Guiding Document PL

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Date of publication: AUGUST 2020Ministry of Development & European Commission & pwc

Digitization of the construction process in Poland

Managing a construction investment in the BIM methodology - BIM document templates

Guiding Document

Attachments

No. Document title Language PL EN

[1] BIM X Lexicon

[2] Overview of the BIM X Requirements Template

[3] BIM Requirements Template X X

[4] Overview of the BIM X Plan Template

[5] BIM Plan Template X X

[6] Model production and supply table. Template, overview, example X X

[7] BIM Annex to Agreement X X

[8] Consultation report - questions and answers X

Comments

The content MARKED WITH COLOR indicates the notes to which the reader should pay special attention, because the correct interpretation of the presented content is necessary to understand the assumptions presented in the document. This document is part of the studies prepared under the project "Digitization of the construction process in Poland" (hereinafter the "Project") implemented with the financial and substantive support of the European Union under the European Commission program for supporting structural reforms (DG Reform). The Project Beneficiary is the Ministry of Development. As part of the presented results of the work, the following documents were prepared:

"Construction investment management in the BIM methodology - a proposal for BIM document templates" - a document describing the assumptions and the most important information necessary for the correct interpretation of the template entries; • "BIM Lexicon" - a dictionary of BIM terms used in BIM document templates; • "Overview of the BIM Requirements Template "- a document containing an overview of the content presented in the" BIM Requirements Template "and guidelines for its supplement; •" BIM Requirements Template "- a template of" BIM Requirements "containing universal1 provisions of this document; •" BIM Plan Template Overview "- a document containing an overview of the content presented in the" BIM Plan Template " "And guidelines for its supplementation; •" BIM Plan Template "- a template of the" BIM Plan "containing universal1 provisions of this document; •" Model production and delivery table. Template, overview, example "-" Model production and supply table "template with an overview and an example; •" BIM Annex to the contract "- template of the BIM Annex to construction contracts regulating selected issues related to the use of BIM. by the term "universal" it should be understood that these provisions should apply to most PROJECTS. Their use results from a specific PROJECT and should always be analyzed by the user of the template.

I. Introduction

1.1 Introduction

As part of the project task regarding the development of BIM document templates, the guiding document of which is this study, two types of studies were created:

BIM DOCUMENT TEMPLATES, the overarching goal of which is to support the implementation of public pilot projects in housing construction using the BIM methodology. The task of the design team is also to develop universal document templates for the use of the public and private building construction sector.

Documents constituting the OVERVIEW OF THE CONTENT OF THE TEMPLATES containing comments and recommendations aimed at making it easier for representatives of the construction market to use them in the implementation of the above-mentioned projects. These documents were consulted with representatives of the construction industry as part of the survey, the results of which are presented in Chapter 4.1 and during the meeting with Project Stakeholders

The user of the templates should bear in mind the meaning of the terms used in relation to "PROJECT" and "REQUIREMENTS", as indicated in Table 1. BIM concepts are presented in the BIM Lexicon, attached as Appendix 1 to this study.

Table 1. The most important terms used in this study

1 PROJECT An investment task, in particular a Pilot Project (PP), for the implementation of which BIM documents will be used, created under the "Project". This concept is used in the content of BIM document templates and instructions for these studies.

2 Project "Digitization of the construction process in Poland", implemented with the substantive financial support of the European Union as part of the European Commission program in the field of supporting structural reforms, the Beneficiary of which is the Ministry of Development.

3 Pilot Project (PP) Task / tasks carried out in accordance with the assumptions adopted under the Project for the implementation of investments with the use of BIM in Poland, with the use of BIM document templates. The task of the Pilot Projects is to verify the effectiveness of the application of the proposed formula for the implementation of the contract and validate the developed BIM document templates. This Project does not include the implementation of Pilot Projects and the introduction of any corrections resulting from the implementation of the BIM document templates.

4 BIM Documents specifying the rules for using BIM as part of the investment. With regard to the Project results, BIM documents mean attachments to this study.

5 BIM document templates A set of BIM document templates developed as part of the Project, constituting Annexes 1-7 to this study. These documents, after being completed by relevant entities participating in the PROJECT implementation, constitute annexes to the contract concluded for this purpose. Their location in the implementation process is shown in Figure 3.

6 REQUIREMENTS A set of BIM requirements developed for the PROJECT, in particular "BIM Requirements" based on the "BIM Requirements Template". This concept is used in the content of BIM document templates and instructions for these studies.

7 TEAM A team of people working together to implement the PROJECT, consisting of representatives of the contracting authority, the contractor and, if necessary, its subcontractors. This concept is used in the body of BIM document templates and instructions for these studies.

8 Employer Entity defining the REQUIREMENTS. The ISO19650 standard indicates that both an appointing party can act as an "contractor" to a contractor and a lead appointed party to their subcontractors. British documents prior to the introduction of ISO19650 used the term " employer ".

