THE ADVANCED MODELING SUBMITTAL REVIEW CHECKLIST (CHX)

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THE ADVANCED MODELING SUBMITTAL REVIEW CHECKLIST (CHX) 237 237 237 217 217 217 200 200 200 80 119 27 252 174.59 1 255 255 255 0 0 0 163 163 163 131 132 122 239 65 53 110 135 120 112 92 56 62 102 130 102 56 48 130 120 111 Prepared by Stephen Spangler LEED AP BD+C, O+M, DTM ERDC-ITL 10 February 2017 The views, opinions and findings contained in this report are those of the authors(s) and should not be construed as an official Department of the Army position, policy or decision, unless so designated by other official documentation.

FIRST, A FEW HELPFUL ACRONYMS: CHX = Advanced Modeling Submittal Review Checklist BIM = Building Information Modeling CIM = Civil Information Modeling PxP = Project Execution Plan

SECOND, A LITTLE BACKGROUND: The CHX was developed by the USACE/Industry BIM and CIM Consortia (UIBCC) The UIBCC is led by Steve Hutsell, Chief of the Geospatial Section, Seattle District The UIBCC Advanced Modeling Submittal QA/QC Workgroup is led by Justin Jameson, Seattle District

MISSION OF THE UIBCC: Push for innovation within an Advanced Modeling application-neutral context, yet ensure that the requirements are fair, practical and reasonable within the existing state of technology and standards.

THIRD, WHY IS THE CHX IMPORTANT? The CHX is included as a submittal requirement in UFGS 01 33 16.00 10 (May 2016)

WHAT IS THE PURPOSE OF THE CHX?

THINK ABOUT PAST SUBMITTALS RECEIVED: How many times have you had to refuse a submittal because it was: Not reviewed prior to submission Incomplete Not according to contract requirements FOX Broadcasting Company

AT WHAT SUBMITTAL PHASE SHOULD THE CHX BE USED? The CHX is valid for use in Interim Design submittals as well as all the way up to Final Construction submittals

THE CHX WAS DEVELOPED TO REDUCE RESUBMITTALS! This is achieved through 4 goals: Goal 1: Help Submitters prepare organized, complete, and accurate Submittals Goal 2: Establish a consistent set of review criteria for Submittals Goal 3: Provide guidance to the Reviewer on which checks to complete and how to perform them Goal 4: Reduce the amount of time needed to complete a review

ULTIMATE GOAL Let s Get It Right the First Time!

SO, WHO ARE THE KEY PLAYERS IN THE CHX?

CHX KEY PLAYERS Reviewer The COR, OR a technical specialist (e.g., BIM Manager) delegated to conduct an Advanced Modeling Submittal review Submitter The Contractor (Or Preparer, for In-House Design Team)

CHX PROS VS. CONS Cons Submitter Reviewer One extra piece of information to fill out and submit

CHX PROS VS. CONS Pros Submitter Helps prepare organized and accurate submittals Review criteria is consistent from project to project Reduces chances of a resubmittal being required. Reviewer Provides a base line of checks and guidance on how to complete them Reduces amount of time to complete a review and provide comments to Submittal Approving Authority.

THE 4 EVALUATION STAGES OF THE CHX

WHAT ARE THE 4 EVALUATION STAGES? Stage 1 PxP Prerequisite Stage 2 Content Inventory Stage 3 Content Verification Stage 4 Content Validation

KEEP IN MIND 1. Previous Stage must be completed and approved before moving to subsequent Stages. 2. Upon a Stage failure, the Reviewer may RECOMMEND that the submittal not be approved and not evaluate subsequent Stages until the Submittal Package is resubmitted. 3. HQUSACE and BIM CoP Leadership strongly suggest NOT approving a submittal if it fails a review in any Stage.

STAGE 1 PXP PREREQUISITE

WHY IS THE PXP A PREREQUISITE? From ECB No. 2016-3 (January 2016) From UFGS - 01 33 16.00 10 (May 2016)

STAGE 1 PXP PREREQUISITE Summary: Were both the PxP and PxP Demonstration reviewed and approved? Submitter QC Options: YES/NO Note: If No is selected for any Check in Stage 1, the submittal should not be submitted to USACE. Reviewer QA Options: PASS/FAIL Note: If Fail is evaluated for any Check, do not continue to next Stage.

STAGE 2 CONTENT INVENTORY

STAGE 2 CONTENT INVENTORY Summary: Were all required electronic files provided? Submitter QC Options: YES/NO/VARIANCE Note: If Variance or No is selected for any Check, details must be provided. Reviewer QA Options: PASS/FAIL Note: If Fail is evaluated for any Check, details must be provided and do not continue to next Stage.

STAGE 3 CONTENT VERIFICATION

STAGE 3 CONTENT VERIFICATION Summary: Were all required electronic files in the correct format and contain content as specified in the contract and PxP? Submitter QC Options: YES/NO/VARIANCE Note: If Variance or No is selected for any Check, details must be provided. Reviewer QA Options: PASS/FAIL Note: If Fail is evaluated for any Check, details must be provided.

STAGE 4 CONTENT VALIDATION

STAGE 4 CONTENT VALIDATION Summary: Does the content of submitted BIM, CIM, CAD, PDF, 3D Review Models, and IFC Coordination Views comply with PxP and contract requirements? Submitter QC Options: YES/NO/VARIANCE Note: If Variance or No is selected for any Check, details must be provided. Reviewer QA Options: PASS/FAIL/PWC Note: If Fail or Pass With Comment (PWC) is evaluated for any Check, details must be provided.

FINAL STEPS

SUBMITTER QUALITY CONTROL CERTIFICATION (QCC)

REVIEWER QUALITY ASSURANCE REVIEW (QAR) Reminder: this is the Reviewer s recommendation on the submittal. The COR has the final decision on what action code is given in RMS.

OVERWHELMED YET?

YOU AREN T BEING THROWN INTO THE DEEP END OF THE POOL!

WHERE CAN I FIND THE CHX? Note: A checklist for the PxP is in development and will be available Feb 2017 CHX PxP M3 https://cadbimcenter.erdc.dren.mil/bim_contract_requirements

RELATED DOCUMENTS ECB 2016-3 Advanced Modeling Requirements ENG FORM 4025-R UFGS 01 33 16.00 10 UFGS 01 78 00 USACE Advanced Modeling Project Execution Plan (PxP) Template USACE Minimum Modeling Matrix (M3)

POCS: Jason Fairchild, HQ CAD/BIM CoP Lead Jason.C.Fairchild@usace.army.mil Steve Hutsell, UIBCC Lead, Seattle District Steve.Hutsell@usace.army.mil Justin Jameson, Seattle District Steve.Hutsell@usace.army.mil Stephen Spangler, CAD/BIM Technology Center Stephen.C.Spangler@usace.army.mil QUESTIONS?