USACE BIM Design Review Process 2 - 5
USACE BIM Design Review Process 2 - 5
USACE BIM Design Review Process 2 - 5
Review Process
3D Clash Detection and 2D Drawing Reviews Version: DRAFT 0.0
Last Modified: xx/xx/2011
Contents
General .............................................................................................................................. 2
BIM Workflow Overview .................................................................................................... 3
BIM Assisted Design Reviews .......................................................................................... 5
In-Progress BIM/Design Coordination Review .............................................................. 6
Quality Checks and Reviews (QCR) ............................................................................. 8
Project Delivery Team Review (Client Review) ............................................................. 9
Independent Technical Review ................................................................................... 10
Biddability, Constructability, Operability, and Environmental Review ......................... 11
Roles and Responsibilities .............................................................................................. 12
Technical Instruction ....................................................................................................... 16
Model Setup ................................................................................................................. 16
Create Project Coordination Master Model ................................................................. 17
Creating/Updating i-Models ......................................................................................... 19
Saving Overlay Files .................................................................................................... 21
Clash Job Setup .......................................................................................................... 22
Reviewing Clashes ...................................................................................................... 24
Perform Visual Model Check ....................................................................................... 26
Glossary .......................................................................................................................... 27
Design coordination has always been necessary during the design phases regardless of a CAD or BIM
workflow. However with BIM, regular model‐based coordination reviews involving all team
contributors is critical to the success of the project. Coordination meetings should commence
immediately following the initial design charette and persist throughout the duration of the project.
It is recommended that team coordination meetings be conducted weekly, but the size and
complexity of a project may warrant a more or less frequent meeting schedule. While the length of
the coordination meeting may increase or decrease over the course of the design phase, it is
important to maintain the frequency of the meetings in order to ensure thorough coordination of all
disciplines.
The following steps outline a suggested 3D model review process for a design team based on weekly
design coordination meetings.
At project start, Project BIM Coordinator sets up models (see Model Setup)
After initial setup, Project BIM Coordinator Updates i‐Models
Day 2 & 3: Discipline Independent Model Review
The purpose of this review is to prepare for coordination with other disciplines while resolving all
issues that can be resolved independently before engaging other disciplines.
Identify Design Issues (Discipline Lead)
o Check against OWN discipline
Clash detection (see Reviewing Clashes)
Visual check (see Perform Visual Model Check)
o Check against EACH discipline
Clash detection (see Reviewing Clashes)
Visual check (see Perform Visual Model Check)
Assign and prioritize coordination issues (Discipline Lead)
o Create/assign Markups that can be resolved within your own discipline.
o Create Markups for cross‐discipline conflicts for discussion at coordination meeting.
Assign priority to Markup
Resolve issues within your own discipline (BIM Modeler)
o Make changes to design and model to address Markups which do not require cross‐
discipline coordination.
Change Status of Markup to reflect progress
o Update i‐Models and perform Discipline Self‐Check again until satisfied.
Project BIM Coordinator updates all i‐models prior to Coordination Meeting
Day 4: BIM Coordination Meeting
Design Team Lead facilitates coordination meeting with Discipline Leads, Project BIM Coordinator
and BIM Modelers. Design & coordination issues should be reviewed and discussed through the
model via Bentley Navigator.
Applicable Discipline Leads: Review/Assign unclaimed cross‐discipline clashes.
o Markup ‘Assigned To’ and ‘Due Date’ properties should be updated to reflect
responsible persons/groups for each issue.
After coordination meeting Discipline Leads and BIM Modelers resolve agreed upon clashes
until next review cycle.
o Markup ‘Status’ and ‘Approved By’ properties should be updated to reflect progress
on issues.
All design issues should be coordinated through the model however if items are identified
while working in sheets, markups on sheets can occur for review during the coordination
meetings. Review of drawing‐specific items like notes, annotations, and dimensions are not
important at this stage.
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Quality Checks and Reviews (QCR)
Typically occurs 1‐2 weeks prior to each major submittal.
Perform same steps as in Design Coordination Meeting
Perform 2D Drawing Review
Discipline Lead certifies that QCR of BIM requirements have been completed.