9 ContractorThe entity implementing the "PROJECT" .-

The user of BIM Document Templates should also understand that they should be treated as a proposal for the layout of documents and their minimum content, which will allow for the proper implementation of the investment with the BIM requirement. You should always bear in mind that the overriding goal of creating BIM Document Templates is to support the user in the implementation of the investment due to the BIM requirement and THE DOCUMENTS PRESENTED EVERY TIME MUST BE ADAPTED TO THE IMPLEMENTED PROJECT

1.2 MacroBIM Phase

MacroBIM2 is an element of the resource purchasing process, which includes the provision of a program concept (design and execution) with the proposed indicative total cost of the investment. MacroBIM is the first stage of the procurement procedure and does not differ significantly from traditional purchasing processes. The biggest difference is the emphasis placed on the preparation of the investment in such a way as to ensure its economic security. MacroBIM consists of the following steps: • announcement of the procedure specifying the needs of the contracting authority; • pre-qualification in order to select the number of participants (bidders) specified by the contracting authority who are invited to submit preliminary bids including the concept of investment implementation and its financial evaluation; • if the initial bids significantly deviate from the budget, the contracting authority shall cancel the procedure; • conducting negotiations between the contracting authority and participants regarding initial bids or bids submitted during the negotiations, which include the Target Cost negotiations (see: below); • invitation to submit and submission of final offers; • The MacroBIM phase ends with the delivery of the conceptual solution to the ordering party (described in the further part of this chapter) with the specification of the Cost • The contracting authority assesses both the substantive quality of the schematic concept and its economic value. The selected solution (offer) with the established Target Cost serves as the basis for the capital phase (design and execution). The TARGET COST3 should be the starting point for each investment carried out in the BIM methodology and the basic economic criterion of the project. A possible base of design solutions for the pre-design (conceptual) phase are selected and evaluated only those that remain after applying two criteria to their combination: the minimum quality of the design solution and the concept of maximum Target Cost assumed in the evaluation process. The idea of the Target Cost is presented in Figure 1.

Figure 1: Extrapolation scheme of the Target Cost from among the available design solutions Source: own translation based on [1]

Evaluation of the concept assumes indicator calculations for m2 of gross / net function, m3 of cubature, unit calculations, other possible solid models (without any definitions of building partitions or openings) and a list of groups of functions (without division into individual rooms). An example of a conceptual model (volumes and areas of grouped functions) for the purpose of evaluating the indicative investment costs in the MacroBIM phase is shown in Figure 2.

Figure 2: Example of maximum model accuracy for delivery in the MacroBIM phase Source: own 3D development. 2D concept: Jan Gorgul office, Łódź

In order for the Target Cost proposal to be realistic, it must take into account not only design solutions, but also executive, organizational and operational solutions for the construction site. Hence, the concept of each bidder should be developed in the form of cooperation between the maximum possible number of all relevant entities that will be involved in the implementation of the construction investment, both at the design and execution stage, including future users, similar to multilateral contracts for the integrated design-execution-operation phase of a proper investment (e.g. a joint venture). 4.

Figure 3. Illustration of the investment process using the MacroBIM phase - location of BIM document templates Source: own study.

2 BIM document templates

2.1 Purpose of BIM document templates

The overriding goal of creating BIM Document Templates is to support the building and housing construction sector in the implementation of this type of investment with the use of BIM, in particular as part of the implementation of Pilot Projects. It is also possible to use materials created as part of the Project in the implementation of other types of cubature investments, but PLEASE BE AWARE THAT SOME INDICATIONS OR RECOMMENDATIONS CONTAINED MAY NOT APPLY. The recipients of the BIM Document Templates in the assumption of the Project are mainly: • Public ordering parties implementing housing investments; • Contractors (designers and contractors) taking part in the implementation of such tasks; • Their subcontractors; But also: other investments in the field of building construction • Contractors (designers and contractors) taking part in the implementation of such tasks • Their subcontractors. BIM document templates developed under the Project can be used as a basis for the development of similar documents for infrastructure investments. Their adaptation may, however, require greater expenditure than in the case of cubature construction, because they differ from cubature in many respects. Most of the differences result from the specificity of linear investments, but it is possible to use the same or similar mechanisms as in the case of cubature construction, the mechanisms indicated in the BIM document templates developed as part of the Project. a given PROJECT - the developed BIMNIE DOCUMENT TEMPLATES ARE READY-TO-USE DOCUMENTS INVESTMENT. The role of entities using BIM Document Templates is their appropriate empowerment in the documentation of the procedure, i.e. ensuring that they become binding for the Parties during the implementation of the PROJECT. For this purpose, it is recommended to use the provisions of the "BIM Annex to the contract". It is also recommended that the contractor should also include them when concluding contracts with his subcontractors. The parties may also use provisions not included in the "BIM Annex to the contract", if it is dictated by the needs of the PROJECT. THE USER OF THE BIM DOCUMENT TEMPLATES SHOULD BE AWARE THAT THE BIMPROJECT DOCUMENTATION (CONSIDERED AS ANY REGULATORY MATTERS RELATED TO THE USE OF BIM, WHEN IMPLEMENTED, AS WELL AS IMPLEMENTED).

