“Retooling Architectural Practice for Collaboration & Technology”

COPYRIGHT © 2006  BY PHILIP J. BONA

2006 AIA Convention Technology in Architectural Practice Conference
Models for the Future of the Architecture Profession:
The Risks, Rewards, and Opportunities of Technology

INTRODUCTION:

Good afternoon…neither ink on parchment nor lead on vellum nor pin-bar overlay nor photo-reprographics, it is not even about layers on CAD.  It is even beyond the pyramids, the cathedrals and space stations.  Fantasy and imagination are the future for the art and science of the building process.  It cannot be left to the innovators like Mayne, Gehry, SOM and Leibskind.  But you had better believe that the history books will remember this 21st century generation of buildings as the forefront of organic neomodern architecture as a result of advanced technology.

Having said that,  as we move from graphic thinking to data rich visualizations, we will see a future where design is limitless, data is collaboratively shared, details are warranted as industry standards, advanced technology and the internet are exploited, and architects, engineers, and constructors work together with the sense of purpose of a surgical team doing a heart transplant. 

This discussion will assume that  - You have seen the potential of Building Information Modeling and begun to question the future of the architectural profession,
1. You have an open mind and are ready to explore and plan ahead for this future,
2. You come from a small, medium or large Architecture or engineering firm,
3. You have at least a rudimentary understanding of BIM and one of the 3D software programs,
4. You have been touched in some way by the traitorous world of design and construction litigation,
5. And you have noticed that the number of young architects is constantly getting smaller.

Will we, as architects, lose values, ethics, integrity, and money in the process of transitioning to this future?  If we do, shame on us.  But, those firms who have values worthy of preserving can surely take technology and information models in incredible visionary directions.  Architects have been trained over the past centuries to be the brightest, best, and most creative thinkers in society, but historically we tend to lack business savvy.  From the standpoint of the Atelier culture, we have trusted our roots and mostly steered clear of entrepreneurial risk. If we, as a group of environmentally sensitive professionals hesitate, the need for an architect’s involvement in the building process will be further reduced to a minor role while new specialists take on the mantle of the new master builder.

Today, under pressure from competitive bids, legal wedges have been firmly driven between architects, contractors, and owners who frequently argue over responsibility, liability, indemnification, and trustworthiness. Stakeholders have become more adversarial than collaborative, communication continues to suffer and the end results of design and construction are not consistent with stakeholder expectations.

According to a National Institute of Standards and Technology statistic over 4.25% of the total value of 2002 construction was wasted from construction operations and non-scope change orders. With constant cost and time overruns, dissatisfied owners, and billions of wasted construction dollars within the industry, there is a roar for change in the building industry today. To quote an old movie, the customer is “mad as hell and their not going to take it any more.”
It is understandable, that as students of architecture become aware of the limits to their creativity, placed on them by this broken industry, they have graduated on to other business sectors, or to merely subordinate non-licensed architect roles.

The Construction Users Round Table continues to be in front driving efforts to reorganize the industry. They have seen the successes enjoyed by Aircraft and Automotive industries over the past decade and, as owners, are currently forcing this change in localized areas around the country.   In order to meet their needs, industry stakeholders must make changes.  As Architects we must retool our practices and processes, rejuvenate our abilities to collaborate and integrate with all the diverse participants, and learn new ways to visualize and manipulate 3D objects in a 5D client world. This has the potential of being a new nationwide business opportunity for architects.  While it is often human nature to resist change, Architects will face the forces of change on three fronts - client driven, technology driven, and competition driven.  Which of these will force you to change?

This new business approach will encourage a new building design, construction, and operations enterprise that will be based on the shared use of pragmatic, parametric, integrated, five dimensional data that will combine real estate market analysis, financing, new contractual structures, new insurance underwriting opportunities, smart building program analysis, architectural and engineering design, constructability detailing, regulatory compliance, sustainability and material life-cycling, product manufacturers and assembly premanufacturing, suppliers and competitive pricing, construction and sequencing schedules, subtrade model development, contractors and construction managers, and facility managers, maintenance schedules and maintenance engineers.  This stakeholder based information rich collaboration will be performance centric and will integrate inspection and accountability through project audits using pre and post-construction feedback into a comprehensive interactive lifecycle based model that will be symbiotic with its resultant building.

Architects must remain the first line of the design process. Enhanced by technology, new collaborations and industry wide standardizations will allow us to offer new benefits to current customers, to pull additional profit from on-going projects, and to maximize and explore new opportunities in the building industry.

In the remainder of this presentation, we will present a step by step process describing practical guidelines for various size architectural firms to make a successful transition to BIM through an integrated approach to practice.

Leah Rockwarg will address the legal issues related to BIM implementation and collaboration, such as assigning and sharing risks and liabilities, legal and contractual obstacles, intellectual property, and liability insurance. 

Lachmi Khemlani will speak on latest technological developments in the field, the adoption status in the industry so far, and what we can expect ahead in terms of technology.

Finally the presentation will capture comments from several firms who are successfully implementing BIM, including some challenges and obstacles they have faced and the strategies they have deployed to overcome them.

Please remember integrated practice using BIM is not only an advanced technology decision, but it is a business decision, a marketing decision, a practice operations decision, a staffing decision, a legal decision, a risk sharing decision, and a commitment to collaboration. This place and time is not unlike the business decisions that we all made in the 1980’s to buy computers and CAD software, to put down the lead pointer, and to start restructuring the way we produced design and construction documents.

STEP 1. DEFINE YOUR GOALS AND MEASURES FOR SUCCESS 
Here are 10 suggested goals:
1. Be prepared for change and develop the capacity to make it good business. 
2. Update your business plan to maximize your operations, collaboration, shared AEC recognition,    and profit incentives for taking on these new processes while minimizing risk and uncertainty.
3. In building a collaborative team, pre-qualify consultant firms and select the most qualified people. 
4. Be truly collaborative incorporating personal integrity and trust as essentials.
5. All participants maintain a fundamental concern for the long term implication of their actions.
6. Utilize state of the art research and technology to help all participants achieve extraordinary outcomes.
7. Assure collaborative measures of team building, facilitation of issues, performance and fiscal auditing and accountability will be clearly defined in the O/AEC agreement. 
8. Always define the successful outcomes from construction as well as the roles, responsibilities and expectations for all team members before starting the project.
9. Clearly define the value of information and who provides what and when in the O/AEC agreement in both legal and technical terms.
10. Offer the owner new added value services that enhance an owner’s Business Solutions and project expectations through advanced technology in the model and the building.

Your Measures for Success will need to look something like this:
1. The firm is a diverse services provider that has adopted strategies to stay at the top of the “State of the Art” in materials science, technology, collaboration processes, and building project delivery through various firm certifications and constant staff continuing education training. 
2. Business values and compensation for team members meet their expectations and they feel accountable and effective in their daily operations.
3. Performance Audits of the Team’s operations demonstrate highly collaborative and performance driven operations.
4. The design and building process are organized around optimization, performance measurement, communication, incentives, accountability, and risk-sharing.
5. The customer owner is satisfied with the outcomes from construction and has successfully directed the teams overall efforts so that the ultimate project risk has been minimal. 
6. The O/AEC team agreement has provided measures for success and accountability and the new shared roles, responsibilities and outcomes were successful using BIM and integrated teams.
7. Interoperability and the standardization of IFC integration in the virtual model have facilitated more successful firm to firm, computer to computer platform compatibility.
8. The building project ultimately meets sustainable and smart building criteria as defined by society and the customer owner through certifiable results and the use of advanced technology.
9. The AEC Team has enhanced the owner’s Business Solutions through new service offerings such as:
      a. Strategic Planning
      b. Business Process Design & Evaluation
      c. Site Selection Studies and Real Estate Pro Forma
      d. Project Feasibility Studies
      e. Facilities and Maintenance Assessment
      f. Facility Life-Cycle Planning and Management

STEP 2. UPDATING YOUR CURRENT BUSINESS PLAN   

Strategic Planning for the Future: 
As creative individuals, many architects have not paid close enough attention to architecture as a business.  Ultimately, an obviously bad business decision by an architect to get a client’s work will reflect poorly on your client’s view of your integrity, your mutual relationship, and their confidence in your capabilities.

A strong business plan will give you the basis for confidence in your decision to retool your practice.  A business plan precisely defines your business, identifies your goals, and serves as your firm's resume. The basic components include a pro forma balance sheet, an income statement, and a cash flow analysis. It helps you allocate resources properly, handle unforeseen complications, and make good business decisions. Because it provides specific and organized information about your company, how you will phase purchases, and how you will repay borrowed money. A good business plan is a crucial part of any loan application. Additionally, it will inform your personnel, suppliers, and your new AEC Partners about your operations, strategies, and goals.
1. So do you have a written business plan?  If not, you need to gather your firm’s leadership together and hammer one out. 
      a. Evaluate your business structure and form of ownership
      b. Evaluate the potential of your current staff’s talent and your current office procedures
      c. Evaluate the partnering potential with your most trusted design and colleagues. Consider new Contractually Collaborative Business Relationships.
      d. Develop a pro forma of your firms approach to risk management and define the legal and financial incentives for collaborative risk sharing as a marketing tool.
      e. Develop a pro forma of Project Outcomes and Successes as a marketing tool.
      f. Update and develop new written policies and procedures to follow for all aspects of your firm’s operation.
      g. Foster just-in-time-decision making that eliminates duplication and makes information available when and where you need it.

