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Just Go With It: Development Programming for Architects in a BIM / IWMS World Steven A. Parshall, FAIA, HOK - Houston TX Robin M. Ellerthorpe, FAIA, HOK - Chicago IL

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Page 1: Just Go With It

Just Go With It: Development Programming for

Architects in a BIM / IWMS World

Steven A. Parshall, FAIA, HOK - Houston TX

Robin M. Ellerthorpe, FAIA, HOK - Chicago IL

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Just Go With It: Development Programming for Architects in a BIM / IWMS World

Jennifer M. Wickwire, AIA, NCARB

Teradyne; CAFM Advisory Group Member

Steven A. Parshall, FAIA

Senior Vice President with HOK, Inc. and

Director of Programming

Robin M. Ellerthorpe, FAIA

Vice President and of HOK’s Real Estate

Technology and Occupancy Planning (RETOP)

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Reporting AIA CES Learning Unit Credits

(1.25 LUs):

Report credit for all attendees at your site by completing the

webinar survey/report form at the Zoomerang link which

GoToWebinars will send you 60 minutes (1 hour) after the

webinar’s conclusion.

AIA members and IDP record holders will have their credit

recorded within one week of the webinar. All attendees will be

prompted to download a certificate of completion at the end of

the survey.

Knowledge Communities

Email: [email protected]

3

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Other Housekeeping Items:

• Please feel free to submit any questions during today’s presentation

• Following the 60-minute presentation shall be a 15-minute Q&A session

• This event handout and recording will be posted on the CAFM home page:

http://network.aia.org/committeeofcorporatearchitectsandfacilitymanagement/home/

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Copyright

This presentation is protected by US and International Copyright laws.

Reproduction, distribution, display and use of the presentation without written permission of the speakers is prohibited.

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Disclaimer This program is registered with the AIA/CES for continuing

professional education. As such, it does not include content

that may be deemed or construed to constitute approval,

sponsorship or endorsement by the AIA of any method,

product, service, enterprise or organization.

The statements expressed by speakers, panelists, and other

participants reflect their own views and do not necessarily

reflect the views or positions of The American Institute of

Architects or of AIA components, or those of their respective

officers, directors, members, employees, or other

organizations, groups or individuals associated with them.

Questions related to specific products and services may be

addressed at the conclusion of this presentation.

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Learning Objectives

1. Examine the fundamental principles of the Problem Seeking®

method for schematic and development programming.

2. Explore the approach and technologies required for

integrated project delivery that maximizes the use of BIM.

3. Evaluate how IPD was used on two research laboratories to

define and procure of laboratory equipment.

4. Analyze a building information life cycle model that integrates

program of requirements, BIM and IWMS.

1.25 AIA/CES credit are available for this webinar

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JUST GO WITH IT!

DEVELOPMENT PROGRAMMING

IN A BIM / IWMS WORLD

Steven A. Parshall, FAIA, HOK | Robin Ellerthorpe, FAIA, HOK

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3rd IFMA PRESENTATION ON PROGRAMMING

5TH EDITION

9

Publisher:

John Wiley & Sons

IFMA World Workplace 2004

Salt Lake City

Programming Workplace Performance

Requirements

IFMA World Workplace 2005

Philadelphia

Using Workplace Standards in

Programming: A Case Study Of Three

Global Corporate Projects

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World

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Steve, add a title here

10 AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World

Fall 2011

THE MAGAZINE OF THE CONSTRUCTION OWNERS ASSOCIATION OF AMERICA

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DEFINITION OF PROGRAMMING

Facility Programming

A systematic process of inquiry, leading to a statement of

requirements to be met by a facility solution.

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World 11

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Identify the Right Problem to Solve

Avoid ―False Starts‖

Understand the Whole Problem

THE SEARCH

Problem

Solving

Problem

Seeking

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Collection, classification and analysis of information

Organizes information into its parts

Leads to a statement of the problem to solve

PROBLEM SEEKING

SYNTHESIS ANALYSIS

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World 13

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PARTICIPATORY PROCESS

Interviews and

Worksessions with:

– Management

– Operations

– Engineering

– Maintenance

– Business Units

Consensus -

– Common View of the Project

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Obtain decisions about owner user requirements

Identify and track issues to resolve

Simplify the design problem (reduce uncertainty)

DECISION-MAKING PROCESS

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Two-way communication process:

– Enable client decision making

– Manage project information / deliverables

– Provide building type knowledge

COMMUNICATION PROCESS

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Two-way communication process:

– Enable client decision making

– Manage project information / deliverables

– Provide building type knowledge

COMMUNICATION PROCESS

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World 17

INFORMATION

MANAGER

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FOUR CONSIDERATIONS

18

1 PEOPLE

2 ACTIVITIES

3 RELATIONSHIPS

4 SITE

5 ENVIRONMENT

6 QUALITY

7 INITIAL BUDGET

8 OPERATING COSTS

9 LIFE CYCLE COSTS

10 PAST

11 PRESENT

12 FUTURE

FUNCTION

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World

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INFORMATION INDEX

Goals Facts Concepts Needs Problem

Function

People

Activities

Relationships

Mission

Maximum Number

Individual Identity

Interaction/Privacy

Hierarchy of Values

Prime activities

Security

Progression

Segregation

Encounters

Transportation/Parking

Efficiency

Priority of Relationships

Statistical Data

Area Parameters

Personnel Forecasts

User Characteristics

Community Characteristics

Organizational structure

Value of Potential Loss

Time-Motion Studies

Traffic Analysis

Behavioral Patterns

Space Adequacy

Type/Intensity

Physically Challenged Guidelines

Service Grouping

People Grouping

Activity Grouping

Priority

Hierarchy

Security Controls

Sequential Flow

Separated Flow

Mixed Flow

Functional Relationships

Communications

Area Requirements

by organization

by space type

by time

by location

Parking Requirements

Outdoor Space

Requirements

Functional Alternatives

Unique and important performance

requirements which will shape building

design.

Form

Site

Environment

Quality

Bias On Site Elements

Environmental Response

Efficient Land Use

Community Relations

Community and Ecosystem

Improvements

Physical Comfort

Life Safety

Social/Psychological Environments

Individuality

Wayfinding

Projected Image

Client Expectations

Sustainability

Site Analysis

Soils Analysis

FAR and GAC

Climate Analysis

Code Survey

Surroundings

Psychological Implications

Point of Reference/Entry

Cost/Square Feet

Building or Layout Efficiency

Equipment Costs

Area per Unit

Sustainability Analysis

Enhancements

Special Foundations

Density

Environmental Controls

Safety

Neighbors

Officing Concepts: On-Premise and Off-

Premise

Orientation

Accessibility

Character

Quality Control

Reduce / Reuse / Recycle

Site Developmental Costs

Environmental Influences on

Costs

Building cost/SF

Building Overall Efficiency Factor

Building System Design Criteria

Green Building Rating System

Major form and sustainability

considerations which will affect building

design.

Economy

Initial Budget

Operating Costs

Life Cycle Costs

Extent of Funds

Cost Effectiveness

Maximum Return

Return on Investment

Minimizing of Operating Costs

Maintenance and Operating

Costs

Reduce of Life Cycle Costs

Cost Parameters

Maximum Budget

Time-Use Factors

Market Analysis

Energy Source Costs

Activities & Climate

Factors

Economic Data

Cost Control

Efficient Allocation

Multifunction/Versatility

Merchandising

Energy Conservation

Cost Reduction

Budget Estimate Analysis

Balance Budget

Cash Flow Analysis

Energy Budget

Operating Costs

Life Cycle Costs

Attitude towards the initial budget and

its influence on the fabric and geometry

of the building.

Time

Past

Present

Future

Historic Preservation

Static/Dynamic activities

Change

Growth

Occupancy Date

Availability of funds

Significance

Space Parameters

Activities

Projections

Escalation factors

Adaptability

Tolerance

Convertibility

Expansibility

Linear/Concurrent Scheduling

Phasing

Escalation

Time Schedule

Time / Cost Schedule

Implications of change/ growth on long-

range performance.

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QUANTITATIVE & QUALITATIVE PROCESS

Establish Goals

Where do you want to go?

Collect Analyze Facts

Where are we now?

Uncover and Test Concepts

How can we get there?

Determine Needs

What can we afford? When should it be

done?

State the Problem

What are the critical factors?

1

2

3

4

5

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DATA MANAGEMENT

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World 21

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BUILDING INFORMATION LIFE CYCLE

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World 23

Life Cycle Framework

for Facility Management

Information

Douglas Sherman

– Herman Miller FMI, 1980

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BUILDING INFORMATION LIFE CYCLE

INFORMATION POOLS

Precedents Models

Specifications

Schedules Materials

Methods Costs

Analysis

Data Feeds

Questionnaires

Interviews

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Energy Leases

Real Estate Profile

Employee List/Types

Preventive Maintenance

Building Capital Plans

Projects MAC

Space Strategies

INFORMATION POOLS

BUILDING INFORMATION LIFE CYCLE

Precedents Models

Specifications

Schedules Materials

Methods Costs

Analysis

Data Feeds

Questionnaires

Interviews

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World 25

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INFORMATION POOLS

Precedents Models

Specifications

Schedules Materials

Methods Costs

Analysis

Data Feeds

Questionnaires

Interviews

Stack Plans Block Plan

Portfolio Strategy

RE Capital Planning

Finance Environmental

Sustainability

Change Management

Facility Condition

Energy Management

Waste Management

BUILDING INFORMATION LIFE CYCLE

Energy Leases

Real Estate Profile

Employee List/Types

Preventive

Maintenance

Building Capital Plans

Projects MAC

Space Strategies

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LEVEL OF DETAIL

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TRADITIONAL PROJECT DELIVERY