Participants:
a. Installation Stakeholders & Specialists
b. Design Team
Client Review: Go to client with projector for Design Review through the model
a. Establish what has been coordinated and analyzed
i. Energy & Lighting Analysis
ii. Structural & ATFP
iii. Cost & QTO?
iv. System Coordination and Integration
b. Renderings/Animations of the model
c. Space Program fulfillment – (SpacePlanner ‐ Thematic Maps)
d. Setup Saved views to demonstrate how the design meets the requirements
i. Specific Views/content for specific user reviewer
ii. Telecom, Fire Protection, Security, Etc.
Districts and projects will have different composition of roles whereby one person on a project may
fulfill one or more roles.
i. Project Manager (PM):
a. Schedule and fund design team labor for performing reviews.
b. Coordinating external reviews to include impasses between design team and review
team.
c. Coordinating customer design requirements.
d. Deliver BIM Submittal to the customer which includes the Design Review report.
e. Facilitates the ITR and Design Review.
ii. Design Team Lead (DTL)
a. Responsible for interdisciplinary project coordination.
b. Schedule and facilitate the Design Coordination Meetings which includes the Inter‐
Discipline Coordination issues not resolved in the Discipline Self‐Check process.
c. Facilitates QCR.
iii. Discipline Lead (DL)
a. Lead designer/decision maker for a specific discipline.
b. Perform or oversees Discipline Self‐Check process and decisions.
c. Participates with Inter‐Discipline Coordination issue resolution.
d. Corrects or assigns work tasks to change the BIM to resolve issues.
e. Verifies that changes to the model adequately address design problems identified.
f. Verifies that work tasks are completed and that additional issues which may have arisen
are addressed.
g. Responsible for final signoff on BIM QA/QC Certification Report prior to issuing for QCR.
iv. Project BIM Coordinator (PBC)
a. Person responsible for interdisciplinary BIM coordination.
b. Creates initial setup for design review process when notified by DTL.
c. Responsible for periodic updates to review models according to the review schedule
defined by the DTL.
d. Primary interface for the design team with the BIM Manager and ProjectWise
Administrator.
v. BIM Modeler (BM)
a. Designer or BIM user in a discipline who uses BIM tools and processes in a project.
b. Completes work tasks assigned by DL.
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c. Notifies and coordinates with DL when potential issues are identified through visual
checks and clash detections.
vi. BIM Manager (BMG)
a. Person responsible for consistency and efficiency for all BIM projects and coordinates
with the CAD Manager and ProjectWise Administrator.
b. Assist design team with review process standards and workflow guidance when
requested.
c. Responsible for overall BIM system and process infrastructure and not individual project
review process oversight.
d. Primary interface with the team for the BIM Manager is through the Project BIM
Coordinator.
vii. ProjectWise Administrator (PWA)
a. Responsible for overall ProjectWise system and process infrastructure and not individual
project review process oversight.
b. Coordinate with Project BIM Coordinator for automated review model updates.
viii. External Reviewer
Before beginning BIM Assisted Design Review some files need to be prepared to support the
workflow. Project review is performed using Bentley i‐Models, which are read‐only records of the
BIM model to ensure information‐rich, reliable, secure, and accurate data with provenance to the
native design authoring application(s).
1. There needs to be a person who has permissions across all discipline folders. It is essential that
all i‐Models are updated across all disciplines on a regular interval in order to coordination is
based on current design information.
2. Project BIM Coordinator (PBC) Creates Project Coordination Master Model (PCMM)
3. PBC Creates i‐Models of PCMM three days before BIM Coordination Meeting (completed by
close of business, 5‐20 minutes)
4. PBC creates one overlay file per discipline (see Saving Overlay Files)
i. PBC creates initial Clash Jobs setup for each disciplines (see Clash Job Setup)
Level 1: Discipline Self‐Clash
Level 2: Discipline against EACH discipline
Level 3: Element‐specific check for common coordination issues
a. ex. Ducts clashing with Beams
Level 4: Final comprehensive clash report
a. Discipline against ALL Disciplines
d. Once attached make sure all DMM nested references are relevant and visible. If no
references appear in the DMM, check that Ignore When Live Nesting is OFF in the
DMM.