2.2 The scope of BIM document templates

According to the scope of the Project, documents and templates have been developed, the scope of which is presented in Table 2. THESE TEMPLATES SHOULD BE CONSIDERED AS PROPOSALS THAT MAY BECOME STANDARD FOR USE IN BUILDINGS IN POLAND.

Table 2. Scope and content of the document templates developed in the framework of the Project

1 BIM Lexicon Terms, terms and acronyms used in BIM document templates developed as part of the Project. These concepts should be understood as proposals that are not, but can become a standard for use in the construction industry in Poland. The meaning of the concepts should be treated as proposals and always adapted to the PROJECT.

2 Overview of the BIM Requirements template Presentation of the recommended minimum content of the individual chapters of the template, including suggestions and recommendations regarding the activities or methods undertaken as part of the PROJECT.

3 BIM Requirements Template It is a study dedicated to be completed by the ordering party (investor, its representative or contractor planning to present BIM requirements to its subcontractors.) "BIM requirements" developed on the basis of the template should be included in the documentation of the procedure - as an attachment to the description of the subject of the contract.

4 Overview of the BIM Plan template Presentation of the recommended minimum content for each chapters of the template, including suggestions and recommendations regarding the activities or methods of conduct undertaken as part of the PROJECT. -

5 BIM Plan Template It is a study dedicated to be completed by the contractor (as a proposal to meet the customer's requirements). The content of the document should be agreed, i.e. it should contain the provisions developed between the parties to the procedure through cooperation. It is recommended to include the template in the documentation of the procedure as an attachment to the description of the subject of the contract, in order to standardize the studies submitted by contractors under the offers. It is required to adapt the document to the content and scope of the "BIM Requirements" developed on the basis of the "Overview of the BIM Requirements Template" and the "BIM Requirements Template" so that both documents are consistent in terms of structure and content. which is recommended to be included in the contract concluded as a result of the completed tender procedure.

6 Model production and delivery table. Template, overview, example Template of a table covering the types of models produced as part of the PROJECT implementation, their content, responsibility for delivery in terms of investment stages.

7 BIM Annex to the contract Provisions recommended for inclusion by the Parties in the content of the contract concluded as a result of the completed tender procedure. It is recommended to include the provisions in the document in the template of the contract concluded between the contracting authority and the contractor. The contractor should include them in the contract concluded with his subcontractors. Recommendations should not be treated as a complete, closed list, and each PROJECT based on BIM document templates should be analyzed individually.

2.3 The form of templates

The BIM document templates prepared as part of this Project have been developed on a fairly high level of generality to ensure that they can be applied to the widest possible group of PROJECTS. When using the developed templates, the user should take into account their purpose, as set out in chapter 2.1 of this document. it is not the lack of a template that is the biggest obstacle for the industry, but the answer to the question: "how to fill it?" in the "Overview of the BIM Requirements Template" and "Overview of the BIM Plan Template" a number of issues were presented, also indicating the recommended paths to be considered in the CONTEXT OF THE PROJECT. These notes form a set of guidelines - a guide on how a template user should complete it. The user of templates should pay attention to the fact that they should be treated as a proposal for the layout of documents and their minimum content, which will allow for the proper implementation of the investment with the BIM requirement. "BIM Lexicon". The content of BIM Document Templates written in black is an example of the content of records that may be found in the document. This content should be supplemented by the contracting authority, indicating additional provisions relating to the PROJECT, so that it constitutes an exhaustive description of its requirements. The numbering of requirements has been introduced in order to make it possible to indicate connections between individual provisions. Content written in orange is an additional discussion of the issue and examples aimed at better illustrating the discussed content. The text with a gray background indicates parts of the template that the user of the template should complete. To facilitate this task, BIM document templates contain suggestions for these additions, which, however, should be treated as a closed list. Before issuing (publishing) the document, remove all elements constituting auxiliary content for the user of the template listed above.

2.4 ISO standard content of BIM documents

Due to the fact that the ISO19650 series of standards is currently the only international document describing the principles of using BIM in construction projects, it is recommended to apply it to its provisions. It should be borne in mind that the comprehensive implementation of the provisions of the standard in individual countries may not be possible, as they differ in the legal and economic background in which its provisions should be embedded. list of comments and recommendations in this regard (see: Table 3).

Table 3. Application of the recommendations of the PN-EN ISO 19650 series in BIM documents

1 General thoughts

1.1 Terms and definitions The lack of Polish equivalents of terms regarding BIM used in the form and other studies means that the vocabulary and terminology used in Polish proceedings are not uniform - it is recommended to develop a common glossary of terms, i.e. taking into account: • Terms contained in the "BIM Lexicon" (Appendix 1 to this study), Additional terms and acronyms that will be used in Polish BIM documents.

