BIM for FM – The Evolution of Facility Management

The evolution of facility management.

Driven by economic and environmental pressures, facilities management (FM) will…. more rapidly align itself with the core mission, encompass more  services, use global  standards,  embrace flexibility and continuity,   focus upon life-cycle sustainability,   maintain and end user/client   focus,   improve supply   chain synchronicity,   achieve a life-cycle   / total cost of ownership perspective,   and employ better capital/risk/performance reporting and metrics for management and continuous improvement.

Integrating robust FM processes, especially the following five (5) areas, each with its support technology backbone, will centralize and standardize building INFORMATION and link with a core BIM  (Building Information Modeling) system.

Capital Planning and Management (CPMS) – Multi-year capital planning, decision support, and physical/functional conditions management will enable owners to better reinvest available funds based upon organizational mission requirements.
Computerized Maintenance Management (CMMS) – Maintenance and inventory of “moveable” equipment systems will allow for more efficient, timely, and less costly minor repair and maintenance.
Space Planning (CAFM) – Space planning and utilization management systems will assure maximum space utilization, mitigate waste, and help to limit carbon impacts.
Construction Delivery Methods (IPD, JOC, DB) – Efficient construction delivery methods such as Integrated Project Delivery for new construction and Job Order Contracting for faculty renovation, repair, sustainability, and minor new construction will become the norm, driving collaboration, transparency, quality, and performance.
Building Automation Systems (BAS) – Electronic data gathering and system/equipment monitoring and management systems, including GIS will provide real-time feedback on site, building, system, and equipment location, operation, and performance, providing the ability to more rapidly adapt to change.

The importance of BIM is actually “BIM for FM”, with building Owners leading the charge.
BIM for FM will not replace the above processes or technologies.
On the contrary, the above domain specific, rich information systems will support a central repository of reusable, standardized information (BIM).
Cloud technology and standards such as COBIE, UFC, Uniformat, MasterFormat, etc., with enrich these domain specific knowledge centers feed a rich information repository to enable more efficient building life-cycle management.

Exciting time for us all!

via http://www.4clicks.com – Premier cost estimating and project management software for efficient construction project delivery.

High Performance Building – Definition is Evolving …. Just like BIM

Below is a recent IFMA sponsored article addressing the definition of a high performance building.

With the operational costs of buildings 60% t0 80% of the life-cycle cost of a building (the remainder of costs going to design, acquisition/procurement, construction, disposal), greater focus is needed upon “best-practices”, robust business / facility management processes,  and supporting technologies. BIM, with the “I”, information, portion the most significant aspect, holds great promise in being a central repository for enabling more efficient life-cycle building management.   The key is that BIM is a repository, and/or portal, drawing information from a variety of domain specific business process and applications, such as CMMS, CPMS, JOC, IPD, CAFM, etc. etc.etc.

Far too much fanfare is being giving to new building construction, LEED, etc, whereas the bulk of energy/carbon and dollar savings will come from the application of high performance building management to existing facilities.

It is indeed time for the AECOM / AEC / FM industry to strategically address the built environment from a systems perspective.  Failure to do so will be “politics as usual” vs. the collaborative approach we all will need to engage in to succeed.

 

Defining High Performance Buildings for Operations and Maintenance


Angela Lewis, David Riley, Abbas Elmualim

ABSTRACT

Most practicing facility managers, engineers and building owners, as well as academics and researchers of the built environment have heard of the term high performance building.  Some may even be designing, constructing or working in or researching high performance buildings.  However, what a high performance building is, especially for operations and maintenance, is still being debated and defined.  The aim of this research paper is to synthesize current literature about high performance buildings, with a specific focus on operations and maintenance.  In doing so, the paper seeks to further define what a high performance building is, while also hypothesizing that to overcome current challenges to achieve successful operation and maintenance of a high performance building will require practitioners and researchers to collaborate to solve the challenges necessary to successfully operate and maintain high performance buildings.  The paper concludes that systems-thinking, for both building systems (heating, ventilating and air-conditioning, lighting and others) and organizational systems, is necessary to achieving successful high performance building operation.

LIST OF ABBREVIATIONS
BAS: Building automation system
BIM: Building information model
CAFM: Computer aided facility management system
CMMS: Computerized maintenance management system
FDD: Fault detection diagnostics
HPB: High performance building
HVAC: Heating, ventilating and air conditioning
IWMS: Integrated work management system
O&M: Operations and maintenance

INTRODUCTION

The operational phase of a commercial building is significantly longer than the design and construction phase of a project.  The lifecycle cost of the operational life of a building is about 60 to 85 percent of the total lifecycle cost, where as the design and construction is about five to ten percent. Acquisition, renewal and disposal costs are between five and 35 percent of the total life cycle cost (Christian and Pandeya 1997).  When employee salaries and benefits are included in the lifecycle cost, design and construction costs make up only one percent of the lifecycle cost.  Operations and maintenance make up 11 percent and employee salaries and benefits make up 88 percent of the lifecycle cost (NIBS 1998).

As the operational phase of a building is longer and more cost intensive, the focus of this research paper is to define what a high performance building is for the operations and maintenance phase of commercial buildings.  To date, much of the research work within high performance buildings has focused on design and construction.  In order to meet many energy efficiency and sustainability goals, there is a great need to define how current definitions apply to and can inform operations and maintenance of commercial buildings.  Within this paper, operations is defined as services necessary to keep equipment and systems operating as designed or at a level that meets the operational goals of the facility management team.  Maintenance services are defined as services that help restore equipment or systems to design conditions or to conditions that have been determined to be sufficient for the given project scope.  The building systems and equipment focused on within this paper are heating, ventilating and air-conditioning (HVAC) systems, building automation systems (BAS), lighting, renewable energy technologies and software that support these systems, such as computerized maintenance management systems (CMMS), computer aided facility management systems (CAFM) and energy analytics software.  To operate a high performance building requires proactive management processes for energy and maintenance.

Within the United States, high performance buildings are a topic of interest to industry, academics, the research community and government. The goal of this paper is to help synthesize current literature and discussions with industry members and researchers from the fields of engineering (HVAC and control systems) and facility management (maintenance management, energy management and IT) to further define high performance building operations and maintenance.  The paper first seeks to further define what a high performance building is, and then discusses how to apply the definition through a discussion of technologies, processes and skills needed to operate and maintain high performance buildings.  The paper concludes with a discussion of systems thinking, a strategy which the authors hypothesize is important for successful high performance building operation and maintenance.

Defining a High Performance Building

Within both research and industry, the terms high performance building, green building, sustainable buildings, and intelligent buildings are used.  Although many would argue that many of these terms are still being defined or refined, this paper suggests that these terms are interrelated.  The relationship between these terms is very important to defining high performance building operations and maintenance.

To demonstrate the interrelations and support further refinement of the definitions of high performance, green, sustainable and intelligent buildings definitions from several industry, government and research sources are synthesized below.

As defined by the United States Energy Independence and Security Act 2007, a high performance building is:
“A building that integrates and optimizes on a lifecycle basis all major high performance attributes, including energy [and water] conservation, environment, safety, security, durability, accessibility, cost-benefit, productivity, sustainability, functionality, and operational considerations” (Energy Independence and Security Act 2007 401 PL 110-140).

The definition of an intelligent building is similar to the definition of a high performance building.  However, intelligent buildings emphasize the need for integration and application of technology.  As stated by Elmualim (2009) there is a myriad of definitions for intelligent buildings, none of which are scientific.  In an absence of such a scientific definition, six (ALwaer and Clements-Croome 2010; CABA 2008; Elmualim 2009; Finley et al 1991; Himanen 2004; Robathan 1996) were compared and contrasted to define an intelligent building within this paper, resulting in the following definition: An intelligent building is a building that integrates people, process and technology in an efficient and sustainable manner through the use of high levels of integrated technology, including but not limited to HVAC, plumbing, electrical, renewable energy systems and sources, information technology, control systems and management software to provide a safe, healthy and productive environment for building occupants that adapts quickly to change at the lowest possible lifecycle cost.

Comparing and contrasting the three definitions for green buildings (CABA 2008; US EPA 2010; LEED Reference Guide 2001), the definitions for green and intelligent buildings are more similar to each other than each is to the definition of a high performance building.  Synthesizing the definition from the three sources, a green building is a building that is designed, constructed and operated to minimize environmental impacts and maximize resource efficiency while also balancing cultural and community sensitivity.

