BIM EXECUTION PLAN
[ PROJECT TITLE ]
Revision: 0.0
Submitted Date: ## / ## / ####
Submitted By:
AE Service Provider
Contact Name
Phone #
Email
Multnomah County Oregon
Facilities and Property Management Division
Building Data Management Center
Building Information Model Execution Plan, Version [xxx]
[Project Name]
Multco Project Number [xxx]
Forward
The BIM Execution Plan (BEP) is developed to provide a master information/data management plan and
assignment of roles and responsibilities for model creation and data integration at project initiation. The BEP
aligns the project acquisition strategy needs and requirements with Multnomah County technical standards,
team member skills, construction industry capability, and technology maturity. Through this process, the team
members, County Project Management, and Building Data Management Center have jointly agreed on how,
when, why, to what level, and for which project outcomes BIM will be used.
This document was developed based on the Multnomah County Revit Standards. The Multnomah County BIM
Execution Plan Template is a modified version of the Multnomah County BEP template. The changes have
been made to bring the template into alignment with the Multnomah County BIM Standards.
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Building Information Model Execution Plan, Version [xxx]
[Project Name]
Multco Project Number [xxx]
BIM PROJECT EXECUTION PLAN
FOR
[PROJECT TITLE]
Table of Contents
Section A: BIM Project Execution Plan Overview 4
Section B: Project Information 5
Section C: Key Project Contacts 6
Section D: Project Goals / BIM Uses 8
Section E: Collaboration Procedures 11
Section F: Quality Control 13
Section G: Technological Infrastructure Needs 14
Section H: Model Structure 15
Section I: Project Deliverables 16
Section J: Attachments 17
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Building Information Model Execution Plan, Version [xxx]
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Multco Project Number [xxx]
SECTION A: BIM PROJECT EXECUTION PLAN OVERVIEW
To successfully implement Building Information Modeling (BIM) on a project, the project team has developed
this detailed BIM Project Execution Plan. The BIM Project Execution Plan defines uses for BIM on the project
(e.g. design authoring, spatial data management, and design coordination), along with a detailed design of the
process for executing BIM throughout the project lifecycle. The BIM produced during this project will be
designed with the knowledge of its use for continued facilities management throughout the lifecycle of the
building.
INSERT ADDITIONAL INFORMATION HERE IF APPLICABLE. FOR EXAMPLE: BIM MISSION STATEMENT.
This is the location to provide additional BIM overview information. Additional detailed information can be
included as an attachment to this document.
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Building Information Model Execution Plan, Version [xxx]
[Project Name]
Multco Project Number [xxx]
SECTION B: PROJECT INFORMATION
This section defines basic project reference information and project milestones.
1. Project Basics:
Project Owner:
Project Name:
Project Location and Address:
Contract Type / Delivery
Method:
Brief Project Description:
[NUMBER OF FACILITIES, GENERAL SIZE, CONSTRUCTION BUDGET,
TOTAL BUDGET, ETC]
Additional Project
Information:
[UNIQUE BIM PROJECT CHARACTERISTICS AND
REQUIREMENTS]
2. Project Numbers:
Project Information
Number
Multco Project Number
Multco Building Number
AE Project Numbers
3. Project Schedule/Phases/Milestones:
Project Stage / Milestone
Estimated
Start Date
Estimated
Completion Date
Project Stakeholders Involved
Design Stage
Design
Model
Design Concept
LOD 100-200
Design Development
LOD 200-300
Construction
Documents
LOD 300
Construction Stage
As-built
Model
Construction Delivery
LOD 400
Project Close-Out
LOD 500
4. Project Management Systems
[ Insert systems here ]
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Building Information Model Execution Plan, Version [xxx]
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Multco Project Number [xxx]
SECTION C: KEY PROJECT CONTACTS AND ROLES
The team has identified who will be responsible for various aspects of the project based on delivering the BIM
goals. The intent of the team is only to help clarify contractual obligations of the team members and
stakeholders. No portion of this is intended to redefine or override any contractual obligations each party owes
under their respective contracts.
1. BIM Roles and Responsibilities
This section is intended to cover the macro level major responsibilities of the team members.
Stakeholder
Scope of Work
Architect
Overall design lead responsible for overseeing the design through LOD300 and
contributing to the LOD400 and LOD500 efforts. Establish and maintain the project's DMS
through project close out.
