Professional Documents
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Management
A Standard Framework and
Guide to BS 1192
Mervyn Richards
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accurate or appropriate.
The right of Mervyn Richards to be iden fied as the author of this Work has been asserted by him in
accordance with sec ons 77 and 78 of the Copyright, Designs and Patents Act 1988.
This guide includes relevant sec ons from the acknowledged groups, but also includes
new informa on from current learning by the Construc on Project Informa on Commi ee
(CPIC) and the Bri sh Standards Ins tute (BSI) on a number of recent projects.
This informa on is published as guidance of a general nature, and the author accepts no
liability for any use to which it may be put.
Produc on Informa on: A code of procedure for the construc on industry, published by
CPIC (www.CPIC.org.uk).
PIX Protocol Guide and Toolkit, published by the Building Centre Trust. Now available from
the CPIC website (see above).
Avan , ICT Collabora ve Working: Toolkit documents. Construc ng Excellence 2004. Now
available from the CPIC website (see above).
Many of the images in this guide are based on those first published in CPIC’s Produc on
Informa on: A code of procedure for the construc on industry (2003) and BS 1192:2007
documenta on or by MR1 Consul ng Ltd.
Preface xv
1 Introduc on 1
3 Defini ons 7
5.1.5 Archive 36
5.1.6 The distributed CDE for project and
programme 40
5.2 BIM and the Common Data Environment 40
7 Specifica on 85
7.1 Master specifica on systems 86
7.2 System so ware 87
Figures
11: Status D 37
Tables
1: Defini on of terms 7
2: Assigned roles 15
3: Project codes 51
5: Level codes 60
9: Status codes 66
A ‘standard’ is required, so that all offices, teams or team members can produce informa on
to the same form and quality – enabling it to be used and reused without change or
interpreta on. If an individual, office or team changes the standard without agreement, it
will hinder collabora on and document sharing. ‘My standard’ is not acceptable in a team
working environment.
Unless this informa on is complete, accurate, well structured and coordinated, it will not be
effec ve and – no ma er how good the design – it will not be sa sfactorily realized on site.
Poor produc on informa on causes delays, extra costs and poor quality, which in turn give
rise to disputes over who is responsible for the problems.
Good produc on informa on is therefore vitally important to the success of the prac ce,
project and delivery of the major contracts handover document required for the successful
management and maintenance of the asset throughout its life.
BS 1192 is not only a means of delivering the two-dimensional drawing informa on that
is required for a project, but it is also the basis on which informa on management and
the delivery of the three-dimensional Integrated Building Informa on Model (iBIM) and its
associated data should be delivered.
We have compiled this guide to give more detailed informa on on the specific elements of
the process supported by the standard.
This guidance document has been produced using background informa on on procedures
that have been taken from successful applica on in the construc on industry, and has been
developed in conjunc on with the management processes required to manage informa on
through the project lifecycle. The adop on of such procedures will allow the move from
a document-centric environment to an informa on-centric environment – unlocking the
power of informa on technology.
The toolkit has been developed from the computer-aided design (CAD) standards, methods
and procedures of over 70 different companies in the construc on industry who work
in collabora ve framework environments, Construc on Project Informa on Commi ee
(CPIC), its consultants and steering groups, Construc on Industry Research and Informa on
Associa on (CIRIA) research documents (funded by the DTI), and many other individual
prac oners.
It also takes account of BS 1192, ISO 13567, CPIC’s Produc on Informa on: A code of
procedure for the construc on industry, Uniclass classifica ons and the PIX Protocol Toolkit,
developed by the Building Centre Trust. All of these documents are now available on the
CPIC website.
This procedure relies heavily on industry documenta on, research and prac cal applica on
within live projects. The projects range from simple housing developments to the value of a
few hundred thousand pounds to the most pres gious mul -billion-pound projects.
The knowledge and experiences of those prac ces have been measured and published over
the past 15 years, showing both benefits and blockers to the applica on of collabora ve
working. For the most part, such innova ve applica ons have been successful, with the
benefits far outweighing the effort employed.
Recommenda on: these procedures apply to all organiza ons, from small
consultancies and small projects to major contractors and large-scale projects.