CABA (2008) suggest that the concepts of intelligent and green buildings should converge.  CABA suggests that the convergence of green and intelligent building concepts should be called bright green. Within the convergence, topics that are both green and intelligent (bright green) include: energy management, asset management, space utilization, integrated design, sustainability, renewable energy, indoor environmental quality and green building purchasing structures (CABA 2008).

As the term sustainability has also been used within many discussions of HPB, intelligent and green, it is also important to define sustainability here.  Many built environment researchers, industry practitioners and professional organization use the definition or a variation on the definition commonly recognized as the Brundtland Report, Our Common Future (1987) as the definition for sustainability: “development that meets the needs of the present, without compromising the ability of future generations to meet their own needs.”  As some may argue that this definition is more philosophical than practical, within industry this definition has often applied considering the triple bottom line, balancing environmental, economic and social goals (Hodges 2009; Lewis et al 2009).

Reviewing the definitions of high performance, intelligent, sustainability and green buildings, there are many similarities. The authors hypothesize that these definitions will continue to be debated and refined by researchers and practitioners. It is also hypothesized that facility managers and building owners will use different variations on the definitions, depending on goals and priorities.  In order to apply definitions and theoretical concepts, it is important to emphasize that successful operations and maintenance of a HPB requires integration and knowledge about HPB technologies, processes that support HPB and people with skills to effectively utilize HPB technologies.  Thus, technologies, tools, processes and skills necessary for high performance building operation and maintenance are discussed below.

High Performance Building Technologies

High performance buildings have more complex mechanical, lighting and control systems, many which are far from common place within the industry.  Some of the heating ventilating and air conditioning systems (HVAC) within HPB include, but are not limited to: radiant heating and cooling, dedicated outdoor air systems (DOAS), chilled beams and advanced control sequences programmed in building automation systems (BAS).  Advanced control strategies include, but are not limited to morning warm-up, fault detection diagnostics, the use of thermal mass for heating or cooling and demand response.  Additionally, HPB are more likely have software to monitor and benchmark energy efficiency and operational performance.  Thus, the number of meters and sensors linked to BAS is often greater than a non-HPB.

Lighting systems often included within HPB include, but are not limited to automated lighting control, such as motion sensor lighting, integration of daylighting and electronic lighting, automated shading, and light emitting diodes (LEDs).

Renewable energy technologies are also common to HPB, including solar, wind and geothermal systems.  Solar systems include photovoltaic arrays and solar thermal systems.  Photovoltaic arrays can be connected to inverters to invert direct current (DC) from the photovoltaic arrays to alternating current (AC), which is used for most commercial building applications.  Alternately, a less common application is to connect photovoltaic panels to a battery bank or devices that use DC current, such as LEDs or DC powered kitchen appliances.

Sophisticated technologies often found within HPB can cause some challenges to building operators and facility managers.  Challenges can occur when building operators, technicians and facility managers have not had the opportunity to learn about HPB technologies, especially what makes HPB technologies unique.

  • There are many new technologies that design and consulting engineers, contractors and facility managers are not familiar with.  Often, it is challenging to find the time and/or resources necessary to understand the benefits of the technologies, how they work and the cost of implementing them.
  • Many industry members seek out demonstration or pilot projects to determine the risk of designing, installing, operating or managing new technologies in an effort to reduce risk. Although there is general interest to support many new technologies, risk is often a barrier, as most designers, contractors and owners generally do not want to be the first to design, install, manage or operate a new technology.
  • The design, installation and operation of many HPBs require a systems-thinking and integrated approach.  However, neither systems-thinking nor integration are currently standard industry practice (McCaffer 2010).
  • The industry lacks a feedback loop for facility managers and building operators to communicate what systems and equipment worked as designed and where further improvement is necessary (McCaffer 2010; Arditi and Nawakorawit 1999).  A feedback loop for HPB is especially important as many HPB technologies are not standard practice and there are many, often conflicting opinions about what systems and equipment should be used in HPB.

High Performance Building Processes

The installation of highly energy efficient equipment and systems is only the foundation for achieving efficient high performance operation.  The processes used to operate and maintain buildings have an even larger cost and environmental impact than the design and construction process.  In fact, the American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE) suggests that a building with good operations and maintenance practices that is poorly designed will often out perform a well-designed building with poor operations and maintenance practices (ASHRAE 2009).  HPB processes should include, but are not limited to the use of benchmarking for decision making, retro and/or re-commissioning, the use of proactive maintenance techniques, the use of rating and certification systems, systems thinking and balancing comfort and energy efficiency.

Benchmarking is the process of comparing measurements against a standard, average or best in the business with the purpose of improvement and movement towards best practices.  Benchmarking must be stakeholder driven and focus on improvement, rather than the status quo.  Benchmarking can be done once or continually (Atkin and Brooks 2000; Wireman 2004; Stapenhust 2009).  However, greater benefits are likely to result from continual benchmarking.  Although benchmarking is not a new practice to the facility management and building operations community, the use of benchmarking to set improvement goals is not currently standard industry practice.  Benchmarking can be used to help in decision making and meet sustainability goals. More specifically, benchmarking is beneficial because it can be used to (NREL 2003):

  • Determine how well a building is performing
  • Set targets for improvement
  • Facilitate assessment of property value
  • Gain recognition

Commissioning is the process of verifying that a building and its systems and equipment are operating according to the owner’s project requirements.  Retro-commissioning is the process of commissioning a facility that was not previously commissioned (ASHRAE Guideline 0 2005). Re-commissioning is the process of commissioning a building that had been commissioned before (ASHRAE Guideline 0 2005) .  Retro-commissioning and re-commissioning are important in order to keep buildings operating efficiently.  Over time, building functions change, equipment wears and sensors drift out of calibration.  The benefits of retro- and re-commissioning are well documented in both the research and trade literature.  For example, Claridge et al. (1996) finds that building energy consumption can be decreased by as much as 50 percent through retro-commissioning.  Mills et al. (2005) find that “commissioning is one of the most cost-effective means of improving energy efficiency in commercial buildings.”

Maintenance is the day-to-day activities required to preserve, retain or restore equipment and systems to the original condition or to a condition that the equipment can be effectively used for this intended purpose (APPA 2002; FMpedia 2010; WBDG 2009; Moubray 1997).  Proactive maintenance includes preventive, predictive and reliability-centered maintenance.  Preventive maintenance is a form of maintenance scheduled over time (Ring 2008; ASHRAE 2003).  The main function of preventive maintenance is to keep equipment running reliably and safely, not to increase efficiency (Ring 2008). The principal objectives of preventive maintenance are durability, reliability, efficiency and safety (ASHRAE 1991).  Predictive maintenance is form of maintenance based on equipment condition. Predictive maintenance uses non-destructive testing, chemical analysis, vibration and noise monitoring and visual inspection to determine equipment conditions and access when maintenance should be performed (ASHRAE 1991).  The philosophy of reliability centered maintenance combines preventive and predictive maintenance by balancing cost and the impact of equipment downtime on the facility using relationships about equipment failure rates (Moubray 1997).

Maintenance is a very important, but often overlooked part of HPB.  For example, Wood (2005) claims that building maintenance is under researched.  Maintenance is needed to keep equipment operating efficiently.  Without maintenance, overtime belts begin to slip, filters are filled with particulates, equipment begins to vibrate and bearings need greasing – all of these have the potential to decrease energy efficiency, while increasing utility costs.  In many cases, maintenance is one of the first costs to be cut from a facility manager’s budget because building owners and financial decision makers often do not understand the benefits of maintenance (Pugh 2010).

Although basic economic theory states the value of a dollar (unit of currency) today is greater than the value of the same dollar (unit of currency) tomorrow, there can be significant cost savings from investing in proactive maintenance.  Table 1 summarizes the annual cost savings (US dollars) for proactive maintenance practices in units of US dollars per horsepower.

Table 1: Cost Savings for Use of Proactive Maintenance, Compared to Reactive Maintenance (Piotrowski 2001)

  Cost [$/HP] Savings [$/HP]
Reactive $18/HP —-
Preventive $13/HP $5/HP
Predictive $9/HP $9/HP
Reliability Centered $/HP $12/HP

It is suggested that successful operation of a HPB requires proactive maintenance management practices.  To date, there is a great need for more maintenance related research to advance proactive maintenance management practices.  For example, Wood (2005) claims that building maintenance is under-researched.

Building rating and certification systems for existing buildings, such as the United States Green Building Council (USGBC) Leadership in Energy and Environmental Design for Existing Buildings Operation and Maintenance (LEED –EBOM), Green Globes Continual Improvement Assessment for Existing Buildings, the American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE) BuildingEQ or the Building Owners and Managers Association (BOMA) Building Environmental Standards (BOMA BESt) can also help to inform HPB process improvements.  Many rating and certification systems have a checklist or set of credits or points that can be used to help set goals.  Setting goals and working to achieve a certification or rating can help to hold teams accountable to meet the goals set, while also providing opportunities for recognition.

