04-May-11 / 1

Information You Can Use: Successful Handoffs of Information

Michael Kenig, Holder Construction, COAA COBie Case Study Manager

Sam Westbrook, Senior Manager, information exchange services, Holder Construction

Draft

Today:

1. Review of COBie Case Study and “What is COBie?”

2. COAA COBie Case Study

3. Challenges/ Lessons/ Discussion

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COBie: overview

presented by:

Bill East, PhD, PE, F.ASCEEngineer Research and Development Center, Champaign, IL

Baltimore – May 4, 2011

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SpacesScheduled

EquipmentWarranties and Spares

Approved Submittals

Layout DrawingsPerformance

Standards

COBieSpecifiers’ Propertiesinformation exchange

(SPie)

Equipment Layoutinformation exchange

(ELie)

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“this all sounds great, now prove it…”

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COBie case study: approach

presented by:

Bill East, PhD, PE, F.ASCEEngineer Research and Development Center, Champaign, IL

04-May-11 / 8

new process

plan

do

check

act

clearly stated, measurable goals

partnering, contract agreements document and

compare actual

lessons learned,recommendations

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implementation plan

public commitmentMay 2011 – IntroductionNov 2011 – Update

public distributionprocesses and metricsupdated contractspoints of contact

“the good, the bad, and the ugly”

YouTube:COBie CollegeHighly recommend

Class 1, Overview- Part 3!

COBieAir Handler Unit COBie standard AHU

What I thought…(COBie is a spreadsheet):

Design/Manufacturer

Data

FM System

What is COBie?A concept or idea?A process? (as in the “COBie process”?)

A spreadsheet? (as in “COBie spreadsheet”?)

A specification? (as in “COBie specification”?)

A data format? (as in “COBie data”?)

A model? (as in “COBie model”?)

A solution? (to the “COBie problem statement”?)

Mike Kenig

Gathering the data:• Job crawl• Manually gather as

it comes in• File Transfer• Automatic Transfer

– IFC (spff or XML)

Transferring the data:• Manually enter it• Import file

– Custom interface– Spreadsheet

• Automatic Transfer– IFC (spff or XML)

The Problem

Information Exchange: Manual

Design

Manufacturing Construction

Operation

Data is gathered through manual input

The Solution

Information Exchange: Example Spreadsheet

Spreadsheet: human readable REQUIRES

human interaction

Information Exchange:

COBie

Design/ PreconstructionManufacturing

Construction

Operation

Speak the same

language throughout

the process

您好 Hola

Hello

(required)

您好 HolaHello Hello

What is COBie?An idea?A format?A standard?A process?

All of these! The Solution!

COBie Case Study Reflection

Project

Green

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Problem• Manual Process

– Constant Recollection of Data• Lack of Uniformity

– Design Team, Subcontractors, Facility Operator

• Inefficiencies from Commissioning to FM OPS

• Inefficient Access to Documents (Warranty, StartUp, etc…)

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Metrics – Anticipated Effects• Reduction in Data Entry Time

• Accessibility of Documentation Improved

• Time Reduction from Commissioning to full FM Operations

• More Efficient Use of FTE’s = $ Savings

• Improved Data Uniformity and Quality

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Process Before

27

“The Hard Work”Process Change & Implementation

• Engaged 3rd Party - Maximo (MEA) Integration

• Determined Data Attributes to be Collected

• Modified Maximo to Accommodate New Attribute Types Collected

• Assessed COBie Spreadsheet and Aligned with Business Needs

• Planned for Data Collection, Exchange and Quality Assurance

28

“The Hard Work”Process Change & Implementation• Commissioned Subs for Data Collection

• Tested: Import / Collection Processes– Assessed and Modified as Needed– Repeated (Multiple Times)

• Launched Live Data Uploads

New Process

30

Metrics/Results/Conclusions1) Time/Financial Savings

2) Data Quality / Uniformity Improvements

3) Repeatable Process - Efficiencies Generating Savings to be Invested in Future Growth.

Recommendations1) Collect SN’s and Barcode at Dock Receiving

2) Partner with Vendor - SN’s in Advance of Shipment

3) Engage 3rd Party Software Support Early

4) Allow Ample Time for Import Testing

Challenges & Lessons

Discussion?

Information Exchange lessons…• How you “gather” AND how you “transfer”

• Spreadsheet vs. IFC? (may vary by stage)

• More effort initially for future benefit

More Information Exchange lessons…• It’s not about the BIM model (it’s the data!)

• It takes a village… have to have multiple champions (including IT!)

• And, the BIG ONE: Is it all or nothing?!