2. Are you satisfied with the way your firm practices architecture now?  What services do you provide?
      a. Do you do mostly Planning and Design - usually associating with another firm to do CD’s and CA. 
          i. If so, you may be less attractive to an owner who wants the full 5D BIM approach
          ii. However you may be able to succeed using 3D Virtual Modeling if your models are done compatibly with the full BIM firms that you associate with.
      b. Are you a nuts and bolt firm who develops someone else’s design through highly detailed CD’s and CA?
          i. If so, you may want to hire a strong designer to offer an owner the full 5D BIM approach.
          ii. However, if you can associate with other AEC partners, you may be able to succeed using 5D BIM if your models are compatible with the rest of the team.
      c. Do you do traditional full architectural and in-house engineering services?
          i. If so, you are well suited to pursue the full 5D BIM approach.
      d. Do you do Masterplanning, programming, existing conditions information gathering, analysis, documentation and forensics?
          i. If so, you may be a strong asset to an AEC integrated full BIM Team.
          ii. You will need to have enough technical staff to assure that your base models are done compatibly with the full BIM firms that you associate with.
      e. Whatever the services offered, accountability and continuity of leadership at all levels to the entire firm are necessary and beneficial to your partners who depend upon your contribution.

3. Who are the potential customers for your services and why will they procure services from you?
      a. Owners assume all Architects can design.
      b. What will make you stand out is your innovative approach to design and the building process. How will you make it happen better, cheaper, and faster than your competition?
      c. Confirm with your client that they accept that all decisions must be made early or this new delivery method won’t be any smoother, quicker, or more successful than the old ways.

4. How will you reach these potential customers?
      a. In today’s marketplace, customers are asking for greater assurances that service providers meet that industry’s highest standards for performance with quick turn-around and low costs.  More and more independent agencies are offering certifications based on a company’s client testimonials, business plan, and commitment to continuing education. It is apparent that the AEC Industry will evolve in this direction to offer clients the benefit of independent prequalification and certification.      
      b. Marketing is always a multi-faceted enterprise but history has proven that continuous relationship building is always the foundation for getting work. 
      c. You should know that small firms and individuals will have an equal opportunity with larger firms since small firms can actually react to changes and new methodologies faster, have less capitol expenditures, and bring new processes on line quicker; and without layers of management, they are freer to form new relationships faster.

5. What are the financial considerations in starting this new process?
      a. A sound Business Plan along with statistics about the strength of the construction economy of the future should be enough to get a bank to consider your needs.
      b. Adopting Technology and Collaboration will require capitol outlay to purchase additional computer hardware and software, laser plotters, wireless computer tablets, etc.
      c. You will have Attorney’s fees for changing your business and tax structure to accommodate collaboration with your new partners.
      d. You will have continued insurance premium costs until the industry is successful in developing valid wrap-around full project O/AEC Team Policies with insurance underwriters.

6. Where will you get the financial resources? 
      a. Consider a bank loan, small Business Administration Loan, intra-team assets sharing, leasing, or build the costs into your front end fee for you pilot project with assurances to the client of later savings against your profits.
      b. Consider buying or leasing hardware and software with an associated AEC firm and share operational resources.

7. Will you need to change your firm’s environment or add building space?
      a. If your operations change, your space needs may change some.
      b. If you team up in-house with AEC partners you will need to provide for their divers space needs.
      c. Buying more computers, laser plotters, and furnishings will likely necessitate space adjustments.

8. Will your fee structure and billings change?
      a. Your first inclination will be to define your operations and billing methods in a traditional fashion.  Though you will find after completing several successful integrated team / BIM projects that the horizontal nature of the traditional enterprise may be overcome by a more vertically integrated business organization and likewise alternative billing structures may be more advantageous.
      b. This new technology and its collaborative teams allow architects to design and “sell” their services by putting an economic measure on their work.  Assembling an expert team and using virtual modeling for the design of healthy green and technologically smart buildings can capture for the owner a significant initial or lifecycle cost savings.  Owners who realize an actual cost savings through this design methodology can contractually assign some of those profits back to the AEC team based on comparative traditional approaches. 
      c. Some initial project initiation services such as site analysis, masterplanning, preconstruction planning, programming, and concept design services could take place on a lump sum or T&M basis much as before. 
      d. The creation, modifications, maintenance, implementation, and management of the BIM database may be provided as services on retainer at billable rates, much as a tax accountant or legal counsel. This could be based on a long-term client relationship that begins with the need to expand or create an owner’s facilities and could be carried on after construction through ongoing facilities management and business consultant services.
      e. If based on a healthy successful mutual business relationship founded on trust, experience, and technological information delivery, an architect/client fee-based relationship could last for decades. 
      f. The architect’s fee structure using the BIM approach need no longer to be tied to construction as a percentage, rather, it would be based on valued design and information management services, in an effort to continually assess and reassess the needs of the owner’s facilities by modeling against the life-cycle costing of the growth and operations of the owner’s enterprises. 
      g. Make sure your client is aware that Project setup and Initial Project Planning will cost the owner at least 10% more than the traditional approach but they will see savings in the later phases.
      h. Your fee billing distribution will change to match the new front-loaded delivery process.
          • 5%  O/AEC Team Procurement, Risk Assessment, & Contract Development
          • 10% Initial Project Planning and Site Analysis
          • 40% Final Project Planning, Design, and Development
          • 20% Construction Ready Model, Drawings and Written Specifications
          • 25% A/E Construction Support and Supervision

PROJECT PLANNING AND ACCOUNTABILITY
1. An important component for success through collaboration and technology based projects will be the use of Project Planning and Accountability. 
2. It will be necessary to promote and constantly improve team member accountability through a proactive training program.  Especially while starting a new paradigm, it will be important to prevent procrastination, complaining, and blame that will drag down team member morale and productivity?
3. It will be appropriate to utilize data collection tools, processes and related applications that provide information in a timely manner to support the O/AEC Team’s strategic and performance planning, performance monitoring, budget formulation, project planning, operations management, workforce planning, and accountability activities. 
4. The team will need to collect high quality information with minimal burden on its members throughout the collaboration process to ensure consistency in the data collected, and to make the information accessible to the auditing entities.
5. The components of the accountability system should include:
      a. An Information System Plan that provides the four primary O/AEC Team managers real time budget expenditures and obligations, as well as performance data summaries via a web-based computer system. It should combine actual cost data with planned data so that comparisons and status of obligations and outlays can be monitored.
      b. A Team Performance Plan, which is prepared at the onset of the project, to provide a “roadmap” to successful completion of performance goals. It should contain real, concrete and tangible actions with specific completion dates and responsible individuals.
      c. A Performance Results System that provides web-based detailed performance accomplishment data.  It should track and monitor team-wide performance goals and progress toward achieving those goals.
      d. A Total Cost Accounting System to provide for a Project Team database for recording time and attendance information.  It should provide data via a web-based application on how staff resources (staff hours and total wages, staff benefits and total costs) are being used by discipline, phase, and task. 
      e. A Workload Analysis database to identify the quantity and types of human resources needed to deliver the model and the construction at each milestone.   Workload Analysis should focus on O/AEC activities conducted by the Auditing Entity. Data is collected to support workforce planning, resource allocation decisions, and other strategic management efforts.
6. Note that during the early years, contract negotiations between the owner and all the multi-disciplinary designer / engineer / constructor partners will take longer to complete.
7. Under Federal Copyright laws, the architect will continue to retain ownership of the rights to the design portrayed in the model.
8. As intellectual property the model will likely become integral in the buildings legal CCRs (Covenants, Conditions, and Restrictions) to be an As-Built representation or an integrated systems maintenance monitoring tool.  The owner will retain the rights to the exclusive use of the model so long as he owns the building and then it will legally transfer to the new owner or ownership association.  The AEC entity will retain rights and responsibility for the design and construction only if the model is used to accurately monitor the maintenance and upkeep of the building during its lifecycle.  The potential is that the building may also be monitored over the internet by the architect during its lifecycle as a requirement of the CCRs and as such the architect is retained by the building’s owner for this on-going annual service.
9. The O/AEC Enterprise will need to contractually define on whose server does the model reside and how is the model backed up during its AEC development.
10. Considering the diverse disciplines and the goal for efficient accountable project development operations, the O/AEC Agreement will also need to determine the Organization and Nomenclature used in the team’s electronic and paper file structures.
11. If the master model is to be developed as parallel AEC models because of limitations in state of the art software, the Architect will need to comprehensively develop the architectural model and then pass it on so the engineer/constructor and subcontractor partners can create their compatible models. 
12. With strong client and supplier relationships and a whole-life approach to building design, Architecture firms can be ideally positioned to create intelligent sustainable buildings that can enhance the business performance of our clients and reduce the project’s environmental impact.

These are the core considerations you will need to evaluate within the context of your business plan.  Now we’ll go into a little more depth on a couple of points starting with personnel.

STEP 3. WILL YOU NEED PERSONNEL CHANGES OR RETRAINING   

People are as important as technology in this new delivery process. Integrated practice requires that architects, engineers, contractors, owners and all stakeholders in the enterprise take on new roles and competencies, and some will be outside of their individual comfort level.