Engineer
2. Project Contacts
These are the primary management and technical contacts. These contacts should be used to seek immediate
resolution of project coordination challenges.
Design Team
Role
Organizaon
Contact Name
Locaon
E-Mail
Phone
Lead Project
Integrator
Lead Q/C
Multco PM
BDMC Rep.
Project
Manager(s)
Project
Architect(s)
BIM
Manager(s)
Consultant #1
Discipline Lead
Consultant #2
Discipline Lead
Other Project
Roles
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Building Information Model Execution Plan, Version [xxx]
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Multco Project Number [xxx]
Construction Team
Role
Organization
Contact Name
Location
E-Mail
Phone
Lead Project
Integrator
Lead Q/C
Project
Manager(s)
BIM
Manager(s)
Discipline
Leads
Other Project
Roles
SECTION D: PROJECT GOALS/BIM USES
Major BIM Goals / Objectives:
The project's goals are defined below as well as what metric is being used to validate their success. After
careful consideration of the BIM maturity of the team members tasked with their completion, the team believes
that all goals listed are achievable.
The team believes that the success of all goals defined is a team effort and expects all stakeholders and
project participants to positively contribute to their success.
Priority /
Measurement
Goal /
Achieved if
Primary Responsibility
Priority
High
Goal:
Leverage Spatial Data
Management to conduct
digital code reviews and
energy analysis.
Owner /
Operator
Provide standards to the design team. Inform the
team of historic energy data as well as local code
related issues.
Architect
Embed the SDM into the design model, and assist
with embedding this data into the construction
model. Will conduct reviews of energy models. Will
lead digital code review meetings.
Mechanical
Consultant
Will use the SDM data from the Architect to
programmatically derive the Space elements used
for energy calculations. Will conduct digital energy
analysis and track results through the design of the
project.
Builder /
Contractor
Ensure that proper SDM data is included within the
construction model.
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Building Information Model Execution Plan, Version [xxx]
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Measurement
Achieved if:
● Energy
consumption
projections are
reduced by
>15% using the
model.
● No substantial
code violations
surface during
construction.
Builder /
Contractor
Track code compliance through construction.
Report any code related issues to the team
including costs to the project in both dollars and
time.
Architect
Perform root-cause analysis on any code issues
that cost the project during construction and
present the results to the team.
MEP
Contractors
Ensure that strategies for energy consumption
reduction are taken from design to the real world.
Report any deviations to the team.
1. Major BIM Goals / Objectives (Cont.):
Priority /
Measurement
Goal /
Achieved if
Primary Responsibility
Priority
High
Goal:
Measurement
Achieved if:
●
2. BIM Uses
After careful consideration the team has decided on a number of BIM uses on the project. These uses are
based on what stage of the project they are to be completely implemented.
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Building Information Model Execution Plan, Version [xxx]
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Maturity
BIM Uses
LOD-100
(Pre-desi
gn)
LOD-200
(Schemat
ic
Design )
LOD-300
(Design
Develop
ment)
LOD-350
(Constru
con
Docume
nts)
LOD-400
(Fabricat
ion /
Construc
on)
LOD-500
(Closeou
t)
LOD-500
(Opera
on &
Manage
ment)
Visualization
Programming
X
X
Site Analysis
X
X
Design Reviews
X
X
X
Phase Planning (for
presentations)
X
X
X
X
Documentation
Existing Conditions
Modeling
X
X
X
X
X
X
X
Design Authoring
X
X
X
Cost Estimation
(Quantity takeoff)
X
Record Modeling
X
X
COBie
BIM Requirements for
FM
Model-Based
Analysis
Space Management
and Tracking
X
X
X
X
Engineering Analysis
X
X
X
a. Energy Analysis
X
X
X
b. Structural Analysis
X
X
X
c. Lighting Analysis
X
X
d. Mechanical Analysis
X
X
e. Other Engineering
Analysis
X
X
X
Sustainability (LEED)
Evaluation
X
X
Disaster Planning
X
X
X
X
Cost Estimation
(Estimating)
X
X
X
X
X
X
X
Phase Planning (4D
modeling)
X
X
Site Utilization Planning
X
X
Integrated
Analyses
3D Coordination
X
X
Construction System
Design
X
3D Control and
Planning (Digital
Layout)
X
Digital Fabrication
(Supply chain
management)
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Building Information Model Execution Plan, Version [xxx]
[Project Name]
Multco Project Number [xxx]
Building (Preventative)
Maintenance
Scheduling
X
Building System
Analysis
X
Asset Management
X
Automation &
Optimization
Code Validation
X
Digital Fabrication
(Off-site fabrication)
X
SECTION E: COLLABORATION PROCEDURES
1. Collaboration Strategy :
Describe how the project team will collaborate. Include items such as communication methods, document
management and transfer, record storage and performance incentives in timely receipt and quality of
deliverables, etc.