1.2 Introduction - the idea of cooperation The idea of cooperation, which was highlighted in the introductory series of standards and repeatedly emphasized in its content, should be paramount in the case of implementing investments with the use of BIM. The activities undertaken to implement BIM in Poland should result in displacing antagonistic relations between participants of investment processes and rewarding cooperation. The lean methods proposed in the templates (mainly in chapter 1.3 "Overview of the BIM Requirements Template") fit the approach recommended in the standard. The other documents also indicate the need to cooperate for the implementation of the PROJECT.

1.3 The role of information requirements The rules presented in ISO19650 relating to information requirements are similar to the requirements set out in Polish regulations, in particular in the Public Procurement Law 5. The information requirements should be provided to the contractor and constitute a set of basic principles of the PROJECT, as indicated in Table 2 of this document. The information requirements should also be specified adequately to the subject of the PROJECT, ie proportionate and appropriate to the scale and complexity of the PROJECT being implemented, and therefore to the subject of the contract, as indicated in the introduction and chapter 1.4 "Overview of the BIM Requirements Template".

1.4 "BIM in accordance with ISO19650" 6 The term "BIM in accordance with ISO19650" should be referred to the level of BIM maturity, which has not yet been achieved in Poland, because there is no adequately developed and complete and well-established legal and normative system, which is required to achieve the expected from "BIM compliant with ISO19650 ”results. Recommendations regarding the development of additional documents supporting the achievement of the "BIM compliant with ISO19650" level are presented in chapters 4.3 and 4.4 of this study.

2 Remarks on the main issues of PN-EN ISO 19650-1

2.1 RolaOIR, AIR, AIM, PIR and EIR Due to the scope of the Project, issues related to the operation phase (AIR and AIM) were only indicated in the BIM Documents. In Chapter IC "Overview of the BIM Requirements Template", however, the links between the OIR, AIR, PIR and EIR studies, the definitions of these studies indicated in the standard and the basic content are presented in the document "Overview of the standards of the PN-EN ISO 19650 series, taking into account the possibility of using it as part of the digitization of Polish construction" . It should be noted, however, that the requirements for the provision of AIM do not contradict Polish regulations, but you should make sure that AIR is included in the "BIM Requirements" or that a separate study containing the requirements for AIM is attached to the OPZ. This will allow them to be properly anchored in the procurement documentation. The scope of EIR is presented in the "Overview of the BIM Requirements Template" and the "BIM Requirements Template" and the recommended provisions regarding the validation of information models in the documentation of the procedure are presented in the "BIM Annex to the contract" (Annex No. 7 to this study).

2.2 Information Delivery Cycle (Planning, Delivery and Verification) As data production, delivery and validation are a key component of an effective BIM process, these issues run through all BIM documents developed as part of the Project. In particular, the need for adequate planning of information provision was identified. It is recommended to use the methods indicated in chapter 2.2.3 "Overview of the BIM Plan template" to determine the order fulfillment schedule and describe the implementation products in the form of models using the table of production and delivery of models, the template and discussion of which is provided in Annex 6 to this study. Recommendations related to the verification of the data provided are indicated in chapters 2.4 and 3.3.2 of "Overviews.

2.3 Process functions - general requirements The distribution of roles in the process should be adapted to the requirements of a specific PROJECT. However, taking into account the large discrepancy, both in the applied nomenclature and in the scopes of responsibilities of the "new", related to BIM, the roles (members) of the team implementing the investment, in chapters 2.3 of "Overview" there are general recommendations regarding the division of roles and responsibilities, taking into account the provisions of the "Roadmap for the implementation of BIM methodology" in public procurement ". "Overview of the BIM Requirements Template" also includes a proposed responsibility matrix that is recommended to be included in the BIM Plan

2.4 Federation strategy The federation strategy described in the ISO 19650 series of assumptions corresponds to the standard division of work of project teams in Poland. The only difference to projects implemented "traditionally" (ie without the use of BIM) is the form of these studies. Issues related to the federation strategy are discussed in chapters 2.2.1 of "Overviews". Additionally, the "BIM Plan Template" contains the basic principles of creating BIM models recommended for use.

2.5 The level of information needs 8 The recommended approach to the interpretation of the concept of "level of information need" and how to define these requirements is presented in chapter 2.2.2 "Overview of BIM Requirements".

2.6 Cooperation in the CDE environment The guidelines for CDE are one of the most important in the process of investment implementation with the BIM requirement in accordance with the principles of the PN-EN ISO 19650 series of standards. Provisions regarding these requirements due to the wide aspect of issues that should be taken into account are included in the following chapters "Overview of the BIM Requirements Template" : • With regard to the basic principles of work and recommendations contained in the standards - in chapter 2.2.4, • Regarding the choice of the solution in terms of the impact on the implementation of the PROJECT and technical requirements - in chapter 3.1.1, • Regarding work safety in CDE - in chapter 2.5. that the solution most frequently chosen by awarding entities is requiring the contractor to deliver CDE, it is recommended that the contracting authority deliver CDE.