You may find the need for added skill sets in support of management of the collective AEC Team; perhaps hiring someone with significant construction experience, or team facilitation experience, communication systems management, an integrated technology manager, or a facilities planner.  You may have to retrain or elevate from within your current staff or you will eventually need to hire as the shortcomings of the teams skill-sets arise.

From a firm point of view, the easiest part of this is buying hardware and software.  The hard part is changing the pre-conceived notions of your staff and getting unilateral buy-in from them to pursue this new enterprise. 
1. Your ideal employee will be a senior architect with full 3-D modeling technology skills who communicates and works well in a multi-disciplinary team environment and who is knowledgeable about construction and is always a positive influence on the team.
2. Young architects without much on the job training who are highly educated and technologically expert will need to be heavily mentored by senior architectural staff in order to collaborate successfully in a multi-disciplinary (engineer/constructor) team where critically integrated construction decisions must flow quickly and with little conflict.
3. Senior architects without much experience using technology and who are reticent to relinquish control of the design infrastructure as well as the electronic drawing data to the constructors may become an impediment to the successful integration of collaboration and technology.   Their ability to be retrained is up to them and your firm’s leadership.
4. It is likely that architectural firms will hire senior construction personnel with experience in cost estimating, scheduling, construction means, methods, and phasing to be a trusted resource within the architecture firm and representative to the AEC collaborative effort.
5. The firm needs to actively seek out one or more internal collaboration and technology champions by establishing growth program opportunities that will generate interest among existing staff and define roles for new staff.
6. In time, young computer-savvy architects will revitalize the profession with innovative designs and building process as well as a team player mentality that fits well into a collaborative environment.

Many believe that there will be an eventual blurring of roles, especially between the architect and the builder, as collaborative teams integrate activities and are held mutually accountable for the success of a common goal.

STEP 4. WHO WILL YOU HAVE ON YOUR INTEGRATED TEAM   

COMMUNICATION ISSUES:
1. The use of a project extranet and EDMS (Electronic Data Management System) to manage project specific information between the O/AEC Team as well as from supply-chain partners can be most valuable to the model and project costing and delivery.
2. Web based Project Management Software should be used to optimize team communications.  The pace of BIM projects requires that everyone be fully engaged in the project’s information flow through information gathering, design, procurement, and construction.  Email and FTP transfers are not dependable or consistent enough in this workflow.
3. Data warehousing is the ability to keep electronic files of existing conditions drawings, digital photographs and design plot files online and available to stakeholders anytime in the future. It extends the usefulness of the architect to the owner over the life cycle of the building. This on-going relationship vs. the traditional relationship where the architect’s role ends with completion of construction means more opportunities for long term, mutually profitable relationships with owners.

BEHAVIORAL ISSUES:
1. Integrity and trust between Team members are essential for true collaboration
2. The long term implications of one’s action are of greater concern than the short term results.
3. Teams make better choices than individuals
4. In building a team, pre-qualify team firms and select dependable people with recognized skill sets.
5. True creativity is the result of discovering and exploiting the best options
6. Change is inevitable; be prepared at all levels and seek out the opportunity in it.
7. The basis for decision-making should be facts and reason, not conventional wisdom and emotions.
8. Truly be a Client’s trusted advisor and you will be called upon time and again.
9. Be the Owner’s advocate during construction as the project representative or construction manager.
10. Be accountable in your actions, watch out for each other, and minimize risk for all Team members at all times.

TEAM-BUILDING ISSUES:

The Collaborative Process Institute, a diverse group of owners, designers and builders committed to achieving extraordinary outcomes, describes “extraordinary outcome” as the “Best combination of cost, quality, function scope and time as defined by the unique needs of the client and the project.”  So the best team is the one that is comprehensive in the manner it identifies and addresses the unique needs of the client and the project.  You can do this by helping the Team participants in the building process achieve extraordinary outcomes; outcomes based on a healthier enterprise that benefits a lot more stakeholders.

My first collaborative process experience was back in 1998 when my firm was retained to be the School District Architect for the reconstruction of 14 Campuses.  The program called for building 29 new buildings and the remodeling of 23 existing buildings on 12 elementary and 1 middle school campus.   In an effort led by a principal with our firm trained by the Collaborative Process Institute at Stanford University, a “partnering” type approach, using a Pre-design Construction Consultant, General Contractor and CM at Risk in conjunction with the Architects Design and Project Management Services was suggested to consider the efficiencies of constructing all campuses simultaneously.

An RFQ was sent out to large reputable Construction Manager / General Contracting firms in California to produce a pre-qualified list.  In the second stage the top six participated in a formal bidding process based on a given $30 Million dollars of hard construction cost as an allowance and then they completively bid on the percentage of Overhead and Profit, insurance, bonds, and the cost for a Predesign Construction Consultant to work in concert with the Architect / Project Manager during the Design, procurement and construction admin phases.

After design completion and agency approval, the successful bidder provided Project Management Services during the procurement phase assembling multiple prime bid packages for each trade representing the total work for the 13 campus, 52 building project.  Coordinating and managing the process collaboratively with the Owner and the A/E team throughout the process resulted in all design, approvals, procurement and construction work complete in 4 years for less than 1 percent over budget.  There was no litigation on this contract. 

1. If retooling practice means to become project-centric, then as a leader at the beginning of an O/AEC project enterprise, one might embrace the philosophy that the best designers should design; the best managers should manage; the best engineers should engineer; the best builders should build and the best building maintenance staff should maintain the building. 
2. The team leader’s responsibility will be to manage data and the team’s needs; and to be accountable for reconciling the predefined outcomes for project success.
3. People with the individual skill sets representing the following professional services will be needed on a large O/AEC lifecycle based design and construction project:
      a. Client/Owner and project leader/decision-maker
      b. Insurance Underwriters
      c. Lawyers
      d. Team Facilitator / Project Coach
      e. Accountants / Fiscal Auditors
      f. Performance Auditors
      g. Program Managers
      h. Architects
      i. Engineers
      j. Project Managers
      k. Information Managers
      l. Communications Managers
      m. Construction Managers
      n. Contractor/ Contract Managers
      o. Construction and Testing Inspectors
      p. Constructors/building trades
      q. Facilities Managers
      r. Product manufacturers; a number of key manufacturers are equipped to produce building material assemblies as a by-product of the computer model software.
4. A small O/AEC Lifecycle based project will pretty much need all the same players but on a tighter more focused and efficient scale.
5. You will need to encourage your staff to be a cohesive, High Performance Team that seeks optimization and monitors performance in its daily activities. Cross-disciplinary personnel will need to be experienced and pre-qualified in the delivery of their skills to be sure of their accountability. 
6. Finding your “A” Team
      a. Like any business, the relationships you have with those with whom you have a history of trustworthy AEC support and collaboration are going to be the best people to start with. 
      b. Some professional organizations, like the AIA are already surveying their membership to determine who is in the forefront of the BIM technology and what their qualifications are.
      c. Over the next few years, independent rating companies like the Better Business Bureau and American Ratings Corporation/Diamond Certified, will be increasing their O/AEC customer satisfaction surveys and establishing a qualified member base.
7. It will be important to develop “Supply Chain” partnerships with suppliers, contractors and sub-contractors to get the most from the team’s mutual skills so that all benefit. As a result, these partnerships can deliver building design and operations in the format that the supply chain can use most effectively.
8. Early on, it may be necessary to train your consultants and your subcontractors in how to benefit from this data rich model.
9. Similarly,  design and construction firms can engage in “End-user” business partnerships that offer customer support to manage and smooth the end-user occupation by:
      a. Hands-on End User Training, and cooperative troubleshooting dry run-throughs,
      b. Explaining operational performance, short term and lifecycle maintenance, system controls, assembling systems manuals, and contributing to the creation of building log books.   
      c. Fully validating and commissioning the results
      d. Assisting the owner in Planning the turnover and occupation process
      e. Designing maintenance programs that are “data-rich” activities that may use the model for lifecycle monitoring for the building and grounds.
10. As more and more owners and construction managers are opting for building information modeling to enable collaborative teamwork, architects who join teams and adopt these new practices will be prepared better to seek out and build new partnerships for the future.

STEP 5. WHAT WILL HARDWARE & SOFTWARE WILL YOU NEED

HARDWARE ISSUES:   

1. Buy/Upgrade your computer hardware
2. Project to be developed as one fully integrated AEC model. 
      a. For a large 500K – 1Mil sq. ft. complex, this will likely require 3-400 Gigabytes RAM and a Terabyte of Hard drive space with double or triple redundant servers and the fastest state of the art processors.
      b. For a medium 100-500K sq. ft. complex, this will likely require 2-300 Gigabytes RAM and a ½ Terabyte of Hard drive space with double or triple redundant servers and the fastest state of the art processors.
      c. For a small 1K-100K sq. ft. complex, this will likely require 2-300 Gigabytes RAM and a 200 Gigabytes of Hard drive space with double or triple redundant servers and the fastest state of the art processors.