2. Meeting Procedures :
The following are examples of meetings that should be considered.
Meeting Type
Project Stage
Frequency
Participants
Location
BIM requirements
kick-off
BIM execution plan
demonstration
Design
coordination
Construction
over-the-shoulder
progress reviews
Any other BIM
meetings that
occurs with
multiple parties
3.
Model Delivery Schedule of Information Exchange for Submission and
Approval :
Document the information exchanges and file transfers that will occur on the project.
Information
Exchange
File
Sender
File
Receiver
One-Time Or
Frequency
Due Or
Start
Date
Model
File
Model
Software
Native
File
Type
File
Exchange
Type
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Building Information Model Execution Plan, Version [xxx]
[Project Name]
Multco Project Number [xxx]
4. Electronic Communication Procedures :
(Note: File Naming and Folder Structure will be discussed in Section H: Model Structure).
The following document management issues should be resolved and a procedure should be defined for each:
Permissions / access, File Locations, FTP Site Location(s), File Transfer Protocol, File / Folder Maintenance,
etc.
File Location
File Structure / Name
File
Type
Password
Protect
File Maintainer
Updated
5. VDC Training:
If VDC training will be required, identify the schedule, attendees, instructor.
6. Integration Management
Identify tools and techniques that will be used to encourage team collaboration and BIM sharing including how
Integration Sessions will be used to coordinate, share, and update model data. In this section the team should
agree to model integration methodology: set-up, objectives, facilitation, stakeholder, roles, frequency, location,
resolution. Refer to the Websites section: Integration Reviews
SECTION F: QUALITY CONTROL
1. Overall Strategy for Quality Control:
Describe the strategy to control the quality of the model.
2. Quality Control Checks:
The following checks should be performed to assure quality.
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Building Information Model Execution Plan, Version [xxx]
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Checks
Definition
Responsible
Party
Software
Program(s)
Frequency
VISUAL CHECK
Verify that there are no unintended model
components and the design intent has
been followed
INTERFERENCE
CHECK
Detect problems in the model where two
building components are clashing
including soft and hard
STANDARDS
CHECK
Verify that the BIM and AEC CAD
Standard have been followed (fonts,
dimensions, line styles, levels/layers,
model partitioning, common coordinate
system and model origin, and any required
object enablers)
BIM GUIDE
CHECK
Verify that the Multnomah County Revit
Standards BIM Guides have been followed
(Spatial Program Validation, Circulation
and Security Validation, etc.)
ENERGY
STRATEGY
CHECK
Verify that energy and modeling strategies
(including how energy savings predictions
will be documented so that it can be
matched against actual energy savings).
This includes creating the energy baseline.
4D SCHEDULING
CHECK
Describe the utilization of 4D scheduling
and construction sequencing technology
MODEL
INTEGRITY
CHECKS
Describe the QC validation process used
to ensure that the Project Facility Data set
has no undefined, incorrectly defined or
duplicated elements and the reporting
process on non-compliant elements and
corrective action plans
3. Required Technical Reviews :
Request for technical review should be submitted to BDMC at the end of each of the following phases:
● Design Development (DD) Phase
● Construction Documents (CD) Phase
● Construction Delivery Phase
Projects will automatically be reviewed at closeout to ensure all issues from previous reviews have been
addressed.
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Building Information Model Execution Plan, Version [xxx]
[Project Name]
Multco Project Number [xxx]
SECTION G: TECHNOLOGICAL INFRASTRUCTURE NEEDS
1. Software:
List software used to deliver BIM. (On larger projects the team should consider completing a more
comprehensive Data Format Matrix ).
BIM Use
Discipline (if applicable)
Software
Version
2. Modeling Content and Reference Information
Identify items such as families, workspaces, and databases.