3 Remarks on the main issues of PN-EN ISO 19650-2

3.1 Organization of the information delivery process - general diagram The information management process organization scheme presented in PN-EN ISO 19650-2 (Figure 3) is possible to implement in Polish legal conditions, however, the number of activities will be influenced by the selected formula for the implementation of the contract - for the one recommended in this document ("design and build ") it will be identical to the one presented in the form, while with other formulas (eg" design "," build "), some elements of the scheme will have to be repeated due to the occurrence of additional tendering procedure.

3.2 Identification of needs The issues indicated in the form regarding the preparation of the procedure are typical to be undertaken by the contracting authority planning the implementation of an investment. As in Polish practice, it must indicate persons who are to perform the functions of project management (and information provided during its implementation) and define information requirements. The last scope covers the development of a series of guidelines, collectively known as BIM Requirements (it is recommended to use the "BIM Requirements Template Overview" and the "BIM Requirements Template" itself). These documents include guidance on regarding the methods and procedures for the production of information (chapter 2.2.1) and the information standard of the PROJECT (chapters 2.2.2). The rules regulating the legal issues that are recommended to be considered in the case of Polish investments using BIM are included in the "BIM Annex to the contract".

3.3 Invitation to tender As in the traditional approach to the implementation of investments, the contracting authority should, in accordance with the standard, define the terms of participation in the procedure and the criteria for evaluating submitted bids (in the Polish Public Procurement Law, these are elements of the terms of reference). BIM documents developed under this Project do not contain guidelines in this regard - it is recommended that they be developed as part of the next steps on the way to BIM implementation in Polish public procurement, as indicated in chapter 4.4 of this study.

3.4 Preparation and submission of the offer, signing the contract The main difference between the implementation of the investment in the traditional way (without taking into account BIM) recommended by the standard is the addition of a study constituting the BIM Offer Plan to the offer. As its provisions should be agreed, it is recommended to apply procurement procedures that provide for such activities. They have been indicated in chapter 3.3 of this study. The implementation of one of the mentioned modes will allow to include in the contract (as binding, binding for the PROJECT) executive documents that are the sum of the BIM Requirements and the contractor's possibilities. It is recommended to include the provisions of the "BIM Annex to the contract", constituting an appendix No. 7 to this study.

3.5 Mobilization The mobilization stage occurs in Polish projects, however, it is mainly associated with contracts for the implementation of works. Regardless of the scope of the order (design, execution of works, design and execution of works), due to the need to verify the adopted technological and organizational solutions, it is recommended to include this stage in the investment implementation schedule. The advantages of this approach and the activities recommended for carrying out are indicated in chapter 2.1 "BIM Requirements Template Overview" and chapter 2.1 "BIM Plan Template Overview"

3.6 Joint production and provision of information As part of the production of information, emphasis should be placed on the correct, i.e. in accordance with the BIM requirements set for the PROJECT and the agreed BIM Plan, implementation of the subject of the contract. The basic principles of cooperation and provision of information are presented in the "Overviews". Additional recommendations regarding the production and verification of information are indicated in section 2.2 of this table.

3.7 Completion of the project delivery phase Closing the PROJECT (if the contracting authority did not provide CDE for its implementation) should be accompanied by the delivery of an archive of data exchanged by CDE. As this is not a recommended solution and the method of delivering the archive depends on the individual needs of the client, this issue was only mentioned in the study "Overview of the BIM Requirements Template" (see chapter 2.5).

3 Recommendations for PROJECTS, including PPs, implemented using BIM document templates

The following points contain recommendations for Pilot Projects in housing construction implemented with the use of BIM document templates developed under the Project. It is also possible to use them for the implementation of other investments, but in each case the assumptions presented below should be followed.

3.1 General recommendations

In accordance with the remarks contained in the introduction to the PN-EN ISO 19650-1 standard, IT IS RECOMMENDED TO BASE THE ENTIRE IMPLEMENTATION ON THE COOPERATION OF ENTITIES INVOLVED IN THE PROJECT IMPLEMENTATION9. The use of such an approach promotes the equalization of competences (knowledge and skills) between the Parties and the achievement of the expected results [2]

3.2 Formula for investment implementation

When carrying out PROJECTS using BIM, it is recommended to use the FORMULA "DESIGN AND BUILD". The following arguments support the recommendation: • This formula will allow the fullest application of the recommendations contained in the PN-EN ISO 19650 [2], [3] standard. • The biggest challenge during the implementation of the investment requires BIM (separate "design" and "build") the contractor of the works (so and his capabilities, abilities and resources) is not known at the design stage. His experience and influence on the adopted design solutions can be invaluable, however. Thanks to the early inclusion of the contractor in the PROJECT implementation team, it is possible to avoid many design changes and optimize the adopted technological, logistic and economic solutions. the design stage of products (in order to minimize overproduction related to the redevelopment of the same ranges), and on the other hand, to ensure the achievement of the contracting authority's goals related to the individual stages of the PROJECT implementation. Therefore, this task requires special attention of the contracting authority and a higher knowledge of BIM-related issues, as it requires a broad analysis of available solutions and conditions, including legal conditions, a skilful link between information requirements and the competences of individual entities participating in the Task implementation10. • The "design and build" formula allows the contracting authority to apply more general requirements, which favors cooperation with the contractor during the development of the most beneficial cooperation methods for the PROJECT of the Parties implementing the PROJECT (this approach is the basis of BIM). • From the investment implementation formulas used in Poland, "design and build" is the closest to the assumptions recommended for BIM, i.e. implementation of investments based on multilateral contracts (e.g. in line with IPD11 rules), based on full cooperation and allowing to involve all parties of the investment process at the earliest possible stage of PROJECT implementation