** INCLUDE DIAGRAM OF REFERENCE STRUCTURE **
An i‐Model is a container for multi‐discipline information published from known sources in a known
state at a certain point in time. The i‐Model combines all the graphics and business data intelligence,
as defined by the design application, into a single deliverable container for distribution. Because an
i‐Model optimizes the business data, the result is decreased file size and easier navigation. An i‐
Model contains links back to the original source data from which the i‐model was derived,
facilitating the life cycle review workflow
1. Open PCMM with Bentley Building Suite mode if not already open
a. File > Open, select [ProjectCode]_PCMM.dgn
b. Select User:_Coordination and Project: ProjectCode from pull‐down menus at right
2. Create/Update i‐Models
a. File > Publish i‐model
i. Leave Force republishing of all files AND Create a package unchecked. Cick
OK.
ii. Published i‐model will be created in the
..\Con_Docs\BIM_Models\_Coordination\ folder with the extension
dgn.i.dgn
i‐Models instances will be created in each discipline folder for files
referenced by the Discipline Master Models.
iii. Processing the models can take some time the first time going through the
process. If it processes quickly, verify that Ignore When Live Nesting is OFF
in the Reference dialog.
3. Check the Message Center to verify all i‐model published successfully.
4. Exit Bentley Building Suite mode.
Bentley Navigator uses the concept of overlay files. An overlay file is a V8 DGN file that references
the original i‐Model file and works as a container for review‐specific content such as markups, saved
views, and clash detection jobs, while protecting the original file from modification. When opening
an i‐Model Bentley Navigator creates and opens a temporary overlay DGN file. If you modify this
overlay file and try to close or switch to another file, you will be prompted to save the changes to a
permanent overlay file. However, when you close the overlay file without doing any modifications, it
is deleted. Bentley Navigator will open existing overlay files directly rather than attempting to
create an overlay over an overlay.
1. Start Bentley Navigator using the Project Review > Bentley Navigator (SELECT series 3)
shortcut in the 09Q4b_V8i TriServices Workspace
2. Open i‐model
a. Choose appropriate Project and select __Coordination as the User.
b. Open file: …/BIM_Models/_Coordination/[ProjectCode]_PCMM.dgn.i.dgn
3. Save one overlay file per discipline
a. Save in the …\Con_Docs\BIM_Models\_Coordination\ folder
b. File > SaveAs, [ProjectCode]_PCX.overlay.dgn where X is the discipline designator.
i. Ex: [ProjectCode]_PCP.overlay.dgn for the Plumbing Coordination overlay
file.
1. Using Bentley Navigator, open one of the discipline overlay files
([ProjectCode]_PCX.overlay.dgn)
2. Open the Clash Detection dialog by selecting the Clash Detection icon (located in the Clash
Detection task of the Task Menu)
TIP: Dock the Clash Detection window at the bottom of the screen by dragging the window and
releasing it on top of the glyph that appears at the bottom while the window is being dragged
3. Set up Discipline Self‐Clash Job
a. From the Clash Detection dialog, create a New Clash Job (Job > New Job or Blank
Sheet icon in top left)
i. Name the clash job “1 [ACTIVE DISC]_[ACTIVE DISC]”
i.e. 1 MECH_MECH, 1 ARCH_ARCH
ii. With the new clash job selected in the left pane, make sure the Criteria tab
is active and expand the References window
b. Drag/Drop the active discipline DMM from References dialog to Set A
i. The “active discipline DMM” is the Discipline Master Model coinciding with
the discipline identified for the active overlay file
c. Check the box for Self Check in Set A
d. Save Job (Job > Save or diskette icon in Clash Detection window)
4. Setup Clash Job for active discipline against EACH Discipline
a. From the Clash Detection dialog, create a New Clash Job (Job > New Job or Blank
Sheet icon in top left)
i. Name the clash job “2 [ACTIVE DISC]_[DISC_X]”
i.e. 2 MECH_ELEC, 2 ARCH_STRUC
b. With the new clash job selected in the left pane, make sure the Criteria tab is active
and expand the References window
c. Drag/Drop the active discipline DMM from References dialog to Set A
i. The “active discipline DMM” is the Discipline Master Model coinciding with
the discipline identified for the active overlay file
d. Drag/Drop the DMM coinciding with DISC_1 from References window to Set B
window. Save Job (Job > Save or diskette icon in Clash Detection window)
e. Repeat Steps a‐d until the active discipline has a Clash Job against each of the other
disciplines
i. MECH_ARCH; MECH_ELEC; MECH_FIRE; MECH_PLUMB; MECH_STRUC;
MECH_TELE; etc.