Systems-thinking is a process of understanding how the parts of an organization or building fit together to make a whole.  Systems-thinking at the organizational level is the integration and understanding of the people that make up the organization, as well as the values, structure, processes, policies, regulations and supervision within an organization (El-Homsi and Slutsky 2010).  As stated by El-Homsi and Slutsky (2010), systems-thinking requires goal setting, development, incentives, communication, reviews, rewards and accountability.

Systems- thinking, when applied to building systems is the understanding of how all the components of a larger system interact with each other to meet the needs of the building occupant.  For example, using a systems thinking approach, when a technician is dispatched to respond to an occupant’s complaint that a room is too cold, the technician will consider how the adjustment made to the diffuser or damper within the terminal box will impact the entire cooling system, often including the chillers and the cooling towers.  As a second, more broad example, systems-thinking is also necessary during major equipment and system replacements and upgrades – if more efficient lamps are installed in an office area, the cooling load will be reduced, which will reduce the load on the chiller.  Depending on the operational parameters of the chiller, reduction of the amount of heat generated from the more efficient lamps and other factors, the chiller controls may need to be readjusted so that the chiller operates efficiently under new space conditions.

Finally, the function of the building, such as occupant comfort and providing a productive, safe and healthy indoor environment cannot be scarified to save energy or achieve sustainability goals.  Tom (2008) finds that keeping a building at a comfortable temperature and relative humidity is important for occupant satisfaction.  To keep building occupants comfortable while operating equipment efficiently requires a balance between energy consumption and comfort.  Although many facility managers measure energy, it is often more difficult to measure comfort.  Comfort is difficult to measure because it is subjective and depends on individual perceptions (Tom 2008).  To determine if building occupants are comfortable, two basic approaches can be used:

  • Monitor the number of comfort complaints (hot/cold calls) logged for the building or certain areas of a building
  • Perform a comfort survey of all building occupants

As shown, there are many different management processes that are used to keep a HPB operating efficiently.  Although many of these processes are documented within industry and research literature, implementing these and other HPB processes within an existing facility management organization can be challenging.  Some reasons process implementation is difficult include:

  • Facility management departments are often large and perform a diverse number of tasks to support the primary functions of the organization.
  • If it is necessary to adopt a new or refine an existing policy or procedure, employees of an organization can be resistant to change, as there can be a mind-set of “we’ve always don tit this way.”  Overcoming the challenge requires effective change management strategies and diplomacy.  Additionally, members of the facility management team must be educated about the reasons and value of the change.
  • Less research has been done within the areas of operations and maintenance of existing buildings, compared to the design and construction of buildings.  Therefore, there are fewer industry standards that facility managers can use as a foundation to create organizational specific standards and polices.
  • Existing job functions may need to be rewritten to accommodate new policies and procedures.

Tools to Manage High Performance Building Processes

Software is needed to manage the data and information necessary to make decisions about how to operate and maintain a high performance building.  Software used and discussed within this paper includes computerized maintenance management systems (CMMS), computer aided facility management systems (CAFM), integrated work management systems (IWMS), enterprise resource systems (ERP), building automation systems (BAS), energy information systems and energy analytics software.  Elmualim (2009) suggests that intelligent building management [software] is about having a common user interface and integration. A common user interface and integration are key parts of HPB software because they support systems-thinking.  As previously discussed, a HPB cannot be operated or maintained without considering both the impact of decisions on the entire organization and the impact on the technical systems.  A common interface allows data from multiple sources to be viewed from one screen.  Interoperability is the process that supports the concept of viewing data from many sources from one interface.  The topic of interoperability will be discussed in later in the paper.

There are two platforms for O&M management software, local server-based and software as a service (SaaS).  Local server-based software requires that the software be located on servers at the facility. Local server-based software provides facility managers with the opportunity to customize and configure the software to meet specific organizational needs.  It also requires in-house staff or contracted staff to maintain the software and perform any necessary upgrades.  Software as a service can eliminate the need for in-house staff to maintain and upgrade the software, as the software is maintained and upgraded by the service provider.  However, opportunities for configuration and customization may be less available, as the SaaS model is generally has a standardized Internet-based user interface.

Within the United States market, there are three basic types of software for asset, space and maintenance management: computerized maintenance management systems (CMMS), computer-aided facility management (CAFM) and integrated workplace management systems (IWMS).    The core function of a computerized maintenance management system is to manage information related to maintenance, including but not limited to work orders, asset histories, parts inventories, maintenance personnel management and the calculation of maintenance metrics.  The core function of a computer-aided facility management system is primarily space management, used to identify and manage assets.  An integrated workplace management system combines the functionality of both a CAFM and a CMMS, and sometimes may also include functionality more commonly associated with an enterprise resource planning system (ERP).  An ERP can be used across an entire organization to manage all types of information, including human resources, procurement and the functions of CAFM and CMMS.

Although IWMS, CAFM and CMMS software are becoming more commonly used (Sapp 2008), successfully implementing these systems can be challenging.  Berger (2009) found that more than 50 percent of CMMS implementations fail – or are underutilized.  Lewis (2010) found that part of the reason for underutilization was a lack of understanding of the importance of accurate asset inventories and maintenance records.  As a result, the most commonly used CMMS modules were those that did not require asset data to be populated into the system, including the work order generator, work order tracking and the storage of maintenance records.

A building automation system (BAS) is a control system that uses digital control (analog and binary signals) to monitor, control and manage mechanical (HVAC) and electrical systems within buildings.  The core function of a BAS is to maintain indoor environmental conditions (temperature and relative humidity) within a building during specified hours of operation.  A BAS also monitors equipment performance and failures, and can provide notifications of unsatisfactory operating conditions in the form of alarms to the building operator.  There are several other acronyms that are also used to describe and define a BAS, including energy management system (EMS) and energy management and control system (EMCS).
Although not the primary function, a BAS can also be used to monitor, trend and benchmark building energy consumption.  In order for a BAS to be used as an energy performance monitoring or benchmarking tool, sub-meters and equipment and system level sensors must be installed, a server to store trend data must be available and a report generator must be configured (Lewis 2010).

Three other products that can be used for energy performance monitoring and benchmarking are enterprise resource planning (ERP) systems, energy analytics software and energy information systems.  These three products are similar to each other as they all aggregate data from meters, sub-meters and sensors to quantify building energy consumption in units that are useful to the end user and often use a dashboard to displays the information electrically. Specific information to include and how to display the information on the dashboard are currently being debated (Shadpour 2010).  These products can range from free and publically available, such as Portfolio Manager ENERGY STAR (Roskoski et al 2009) to very complex and potentially expensive, such as a customized application integrated with the ERP for the entire organization.

Interoperability and Integration

Interoperability and integration are key needs for true implementation HPB O&M technologies and practices.  Interoperability is the ability to manage and communicate electronic data between different software products and systems (Gallaher et al 2004).  Integration is the synchronization of two or more electronic products or systems.  The lack of interoperability and integration within current software is illustrated by Gallaher et al (2004): $10.5 billion (US dollars) is lost annually due to inoperability of software within the operations phase of buildings.  The use of building information modeling (BIM) promises to part of the solution to reducing interoperability and integration challenges for facility management.  Building information modeling is a structured dataset that describes a building (NBIM 2007), the data within a BIM often includes a three-dimensional computer model and a database (Fallon 2008).
There are currently many efforts underway regarding BIM and interoperability that show promise to help reduce the annual loss reported by Gallaher et al (2004).  A full review of these efforts is beyond the scope of this paper.  Readers interested in BIM are encouraged to view the buildingSMARTalliance website: www.buildingsmartalliance.org/

People: Skills Needed to Operate and Maintain High Performance Buildings

Trained facility managers, building operators and technicians are a critical part of HPB O&M.  Without properly trained staff, it will be difficult for the energy efficiency or HPB goals of any building to be met.  Facility managers and technicians must be knowledgeable of the technologies and processes previously discussed.  From a management approach using systems-thinking, facility managers must understand how HPB knowledge aligns with the core competencies of facility management.  The International Facility Management Association (IFMA) currently defines nine facility management core competencies (IFMA 2010):

  • Operations and maintenance
  • Real estate
  • Human and environmental factors
  • Planning and project management
  • Leadership and management
  • Finance
  • Quality assessment and innovation
  • Communication
  • Technology

The most recent IFMA Global Job Task Analysis determined that two additional core competencies should be added: environmental stewardship and sustainability and human and environmental emergency preparedness and business continuity.  From the list of competencies, there are many ways HPB O&M impact the daily responsibilities of facility managers.