Figure 4. Comparison of investment implementation schemes Source: own translation based on [4]

3.3 Order processing

Because in the most commonly used procurement modes (i.e. open tendering and restricted tendering) there is no negotiation element that would allow the implementation of: • MacroBIM phase, in particular Target Cost negotiations, • Activities recommended by the PN-EN ISO 19650-2 standard, in particular agreeing the provisions before signing the contract In the BIM plan and mobilization plan, it is recommended to deviate from these modes. As indicated in the document "Roadmap for the implementation of the BIM methodology in public procurement": "Taking into account the legal solutions provided for in the new Act The negotiated procedure may be used for contracts involving works, supplies or services involving design or innovative solutions, as well as contracts which, due to their nature, complexity or attention to the risks associated with construction works, supplies or services, cannot be awarded in another procedure. " It is clear from the above that the use of BIM, as including innovative (compared to traditional) solutions - both organizational and technological - fits perfectly into the conditions set by the legislator for the negotiation procedure with notification. This mode is hereby recommended to proceed with investments with the use of BIM, including Pilot Projects.

3.4 Organization of the investment process

Although the pre-capital phase of investments in Poland is not typically carried out using BIM, it is recommended to include it in the implementation of Pilot Projects and other investment projects. Information obtained in this phase is invaluable if one of your priorities is rational and effective spending. Especially for awarding entities representing public institutions, it should be of great importance, because public expenditure should be made: in a purposeful and economical manner, in accordance with the principles of: obtaining the best results from the expenditure, optimal selection of methods and means to achieve the assumed goals13. Similarly, the provisions of the Act on Public Procurement Law [5] emphasize the quality and economic efficiency of awarding contracts. Pursuant to Art. 17 above of the Act, contracts should be awarded in such a way as to ensure the best quality of supplies, services, construction works and to obtain the best effects of the contract (social, environmental and economic) in relation to the costs incurred. MACROBIM APPLICATION ENSURES REAL ESTIMATION OF COSTS BEFORE STARTING THE IMPLEMENTATION, AND THE TARGET COST PROPOSED BY THE BIDDERS IN THE MACROBIM PHASE EXCEEDS THE CONTRACTING PARTY'S INVESTMENT CAPABILITIES, WITHOUT AN IMPROVEMENT DURING NEGOTIATIONS) - CANCELLATION OF THE INVESTMENT IMPLEMENTATION. In this phase, it is recommended to develop the object concept at the lowest tier for which index costs can be used. However, this study should not be equated with an architectural concept that already contains certain assumptions about materials or technology - it resembles a functional and operational concept. capital (design and execution of works). Therefore, between the next MacroBIM phase there should be no significant risks related to the requirements specified for the PROJECT. It should be borne in mind that in the subsequent stages of the PROJECT, however, they require significant clarification (in the MacroBIM phase it is not reasonable to define detailed requirements for further phases, due to the fact that they may not occur - so developing them would be unjustified). Therefore, the BIM documents prepared as part of the Project should be completed in accordance with the information presented in Table 4 below.

Table 4. PROJECT implementation phases - general remarks - Main steps related to the implementation of the requirements contained in BIM documents

1 Pre-capital (investment preparation) • Securing the budget for the purpose of carrying out the MacroBIM phase; • Defining the basic requirements for the PROJECT under implementation, taking into account OIR14; • Development of BIM Requirements for the MacroBIM PROJECT phase. : • For the MacroBIM phase - to a precise degree • For the design and implementation phase - to a high degree of generality (it should be borne in mind that if the investment is not processed, the costs incurred to develop the requirements for further phases will be economically unjustified).

2 Tender procedure (MacroBIM) Pre-qualification of 15 entities applying for the contract award; Cooperation with entities developing the functional and operational concept; • Confrontation of the obtained data with the assumptions and capabilities of the contracting authority - making a decision on further investment proceedings; • Specifying or developing detailed requirements for the PROJECT It is • Limitation of contractors' claims related to the need to develop materials qualifying for "design" at the stage of proceedings. The entity that developed the concept that best meets the investor's requirements - if the investment will be processed - will continue to work within the capital phase. Therefore, there should be no significant risks related to the requirements specified for the PROJECT between the next MacroBIM phase, but they require considerable clarification - close cooperation of the Parties is recommended.