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INTEGRATED PROJECT DELIVERY

29 AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World

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THE LINK: POR – BIM - IWMS

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DESIGN INFORMATION ENVIRONMENT

Post Occupancy /

Facility Management

TRIRIGA

CenterStone

FM:Systems

PlanOn

Archibus

Facility 360

MRI

Maximo

Fabrication Model

Revit

Structure Revit

MEP

Rhino /

Grasshopper

Visualization

Building Data

AutoCAD

e-SPECS

Concept

Computational Design

Building Information Model

Internet Component Search

Autodesk Seek, SmartBIM Library

Best Practice Library

HOK KnowledgeNET

Quality Assurance

Revit

Architecture

Access Codebook

Vico Innovaya

Image

Modeler

Rhino

Sketchup Revit

3DS Max

Galapagos

Rhino Alias

Studio Invent

or

Industrial Design

Alias

Studio Inventor Rhino

Drawings

Specs

Schedules

Building Performance Simulation & Analysis

Navisworks Design

Review

Adobe Stitcher

3ds Max Maya

IES Ecotect Green Design Building Builder

Studio

Navisworks Design Review

Solibri

EcoDomus

Tekla Digital

Project

Inventor Rhino

Building Commissioning

Traditional Deliverables

Ne

w

Deliv

era

ble

s

Programming

dRofus

FRS

Client Input

Reservations

SAP

Oracle

Security

Energy

IWMS

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FACILITY REQUIREMENT SYSTEM (FRS)

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WEB-BASED FRS

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FRS SPACE LIST

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BIM PROCESS

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DATA MANAGEMENT

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SPACE AUDIT

Validate

Design Validate

Design

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World 37

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HOK buildingSMART

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World 38

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HOK buildingSMART

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HOK buildingSMART

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HOK buildingSMART

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Case study: kaust

KAUST Case Study + Lab slides re: FRS

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World 42

CASE STUDY: KAUST

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SITE — NOVEMBER 2007

43 AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World

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KAUST PROJECT DELIVERY

44 AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World

Program, Design, Build 12 MSF in 3 Years

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1 2

3 4

Accelerate the design process

to develop Schematic Design in

a series of worksessions by

providing the Lab Planning

team with major equipment

requirements.

PROJECT OBJECTIVE

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World 45

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PHOTO

can go here

Catalysis Research Center, Worksession. Equipment lists and laboratory layouts

are reviewed and modified throughout the worksession.

INFORMING DESIGN

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Example Room Data Sheet

ROOM DATA SHEETS

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Room layout referencing an equipment item with an equipment number that

references the equipment list.

ROOM DATA SHEETS

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Lab Design

Eq.

Proc.

Eq.

Procurement v. Lab Design Equipment (Non Revit v. Revit)

EQUIPMENT PROCUREMENT

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Equipment engineering requirements

EQUIPMENT DETAIL: ENGINEERING DATA

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FURNITURE DATA

Furniture Specifications

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CASE STUDY: Lab Project

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World

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DATA EXCHANGE

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DELIVERABLES

DRAWINGS

SOURCE

DATA

CLIENT

REQUIREMENTS

PRE-DESIGN

INTERVIEWS

DESIGN TEAM

EXPERTISE

DATABASE

SYSTEM

AGENCY

REQUIREMENTS

DESIGN

DECISIONS

CONSTRUCTION

REPORTS

FACILITY

MANAGEMENT

DATA EXCHANGE

SYNCHRONIZE

REVIT

BIM

AUTHORING

TOOL

ACCESS

Relational

Database

AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World 54

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DATA EXCHANGE

Design Validation Analysis

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DATA EXCHANGE

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Room Data Reports AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World

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DATA EXCHANGE

Furniture Specifications

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CONCLUSION

To capitalize on BIM information for FM, begin with

programming and continue throughout the facility life cycle.

The role of the programmer/facility planner is evolving to include

information management throughout the process. This entails:

– Existing client data can feed into program requirements;

– Programming results can now serve a design auditing function;

– New data management capabilities can decrease friction in the

programming process;

– Programming data is extracted from client operational information

and then feeds client facility management functions when

construction is complete; and

– Tools are emerging that increase efficiency throughout the process.

58 AIA Webinar | Just Go With It! Development Programming in a BIM / IWMS World

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Thank you for attending

Report credit for all attendees at your site by completing the

webinar survey/report form at the Zoomerang link which

GoToWebinars will send you 60 minutes (1 hour) after the

webinar’s conclusion.

AIA members and IDP record holders will have their credit

recorded within one week of the webinar. All attendees will be

prompted to download a certificate of completion at the end of

the survey.

Knowledge Communities

Email: [email protected]

59