The specific skill set of building operators and technicians is less clearly defined.  Similarly to facility managers, building operators and technicians are often required to have a very diverse skill set.  One example that summarizes this brief skill set of technicians is the North American Technician Excellence (NATE) Knowledge Areas of Technician Excellence (KATE) (NATE 2010).  This list of knowledge areas was determined through a job task analysis and defines core installation and core services areas.  Core installation and core service areas are generally categorized as air-side systems and fuel source (oil or gas) and refrigeration.

Two areas that are under defined within the NATE KATE is building automation system (BAS) and systems-thinking skills for operators and technicians, especially for medium and large commercial buildings.  A recently completed National Science Foundation (NSF) report, “Current Situation and Trends in Buildings and Facility Operations” (Ehrlich et al 2010) finds that there are few formal training and educational opportunities BAS technicians.  Although a few programs exist through community colleges and trade union apprenticeship programs, the most common form of training for BAS technicians is on-the-job training.  On-the-job training is necessary, and an important part of all jobs.  However, as technologies in buildings become more automated, Ehrlich et al. conclude that on-the-job training will not be sufficient to meet the needs of technicians who will operate and maintain HPB.  On-the-job training does not provide sufficient opportunity to gain an understanding of how systems work or general problem solving skills.

Defining a Systems-Thinking Approach to HPB

To truly operate and maintain a high performance building requires the synthesis of people, process and technology using a systems-thinking approach.  As demonstrated from the discussion above, this requires the extraction of knowledge from multiple areas of expertise, including but not limited to HVAC and control systems, energy and maintenance management, software and IT systems and competencies of managers and technicians.  In order to achieve the goals set by both government and private organizations, it will be necessary to transition from commonly used silo-thinking to systems-thinking.  This will require both researchers and industry practitioners to use non-traditional communication paths.  For researchers, especially academic researchers, this may mean an increased breadth of a research project to use a more holistic approach that includes analysis of the impacts of the technicians on the people and processes – not just the technologies.  For industry practitioners, this may mean a more diverse understanding foundational knowledge of multiple subsets within his/her discipline and/or determining how to more effectively share industry challenges with researchers who often have the skills necessary to solve complex problems and time to focus on research projects.

Conclusions

The purpose of this article was to define and synthesize what a HPB is for O&M.  In order for HPB technologies to truly be high performance requires the implementation proactive practices, especially for energy and maintenance management.  Finally, maintaining and operating a HPB requires properly trained personnel, including facility managers, building operators and technicians.  In doing so, the authors sought to provide insight about interdependencies and relationships between technologies, processes and people necessary for high performance building operations and maintenance.  In order to operate and maintain a HPB will require systems-thinking.  Systems-thinking must be applied to building systems (HVAC, lighting, etc) and to organizational processes (such as maintenance management, technician training and strategic planning).

It is through an integrated, systems-thinking approach that lifecycle costs of operation and maintenance and environmental emissions will be reduced and resource consumption as a result of building operation decreases.  As the result of the synthesis completed for this paper, the following areas of future research are recommended:

  • Data management and metric standardization for energy performance and benchmarking
  • Maintenance management process development and data management strategies
  • Interoperability schemas and use cases for building information modeling
  • Effective training methods for HPB technologies and processes

ACKNOWLEDGEMENTS

Paul Ehrlich and Jeffery Seewald of the Building Intelligence Group for helping to inform the thinking that helped develop the foundation for this article.  This article is part of a larger research project, A Framework for Improving Building Operating Decisions.  Funding that supported the foundational stages the research was provided from a National Science Foundation Graduate Research Fellowship, an ASHRAE Graduate Student Grant-In Aid Award and the Partnership for Achieving Construction Excellence at The Pennsylvania State University.

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Berger, D. (2009). “2009 CMMS/EAM Review: Power Up a Winner,” available at:  www.plantservices.com/articles/2009/066.html

Brundtland, (1987), Our Common Future, The World Commission on Environment and Development.  Clays Ltd., Bungay, Suffok, Great Britain.

CABA, (2008),  Bright Green Buildings Convergence of Green and Intelligent Buildings, available at: www.caba.org/brightgreen

Christian, J. and A. Pandeya, (1997), Cost predictions of facilities. Journal of Management in Engineering 13(1):52-61.

Claridge, D., M. Liu, et al. (1996), Implementation of Continuous Commissioning in the Texas LoanSTAR Program: Can you Achieve 150% of Estimated Retrofit Savings?: Revisited, Proceedings of the 1996 ACEEE Summer Study (August).

Ehrlich, P.; J. Seewald; A. Lewis; R. Kupritz, (2010), Current Situation and Trends In Buildings and Facility Operations, Research Supporting National Science Foundation Project “Educating Technicians for Building Automation and Sustainability,” Grant No. 0802595.

El-Homsi, A.; J. Slutsky, (2010), Corporate Sigma Optimizing the Health of Your Company with Systems Thinking.  CRC Press, Boca Raton.

Elmualim, A., (2009), Application of computer-aided facilities management (CAFM) for intelligent buildings operation.  Facilities 27(11/12): 421-428.

Fallon, K., (2008), Interoperability: Critical to Achieving BIM Benefits, by K. Fallon.

Finley, M.R.; Karakura, A. and Nbogni, R., (1991),“Survey of intelligent building concepts,” IEEE Communication Magazine.

FMpedia, (2010), IFMA Foundation. Definition of maintenance, available at: gsishare.com/ifma/FMpedia/gv.aspx, (accessed February 18, 2010).
Gallaher, M.P.; A.C. O’Conner; J.L. Dettbarn Jr. and L.T. Gilday, (2004),  Cost Analysis of Inadequate Interoperability in the US Capital Facilities Industry,  National Institute of Standards and Technology, Gaithersburg, Maryland.

Himanen, M., (2004), “The intelligence of intelligent buildings,” in Clements-Croome, D. (Ed.), Intelligent Buildings: Design, Management and Operation, Thomas Telford, London.

Hodges, C., (2009),  Getting Started. IFMA Foundation Sustainability How-To Guide Series. available at: www.ifmafoundation.org/programs/sustain_wp.cfm (accessed June 2, 2010).

IFMA (2010), International Facility Management Competency Areas. available at: www.ifma.org/learning/fm_credentials/competencies.cfm (accessed July 7, 2010).

LEED Reference Guide, (2001), Version 2.0, United States Green Building Council.

Lewis, A., (2010), Designing for Energy Efficient Operations and Maintenance, Engineered Systems, August 2010.

Lewis, A., (2010), Quantifying Energy Performance beyond the Use of Energy Bills
FMJ, October 2010.

Lewis, A.; K. Cacciloa; R.B. Dennill, (2009), Sustainability in the Food Service Environment, IFMA Foundation Sustainability How-To Guide Series, available at: www.ifmafoundation.org/programs/sustain_wp.cfm (Accessed July 9, 2010).

Mills, E., N. Bourassa, et al. (2005), “The Cost-Effectiveness of Commissioning.” HPAC Engineering, October 2005.

McCaffer, R., (2010),  Innovation: Imagination and Knowledge.  Sixth International Conference in Innovation in Architecture, Engineering and Construction.  Keynote. University Park, PA June 9 -11, 2010.

Moubray, J. (1997), Reliability-centered maintenance. Second edition. Industrial Press, Inc., New York.

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Facility Maintenance and Operations Committee, 5350-1.

Piotrowski, J., (2001), Pro-Active Maintenance for Pumps, Archives, February 2001, Pump-Zone.com www.maintenanceworld.com (Accessed August 21, 2008).

Pugh, R. (2010), Operations, Maintenance and Commissioning.  First Thursdays Seminar, Federal Energy Management Program (FEMP), Webinar July 1, 2010.

Robathan, P. (1996). Building Performance. Facilities Management Theory and Practice. K. Alexander. London, E & FN Spon.

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Roskoski, M.; L. Gilmer; G. Hughel. (2009), IFMA Foundation Sustainability How-To Guide Series, EPA’s ENERGY STAR Portfolio Manager, www.ifmafoundation.org/programs/sustain_wp.cfm.

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Shadpour, F., (2010), Facilities Dashboards: What Do You Want to See?, Forum #6.  ASHRAE Annual Conference, June 26- 30, 2010, Albuquerque, NM.