SOFTWARE ISSUES:
1. Buy or upgrade to latest version of ArchiCAD, Revit, Bentley Products, or Catia
2. Things to look for in 3D software include:
      a.  local/regional Software User Groups or TAP Group
      b.   Quantity of internal detail components and defined objects
      c.   On-line software support
      d.   Quantity of Templates available
      e.   Ability to reusing saved views on other files
      f.    Embedded Keynotes grouped by sheet or by Master list
      g.   Cross link files across buildings
      h.   IFC import & export
      i.  Availability or anticipated release dates of Structural, Mechanical, Plumbing, Electrical, Civil and Landscape modules.
3. Other useful software includes:
      a. MindManager to study space needs and relationships. These maps are critical to quickly understanding, verifying and communicating space issues.
      b. Web based Project Management Software such as Meridian’s Prolog, Constructware, Project Solve 2, 37Signals’ BaseCamp to optimize team communications. 
      c. 3D High Definition Surveying (HDS) software to provide more complete, accurate, fast visualization and modeling of existing complex structures and sites through precise measurements attained at less cost than conventional methods.
4. Some A/E firms are exploiting the potential of new technologies and diversifying to offer building services engineering, façade engineering, computational fluid dynamics, property and lifetime facilities management, comprehensive asset management service, as well as advanced lighting visualizations, fire, and acoustics consulting.  With the use of Computational Fluid Dynamic modeling techniques, the detailed analysis of building airflows, suncast, and heat transfer, glazing and shading analysis, predictions for fire and explosion path of travel and as well as building environmental performance, and overall static and dynamic systems simulation.  This is the technology currently being used daily by Boeing Aircraft.

TECHNOLOGY ISSUES:

1. Benefits of the New Technology
      a. Virtual Modeling
      b. Embedded Information Delivery
      c. Virtual Product Assimilations
2. Do you want to develop a model to use for:
      a. Integrating construction operations
      b. Schematic design renderings
      c. System Conflict Checking
      d. Integrating objects with Specification data links
      e. Creating a full model for cutting CD’s
      f. Creating a full model to turn over to the builder
3. The Project Team’s Technology Goals should be to minimize design errors. The full BIM approach is the critical means to achieving this goal.  The team should adopt this process by designing and detailing entirely in 3D, which will produce quality documentation as a by-product, all live, from the model. 
4. The following requirements should be set as minimum production from the model:
      a. All plan views.
      b. All elevations and sections from 1:200 to 1:20.
      c. Details generated through detail marker tool placed in model, automatically converted to 2D, but always updatable and coordinated from the model.
      d. Parametrics: All major façade elements to be parametric library parts for production of drawings and database functionality.
      e. Quantities and schedules: Area Schedules, Window & Door Schedules, Car Space Quantities and Prefabricated Panel Schedules.
      f. Automated drawing sheet numbering and scheduling.
      g. Detail identification – if detail sheet number changes detail marker updates automatically.
      h. Seamless export/ import to 2D CAD packages as required by O/AEC project management extranet.

NEW SOFTWARE FOR THE FUTURE:

A few commercial 4D modeling tools allow a user to link a 3D model with a construction schedule to visualize construction over time on a computer screen. While the underlying 3D model and schedule model are based on object-oriented concepts and can be queried by the user about their content and relationships, the resulting 4D model is purely a visualization. 4D CAD has been used at various levels of detail from simulating and coordinating the overall phasing of a project to coordinating the daily work of a group of subcontractors. Integrating the 5D cost into the model is also being developed by several software vendors.   

STEP 6. MAINTAINING DESIGN INTEGRITY WHILE CHANGING YOUR PROCESS

DESIGN ISSUES:

The Bentley Continuum states:  “It is tempting to say that better tools will facilitate better designs.  However, the single biggest barrier to innovation is the natural resistance to any deviation from well-established workflows.”

1. Design and creative problem solving is what lured most of us to architecture.  For centuries of classic architectural education, students have been trained in the rudiments of 2 dimensional horizontal and vertical orthographics with forced perspective visuals to represent the 3D views.
2. There has always been a disconnect, except for those who are gifted spatial and visual learners, to accurately visualize the XYZ coordinates of a building’s features and details clearly and accurately inside the mind of the designer.   
3. For at least one or two generations, those of us traditionally trained will need to retrain our minds to adapt to pure 3-d visualization and manipulation to achieve the most certain and accurately integrated results.  Eventually we will have to assimilate 4-d (time) and 5-d (cost) into each design decision as well.
4. Architectural education will also need to retool to prepare future generations of architects as multi-dimensional integrated thinkers who are strong in both design and construction technology.
5. The Design Process that embraces Collaboration and Technology will be a front loaded, data rich exercise where you do all of your homework upfront and then begin your design. 
6. The critical design/model data may include:
      a. Real Estate Valuation
      b. Business Market Criteria
      c. Zoning and Use Criteria
      d. Building design constraints including Maximum Floor Area, Height, Massing, Daylight Plane and Local Environmental Impact
      e. Existing Conditions and utility Infrastructure Constraints
      f. User Programming
      g. The Contractual Deliverable of all this data is the “Initial Project Planning Report”
7. For a remodeling or a project addition it is most critical to capture the As-Built Conditions as 3d/Data Documentation for the Virtual Model. This allows design changes and options to be easy and comprehensive without guesswork. 
8. This time spent up front will allow:
      a. Existing Buildings to be converted to technically Smart Buildings monitored by the model.
      b. A higher level of understanding of the opportunities, and the constraints upon future phasing of other additions and remodeling.
      c. Ultimately the model becomes an asset to the property and will increase its value.
9. Moving on to the design phases, Conceptual and Schematic Design can actually be relatively traditional as a creative process whether it be on the back of a napkin, on a roll of trace paper, at the computer, or hand crafted. 
10. Your talents and skills as a designer will always be the greatest value to the process, and BIM will always be nothing more than a sophisticated tool to be used to represent and communicate your design thoughts to your team. 
11. As you ultimately input the design and configure surfaces, massing and volumes, the software can offer checks and balances of the design against the project and code data accumulated.   
12. Early AEC Team Collaborative testing of the Base Model will confirm the integrity of the design and keep the project on track.   This should be repeated on a regular basis.  Tests of the model may run during the night.
13. Manufacturers will soon generate 3D Virtual models of their products for distribution over the Internet as attributes to project models.  McGraw Hill Construction Network for Products currently is doing this for 2D CAD representations and specifications for traditional drawings.
14. The contractual deliverable of the schematic design may include:
      a. Traditional plans, sections, and elevations
      b. 3-D model visualizations around the building.
      c. Physical 3-D model of the building.
      d. 3-D building zone construction sequencing.
      e. A Reconciliation Report of the Design model against the initial project data and code requirements.
      f. An Outline Specification and Product Binder generated by the data links to the objects and keynotes used in the model.
      g. A preliminary construction phasing schedule
      h. Bill of materials level cost estimate with allowances where items have not yet been identified.
15. Once the Schematic Design Deliverables are approved by the Owner and the rest of the AEC team, the Model Structure and Workflow can be set for the remainder of the model’s development.  You will find that the model-generated schematic design drawings will look like early CDs.
16. Model plotting in the early phases will be on STL (stereolithic) graphic files or other laser plotter formats that will produce a physical 3d model of the whole project or just the building or just a zone of the building or a just floor plate or a detail or a single component.
17. Once the basic building design, fabrication, and construction sequencing have been finalized, the schematic 3D model is enriched by developing the design and adding detail.  At this stage, sub-models may be used to generate prototypes or phased construction modules.  These models can be built story by story using tools within the software and by using parametrically developed façade objects created by the AEC design team.
18. The master model can be divided into several different construction zone models. This zoning might reflect the builders’ construction phasing, or the separation that might occur at major expansion joints. 
19. The hierarchy of master model, zone models and sub-models can provide for a well managed and organized workflow.  Not only does this allow parts of the buildings to be isolated into smaller and simpler models that can be used to study design variations, it also allows components and primary and secondary assemblies to be designed once and re-used across the project. Any change made in a sub-model would be automatically reflected in all the zone (parent-level) models that the sub-model was linked into.
20. Each Zone might have a dedicated "Zone Model Manager", who is responsible for checking the correctness of their zone and generating the physical model and drawing sheets from that zone. They may also coordinate with the material fabricators during construction. The full master model would be used for project reconciliation, system coordination and generating the overall physical model and paper drawings. 
21. It takes a tremendous amount of coordinated effort to ensure that multiple data points properly align among the various disciplines.
22. Within this Design / Data detailing development phase, the AEC Team provides collaborative oversight and Construction of an accurate, Integrated, and comprehensive virtual model.   Remaining links to Product Data and Component Modules are inserted.  These data links will soon be available real time over the internet.
23. More detail, data, and interference checking will take place through the use of sub-models that integrate the complete Structural M.P.E.T. Systems Design and the Civil / Landscape Design.
24. The model will be audited on a regular basis to confirm that the accumulated model data aligns with the Initial project data.    
25. AEC Team Collaboration and Testing of Model at each level will confirm the overall integrity of the design and keep the project on track against the desired outcomes.   
26. The contractual deliverable of the Final Building Model may include:
      a. The electronic model itself.
      b. Generation of drawing sheets including traditional site plans, floor plans, sections, elevations, details, schedules, 3-D view sections, and details around the building printed on large format paper.
      c. A Reconciliation Report of the Final model against the initial project program and code data.
      d. A final Specification and updated Product data Binder generated from the data links to the objects and keynotes used in the model.
      e. A final critical path construction sequencing schedule and workplan for step by step implementation are produced by the contractor team member.
      f. A final comprehensive bid level /supply chain cost of the project from the AEC team.
          i. Electronic file deliverables similar to PDF files will be distributed throughout the entire team. Microstation
          has already released the oc2 file format for viewing 3D images using a free viewer.