3 Capital16 (design) • As part of the preparation for the design phase, on the basis of the requirements for the PROJECT, a BIM Plan will be developed, which is its executive document. This document should be developed in close cooperation between the contracting authority and the contractor (designer and general contractor); • The BIM plan does not have to include the execution phase of the works, but it is recommended that it includes those assumptions that may have a significant impact on the design process; • The preparation phase should be completed with the verification of procedures adopted for the PROJECT, i.e. It is recommended that contractors (designers and contractors) cooperate fully at the design stage. The participation of the contractor will allow for: • Avoiding overproduction related to the redevelopment of design solutions resulting from the implementation of optimization only at the stage of execution of works; • Adaptation of the performed studies to the realities of the construction site. data dump. It is also common practice to separate the concept phase (with results in the form of an architectural or multi-disciplinary design). However, it is not necessary if the contracting authority is actively involved in the process from the very beginning. The amendment to the Construction Law Act also introduces the obligation to develop a technical design. Since it must be developed before the commencement of works, it can be the second data dump after the PNB-related data dump.

4 Capital (execution of works) • As part of the preparation for the works implementation phase, the BIM Plan developed at the design stage should be supplemented with issues related to the use of the developed materials; • Before starting the works, the procedures adopted for the PROJECT should be verified (mobilization phase); • If management is planned The preparation for this phase should also include agreeing on the scope and content of AIM17. It is recommended that the designer is responsible for the information models throughout the design and implementation phase. Due to the increased number of entities involved in the PROJECT during the implementation phase, particular attention should be paid to the effectiveness of the management and communication processes used. it also covers the initial stage of the exploitation phase (due to the provision of services under warranty obligations and in connection with the warranty period). In order to ensure that all obligations related to the updating of information will be correctly implemented, at this stage of work, the designer should also be involved, who supervises the information model of the PROJECT.

4 Operational18 (operation) Not applicable. Due to the scope of the Project, this phase has not been included in this study, and thus - it is discussed in the BIM document templates. However, attention should be paid to the fact that within the operational phase, due to the accompanying costs, it is worth considering the implementation of appropriate information management procedures.

As can be seen, when using the BIM methodology, the greatest emphasis on the appropriate organization of the PROJECT implementation process is placed in the first phases of investment implementation (investment preparation and conduct of the procedure). The decisions taken then have an impact on and define the entire resource delivery process.

3.5 Summary of Assumptions for PROJECTS, including PP implemented on the basis of BIM document templates

The BIM document templates listed in chapter 2.2 of this study have been developed with the assumption that the PROJECT will be implemented: • with the full cooperation of the Parties, • in the "design and build" formula, • taking into account the MacroBIM phase, • excluding the operation phase. The user who wants to use the developed "BIM Document Templates" with the use of assumptions other than those mentioned above, should analyze the provisions contained therein, taking into account the comments contained in the instructions for individual studies.

4 Verification of BIM documents

4.1 Consultations with Project Stakeholders - questionnaire

As part of the work, consultations with the Project's stakeholders were carried out in order to collect opinions on the content of the developed BIM documents. The consultations were conducted in the form of a survey, the results of which were summarized during a meeting with stakeholders. The purpose of the survey was to obtain the opinion of representatives of the construction industry on the proposed BIM document templates. Considering the possibility of identifying potential correlations between the responses and obtaining an opinion on the inclusion of all developed documents, only the responses of people who completed the survey, i.e. 68 respondents, were analyzed. A total of 174 people participated in the survey, and the majority of participants took 5 to 30 minutes to complete the survey. Most of the people who did not complete the study gave up answering in the first 5 minutes (68%). The questionnaire was divided into three parts: • Profile of the respondent - containing questions about the respondent; • General questions - regarding the scope and form of templates; The questionnaire was constructed in such a way that only the respondents who declared the minimum basic scope of knowledge in the BIM field, i.e. 47 people, answered the detailed questions concerning the provisions contained in the BIM document templates. Such a procedure allowed to focus on the most substantive and substantive comments and suggestions for supplements, often supported by many years of professional experience declared by the survey participants. Proposed changes or corrections in the documents submitted for consultation have been included in the scope presented in Annex 8 to this study. The following types of graphs were used in the study: • Ring - to present the results of answers to multiple-choice questions, the percentage of respondents was indicated in relation to the total number of respondents to whom the question was addressed).

4.1.1. Profile of the respondents

The first part of the questionnaire contained general questions aimed at obtaining basic information about the respondents. Their goal was to: • reduce comments from people who declared no or low knowledge of BIM as unrepresentative for further analysis, • Possibility to identify links between individual responses and belonging to a specific group of respondents. The structure of the respondents was as presented in the chart below. The "Other" profile includes, among others lawyers, software suppliers or surveyors.

Chart 1. Activity profile of the respondents

About 71% of the respondents indicated cubature construction as the main profile of activity (or one of the main ones). Responses "Other" were provided, among others, by representatives of the geotechnical and energy industry, software suppliers and healthcare professionals.

