Teamwork in the Design Phase ‐ Integrating Design and Construction Forecasting for Value

1. Teamwork in the Design Phase ‐ Integrating Design and Construction Forecasting for Value John Mack and Jesse Whalen Herrero Contractors, Inc Balfour Beatty Construction

2. VDC / BIM Department Manager at Herrero Contractors, Inc. 26 years in the construction industry Last 3.5 as a general contractor Previous 22.5 years in the mechanical and plumbing industry Doing BIM/VDC for 18 years Union trained plumber Ran detailing department for two large mechanical contractors Helped design software for third party AutoCAD and Project Management programs Been involved with Lean Construction for 7+ years. Participate with Lean Construction Institute (LCI), Center for Integrated Facility Engineering (CIFE) and Project Production Systems Laboratory (P2SL). President of the San Francisco Navisworks User Group (SFNUG). John Mack

3. Established 1955 • Second Generation Family Owned Business • Areas of Operation: Northern California and anywhere else our customers take us • Construction Employers Association’s safety award for the past four years • Primary focus is Integrated Lean Project Delivery • Providing Preconstruction and Construction Services • All Projects Done Using VDC • Full Time VDC Employees For Other Examples Visit Our Website at www.herrero.com • Affordable Housing Healthcare Historical Restoration and Renovation • Retail Higher Education K-12 Schools Hospitality Residential Tenant Improvement

4. Manager of Technology & Process Development (TPD) Project BIM Execution Support Pursuit BIM Planning and Execution R&D / Process Development Knowledge Sharing / Training Bach. Arch. Eng. Penn State University (Construction Mgmt.) Eight years with Balfour Beatty Last four with TPD group First four in Operations Hospital Project Engineer Prison Asst. Project Manager Art Museum Asst. Superintendent Jesse Whalen Pittsburgh, PA Fairfax, VA

5. BBC HSW North Southwest Southeast South Central

6. BBC HSW Research Labs Military Housing Civic North Mission Critical Transportation Corporate Multi-Family Residential Southwest Public Assembly Criminal Justice Healthcare Southeast South Central Hospitality Education

7. National BIM Workgroup BBC HSW North TPD Southwest Southeast South Central

8. The Evolving Landscape Tools and Technologies Processes and Behaviors Information Flow Revit / BIM Opportunity to Collaborate

9. The Evolving Landscape Information Flow DESIGN CONSTRUCT OPERATE Owner Architect Consultants I N E F F I C I E N T Engineers GC L O N G Subs Fabricators End User Operator

10. The Evolving Landscape Information Flow

11. The Evolving Landscape Design Construct Design Construct Design Construct Hand Drafting Computer Drafting Building Information Modeling

12. Why We Are Here Opportunity to Collaborate Promote Understanding Fears and Perceptions

13. Agenda Revit without Integration – The Blind Handoff Revit with Integration – Case Studies Questions and Discussion

14. The Blind Handoff Get to know the model Get to know the content • In what version of Revit was this model created? • Do I need to upgrade my Revit? • Will I ever transfer this back to the designer? • Should I upgrade the model or work back in the earlier version?

15. The Blind Handoff Get to know the model Get to know the content • Has the model been workshared? • No? Good, move on. • Yes? Should I keep it workshared? Detach and preserve? • What am I looking to do with this model? • Will I have multiple modelers working in this model? Does worksharing make sense for me? • What do the worksets look like? • Should I un-workshare? Detach and preserve? Detach and discard?

16. The Blind Handoff Get to know the model Get to know the content • What errors and warnings do I get when I open the file?

17. The Blind Handoff Get to know the model Get to know the content • What errors and warnings do I get from Manage – Warnings?

18. The Blind Handoff Get to know the model Get to know the content • Are there linked Revit files? • No? Good, move on. • Yes? • What’s in these linked Revit models? Do I need that content? • Do I have these Revit models? • Should I try to obtain them? • Should I unlink them?

19. The Blind Handoff Get to know the model Get to know the content • Are there linked CAD files? • No? Good, move on. • Yes? • What’s in these linked CAD files? Do I need to see that content? • Do I have these CAD files? • Should I try to obtain them? • Should I unlink them?

20. The Blind Handoff Get to know the model Get to know the content • How is the project browser organized? • Is it intuitive? • Does it work for how I want to use the model? • Do I need a new browser organizational scheme?

21. The Blind Handoff Get to know the model Get to know the content • Did the author use Design Options? • No? Good, move on. • Yes? Alright, let’s have a look. • Are they legitimate design options I need to know about? • Are they named intuitively? • How will they affect my use of the model? • Check them out individually when I’m getting to know the content.

22. The Blind Handoff Get to know the model Get to know the content • Did the author use Phases? • No? Good, move on. • Yes? Alright, let’s have a look. • Do the Phases really represent periods in time, or were they just a means to control visibility? • Are the Phases named intuitively? • Are the Phase Filters named intuitively? • Are the views named accurately to match their phase and filter? • How will they affect my use of the model? • Check them out individually when I’m getting to know the content.

23. The Blind Handoff Get to know the model Get to know the content • Project location, coordinates, orientation? • Any changes to default? • Are there multiple projects I need to align? • Do I need them to align in Revit? • Do I need them to align in Navisworks?

24. The Blind Handoff Get to know the model Get to know the content • How do the Family Names look? • Intuitive? • Well described? • Do they fit their categories?