STEP 7. FINDING A “READY CLIENT”   

William Tibbitt of Johnson and Johnson, who represented owners on an AIA Interoperability Panel in May, 2005, stated that architects are not meeting the changing needs of the customer-owner who will no longer tolerate mistakes, delays and team members not being able to share information. “Owners, clients and corporations like mine won’t put up with this situation any longer.” 

CLIENT EDUCATION AND PERCEPTION ISSUES
What kind of clients will ask for BIM Solutions? 
1. Clients who believe BIM will provide more accurate drawings, who are not interested in collaboration, and who will ultimately default to a design/bid/build result.
2. Clients who believe integrated design and construction partnering will in deed yield a faster, more successful and cost effective project and will accept the risk to make this happen.
3. Clients who will capitalize on the Commercial Facilities Management Aspects of the Model.
4. Clients who aren’t particularly interested in the process but will require a BIM solution through a Contractor-Led Design/Build turn-key team just to save money in construction.  Note that this kind of client may make data collection more difficult.
5. Clients who are Contractors who want the model solely as the basis for prefabrication, preparation of shop drawings and analysis of means and methods, and CPM scheduling.
6. Clients who want a highly technical “Smart Sensored” building and want the model to monitor its maintenance supply inventory, energy management and security systems, power drop distribution, lighting conditions, communication and data integrity, air quality, elevator performance, and mechanical system performance after construction.

STEP 8. PICKING YOUR PILOT PROJECT   

Morphosis’ Thom Mayne FAIA and this year’s Pritzker prize winner is using 3D modeling for all projects and currently the San Francisco Federal Courthouse that is under construction.  With his new capability he is able to develop a model, analyze it, and reevaluate its design in hours.  This allows him to make design changes quickly and cost effectively.  Thom has said that “Anything you can imagine is possible.”   Morphosis primarily uses Triforma for both 3D site infrastructure analysis, masterplanning, and for building modeling, drawings and detail generation.
1. So what is an appropriate project to for you to start with?   The answer to this will depend upon how much of this you are willing to bite off and can afford to put together in order to make sure it will be successful and with minimal risk.
2. Another factor is the owner’s commitment, knowledge and comfort level with the Integrated BIM process and with the ultimate construction project delivery method as well as their willingness to commit more funds earlier in the project process to allow for more thorough decision making.
3. The success of your first project is probably more about your firm and the team’s compatibility than the project. 

THE PROS AND THE CONS:

1. If you are a Large Firm:
      a. A medium or large complicated project that fits the BIM process for all the right reasons with all the right partners is a good candidate but only if you have experience in the project type.  Put your best team together for it and use your best contractor and most dependable subcontractors. 
      b. Stay away from too small a project because your large firm operation and approach will be so unprofitable that it will be a disincentive and not a valid learning exercise.
2. If you are a Mid-sized Firm:
      a. Stay away from too large a project to start with because it will be too difficult to keep the risk at a minimum and you don’t want to endanger the firm or its profits. 
      b. A medium sized, not too complicated project that is a good BIM opportunity for all the right reasons with all the right partners is a good candidate but only if you have experience in the project type.
      c. A small sized uncomplicated project that is a safe BIM pilot, considering the learning curve, with all the right partners is a good candidate but consider dedicating a small team of champions to it and convincing your best consultants and your most dependable contractor that it will be good for them too.  Don’t look for profits on this one.
3. If you are a Small Firm:
      a. Even if you have a solid repeat client, stay away from too large a project to start with because it will be too difficult to keep the risk at a minimum and you don’t want to endanger the firm, its profits, or the client relationship. 
      b. A small or medium sized, not too complex project that is a good BIM opportunity for all the right reasons with all the right partners is a good candidate but only if you have experience in the project type.  Assemble your best team.  Don’t look for profits and don’t let it bury you.
4. In all cases treat this as a learning experience, with the intent of training champions - from your firm, your consultants firm, and your team contractor. 
5. Joining an owner’s team who already has a contractor that you don’t know anything about will require significant team building and facilitation.  Not a good idea to participate if the contractor has not previously done a collaborative BIM project. 
6. At all costs, communicate, facilitate, and pay attention to the details; ALL of them.

STEP 9. WHAT ARE YOUR LEGAL CONSTRAINTS - LEAH ROCHWARG, ESQ.
        • CONTRACT, LEGAL AND TAX ISSUES:
        • PROJECT DELIVERY ISSUES:
        • CHANGE AND RISK ISSUES:
        • ACCOUNTABILITY ISSUES:

STEP 10. WILL YOU HAVE TO UPGRADE YOUR HARDWARE  - LACHMI KHEMLANI, PhD

KEEPING PACE WITH THE FUTURE:
1. Tomorrow’s successful businesses will be driven to improve the quality of their products and services, to adapt to changing markets, and to keep pace with the technological revolution. Design, construction and manufacturing will become closely aligned and I predict that by 2020, over 50% of building assemblies will be custom prefabricated in factories around the globe.
2. Increasingly, owners and tenants are requiring that new buildings be “Smart”, meaning that there is the capability of information exchange through a high bandwidth cabling infrastructure.  These micro-processor based controls, located in each building zone, connect all the functional components such as heating, telecom, security, and heating, as well as monitor electricity and other utilities. This allows facility manager to make better decisions that lead to lower energy use and costs.  Further, these sensors, tied to the model will eventually monitor air quality, mold, seismic activity, foundation settling and someday even engage corrective measures.
3. The AIA has begun review and re-write of its owner/architect work agreement to support BIM-compatible workflow processes. The AIA’s Master Documents and Contracts will need to be retooled sooner than every ten years to address these changing delivery methods and agreement structures.
4.  “There will always be a need for design, but will there always be a need for architects?   The only ones who can change this future are the architects themselves. Adopting information technology as a way to communicate, the successful architects will move from traditional ways of doing business to sharing “just-in-time” knowledge, collaborating with team members and stakeholders through a building project lifecycle, and integrating design and construction activities to achieve a shared set of goals.”

STEP 11. SUCCESS STORIES

1. From a recent interview with Marty Doscher, the Technology Director for Morphosis:  Marty said: There have been few obstacles within Morphosis to integrate technology. Its hard to miss Thom's enthusiasm for it (it was Thom who was adamant to first bring in the 3Dprinter to the shop, 6 or so years ago) and most of the younger staff already treats it as a given that architectural production is digital, and now model-driven. The manager-level in our office is fairly young- we're all in the 35-45 range, and the spirit has always been to investigate these model-based processes, even while they cause disruptions to existing production processes, and gain benefits by immediately applying them to areas which were suffering under drawing-based delivery. There have been people-related issues, and while not based on the technology, they cause you to adapt the way you implement the change in process. I'd say every context is unique in this regard, since everybody is going to respond differently to requests to change they way they work, and the medium they work in.
2. Regarding collaborative partnerships, Marty offered 3 comments:
      a. First, which is where we've had the most success, is with Subcontractors (I say subs because the General Contractor/CM has been mostly back seat in this move towards integration)  We've had successful model-based exchange with a myriad of trades though.
      b. Second would be across A/E disciplines. We've had had nothing but resistance from our consultants on changing to model-driven delivery. While many engineers make claims about project successes using models to design, even the engineers we work with on a regular basis, none will commit to using it on our projects. Funny but on our last three large projects, the structural model was by Morphosis and the MEP model was by the contractor's subs! 
      c. Thirdly, the software industry: We are actively working with software developers to steer design tools in the right direction. The tools are far behind our ambitions, and it is important to focus software development in a direction that supports this change in the industry.
3. Webcor Construction’s Jim Bedrick says that they have been using BIM for about 4 years.  They create these models from 2D CAD drawings provided by architects, and use them to get quantity takeoffs, visualize schedules, and resolve coordination issues.  They have found these models can reduce field rework to almost nothing because the process of construction is worked out thoroughly on the computer model first.
4. According to Russ Sanders of the Orcutt/ Winslow Partnership, “There are BIM tools that actually animate the entire construction process using the model, schedules and cost information.  How could a contractor not want this?”
5. Robert Mauck, AIA with Ghafari Associates says 3D modeling has changed their business style using lean thinking and workflow.  “The technology part rests with knowing how to exchange 3D model data directly across the design/fabrication/construction supply chain using a time to market advantage and the payback is enormous.  He says they use BIM on nearly all their medium to larger projects.  On small projects, it depends on complexity, delivery model, schedule, and customer needs.”  He is looking forward to being able to use the model for commissioning and asset tracking too.
6. PCL Construction Services’ Shaun Yancey takes a more conservative approach to the use of BIM, saying “In Reality, until all the subtrade community adopts this modeling approach, PCL will continue to rely on dual paper and electronic systems.”
7. The Dallas based architectural firm of Good Fulton & Farrell says that with the new technologies, they have “streamlined the development, review, and management of thousands of construction project documents, cut document management costs by 85%, reduced printer and handling expenses and created tighter relationships with clients that speed and improve service delivery.”