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Wireman, T., (2004), Benchmarking Best Practices in Maintenance Management. New York, Industrial Press

WBDG, (2009), Whole Building Design Guide, Facilities Operations & Maintenance, available at: www.wbdg.org/om/om.php (accessed February 18, 2010).

Wood, B., (2005).  “Innovative building maintenance.” Conference Proceedings of The Queensland University of Technology Research Week International Conference, 4-8 July 2005 Brisbane, Australia, pp 601-7.

About the Authors

Angela Lewis, PE, LEED AP, is a PhD Candidate at the University of Reading within the Department of Construction Management and Engineering.  Lewis is also a Facility Management Consultant/High Performance Buildings Engineer with the Building Intelligence Group.

David is an Associate Professor at Penn State in the Department of Architectural Engineering specializing in green building methods and sustainable technologies.  David earned his PhD in Architectural Engineering from Penn State.  David currently leads a research program focused on the integration of mechanical and electrical energy systems with distributed renewable energy sources.  His research areas include the integration of green building technologies and high performance design process modeling.  As the Director of Penn State Center for Sustainability, he develops programs that engage students in the pursuit of sustainability challenges on the Penn State campus as well as external communities.

Abbas is a Senior Lecturer at the University of Reading and Coordinator of the Sustainable Design, Construction and FM research group.  He has a PhD in Sustainability and Renewable Energy from the University of Reading.  Currently Dr. Elmualim leads several industry funded collaborative projects.  Abbas’s research focuses on the development of integrative approaches to design, construction and facilities management. He is particularly interested in sustainability and digital technologies from a broad socio-technical systems perspective. The research approach seeks to combine engineering research methodologies with those derived from the social sciences.

Creative Commons License
This work is licensed under a Creative Commons Attribution 3.0 License.

ISSN: 2150-3303

 

BIM Deployment Plan from Revit / Autodesk

BIM Strategy

The Autodesk BIM Deployment Plan – tools and guidance for building industry professionals interested in implementing Building Information Modeling (BIM) – is a reasonable framework for those beginning to investigate BIM, however, it lacks requisite depth relative to 4d, 5d BIM as well as contruction delivery methodology.  

A comprehensive BIM strategy from an owner perspective (and, in my opinion contractor and A/E’s as well as other stakeholders), should include capital planning and management (lifecycle costing, capital renewal, physical/functional conditions management), operations and maintenance (repair, maintenance, minor renovations-preventive, routine, maintenace), space planning/management, and integration of efficient construction devlivery methodsy (JOC – Job Order Contracting for facility repair/maintenance, IPD – Integrated Project Delivery for new construction, etc.), and associated reference cost data, standard definitions/metrics/taxonomy, ….

Tools offered in the Autodesk BIM deploym,ent plan are intended to provide a practical framework for AEC stakeholders, and can be used by individual organizations on specific projects. The BIM Deployment Plan includes:

  • BIM support materials for owners, architects, engineers, and contractors
  • Templates to streamline multi-discipline communications
  • Recommendations for roles and responsibilities
  • Best business process examples
  • Software suggestions for an effective BIM environment

BIM_Deployment_Plan_Final

Definitions of Terms Used in This Document
 

As-Built Model Model

—The final model that shows how a building was actually delivered and assembled. Sometimes referred to as the Record Model.

Building Information Modeling (BIM)—An integrated process aimed at providing coordinated, reliable information about a building project throughout different project phases—from design through construction and into operations.  BIM gives architects, engineers, builders, and owners a clear overall vision of the project—to help them make better decisions faster, improve quality, and increase profitability of the project. 
 
Clash Detection — The process of checking for clashes and interferences in the design of one or more BIM models.

 

Collaborative Project Management — A software solution that enables effective management of and collaboration on all project related communication, information, and business processes across the plan, build, and operate phases of the building lifecycle. The most common processes include collaborative documentation, design, bid, construction, cost, and operations management.  (Examples of software include www.4clicks.com Project Estimator for JOC construction delivery).     Coordination Model—A model created from two or more models, used to show the relationship of multiple building disciplines such as architectural, civil, structural, and MEP (mechanical, electrical, and plumbing).

Core Collaboration Team —The group of people – which should include someone from each party working on the project, such as the owner, architect, contractor, subconsultants, suppliers, and trade contractors—responsible for completing a BIM Deployment Plan, creating the document management file folder structure and permission levels in the collaborative project management system, and enforcing the action plan set out in that document throughout design and construction of the project.
Design Intent Model —The model used to communicate the design intent of a building.
Industry Foundation Classes (IFC) —A neutral and open file format structure developed by the International Alliance for Interoperability (IAI) to enable interoperability between modeling software systems.
Integrated Project Delivery (IPD)—A project delivery process (similar to JOC for facility repair, renovation, and sustainabilty)  that integrates people, systems, business structures, and practices to collaboratively harness the talents and insights of all participants in order to optimize project results, increase value to the owner, reduce waste, and maximize efficiency throughout all phases of design, fabrication, and construction (AIA,  Integrated Project Delivery: A Guide , 2007, available at http://www.aia.org/ipdg).
Model Integrator—A tool used to combine and/or link design files from different software platforms.
Model Manager(s)—The project team member(s) responsible for managing the collaboration and sharing of electronic files during the project. Model managers are also responsible for maintaining the integrity of BIM models, which can include gathering, linking, and uploading updated models.
Parametric —The relationships among and between all elements of a model that enable coordination and change management. These relationships are created either automatically by the software or manually by users as they work.
Project System Administrator (PSA) —The person who administers, and sets up folders for, the collaborative project management system. Responsible for managing and creating new user accounts, as well as contact and company information. 

GREEN BUILDING PRACTICES IN THE FEDERAL SECTOR: PROGRESS AND CHALLENGES TO DATE June 22, 2010

On Wednesday, July 21, 2010, the Government Management, Organization and Procurement Subcommittee held a hearing to examine to what extent the federal government has incorporated green, high-performance building practices into the renovation and construction of existing and new U.S. government owned and leased buildings in accordance with the Energy Independence and security Act of 2007 (EISA), and Executive Order 13514 and other relevant statutes and directives.

Kevin Kampschroer, Director of the Office of Federal High-Performance Green Buildings (OFHPGB) at the United States General Services Administration (GSA).

A principal duty of the OFHPGB is to ensure full coordination of high-performance green building information and activities within GSA. Under the Recovery Act, GSA received $5.55 billion to be re-invested in the Federal buildings portfolio on an accelerated basis.  Among projects identified as appropriate for Recovery Act funding, GSA examined opportunities to improve the performance of projects already designed, with a focus on building systems, human performance, renewable energy generation and water conservation.  GSA prioritized buildings with the worst performance in energy and poor physical conditions, and the best plans for improvement. The following improvements were incorporated into all projects, where possible, based on funding and return on investment:

1. Building tune-up (re-commissioning, controls improvements, minor systems repairs and equipment replacement)

2. Lighting (day lighting control and occupancy sensors; control systems replacement and re-wiring)

3. HVAC retrofit/replacement

4. Renewable energy generation by photovoltaic, thermal solar or wind

5. Water conservation projects In addition, GSA has worked to establish geothermal and lighting technology acceleration programs.