25. The Blind Handoff Get to know the model Get to know the content • The 3D view Host-Only Revit-Only content check • Manage – Manage Links • Revit links – unload or remove • CAD links – unload or remove • Visibility Graphics • Imported categories – all off • Model categories – all on • Filters – none applied • Worksets – all show • 3D View Properties • Crops and section box off • Phase Filter set to None

26. The Blind Handoff Get to know the model Get to know the content • The 3D view Host-Only Revit-Only content check • Select all objects • Check the filter • Look for red flags • Generic Models – what are they? • Model Groups – what do they contain? • Specialty Equipment – what are they? • Lines – they don’t represent objects to be constructed • Openings, shafts, reveals, etc. – they are invisible and represent voids

27. The Blind Handoff Get to know the model Get to know the content • The 3D view Host-Only Revit-Only content check • Isolate and evaluate one category at a time • Will I get reliable quantities from these objects? • Can I use these objects for 4D simulation? • Can I use these objects for coordination?

28. The Blind Handoff Get to know the model Get to know the content • The schedule view Host-Only Revit-Only content check • One category at a time, build a quantity schedule • Phase Filter – set to None • Compare objects in quantity schedule to objects in 3D view • Do the quantities match?

29. The Blind Handoff Get to know the model Get to know the content • Evaluate Design Options • One Option Set at a time, activate and evaluate the options • Are they legitimate design options? • For my intended purpose, what option do I care about?

30. The Blind Handoff Get to know the model Get to know the content • Evaluate Phases • Build condition isolating phase filters • One phase at a time, one filter at a time, isolate and evaluate • Do the phases really represent phases in time? • How are the objects falling across the phases? • How do the phases and object distribution affect what I’m trying to do with the model?

31. Partnering with Architects Case 1: UCSF HSE-15 Case 2: St Mary’s School Case 3: Kaiser San Rafael Case 4: Cathedral Hill Hospital (CHH) Case 5: St Luke’s Hospital (STL)

32. UCSF HSE-15 Project

33. Craniofacial and Mesenchymal Biology Program Lab Single story tenant improvement renovation in an existing building 13,500± sf Lab space Owner: UCSF GC: Herrero Contractors, Inc. Architect: BlakeDrucker Architects UCSF HSE-15 Project Background

34. Started construction 3 months after owners intended start. Finish 1 month early • Early identification of as built conditions with the design that were solved before construction • Pipes serving other floors not in walls • Lights into the fireproofing on the steel • Gained early trust between architect and GC UCSF HSE-15 Story

35. St Mary’s School

36. New gymnasium, play area and classrooms 4 stories, plus roof top play area, over existing parking 40,000 ± sf Owner: Archdiocese of San Francisco Construction cost: 14M GC: Herrero Contractors, Inc. Architect: WRNS St Mary’s School Project Background

37. All documents came from 2D AutoCAD • Herrero recognized the need for a 3D architectural model • We were resource stricken • Approached architect to build the initial construction model the building in Revit using the architectural documents. • One week in, we get a phone call, “how do you people build off what we draw?” • This process eliminated 100’s of RFI’s that would have ben generated in the field • Gained trust between the architect and GC. • Allowed us to use hand sketches in meeting to resolve issues. • Example was a 30 minutes session to resolve a beam penetration St Mary’s School Story

38. Kaiser San Rafael

39. New Ground up ED and New Mechanical Yard separate from building Single Story 17,500± sf Construction cost: $6M Owner: Kaiser Permanente GC: Herrero Contractors, Inc. Architect: Lionakas Kaiser San Rafael Project Background

40. Kaiser San Rafael StoryInconsistency of Walls Example

41. Placed a Herrero person at architects office for 1 week • Person was well received. In fact they gave him one of their workstations, a company login and access the central model. • Treated like one of their own employees • Objective was for the contractor to work with the architect in the architect central model to rebuild partitions and ceilings as a team. • Provide document needs and constructability needs from the same model. • Outcome • Walls and wall details match • Wall families have contractor information for 5D and total station layout. • Ceilings match details • Ceilings families have contractor information for 5D and total station layout Kaiser San Rafael Story

42. Cathedral Hill Project, aka CHH

43. New Acute Care Hospital to be Constructed in San Francisco 16 Stories, +2.5 Stories Underground Parking 1,000,000± sf 555 Patient Beds Fully glazed enclosure, green roof Breaking ground: Fall 2012 Construction cost: $1 billion Owner: CPMC/Sutter Health GC: HerreroBoldt Partnership Architect: Smith Group JJR Cathedral Hill Project Background

44. Enables team collaboration. Promotes a coordinated Building Information Model. A culture of sharing expertise, resources and experience to solve problems. IPD agreement allows for shared risks and profits. Co-location. CHH Story: Integrated Project Delivery

45. Lacking a full understanding of the technology and its integration into the industry Minimum communication and understanding between Modelers and the Estimators BIM expectations, process and model end-goals not pre-planned and mapped out early in the project Subjective trust / faith in the model and its quantity reports Not everything can be takeoff from the model CHH Story:Current State of Model-based QTO

46. CHH Story: Addressing challenges Continuous Team Collaboration

47. CHH Story: Interior EMP No Room Finish Data in the model

48. CHH Story: Interior EMP Floor Typology Wall Protection Typology Finish Schedule in Excel 2D Drawings Wall Typology Arch/TP/GC inputs BIMLink Ceilings Typology Updated Finish Schedule for EMP

49. CHH Story: Interior EMP Room Finish Data is in the model and drives color coded plans

50. CHH Story: Interior EMP