DELIVERING SUCCESS TO YOUR FIRM:
1. As defined here, an “extraordinary outcome” begins with design, requires talent, tenacity and technology, and includes: 
      a. High economic and energy performance over the Life cycle of the building
      b. The speed at which the building can be brought on line
      c. The best fit for all users needs over the life of the building and
      d. A healthy and safe environment for all users
2. Develop a new integrated practice business structure based on the use of advanced technology:
      a. The new model will provide a collaborative framework that protects both the legal and commercial interests of the major stakeholders without sacrificing those of the owner-customer.
      b. Integrated Practice simply uses technology to enable just in time information sharing that will minimize conflicts and maximize consistency through early and easy to access knowledge sharing.  Once knowledge is accessible to all stakeholders they can function as high performance teams that collaborate on activities and decision making to attain exceptional results and mutual advantages.
      c. Integrated Project Teams are rewarded with recognition, profit, and prestige.  Overall, the Owner gains greater value, pays less, and gets the building faster with fewer changes and disputes.
3. Make the owner-customer (from whom all business flows) happy and satisfied and this will lead to a more profitable and satisfying professional career.
4. Use BIM software that provides graphic tools to make visualization, drawings and their revisions faster and more efficient.
5. Deliver the virtual model to the subtrades for accurate pricing, preparation of shop and fabrication drawings, and for reference during construction. This will almost eliminate RFI’s and Change Orders.

COPYRIGHT © 2006  BY PHILIP J. BONA

July 18, 2006

Baucentrum

BAUCENTRUM PHILOSOPHY

Baucentrum (which means building center) is the realization in the Bay Area of a concept which was developed in the Netherlands at the outset of the Second World War.  To aid reconstruction of the region after the war, a bureau (one stop shop) was created to provide to the public - information, consultancy, research and education in the areas of building design, technology and construction economics.  Similarly, we have set out to offer these types of services to the people of the Bay Area on a regular basis and especially after the 1989 earthquake, 1991 fire storm and the 1994 L.A. earthquake.    In Chicago in June 1993, Philip proudly signed, on behalf of Baucentrum, and committed to the Declaration of Interdependence for a Sustainable Future as part of the UIA/AIA World Congress of Architects.   

In the spirit of this philosophy and looking toward the 21st century, our professional goal is to promote good sustainable architecture, increased public awareness of the built environment, and a more efficient, cost effective design and building process.  Baucentrum endeavors to create architecture in the context of  its surrounding built environment which is sensitive to the client's budget, the user's needs, society's demands, the local environment, and the styles and materials of the day.  We provide competent, competitively priced architectural services and we strive to be an independent institute active in research, consultancy, information and education in the realm of building, housing and the environment.   We are committed to seeking out and utilizing state of the art technologies which offer better communications and more creative, efficient methods of providing high quality design, documentation and consulting services.

July 27, 2005

A Preferred Vision for America’s Construction Industry (Part One: The Need for Change)

By Philip J. Bona, AIA

The Challenge: America’s construction industry needs to change by adopting a set of principles and practices that meet the needs of the third millennium marketplace. We who lead and develop the built-environment that construction creates need to change in three ways: (1) establish an improved framework, or body of guiding principles and methodologies; (2) evolve the allocation of resources in all categories – information, material, financial, equipment, and human (skilled trades, supervision, design, quality inspectors, project managers, etc.); and (3) elevate our ethical standards, principles and practices.

Great strides have been made to upgrade construction equipment and materials over the past century.  However, the construction process has not changed much since 1918, when President Woodrow Wilson recognized the importance of the construction industry in advancing the growth of the nation and the Associated General Contractors of America was formed.  What have changed are the expectations, legal precedence, trust, respect, and relationships between the various participants who make up the construction industry. These issues are exacerbated by the practice of relying on the lowest design fees and low bid construction, the misuse of construction managers by developers, business owners, the public sector, and some homeowners, and the inefficient ways we design and build. Together they have caused industry-wide mistrust and a costly litigious environment in which the participants operate daily. This model of the construction industry will not be successful in meeting the future needs, values, and expectations of the American public.

The Opportunity: After World War II, the construction industry in the United States designed and constructed metropolitan, suburban, and rural built environments with such magnitude and fervor as never before seen in history. In those sixty years, our nation increased in population by 225% from 130 million to 293 million as of the year 2004.1  Based on current average demographic projections, the U.S. will grow 20% by 2025 and 50% or to 392 million by 2050.2  To accommodate this growth trend, roughly 25 million additional housing units3 need to be built across the country by 2025; over 4 million units projected in California4 alone. This is in addition to the non-residential buildings and utility infrastructure needed to support new jobs for this growth. Much of the Post WWII building stock is over 50 years old and, remodeled or not is generally past its expected life.5  Further as of 2005, 49 states have adopted the new International Building Code6 which sets updated uniform standards for building construction nationwide, particularly regarding health, safety, and welfare design issues. It better addresses such forces as earthquakes, hurricanes, tornadoes, landslides, fires, and explosions. These building standards along with public perception and growth demands will drive the need for these buildings to be more durable, safe, secure, technologically smart, environmentally sustainable, quicker to build, and cost effective. Clients will demand a more evolved, trustworthy and successful method of delivery.

By 2050, as a result of developments in information technology, bio-science, neuro-science, new building material technologies, and advanced prefabrication opportunities, the TV cartoon world of the “Jetsons” may be closer than we think to our future.  A more educated American culture will be even more affected by its global neighbors, and by its proclivity for more “cool” technology, popular style, and affordability. Truly, yesterday’s fantasy will be tomorrow’s process for the art and science of design, manufacturing and construction. Together these trends will force the hand of industry towards change.

The Importance: Recognizing that change is always riddled with anxiety and mistrust, there are still many obvious reasons why this change must begin. Even though demand is increasing, statistics indicate that the numbers of carpenters, plumbers, electricians, bricklayers, and sheet metal workers as well as licensed architects and building systems engineers appear to be declining7.  On the other hand general contractors who contract-out trade work and construction managers are increasing at steady pace.8  As skilled tradesmen mature, they have moved into management either as project managers or construction managers. Our industry appears to be growing top-heavy with management personnel. Many construction managers seem to avoid risk and are in a constant power struggle for control with the constructors and architects who carry the risk along with the owner. Typically this leads to aggravated dispute, arbitration or litigation and much cost. This precedent has lead to an imbalance between those who create, those who manage, those who construct, those who insure, and those who pay for it.

Fix Our Broken Education and Training System:  On another front, college educated individuals make up a far greater segment of the workforce today9 and that “blue collar get your hands dirty” work ethic of so many of our parents and grandparents seems to have succumbed to a youth culture that is far more cerebral and demanding of immediate gratification. While trade unions continue to promote apprenticeship programs, fewer of our youth are signing up. One of the forces impacting this vocational training has been the historic gap between academic study and practical experience.  Another is the trend toward decreased funding for a balanced education in this country.

Our society has allowed its governance to systematically eliminate the arts and vocational training from our children’s learning process, their perceptions, and their priorities. Currently, academia’s priorities are the rudiments of reading, writing, and arithmetic which are crucial and fundamental tools.  However, without the arts, auto shop, wood shop, metal shop, drafting, home economics, sewing, drama, and music, it is difficult for our youth to recognize the importance of many of the fundamentals of our culture. By eliminating educational and vocational options for those young adults who are not comfortable with the rudiments of academic work, we have eliminated choice, impacted valuable apprenticeship programs, reduced the workforce, and increased joblessness, homelessness, and the need to incarcerate those who would rather spend their day in a group standing on a corner than to become valued as skilled laborers or better.

There will not be enough skilled trade workers; there will be an overabundance of non-skilled laborers to fill that void; and therefore the quality of construction work, in particular, will be undervalued. Due to this imbalance in the workforce, the level of dissatisfaction by the various industry partners and by society, as clients, will continue to increase along with negativity, lawsuits, and cost.  Therefore societies’ expectation for a sustainable built environment may still be far in the future.  With the goal of sustainability, society will eventually reject the earlier notion of “planned obsolescence” and demand buildings that are built with pride of workmanship, longevity, and quality recycled materials. These trends contribute to the need for change in the construction industry.

Early Conclusions: The construction industry alone is not responsible for repairing all components of an old and broken system.  Though considering these facts, there are many good reasons for the building industry to step up and begin to bring all the parts, pieces, and people together into one symbiotic collaborative and positive set of practices and interrelationships. This new shared vision will be based on conducting business responsibly with the highest level of integrity, ethics and trust, pride of workmanship, certified training standards and apprenticeship, quality control and accountability, and recognition of the value of the individual. The industry needs to realize these trends and proactively retool its structure and methods so that its outcomes are good for the environment, for the individual, for the community, for humanity, for business, and for America – in that order.

(This is the first of a three part series that will be completed in the next two issues.)

Notes:

1 U.S. Census Bureau 2004 sets U.S. population at 293,027,571.

2 “Consequences” Vol. 1, No. 2, Summer1995 – “Global and U.S. National Population Trends by Carl Haub; updated 11-11-2004.

3 Based on one housing unit to be built for every four individuals.

4 Raising the Roof: California Housing Development Projections and Constraints, 1997-2020; John D. Landis, Department of City & Regional Planning, University of California, Berkeley.

5 Based on expected useful life of 30-50 years for majority of buildings; “Life-Cycle Cost Analysis by Sieglinde Fuller, National Institute of Standards and Technology through National Institute of Building Sciences - 2005.

6 International Building Code developed by the International Code Commission and released in 2003.

7 The Coming Crisis in Architecture by Dr Garry Stevens; (http://www.archsoc.com/kcas/OccupDecline.html - 2005). A serious lack of skilled workers will begin in 2005 and grow to 5.3 million by 2010, and to 14 million by 2015. (Source: Bureau of Labor Statistics).