BIM USE
DISCIPLINE
(if applicable)
MODELING CONTENT /
REFERENCE
INFORMATION
VERSION
DESIGN AUTHORING
ARCH
XYZ APP FAMILIES
VER. X.X. (YEAR)
ESTIMATING
CONTRACTOR
PROPRIETARY DATABASE
VER. X.X (YEAR)
SECTION H: MODEL STRUCTURE
1. File Naming Structure:
The team projects that the following master files will be generated during the project. All names of master files,
and all other data, will conform to the Naming Standards .
FILE NAMES
ARCHITECTURAL
MODEL
ARCH-
CIVIL MODEL
CIVIL-
MECHANICAL MODEL
MECH-
PLUMBING MODEL
PLUMB-
ELECTRICAL MODEL
ELEC-
STRUCTURAL MODEL
STRUCT-
ENERGY MODEL
ENERGY-
CONSTRUCTION
MODEL
CONST-
COORDINATION MODEL
COORD-
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Building Information Model Execution Plan, Version [xxx]
[Project Name]
Multco Project Number [xxx]
2. Model Structure:
Describe and diagram how the Model is separated, e.g., by building, by floors, by zone, by areas, and/or
discipline. Ensure that this structure conforms to Multco Revit Standards. In particular ensure that it conforms
to; File Structure and Organization, Grouping and Relationships, the Parametric Components standards.
3. Measurement and Coordinate Systems:
Describe the measurement system (Imperial or Metric) and coordinate system (geo-referenced) used. Ensure
that this conforms to Multco Revit Standards. In particular ensure that it conforms to the File Structure and
Organization standard.
4. BIM and CAD Standards :
Identify items such as the BIM and CAD standards, content reference information, and the version of IFC, etc.
Standard
Version
BIM Uses Applicable
Organizations Applicable
Multco Revit Standard 2021
1.0
All
All project parcipants
Multco CAD Standard 2019
1.0
2D CAD Exports
All project parcipants
5. Model Progression Matrix
The Multnomah County Model Progression Matrix (Coming soon) is attached to this document. This document
is based on the AIA E202 document.
SECTION I: PROJECT DELIVERABLES
Multco Revit Standards require very specific BIM deliverables. The team should familiarize themselves with
these requirements before any BIM work is commenced.
Item covered by the Standard Include:
● Data requirements
● Native format
● Minimum data attributes
● Specific model structure requirements
● Specific use of URLs within the BIM data
These standards must be followed by all team members.
Project Stage / Milestone
Description of Delivery
Estimate
d
Delivery
Date
Project Stakeholders Involved
Design Stage
Design
Model
Design concept
phase
LOD 100-200
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Building Information Model Execution Plan, Version [xxx]
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Design development
phase
LOD 200-300
Construction
Documents Phase
LOD 300 Complete
Construction Stage
As-built
Model
Construction
delivery Phase
LOD 400 Complete
Project close-out
phase
LOD 500 Complete
In this section, list the BIM deliverables which are in excess of the Multnomah County Submittal Standards for
the project and the format in which the information will be delivered.
SECTION J: OPTIONAL ATTACHMENTS
Depending on the size and BIM needs of each project various optional attachments may be included as part of
the BEP. Many different documents exist within the industry and the team is encouraged to seek out and use
those documents which enhance the projects BEP.
1. BIM USE SELECTION WORKSHEET
2. BIM PROCESS DESIGN MAP(S)
Large, complex projects may benefit from a team developed process map to clarify BIM workflows. If a
process map has been developed, include as Attachment.
3. INFORMATION EXCHANGE WORKSHEET(S)
Large, complex projects may benefit from a team developed, spreadsheet oriented, element by element
information exchange. If such a spreadsheet has been developed, include as Attachment.
4. MODEL DEFINITION WORKSHEET
5. MODELING PROTOCOL EXHIBIT [FROM SECTION G]
6. BIM AND FACILITY DATA REQUIREMENTS [FROM SECTION H]
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Signature Page
Team members agree to use BIM to enable improved workflows for subject project. Model data will be
authored, maintained, shared, and documented as outlined in this BIM Project Execution Plan.
Team Member
Company
Name
Signature
Date
Owner
Multnomah
County
Project
Manager
BDMC Rep.
Property
Manager
Facility
Manager
Architect
Engr. Consultant
Modify list as
required
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