternetAccess.Security Text O O O
Shared Model Development Resources A table of families, workspaces, and databases that are shared resources for information creation or use. (a table) Resources Table O O O
Shared Resource Name The name of the shared model development resource. XYZ Model Authoring Content Library of Template Objects Resources.Name Text O O O
Version The version of the shared model development resources. Version 2.0 Resources.Version Text O O O
Shared Resource Owner Name of the organization or entity who owns the shared resource. Owner Resourses.Owner Text O O O
Description A description of the shared model development resources. The owner’s library of content families that should be used to author the parametric design model. Resources.Description Text O O O
BIM Use The BIM Use(s) that will leverage the shared resource. Author Design Resources.BIMUse Text O O O
Information Sharing Platform(s) A table to defines the common data environment and information sharing platforms that will be used on the project. (a table) Platform Array R R R
Platform Name The name of the information sharing platform. XYZ Online Sharing Platform Service Platform.Name Text R R R
Platform Version The version of the information sharing platform. Version 3.0 Platform.Version Text O
Platform Owner The organization that either owns or has purchased the information sharing platform for the project. Project Owner Platform.Owner Text R R R
Platform Manager The organization responsible for managing and maintaining the platform. Project BIM Coordinator Entity Platform.Manager Text R R R
Platform Capability Breadth The level of breadth of the capability of the platform, e.g., information sharing, automated version control, statusing of information, information security, change management, etc. Online file storage with automated version control; individual status for each file; integrated workflow management; request for information; change management tracking system; submittal management. Platform.Capabilities Text O O O
Complies with CDE Requirements A value to specify whether the information sharing platform complies with the Common Data Environment requirements. Fully complies with Owner CDE Requirements. Platform.CDE Text O R R

Table 13: Model Federation and Standards

Time of Entry (R=Required & O=Optional)
INFORMATION ITEM DESCRIPTION EXAMPLES FIELD NAME FIELD TYPE RFP BEP (BY OWNER) PROPOSAL BEP (BY PROPOSER)) PROJECT BEP (BY TEAM)
Model Federation Description A description of whether the model includes the complete asset, or are model(s) to be broken into different sections, e.g., floors, road segments, etc. The design intent model will be federated into separate models for the architectural, structural and MEP models for the primary building. FederationDescription Text O R R
Naming Convention A table that defines the naming conventions that will be used for data sources and common naming requirements for elements within the modeled content. (a table) NamingConvention Array O R R
Convention Type The type of naming convention to be used, e.g., files, models, levels, or elements. Design Model Files; Building Level Names; Equipment Names; Room Names NamingConvention.Type Text O R R
Naming Convention Title Requirement The title of the naming convention requirements to be used for the content type. NBIMS-US™ Core BIM Filename Convention; Owner Building Level Naming Convention; Owner Equipment Naming Convention; etc. NamingConvention.Requirement Text O R R
Naming Convention Version The version of the naming convention to be used for the project. Version 4 NamingConvention.Version Text O R R
Description of Naming Convention A description of the naming convention systems. The description may be a complete description, or may be a summary description with additional detailed contained in the Location of Naming Convention Details. All design model files should have the file naming conventions as follows: (list of naming convention); Rooms will be named … NamingConvention.Description Text O R R
Location of Naming Convention Details A path to a source with additional details regarding the naming convention. https://omniclass.table10 NamingConvention.Location URL O R R
Reference Coordinate System Underlying global rectangular Cartesian coordinate system to which all geometry refers. State Plane, UTM ReferenceCoordinateSystem Text R R R
UTM Zone The Universal Transverse Mercator Zone for the project location 18T UTMZone Text R R R
Horizontal Units of Measure The units of measure for horizonal measurements. Meters, US survey feet, international feet HorizontalUnitOfMeasure R R R
Vertical Units of Measure The units of measure for vertical measurements. Meters, US survey feet, international feet VerticalUnitOfMeaasure R R R
Horizontal Datum The specified horizontal datum for all horizontal position. NAD 83/2011 GeodeticDatum R R R
Vertical Datum The specified vertical datum for all vertical position. NAVD 88 VerticalDatum R R R
Project Origin Longitude The longitude for the project coordinate system to be used on the project. 42 (deg) OriginLatitude Number O O R
Project Origin Latitude The latitude for the project coordinate system to be used on the project. 43 (deg) OriginLongitude Number O O R
Project Origin Elevation The elevation for the project coordinate system to be used on the project. 1000 OriginElevation Number O O R
Project Grid Offset from True North The number of degrees that the project grid is offset from True North. 25 (deg) GridNorthOffset Number O O R
Reference Grid A path to a reference grid for use in modeling. https://project/reference.grid ReferenceGrid URL O O O
Reference Survey A path to the referenced survey to be used for the project. https://project/survey ReferenceSurvey URL O O O
Building Information Management Standards A table of standards that will be used to define requirements for a specific purpose. (a table) Standard Array O O O
Standard Name The name of the referenced standard. NBIMS-US™ Core BIM Requirements, NCS, CSI OmniClass Table 21, etc. Standard.Name Text O O O
Standard Version The version of the referenced standard. Version 4 Standard.Version Text O O O
Standard Purpose The purpose of referencing the standard for defined requirements. Core BIM Requirements apply to all… or OmniClass tables used for all model element categories and project phases. Standard.Purpose Text O O O

Table 14: Information Management Risk Register

Time of Entry (R=Required & O=Optional)
INFORMATION ITEMDESCRIPTIONEXAMPLESFIELD NAMEFIELD TYPERFP BEP (BY OWNER)PROPOSAL BEP (BY PROPOSER)PROJECT BEP (BY TEAM)
Risk RegisterA table of the primary risks that impact the information practices on the project.(a table)RiskRegisterArrayORR
Risk NameThe name of the risk.Inadequate trained modelers for design authoringRiskRegister.RiskTextORR
Risk DescriptionA description of the risk.Availability of design authoring modelers is limited and could cause schedule delays.RiskRegister.DescriptionTextORR
ProbabilityThe probability that a risk may occur on the project.LowRiskRegister.ProbabilityTextORR
ConsequenceThe consequences that may occur if the risk is encountered.Design schedule will be extended and/or poor quality design models.RiskRegister.ConsequenceTextORR
Mitigation MethodsA description of the mitigation method(s) to be used to mitigate or manage the risk.Train additional modelers within the design firm.RiskRegister.MitigationMethodsTextORR
Risk CategoryA category for various types of risk, e.g., training, information approval, or information sharing.TrainingRiskRegister.RiskCategoryTextORR
Risk StatusThe status of addressing the risk, e.g., open, closed, etc.OpenRiskRegister.StatusTextORR
Responsible PartyThe lead party responsible for managing the specific risk.ArchitectRiskRegister.ResponsiblePartyTextORR

Note: The IM risk register elements are focused on the risks associated with the information management process, and ideally, will be incorporated into the project risk register.

National BIM Standard-United States® (NBIMS-US™) Version 4

The NBIMS-US™ v4 is a consensus-based national-level standard focused on defining standard approaches and guidelines to defining requirements, planning BIM adoption, and exchanging information between project team members. MORE

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