8 Construction managers held 389,000 jobs in 2002 (three times more jobs than Architects) and Employment opportunities are expected to grow 5% by 2012; U.S. Bureau of Labor Statistics, Office of Occupational Statistics and Employment Projections.

9 By 2008 the number of young adult workers, from 25 to 40 year olds, will decline by 1.7 million. That's 1.7 million less workers to replace the nearly 77 million baby boomers who will be eligible for retirement; Source: Beyond Workforce 2020, Hudson Institute.

Philip J. Bona, Copyright © 2005

A Preferred Vision for America’s Construction Industry (Part Two: Industry Integration into the Information Age)

By Philip J. Bona, AIA

Shared Values: The early conclusions reached in Part One of this series recommend a greater value to the future construction industry by cooperatively integrating elevated priorities and skill sets in the workforce, and evolving materials and processes into a cohesive and collaborative relationship. In this Part Two, I suggest that we start by measuring our strengths and weakness first, and then determine how to create an advanced industry made up of skilled and certified design professionals, constructors, craftsmen, and managers. This industry would share the belief that it is a privilege (not a right) to contribute to the built environment and would prescribe to the following tenets:

* Conduct business responsibly

* Promote cooperativeness

* Operate collaboratively

* Recognize the value of the individual

* Trust early and often

* Be accountable for your own actions

* Have pride of workmanship

* Promote training standards

* Require apprenticeship and internship

* Certify individual skill sets

* Maintain ethical business practices

* Mandate quality control

Mutual esteem or respect is the keystone that locks this arch of values in place, and respect is a commodity that is earned through one’s attitude, experience, and proven skill sets. Adopting common core values or guiding principles allows the diverse cross-disciplinary development, design, and construction team to share a common playing field. It is superior performance again and again that becomes the standard by which mutual esteem and respect is gathered and given to each individual contributor in the Owner, Architect, Engineer and Constructor (O/AEC) enterprise.

Those who initiate and finance projects and set the AEC partnership process in motion need to be able to trust and respect the quality and integrity of their partners, so as to minimize risk, control cost, and create a sustainable built environment that meets their needs and the needs of society. The industry must change to deserve that trust.

Shared Information: Over the past decade a few technological visionaries have recognized the value of integrating building data into a parametric based information database. Using 3-d CAD and database software, “Building Information Modeling” or BIM1 has been created and it will change the industry. The diversity of business opportunities within a new “Information Age” will create a long needed cultural and pragmatic shift in the O/AEC building process that requires the rapid implementation of a more comprehensive endeavor around the BIM concept.

Adoption of a standard database across all contributors to the construction process creates a new paradigm for our industry. This paradigm will be based on the use of truly intelligent, logical, parametric, three, four or five dimensional (incorporating time and financial aspects) data that will integrate the business of conceiving, constructing, and maintaining the built environment into a synergistic enterprise.

The creation of a highly robust multi-dynamic database offers the opportunity to orchestrate all aspects of building design and implementation into an interactive responsive virtual and perpetual building data model including:

* Tangible aspects of a local real estate market

* Accurate modeling of existing local environment

* Available project financing options

* Owners and users

* An owner’s needs analysis

* Geographic and geologic site data

* Internet based communication management

* Architectural and engineering design

* Best practices updating

* Warrantable construction details

* Interactive code analysis/compliance checklists

* Regulatory compliance

* Full time construction inspection checklists

* Energy and material life-cycling

* Recycling management

* On-line access to manufacturers and materials

* On-line access to suppliers and current costs

* Construction operations & prefabrication

* CMs, constructors and construction trades

* Post-construction lessons learned

* Facility management

* Maintenance inventories and schedules

Shared Processes: The new process would look like this.  It will start with an expanded USGS mapping, GPS technology, and City/County Assessor archive database.  Using advanced software developed by vendors such as ArchiCAD, Catia, Revit, and Triforma, the graphic envelope representing the form and composition of a building and the constraints of the property it sits on is designed and dimensioned. The design concept is explored and finalized.  It is then reviewed and approved by the owner and the appropriate regulatory agencies.  This architectural design process will use the 3-d graphic software component. Then data will be applied to the model’s components.

Assembling the database on information from the owner’s program, the mapped site utility infrastructure, the master product list, and the structural system, a symbiotic data matrix will be created. In the hands of a skilled architect, trained in these methods, the data model constructs a spatial simulation model of the design made of accurate images of virtual 3-d objects like concrete, masonry, wood, metal, glass, plaster, roofing and every other component.

Once the A/E disciplines have further explored the options, iterations, and systems, and applied all the specified products hyperlinked from their manufacturers on the internet to the simulated objects representing them, the model will be able to perform self-checks on systems coordination, conflicts, and constructability.  Then, this virtual model may be simply extracted (or reported on) as conventional 2-dimensional printed plans, sections, details, elevations, material lists, and specifications.

It is likely that designs will eventually be constructed on site with the aide of wireless hand-held digital tablets with graphic cut, pan, zoom, and rotational 3-D as well as laser measurement and bar-code recognition capabilities. Also, constructors will take greater advantage of building components that are prefabricated and panelized in factories to be merely assembled on site.  Manufacturers, fabricators, builders, and sub-trades will be connected directly to the final approved (on-line password protected) virtual model to benefit from its accuracy and proven constructability.

With this process, the building and site will be able to be constructed in every detail and its accuracy tested and confirmed before a shovel ever touches the ground. The model will be interactively analyzed throughout the concept, design, procurement, and construction phases to allow for efficient and accurate design change management (change is always inevitable).

The BIM will use actual on-line material cost and availability control measures directly from product distributors to evaluate a change and determine the fair and accurate cost and schedule impact of a change. The labor cost of a change will be derived from a work plan developed by the change management team and the actual laborers. Communications among all participants in the building process and the model will be tracked and archived using Internet based project communication software with read-only access of data to all participants at all times.

Intermediate Conclusions: This future is not so far away. The American Institute of Architects (AIA) working with corporations like Autodesk, Graphisoft, Cyon Research, Webcor, Swinerton, and AEC Infosystems, as well as a few large design/build construction companies, the GSA, and the Department of Defense, among others, are assembling the parameters, processes, and participants to be integrated into this process. Over the next 5-10 years, the AEC industry and its use of information technology will evolve dramatically.  Each O/AEC partnership must be based on responsible business practices, integrity, and trust.  The success of this endeavor will depend on changes made by each construction industry participant, by the quality and priorities of education in America, and by our industry’s ability to embrace the benefits of the Information Age.

1 Term coined by Jerry Laiserin, AIA in 1994

Philip J. Bona, Copyright © 2005                      

A Preferred Vision for America’s Construction Industry (Part Three: Changing the Industry Paradigm)

By Philip J. Bona, AIA

New Paradigm: Trends identified in Parts One and Two of this series will be the motivating force causing the construction industry to make significant changes to prepare for the future. These forces of change can be classified into three categories: “technology-driven, client-driven and competition-driven.”1  Additionally, culture-driven and market-driven forces will need to be considered.  Building owners, design professionals, construction managers and constructors must identify how they are affected by these changes.  Their success will depend on their willingness to boldly embrace the potential of this Information Age.

Technology-driven change will lead the future as it has for the past twenty-five years. Building Information Modeling (BIM2), a parametrically enabled 3-d computer database, has been in development for a decade. Just as the industry was reluctant to initiate CAD/D back in the early 1980s, BIM is inevitable but far from being an institutionalized standard. The federal government is using it for a few of its construction projects in 2005.  CAD graphics software companies are all re-tooling their wares to embrace the benefits of parametric modeling. Construction companies like Swinerton and Webcor are taking standard 2-d CAD drawings and recreating their own BIM database from them. They see the benefits as:

* Use of 3-d visions of the drawings and details on demand,

* Greater construction means and methods efficiencies,

* Better understanding of phasing impacts and sequencing,

* Accurate materials schedule management,

* Reduction of change orders because the constructors have better control over the building model,

* Reduction of overall project cost because of greater confidence and clarity in the documents, 

* Providing the owner a program of facilities management with inventory lists and maintenance scheduling.

With these initial benefits, clients will soon see the use of BIM as a necessary approach to building design, construction, and management.  They will demand that design professionals upgrade to BIM technology or they will hire others who will. This same phenomenon happened between clients and architects/engineers back in the 1980’s and it’s going to happen by the 2010s.  In the same fashion, in order to survive competitively, design professionals who are the first to become leaders in the use of BIM will have the obvious edge on those who lag behind.  Most large A/E firms will have the ability to absorb the cost of this upgrade and the client base to demand it.  Small firms will struggle to justify the cost because clients with smaller projects will take longer to benefit from the technology. Culturally, the public will be fascinated with the realities of technologically “smart buildings” and the market will taunt the various manufacturing industries (home products, business products, automotive, food distribution, multi-media, etc.), as well as Internet-based businesses to take advantage of parametric data modeling in the creation and distribution of their products. 

Think Big: Considering all of these factors and forces for change, I see that the following steps are needed to prepare for the coming information technology revolution in the creation of the built environment:

* Advance communication (the exchange of information) processes and document distribution between all participants in the building process, and with the BIM. Services will be provided by a certified communication management vendor. All project communications, correspondence, and deliverable will be tracked, archived, and fully searchable using Internet based project communication/data management software (e.g. Constructware, Project Solve-2, Prolog) Read-only access of all data will be provided to all participants. The project owner will become the owner of the archive, and as the owner will provide, maintain, and retain this project archive.