KATHLEEN HOGAN, DEPUTY ASSISTANT SECRETARY
OFFICE OF ENERGY EFFICIENCY AND RENEWABLE ENERGY
U.S. DEPARTMENT OF ENERGY
Preliminary Fiscal Year (FY) 2009 data indicates that the Federal Government used approximately 386 trillion British thermal units (Btu)1 of energy in nearly 3.2 billion square feet of facility space.2 Federal facility energy use is a little over a third of the Federal
Government’s total consumption.3 The Federal Government consumed about 1.6 percent of the Nation’s total energy.4 Within this context the Department of Energy’s Federal Energy Management Program (FEMP) and Building Technologies Program (BTP) work together with other Federal agencies—particularly the Department of Defense (DoD), the General Services
Administration (GSA) and the Environmental Protection Agency (EPA)—to help them adopt sustainable practices and technologies. I’m pleased to be here today to provide further information to this Subcommittee on these efforts. Constructing and operating Federal facilities in a sustainable manner has numerous welldocumented benefits, including:
• Saving taxpayer dollars through optimized life-cycle cost-effective actions;
• Enhancing employee productivity through the provision of safe, healthy and environmentally appealing workplaces;
• Reducing environmental impacts through decreased energy, water, and materials use; and
• Moving the overall market conditions toward higher performance, through the Federal demand for sustainable facilities.
SUSTAINABILITY METRICS
Currently, Federal building sustainability performance is rated on Office of Management and Budget (OMB) Scorecards (Energy Management and Environmental) using six primary metrics, which link to requirements under the Energy Policy Act of 2005 (EPAct), the Energy Independence and Security Act of 2007 (EISA), and Executive Order (E.O.) 13423. The six current performance metrics are:
1. Reduced energy intensity;5
2. Consumption of electricity from renewable sources;6
3. The percentage of appropriate facilities which have been metered for electricity use;
4. Reduced water intensity;7
5. New construction compliance with Federal design standards to be 30 percent more energy efficient than applicable code; and
6. Application of sustainability guiding principles in Federal buildings.8
However, OMB Scorecards are expected to be updated this year, as OMB develops performance metrics that also reflect the new requirements of President Obama’s E.O. 13514 which includes ambitious new targets for agencies to meet in the areas of:
• Greenhouse gas emissions measurement and reduction;
• Pollution prevention and waste diversion;
• Regional and local integrated planning;
• Improving water efficiency and management; and
• Strategic Sustainability Performance Planning.
DENNIS BUSHTA, DEPUTY DIRECTOR OF THE OFFICE OF ADMINISTRATION U.S. ENVIRONMENTAL PROTECTION AGENCY
EPA occupies 11 million square feet (SF) of office, support and laboratory space across the country, which houses over 17,000 federal employees and 8,000 support personnel.
An area that is having a growing impact on our green building efforts is building operations and maintenance. Buildings designed to be energy efficient are frequently complex to operate and maintain. Locating and retaining qualified, competent and experienced building operators is becoming increasingly difficult, leading to inefficient and ineffective facility operations in certain locations. EPA is using EISA required energy assessments and re-commissioning to identify and correct poor preventative maintenance practices, improve mechanical system operating efficiency, and evaluate O and M contractor performance. EPA believes that EISA Sec 432 implementing guidance setting minimum training requirements for federal Energy Managers also should improve O and M at EPA and other federal facilities. EPA has also developed a Building Management Program to improve and standardize facility O&M best practices at all EPA-owned facilities.
Several tools that EPA developed include the Portfolio Manager and Target Finder, two on-line energy management tracking and assessment tools. Portfolio Manager is being used by 15 billion SF of commercial building market (20% of the market) to track energy and water usage, assess the performance of buildings, set goals and make reductions across building portfolios. http://www.energystar.gov/ia/business/downloads/ENERGY_STAR_Snapshot_Spring_2010.pdf Recently, as part of a joint effort between EPA, DOE and GSA, EPA expanded Portfolio Manager to include the Federal Sustainability Checklist, allowing federal agencies to track and report their progress on the sustainability goals required as part of Executive Order 13514. EPA’s ENERGY STAR Program is also providing training to federal agencies as part of this collaboration.
HENRY L. GREEN, HON. AIA PRESIDENT, NATIONAL INSITUTE OF BUILDING SCIENCES
In recognition of the unique position of the Institute, the Energy Policy Act of 2005 (EPAct) called for the establishment of a High-Performance Building Council within the Institute tasked to look at the diversity of codes and standards for buildings and determine the needs necessary for implementation of high-performance buildings.
As its initial task, the Council identified the eight attributes that define a high-performance building. They are:  Sustainability Cost Effectiveness Accessibility Productivity Historic Preservation Aesthetics Functionality Safety and Security These attributes are reflected in the definitions of High-Performance Building and High-Performance Green Building as defined in the Energy Independence and Security Act of 2007 (EISA) which defines high performance as “the integration and optimization on a life cycle basis of all major high performance attributes, including energy conservation, environment, safety, security, durability, accessibility, cost-benefit, productivity, sustainability, functionality, and operational considerations.” As the Subcommittee will note, sustainability or “green” is just one aspect of a high-performance building. Federal agencies have numerous requirements related to these high-performance attributes beyond the energy, water and sustainability requirements in EPAct, EISA, and Executive Orders 13423 and 13514. Additionally, these requirements are likely to expand and change due to emerging issues impacting building occupancy and use including those tied to our aging population (e.g., addressing low vision) and to increased interest in technology and sustainability (e.g., flexibility for new technologies and new work environments). A sample of relevant laws and Executive Orders appear below: Americans with Disabilities Act National Historic Preservation Act Public Buildings Act National Environmental Policy Act E.O. 13006: Historic Properties E.O. 12977: Security Standards E.O. 12941/12699: Seismic Safety Presidential Memorandum on Disposing of Unneeded Federal Real-Estate (June 10, 2010).
As the High-Performance Building Council reported, common metrics are needed to measure and compare achievement of individual attributes and then to understand the interactions across attributes.
Ellen Larson Vaughan Policy Director Environmental and Energy Study Institute
EESI is a nonprofit policy-education organization dedicated to developing innovative solutions to climate change and other critical energy and environmental challenges and bringing sound science and technology information to policymakers through briefings, publications and other activities. Founded by members of a bi-partisan Congressional study conference, EESI has been an independent organization since 1984 1984 and is funded primarily through foundation grants and charitable contributions.
The federal government owns and operates nearly 500,000 facilities and can establish its own performance goals, above and beyond what Congress has already required. With about 3 billion square feet of floor space, federal buildings have a substantial environmental footprint, consuming 1.6 percent of the nation’s total energy use at an annual cost of $24.5 billion, according to the Federal Energy Management Program (FEMP).
The terms high performance and green have evolved substantially over the years. We are grateful that your committee in Section 401 of the Energy Independence and Security Act of 2007 defined high performance green buildings for the purposes of the activities of the Department of Energy and General Services Administration in a way that captures best current thinking. These definitions challenge the government to design, construct, and operate its buildings at the state of the art and pave the way for these agencies to show leadership over the next two decades, a period during which we will need higher performance from federal and other buildings than ever before.
Retrofit is very important because new construction adds only a very small percentage to our national building inventory each year. Therefore, if we are to have a significant number of high performance green buildings in our lifetimes, much of the work will have to be retrofits of existing buildings.
Lynn G. Bellenger, P.E., FASHRAE President, American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE)
Standard 90.1 now serves as both the federal building standard, and the national reference for state adopted commercial building codes through the Energy Independence and Security Act (EISA), the Energy Conservation and Production Act (ECPA), and the Energy Policy Act of 2005 (EPAct).
The impact of our nation’s buildings is surprisingly large. Our nation’s buildings account for 40 percent of our primary energy use—more than either transportation or industry. Buildings are responsible for 72 percent of the electricity consumption and 39 percent of the total U.S. carbon dioxide emissions. The CO2 emissions from US buildings alone approximately equal the combined emissions of Japan, France, and the United Kingdom for transportation, industry, and buildings.
Building Modeling
My presidential theme is “Modeling a Sustainable World.” Building modeling represents one of the most powerful tools for optimizing building performance, and it is an area worthy of increased support from Congress. Today, we have the tools to create a virtual model to consider options in size, shape and appearance. But more than just a visual representation, our models can simulate energy performance, assess daylighting options and predict thermal comfort.
Integrated Building Design
To exploit the full capability of modeling tools, we must transform our design approach from a sequential process — where one discipline completes its work and hands off the design to the next — to a collaborative integrated building design process — where all of the disciplines involved in the building design and construction work as team from the beginning to evaluate options and optimize the design.
Our biggest challenge is implementing integrated design into daily practice. The traditional sequential approach misses the rich opportunities for optimizing building performance through a collaborative approach throughout the design process.
It is going to require a cultural shift in our industry to transform the design process, and it’s a shift that has to occur if we are going to reach our goal of net zero energy buildings.
To help expand awareness throughout the federal government of the potential benefits of increased energy savings that can be achieved through integrated, whole building design, we recommend creating a new demonstration program with selected, geographically diverse federal buildings. A report on the success and challenges of such a demonstration program would yield useful lessons learned that could be applied and expanded to other federal buildings, as well as buildings in the private sector.
Standard 189.1: A New Foundation for Green Building Standards Earlier this year, in our continuing efforts to push the envelope on building efficiency, and in collaboration with the Illuminating Engineering Society of North America (IES) and the U.S. Green Building Council (USGBC), ASHRAE published Standard 189.1 – the first code-intended commercial green building standard in the United States. Standard 189.1 also serves as a compliance path of the International Green Construction Code (IGCC), published by the International Code Council. Standard 189.1 represents a revolutionary new step for building standards, as it provides a long-needed green building foundation for those who strive to design, build and operate green buildings. From site location to energy use to recycling, this standard will set the foundation for green buildings through its adoption into local codes. It covers key topic areas similar to green building rating systems, including site sustainability, water use efficiency, energy efficiency, indoor environmental quality and the building’s impact on the atmosphere, materials and resources.
The energy efficiency goal of Standard 189.1 is to provide significant energy reduction over in ANSI/ASHRAE/IESNA Standard 90.1-2007. It offers a broader scope than Standard 90.1 is intended to provide minimum requirements for the siting, design and construction of high performance, green buildings. For this reason, ASHRAE recommends authorizing a pilot program with a select group of geographically diverse federal buildings to examine the effects
requiring all new federal buildings, by 2020, to meet the IGCC, and include ASHRAE Standard 189.1 as a compliance path of the IGCC. This will help the federal government meet the objectives of Executive Order 13514 of ensuring that beginning in 2020, all new federal buildings are designed to achieve zero-net-energy by 2030. A report on the success and challenges of such a demonstration program would also yield useful lessons learned that could
applied and expanded to other federal buildings, as well as buildings in the private sector.
James Bertrand President, Delphi Thermal Systems
Today, air conditioning use alone represents nearly 13% of all U.S. electricity consumption! On the residential air conditioning side, the consumption rate is already at 17% and will grow to 19% by 2030.
Furthermore, the Electric Power Research Institute (EPRI) is forecasting that consumers in the United States will increase their use of electricity by 1.4% annually through 2030. This data already accounts for the energy-efficiency legislation enacted that will impact future consumption. With energy consumption on the rise and the associated implications the increases will bring, it’s an issue both government and industry can not afford to ignore.
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MasterFormat / MasterFormat2004 Changes