5. Setup Clash Job for Discipline against ALL Disciplines (to only be used for submittal reporting
purposes)
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a. From the Clash Detection dialog, create a New Clash Job (Job > New Job or Blank
Sheet icon in top left)
i. Name the clash job “4 [ACTIVE DISC]_ALL”
i.e. 4 MECH_ALL
b. With the new clash job selected in the left pane, make sure the Criteria tab is active
and expand the References window
c. Drag/Drop the active discipline DMM from References dialog to Set A
i. The “active discipline DMM” is the Discipline Master Model coinciding with
the discipline identified for the active overlay file
d. Drag/Drop ALL the other discipline DMM’s from References window to Set B
window. Save Job (Job > Save or diskette icon in Clash Detection window)
A key component of any successful design review workflow is the ability to analyze the accuracy of
your 3D models, to ensure that all components are properly spaced for installation, and to avoid
costly change orders. The capability to identify and resolve conflicts in the design phase before
construction starts will help to reduce your risk, improve the quality of your models, and save you
money by avoiding on‐site errors that can result from inaccurate design. It is important that the
decision makers are reviewing the clashes in order to streamline the design process and resolve
conflicts quickly. Discipline teams should take ownership and resolve clashes that are clearly their
responsibility prior to the weekly coordination meeting. Clashes not claimed by any one discipline
prior to the coordination meeting should be discussed and assigned during the coordination
meeting. Clash detection should be performed early and often as it helps identify potential conflicts
and promotes cross‐discipline coordination early in the design process when costs associated with
design changes are lowest.
Certain clashes are acceptable and can be marked as “Accepted”, however, it is recommended that
“Accepted” clashes be reviewed periodically to verify that the clash condition is still acceptable. An
example of an acceptable clash would be a pipe running perpendicularly through a wall above the
ceiling.
There are three main types of clashes:
Hard Clash: Occurs when two modeled elements share the same digital space in the BIM model.
Soft Clash: Occurs when a modeled component intrudes on a defined clearance that we define
around another set of modeled components.
o Ex. Spray‐on fire‐proofing on a steel structure or insulation around duct/piping.
Operational or Functional Clash: Occurs when an object intrudes on the space required for the
movement of a building component. This is the hardest type of clash to detect. While it is good
practice to model an object to represent the operational space, this is not always practical.
o Ex. The swing of a door or the space required to change a filter in an air‐handling unit.
1. Using Bentley Navigator, open [ProjectCode]_PCX.overlay.dgn
a. Where “X” indicates the discipline for review
2. Perform Clash Detection Check
a. Check Discipline against itself (DL)
i. Expand the Clash Detection Task from the Task menu and select the Clash
Detection icon
ii. Select the Clash Job for review
Example: ARCH_ARCH
b. Expand Clash Job to review the Clash Results
i. If the Results are not showing, this indicates that the Clash Job has not been
processed yet.
Change Status to Assigned for clashes requiring
design/modeling changes
i. Selecting Assigned as the status will automatically
fill in the Assigned By and Assigned On fields with
the active username and current time.
ii. Assign the clash to a person by typing their name in
the Assigned To field
iii. Provide a description of the clash in the Description
field (last column)
If more than a brief description is needed , create a Markup
by clicking on the Create Markup button:
Performing a visual inspection of the model is an important measure to detect errors in the design
or modeling that otherwise might not be apparent in the 2D sheets or detectable by the clash
detection process. These inaccuracies might be items floating in space, duct/piping that does not
align, or exterior louvers placed directly in front of a beam. By not identifying and correcting these
inaccuracies downstream outputs from the model such as quantities, cost estimates, fabrication, or
2D drawings could be falsely impacted. Additionally, visual checks can identify design and
constructability issues that likely would not be discovered until in the field, which would result in
expensive change orders.
Regular visual model checks should be performed by the architect/engineer responsible for the
design and engineering of the project.
1. Using Bentley Navigator, open [ProjectCode]_PCX.overlay.dgn
a. Where “X” indicates the discipline for review
2. Perform visual check
a. Clip Volume
b. Leverage Project Explorer to hide or display references/levels or change the color
and/or transparency of references/levels.
c. Item Browser
d. In addition to looking for clashes, also look for modeling anomalies such as items
outside of the building extents