Research has shown that inaccurate, incomplete and ambiguous produc on informa on
causes many problems on site. The impacts on the project are late delivery and increased
cost – es mated to amount to approximately 25–30 per cent of the construc on cost,
and affec ng each member of the supply chain. Effec ve communica on of high-quality
produc on informa on between designers, manufacturers/fabricators and constructors is
therefore essen al for the sa sfactory realiza on of construc on projects.
The evidence shows that improving the quality of produc on informa on reduces the
cost of developing that informa on, as well as the incidence of site-quality problems,
leading to significant savings in the cost of construc on work. The 2003 CPIC publica on
Produc on Informa on: a code of procedure for the construc on industry quotes an 18 per
cent reduc on in drawing costs and an overall cost–benefit of at least 10 per cent of the
contract sum.
Further tes ng on live projects has demonstrated that, when applied properly,
standard methods and procedures provide savings and improved profit for each
office and all members of the supply chain. To change or ‘simplify’ any element of
the procedure – without an understanding of the impact of that change – puts the
improvements at risk, and at best will only maintain the ‘status quo’.
In addi on, the processes and procedures offer the poten al for greater saving in the
delivery of the lifecycle informa on and the asset management data to be used and updated
throughout the life of the facility or u lity.
There are three specific areas that must be addressed to enhance the produc on informa on
process. These are:
Ownership of data along with the clear defini on of responsibility is a crucial part of any
design delivery. This document defines specific roles together with associated responsibili es
to aid the process.
The CDE is a procedure for managing the itera ve development of the design documenta on
to achieve full integra on and spa al coordina on of the data/informa on from all
par cipants and offices, and from all originators within project supply chains.
These procedures are not restricted to the development of the design team informa on.
The procedure must be used throughout the process of delivery and into the management
of the asset itself. The subcontractor and fabrica on design teams must deliver the final
‘virtual construc on’ model represen ng the actual construc on elements. In turn the
contractor, commissioning agents and suppliers must also use the CDE to complete the
database of informa on required for asset management.
The procedure also ensures that data/informa on is checked and issued fit for a specific
purpose at a number of defined ‘gates’ such that it may be used for the stated purpose.
Finally, the procedure allows for the dissemina on of the signed-off informa on ‘fit for
detail design development’ or ‘fit for construc on’, and the collec on of all relevant data/
informa on needed to deliver the project handover document for the administra on,
maintenance and deconstruc on of the final product.
These processes were well defined and managed in a paper-based filing system, but with
the adop on of new electronic technologies, the need for good management has been
overlooked and the systems have not been replaced.
The procedures outlined in this document apply to all approaches to project modelling,
including:
This document also defines a Standard Method and Procedure (SMP) that should be used
for developing and presen ng the design informa on and documenta on for construc on
projects. Organiza ons should define standards consistent with BS 1192.
When commencing a project that will involve the produc on of CAD/BIM informa on, it is
cri cal for each office to adopt the approaches outlined in this document, when using any
so ware solu on for producing 3D or 2D models and 2D drawings.
• Roles, responsibili es and authori es: agree roles, responsibili es and authori es – in
par cular, the responsibility for design coordina on of the various design disciplines.
• Common Data Environment (CDE): adopt a CDE approach and allow informa on to be
shared between all members of the office team. Some form of document repository –
for example, a project extranet or electronic document management system – will need
to be used when collabora ng on a project.
• Document management/electronic data management (DM/EDM): agree a suitable
informa on hierarchy that will support the concepts of the CDE and the document
repository.
• File-naming conven on: adopt file-/document-naming conven ons, so that relevant
informa on can be iden fied using file names. Agree the reference codes for ‘status’
and ‘revision’ of files and documents, but these are not part of the file name.
• Origin and se ng out: agree the origin of the coordinate system and method for spa al
coordina on.
• Drawing sheet templates: agree the tle block, a ributes, paper sizes and produc on
scales. Make model file and drawing templates available including: tle blocks, layer
names, text styles, line types, etc. for consistent delivery of the final construc on
informa on.
Each organiza on involved must adopt the project SMP, and all relevant par es (client, design
consultants, supply chain partners, etc.) must agree and commit to it. Each organiza on
should produce the project SMP at the pre-contract stage and include it in the procurement
documents and contracts.