MasterFormat® Updates:
Did you know CSI and CSC have a new annual revision cycle?
Did you know there is a new Division?
The major updates to MasterFormat2004 are:

  • A new division, Division 46 – Water and Wastewater Equipment, which significantly expands the document’s coverage of environmental engineering specifications
  • Revisions to Division 44 – Pollution and Waste Control Equipment, so that it complements the addition of the new Division 46
  • New specifications related to polished concrete (Division 03)

CSI and CSC designed the 50-division format of MasterFormat 2004 so that it can accommodate additional divisions and changes as the industry evolves. The 50-division format is now used in a majority of commercial projects in North America.
The MasterFormat revision process is conducted by the MasterFormat Maintenance Task Team (MFMTT), a committee of volunteers appointed by CSI, CSC and MasterFormat Sponsors (ARCAT, ARCOM, Building Systems Design, Inc., the Construction Sciences Research Foundation, Inc., McGraw-Hill Construction, and Reed Construction Data).

What is the true value of BIM? 4D 5D

Such a simple question, right?

First, it has little to do with 3D modeling, crash detection, or similar features dominating BIM articles.

The true value of BIM lies in the ability to proactively manage facilities throughout their lifespan and achieving maximum efficiencies relative to building purpose and associated life-cycle costs.

On a more specific basis, if you are a building owner, the following are important….
– Managing, and in some instances eliminating ” Deferred Maintenance “
– Adopting a ” Total Cost of Ownership ” facility management process
– Measuring and Minimizing Recapitalization Funding (i.e. as a percentage of current replacement value)
– Maximizing facility Operations and Maintenance Performance
– Measuring and Maximizing Functional Performance (aka what space is used for)
– Adopting a unified, integrated approach to facility management incorporating all constituencies (aka integrating IPD, JOC, and BIM)
– Linking Costs with Data and Process from Strategic/Master Plan throu Project Delivery and ongoing Life Cycle Management

Critical Aspects?

– Customers/Stakeholders

– Services

– Sustainable Metrics

– Work flow / Process

– Overall Structure supported/reinforced by Technology

– Monitoring ALL Costs: Non-recurring, Recurring, Periodic

Construction – Deconstruction, Maintenance & Operations, Planned       Maintenance, Routine Repairs,Breakdowns, Utilities, Recapitalization,Retrofits,Improvements,Programmatic Upgrades,Replacement/ Renewal

The Criticality of Construction Standards

IFC and similar data standards are extremely important.

It is because many of us are implementing advanced design, cost engineering, and construction strategies that taxonomy becomes critical for data use and reuse.

The  “proof” of the above is the adoption of Uniformat II and MasterFormat95.   While even today many don’t use these extremely useful data standards, those of us that do have a significant cost and efficiency advantage delivering solutions.

Many DOD and non-DOD government facilities steward lead the industry in adopting and rigorously implementing construction information data standards and advanced construction, operations, and maintenance procedures.

HIGH-PERFORMANCE BUILDINGS

American Society of Civil Engineers and High Performance Buildings – Approved by the Infrastructure and Research Policy Committee on August 28, 2008

Policy

The American Society of Civil Engineers (ASCE) supports efforts by the federal government to promote and expand the development of technologies for high-performance building that conserve energy and provide a safer and more sustainable future.

Issue

High-performance buildings are defined by the Energy Policy Act of 2005 (P.L. 109-058) as a building that integrates and optimizes on a life-cycle basis all major high-performance attributes including energy conservation, environment, safety, security, durability, accessibility, cost-benefit, productivity, sustainability, functionality, and operational considerations.

From the materials produced to construct and maintain buildings and the energy used to operate them, buildings consume vast amounts of resources over their lifetime and are responsible for nearly half of all greenhouse gas emissions. High-performance buildings, which address human, environmental, economic and total societal impact, are the result of the application of the highest level design, construction, operation and maintenance principles — paradigm change for the built environment.

Rationale

Civil engineers have a leading role in planning, designing, constructing, and maintaining the built environment and understand the significant benefits to society of high-performance buildings. In their role, ASCE members contribute to energy efficiency through the design of energy-efficient buildings and facilities, use of materials that contribute to sustainability, reuse of facilities through rehabilitation that eliminates one deconstruct/construct cycle, and design for disaster resilience that minimizes maintenance costs and premature replacement.

ASCE Policy Statement 528

What is COBIE ?

COBIE is a process framework for collecting llife-cycle building information.  COBIE requires OmniClass,  a CSI data architecture/classification/taxonomy.  (Uniformat is a part of OmniClass).

The COBIE framework can be used with BIM or independent of BIM.

COBIE is intended to allow repair/maintenance/renovation task data to be electronically exchanged.

The Construction Operation Building Information Exchange (COBIE) is an “international standard format” intended to improve the transfer of  design and construction information to the operation and management team.

Construction Operations Building Information Exchange (COBIE): Means and Methods | – A Must Read for BIM and Facility Managmenthe National Institute of Building Sciences

Construction Operations Building Information Exchange (COBIE): Means and Methods

by E. William East, PE, PhD – Engineer Research and Development Center, U.S Army, Corps of Engineers and Nicholas Nisbet MA (Cantab) DipArch (UNL) – AEC3

BACKGROUND

Designers and contractors facing a COBie2 specification for the first time may think that they have a lot to swallow, however, the information required in COBie2 is no different from the information already required by design and construction contracts. This information is provided cumulatively during the design, construction, commissioning and handover phases. The information includes room lists and area measurements, material and product schedules, construction submittal requirements, construction submittals, equipment lists, warranty guarantors, and replacement parts providers is included in several different places within current contracts. The objective of COBie2 is not to change the type of information that is required, just to standardize the format of that information to save you, and the buildings’ owners and occupants, having to rekey this information multiple times.

INTRODUCTION

The human readable format for COBie2 information is a conventional spreadsheet, provided in Microsoft Excel Spreadsheet (Spreadsheet XML 2003) format on the WBDG Website. COBie2 also allows the exchange of facility management data using the buildingSMART Industry Foundation Class (IFC) open standard (or ifcXML equivalent). Translators between IFC-Express, ifcXML, to and from the COBie2 spreadsheet areavailable free-of-charge without technical support.

CONTRACTED INFORMATION EXCHANGES

The objective of a contracted information exchange is to transform existing, wasteful paper or e-paper deliverables, into a deliverables that contains the same information, but in a new reusable format. The COBie2 specification (DOC), provides a vendor-neutral, non-agency specific, open standard specification clause for use within the existing contract specification. This specification requires the delivery of COBie2 data in the Spreadsheet XML 2003 format at each appropriate stage of the project’s life-cycle. The COBie2 specification should be implemented, not as a stand-alone or BIM-based specification, but within the context of the existing specifications (link to my JBIM article on performance based delivery of building information). The table below shows when COBie2 data should be specified and the general content of each of the deliverables.