* In order to realign the balance between a project’s assessed risk, the quality of the design documents, and the services provided by each participant in the design and construction process, insurance underwriters will change their method insuring.  All professional liability coverage and contractor bonding will be integrated into a comprehensive project specific policy paid for by the project owner allowing them to take the lead in controlling risk. Design professionals, CMs, and constructors will not need to pass the cost of insurance on to the owner allowing them to offer reduced fees. 

* The BIM is regularly audited by the project insurance underwriter allowing periodic adjustments to be made during the project in the delivery of each participant’s services and quality. The insurance underwriter will have the database rights to access the model and the project communications archive for its own peer review, performance audit, and risk management assessment.

* Insurance underwriter’s representatives will certify full time on-site construction inspectors who are trained to oversee quality and minimize risk. The insurance companies would have a new risk management market niche and offer this service within the cost of the project policy. Continuous inspections and auditing of the quality of services of each of the design and construction professionals will resultant in the lack of construction disputes and claims. This will force the quality of design and construction to improve especially due to the new technologies.

* Local municipalities in conjunction with utility companies will create their own virtual municipal infrastructure information model (say - MIM) including accurate data on streets, sidewalks, property lines, zoning information with heights, daylight planes, setbacks, underground utilities, and envelope massing of adjacent buildings. They will make this (read only) information model available on-line and down-loadable to the data model.

* The International Building Code will be translated into database format querying the model so that compliance and non-compliance conditions will be immediately known in the areas of structural regulation, fire/life safety, accessibility, and energy efficiency constraints. It will provide a score card indicating code deficiencies and non-compliance checklists, suggesting corrective measures to bring the condition back into compliance.

* State, County, and Local building, planning, fire, and public works departments will connect on-line to the BIM through the on-line permit application. Quick compliance confirmations will result from regulatory/code compliance analysis using the models integrated score card.

* Construction methodologies will fully utilize building system prefabricators to assemble factory-made components (panelized walls, floor structures, roof structures, casework, mechanical ductwork, lengths of conduits, etc.) that are fabricated using the primary BIM data.  Each physical component will be bar-coded with its matching BIM component number and assembly sequence (part A fits into part B) and readable on wireless hand-held digital tablets used on site by all trades and team members.

* Each local building product Wholesale Supplier/Distributor (WS/D) will be networked into the AEC process through its representative manufacturers. WS/Ds will provide continuous and constantly updated actual costs integrated on-line into the BIM. This will allow the owner and construction team to be confident of current and forecast actual costs throughout the design and construction. The owner will procure materials directly with WS/Ds, under a guaranteed price, pursuant to the model’s specified bill of materials. WS/Ds will be contracted prior to the completion of the model and will set particular requirements for the actual testing and confirmation of the model’s accuracy. The WS/Ds will deliver their specific products to the site sequentially based on the BIM’s recommendation for critical path purchasing, delivery, and assembly in coordination with the CM. WS/Ds are responsible for all product submittal verification pursuant to the BIM. Substitutions are then controlled by the product market and cost data available at any moment and analyzed through the BIM’s change management functions.

* The architect, engineers, WS/Ds, construction managers, constructors, builders at risk sub-trades, vendors, and inspectors will all be certified in their area of expertise beyond their traditional industry standards by project insurance underwriters on a project by project basis. They will each be selected by the owner and the underwriter on the basis of qualifications, experience in the project type, history of audited previous project relationships, compliance with their industry’s apprenticeship or internship programs, proven ability to meet the demands of the project, and lastly established rates for labor services and reimbursable expenses.  They will all be selected prior to the completion of the model and will participate in the actual testing and confirmation of the accuracy of the model.

* Architects and engineers will be able to be certified, beyond their state license, as they can demonstrate their expertise through continuing education in one or more of a given project type (Health Care, Hospitality, Residential, Education, Commercial/Office, Transportation, Government, Historic Preservation, Justice, etc.)  This certification will be awarded to the design and construction team by insurance underwriters during the owner’s selection of a specific project team.  The owner along with the Insurance underwriter will make the selection on the basis of qualifications and experience in the project type, history of audited industry relationships, compliance with Internship and apprenticeship programs, proven ability to meet the demands of the project, and lastly established rates for services and reimbursable expenses. 

* The architect will contract with a client for master planning, programming, and creative design services much as before. However the creation, modifications, maintenance, implementation, and management of the BIM database will be provided as services on retainer at billable rates, much as a tax accountant or legal counsel. This approach will be based on a long-term client relationship that begins with the need to create or expand the owner’s facilities and carries on through post construction facilities management business consultant services.  It should be a healthy successful mutual business relationship based on trust, experience and technological information delivery that could last for decades. The architect’s fee structure using the BIM approach would no longer be tied to construction as a percentage, rather, it would be based on industry-wide fee standards, valued design, and information management services, in an effort to continually assess and reassess the needs of the owner’s facilities by modeling against the life-cycle costing of the growth and operations of the owner’s enterprises – even at the level of a residence.

* Traditional general contractors will eventually evolve into two complementary but exclusive professions to clarify their roles to the public: builders at risk and construction managers.  The best builders would be responsible for building and the best managers would manage the subcontracts and the process. 

* The builder at risk will be further certified in their area of expertise by insurance underwriters for each project and selected by the owner on the basis of qualifications, experience in the project type, history of audited sub-trade relationships, compliance with their industry’s apprenticeship program, proven ability to meet the demands of the project, and lastly established rates for labor services and reimbursable expenses.  They will be selected prior to the completion of the model and will participate in the actual testing and confirmation of the accuracy of the model. The builder’s company will be responsible for only the labor to assemble the major site and building components because the cost of the materials and pre-assembly will have already been defined between the owner, the architect, the construction manager, and the fabricators/manufacturers and the WS/Ds during the final stages of completing the BIM.

* The cost of construction for the materials of a project will be established between the owner and the WS/D without mark-up by the builder.  The builder will only charge the owner for the cost of their labor and their sub-trades’ labor.

* Each traditional building sub-trade (sheet metal, electrician, plumber, etc.) will also be further certified by insurance underwriters in the area of their expertise and selected by the project team based on their qualifications, experience, references, and composition and compliance with their industry’s apprenticeship program, proven ability to meet the demands of the project, and lastly, established rates for labor services and reimbursable expenses.  They will be selected prior to the completion of the model and will participate in the actual testing and confirmation of the accuracy of the model. They will be responsible for only the labor to assemble the site and building system components because the cost of the materials and pre-assembly had already been defined between the owner and the various system fabricators during the final stages of completing the BIM. 

* The builder and each sub-trade will rely on the accuracy of layout and assembly using BIM data and its bar-coded components provided by the WS/Ds.  They will also rely on the cooperation and quality control offered by the insurance underwriter’s construction inspectors.

* The construction manager will also be further certified by insurance underwriters in the area of their expertise and selected based on their qualifications, experience in the project type, history of audited client relationships, compliance with their industry’s apprenticeship program, proven ability to meet the demands of the project, and lastly established rates for labor services and reimbursable expenses. They will be selected prior to the completion of the model and will participate in the actual testing and confirmation of the accuracy of the model.

* As owner’s representative, the construction manager will also be responsible for mobilizing the site, providing machinery infrastructure (cranes, construction elevators, etc.), managing the workflow of the builder and the other trades, and the delivery of the WS/Ds' products using the insurance underwriter’s certified project BIM to determine work flow, sequencing, construction schedule, construction progress milestones, payments to the construction team, and overall quality control through project closeout.

* The owner, the architect (providing the BIM), the design sub-consultants, the construction manager, the WS/Ds, the insurance underwriter, the builder at risk, the sub-trades, and the Internet Project Communication Vendor will all sign a collaborative partnership agreement prior to the testing of the model.

* This agreement could resolve that all participants would conduct business responsibly, with integrity and in an ethical and respectful manner; would agree to maintain a spirit of collaboration, mutual support, and mutual and fair profitability; and would promote a strong and mutual pride of workmanship each and every day for the benefit of a sustainable and quality built environment.

* What if Trade Unions evolved and changed their role to be ombudsmen and offered counseling and mediation services to all project participants, maintaining standards for ethical business behavior, respect and fairness in daily human interactions on the construction project.

* What if the industry took this opportunity of implementing BIM and parametric data driven construction systems to finally, as a nation, adopt the metric system of measurement to align with our global neighbors.

All of these recommendations can be implemented today. The recommendations paint a THINK BIG picture of an industry paradigm that is more positive, collaborative, ethical, and thriving AEC controlled, and client-driven enterprise using information technology to its most logical end and satisfying the needs of an evolving global culture and sustainable built environment for America’s future.  During the next year the AIA will host a forum and invite industry leaders from each discipline to come together and discuss the future and the needed change discussed in this series.

1 Jerry Albert Laiserin, AIA, “Invisible Computing: Designing the Information Age Practice; Computer-Aided Practice PIA – The Best of …; Copyright 1996 The American Institute of Architects; Washington, DC.

2 Term coined by Jerry Laiserin, AIA in 1994.

Philip J. Bona, Copyright © 2005                      

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    As of 2006 there many opportunities for Architects, Engineers, Contractors, and Owners to draw from to better understand the future of Building Information Modeling (BIM).

Retooling Architectural Practice Seminar

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