Table 1. Expected Scope of COBie2 Deliverables

Phase Required COBie2 Information
Architectural Programming
  • Contact details
  • Facility naming
  • Space and room data sheets
  • Space layouts
  • Space zoning
Early Design updated previous phase information, as needed and

  • Floors
  • Space finishes
  • Zoning and space allocations
  • Architectural product schedules
Coordinated Design updated previous phase information, as needed and

  • Mechanical, Electrical, Plumbing product schedules
  • Building Systems
  • Product data (SPie defines minimum product templates)
  • Design document register
  • Indicative sizes for spaces (optional)
Construction Documents updated previous phase information, as needed and

  • Submittal document register
  • Assignment of component to systems
  • Connections between components (optional)
Construction Mobilization updated previous phase information, as needed and

  • Updated submittal document register
Construction 60% Complete updated previous phase information, as needed and

  • Manufacturer contact information for all approved submittals
  • Model and Serial numbers on all installed products/equipment
  • Components identified by tag or bar codes, as appropriate
  • Installed product data (SPie defines minimum product templates)
Beneficial Occupancy updated previous phase information, as needed and

  • Updated space function and room area measurements
  • Warranty, parts, and handover documents
  • Operation and maintenance documentation
  • Installed product data (SPie defines minimum product templates)
Fiscal Completion updated previous phase information, as needed

HOW TO CREATE COBIE2 DATA

There is no one best way to create COBie2 deliverables.

The decision about how you supply or consume COBie2 is largely based upon your firm’s current software stack. In many cases, the delivery of COBie2 content is already contracted out to others, in those cases the requirement for the delivery of COBie2 information falls across multiple contracted parties. As with all design related information, the lead Architect/Engineer firm is responsible to coordinate the compilation of all COBie2 information into a single COBie2 deliverable file when the deliverable is required during design. In the case of construction related information, the prime contractor is responsible for the delivery of a single COBie2 deliverable file when the deliverable is required during construction.

COBie2 may be created using one of three methods: (1) use of COBie2 compliant software, (2) development of custom transformations of existing data into a COBie2 compliant file, and/or (3) direct use of the COBie2 spreadsheet format. In most cases, it can be expected that a combination of these methods will need to be used to correctly meet the deliverable requirement.

COBie2 and IFC Compliant Software

When using COBie2 compliant software users should initially be reminded that the use of such software, alone will be insufficient to produce a correct COBie2 deliverable file. Often COBie2 deliverables require manual configuration of the Building Information Model software at the start of the project. Because of these configuration requirements, points of contact are listed for COBie2 technical support for all products tested against the COBie2 specifications.

Commercial software vendors have demonstrated two approaches to creating COBie2 files. The first approach is to produce a file that complies with the buildingSMART international’s Facility Management Handover Model View Definition (MVD) specification for Industry Foundation Class (IFC) Building Information Model (BIM) files. There is no technical difference between FM Handover MVD file and the COBie2 formats, however, to ensure compliance with COBie2 contract language the project team must deliver the COBie2 formatted files. This requires the project team to translate the vendors IFC file into a COBie2 formatted file. Users should check with vendors about any available utility for translations. A free, no warranty or tech support tool may assist if vendor tools are not provided.

The alternative approach is to use applications capable of producing a file in the COBie2 Spreadsheet format. Vendors directly producing the Microsoft Excel Spreadsheet version of the COBie2 file may be required to open the file in Excel in order to save the file as an Excel 2003 XML file format in lieu of the direct Excel spreadsheet format.

The table below identifies vendors who have competed in COBie2 Challenges. Only the most recent COBie2 event that the company’s product has participated in has been identified. Follow the links on the product name to view the results provided from the event listed. If the company has participated in multiple events, then previous results will be found at the bottom of that product’s page.

Participants Event and Method
Company Product Country Market Event Producer Consumer Method
Bentley Architecture US Design Dec 2009 X FM MVD IFC
DDS DDS-CADD Norway MEP Design Dec 2009 X FM MVD IFC
Graphisoft ArchiCAD Hungary Design Dec 2009 X FM MVD IFC
FaME FaME Germany FM Dec 2009 X FM MVD IFC
Granlund RYHTI Finland FM Dec 2009 X FM MVD IFC
Onuma OPS US Multiple Dec 2009 X Spreadsheet
Onuma OPS US Multiple Dec 2009 X Spreadsheet
SMB Morada Germany FM Dec 2009 X Spreadsheet
TMA TMA US FM Dec 2009 X Spreadsheet
Vizelia Facility Online France FM Dec 2009 X FM MVD IFC
Tokmo Tokmo US Construction Dec 2009 X Spreadsheet
Tokmo Tokmo US Construction Dec 2009 X Spreadsheet

Based on the Dec 2009 COBie2 Challenge virtually all software produced through the FM Handover MVD will require some minimal manual adjustment to ensure compliance with the COBie2 format. Since software that direct consumes FM Handover IFC files is not responsible to produce specified COBie2 deliverables, such software has been demonstrated to be a point where multiple types of FM Handover IFC Files can be consolidated to create a proper COBie2 deliverable.

Custom Transformations to COBie2 Format

The majority of COBie2 information is already contained in the large number of software tools and documents supporting the facility life-cycle. For example Applications that produce or consume room and equipment lists are well on their way to produce the vast majority of the required content of any COBie2 file. These sources may often be “coaxed” into yielding information that can be transformed into COBie2 compliant information. Where existing software systems provide spreadsheet exporting capabilities, such spreadsheet information may reorganized by hand or custom computer software to create COBie2 information. The COBie2 spreadsheet has been designed to encourage the use of cut-and-paste, particularly column by column from other reports, as long as the unique naming of Components, Product Types etc is consistent. Users may also find the use of the Filter and Sort commands can rapidly highlight rows needing attention.

Direct authoring in the COBie2 Spreadsheet

Designers and contractors may want to directly interact with the COBie2 spreadsheet information. Use of the COBie2 spreadsheet is a very effective method for designers to check the accuracy of their file prior to submitting the deliverable. Based on the December 2009 COBie2 Challenge designers could be expected to manually enter space zones, building service systems, and complete the information about authorship. Designers can also be expected to need to manually verify that unique names for spaces, equipment types, and specific equipment are identified in the COBie2 file. These manual updates are expected since some BIM software is currently non-compliant with COBie2 requirements in these areas.

CHECKING COBIE2 FILES

Regardless of the method use to create COBie2 files, the supplier of the file should run COBie2 checking software against the expected deliverable. Some owners may require that the COBie2 checking software report accompany the deliverable of COBie2 data. The checking file will identify all significant errors that would keep the COBie2 file from being accepted. The current version of the COBie2 checker may be found here.

CONSULTING SERVICES

Just as with construction scheduling services, some companies will determine to include COBie2 capabilities within their own firms, other firms will simply contract the requirement for the delivery of COBie2 information to commissioning consultants. There have been a number of consultants who have participated in the COBie2 events who may be able to assist you. This list of consultants is provided without any warranty of any time. Users needing such services are suggested to contact all firms prior to making a decision about which firm to engage.

Vendor Consulting Services
Company Country Market Event Producer Consumer Primary Methodology
AEC InfoSystems US All Dec 2009 X X IFC
AEC3 UK All Dec 2009 X X IFC or Spreadsheet
PSI US FM July 2009 X X Spreadsheet
Woolpert US All Mar 2009 X X Spreadsheet

If you are a software service provided and would like to be identified in the table above, you will need to (1) be an active participant in buildingSMART alliance or the National Institute of Building Sciences and (2) participate in a minimum of one future COBie2 Challenge events, or host a COBie2 Challenge of your own at a major public conference or trade show. Please contact Dominique Fernandez at NIBS to discuss your firm’s participation.

DEPRECIATED COBIE SOFTWARE

There are a number of software companies who participated in COBie1 Challenges but did not participate in COBie2 Challenges. These vendors are listed in the table below along with the results of their previous Challenge results pages. Use of this software is not recommended for the purposes of complying with the COBie2 specification since the COBie1 format was explicitly NOT adopted internationally. COBie1 formatted files will not yield to manual checking and no automated transformation and checking of COBie1 files is provided. If you use one of these systems, you may want to consider contacting these firms to inquire about the firm’s plans to comply with the COBie2 requirements.

Company and/or Product Market Segment Tested
AutoDesk Revit Design July 2008 IFC Coordination View
AutoDesk Revit Design July 2008 COBie1 Spreadsheet
MicroMain CMMS March 2009 COBie1 Spreadsheet
Nemetscheck VectorWorks Design March 2009 IFC Coordination View
ProjectBluePrint CAFM July 2008 COBie1 Spreadsheet

via bSa Construction Operations Building Information Exchange (COBIE): Means and Methods | The National Institute of Building Sciences.