Chart 2. Activity of the respondents in terms of the type of construction

About 66% of RESPONDENTS DECLARED THAT THEY ARE IMPLEMENTING PROJECTS USING BIM. About 15% use BIM mainly for visualization purposes (concept presentation, virtual walks, etc.). Slightly over 22% indicated that although they communicate with other participants of the investment process based on 2D drawings, BIM models are made in their organization. Every 4 respondent communicates with the use of a 3D model. Only about 4% of respondents use BIM for advanced analyzes. Ok. 87% of respondents who declared the implementation of projects with the use of BIM participated in more than 1 such project, and the third (about 36%) in more than 5 (70% of them represent designers or consultants).

Chart 3. Declared level of BIM use

Chart 4. Declared number of completed projects with the use of BIM

The level of knowledge about BIM declared by the respondents was varied. Almost every third respondent (31%) did not have knowledge of BIM or described it as negligible. The remaining respondents (about 69%) declared they knew at least the basic concepts of BIM ..

Chart 5. Declared level of knowledge about Almost 38% of respondents who indicated that they implement projects with the use of BIM participated in the development of the "BIM Requirements" (EIR) or "BIM Plan" (BEP). Almost every 4 respondent refrained from answering this BIM question.

Chart 6. Participation of respondents in the development of "BIM Requirements" (EIR) or "BIM Plan" (BEP)

4.1.2. Answers to general questions

The respondents were divided in terms of answers to the question whether the presented set of documents was complete. As many as 43% of the respondents said that they had no opinion on this subject. Every third respondent indicated that the system is complete (32%), and every fourth said that it was not (25%). The respondents indicated deficiencies in the following areas: • Classification of building elements; • Information on the operational stage; • LOD and LOI19 tables; • Contract design works20, qualification assessment forms. The respondents also pointed to the need to ensure compliance with the provisions of the PN-EN ISO 19650 series of standards

Chart 7. Is the BIM document system complete?

The document system proposed as part of the study was developed so that each BIM document consists of parts describing the content of the template and its discussion. Over three quarters of the respondents (77%) found such a layout to be legible and understandable.

4.1.3. Answers to specific questions

BIM Lexicon The list of terms used in the documents indicated in the BIM Lexicon for half (49%) of respondents is sufficient to understand the content of the templates.

Chart 10. Is the list of terms included in the "BIM Lexicon" sufficient to understand the content of the templates?

Almost every third respondent (30%) indicated that the terms contained in the "BIM Lexicon" are not sufficiently explained. According to the respondents, the "BIM Lexicon" requires first of all to expand or reformulate the definitions (their content is not understandable) and to indicate examples. The respondents also indicated the need to translate the definitions contained in the series of PN-EN ISO 19650 standards

Chart 11. Are the concepts included in the "BIM Lexicon" sufficiently explained?

BIM Requirements: The voices on whether the contracting authority will be able to independently prepare the BIM Requirements based on the template and its discussions were more or less evenly distributed. Over one third of the respondents (36%) stated that the contracting authority would not be able to independently develop BIM Requirements based on the provided template and discuss it. According to the respondents - mostly represented by contractors - the scope of BIM is so wide that the Ordering Party, despite having a template and a statement, will need external support. The reasons for this state of affairs can be seen in the lack of appropriate competences on the part of the awarding entities. It should be noted, however, that the contracting authorities themselves were less skeptical in this regard - half of them could not clearly indicate whether they would be able to develop BIM requirements on the basis of the provided documents, and the third respondent representing this group indicated that the contracting authority would cope with this task.

Chart 12. Will the contracting authority be able to independently develop BIM requirements based on the submitted documents?

BIM Plan The respondents assessed the BIM Plan template together with its description slightly better. Almost half of the respondents believe that the project team will be able to develop a BIM Plan using the documents provided. Respondents representing a different opinion indicated that it is necessary to have experience in implementing projects with the use of BIM. Model documents adapted to the specifics of different projects (investment types and sizes) could also be useful.

Chart 13. Are the BIM Plan template and its description detailed enough for the project team to develop a BIM Plan based on them?

Model production and supply table The model production and supply table is the study that seems the least understandable to stakeholders. More than half of the respondents did not have an opinion on this document. The respondents who unequivocally stated that the table was not sufficiently understood indicated that it was not necessary to describe the classification codes for model elements and to introduce additional model divisions.

Chart 14. Is the discussion of the model production and delivery table template sufficient?

BIM appendix to the contract Every sixth respondent (17%) believe that the provisions of the document are not sufficient. The respondents indicated the need to clarify or amend the provisions concerning copyright and a more detailed approach to the provisions concerning CDE.46.81% 12.77% 40.43% YesNoNo no opinion.

Chart 15. Do the provisions of the annex to the contract exhaust the most important issues in relation to BIM, which are not regulated by traditional construction contracts?

4.2 Consultations with Project Stakeholders - meeting

As part of the work, on July 24, 2020, a meeting summarizing the consultations with the Project Stakeholders was organized. The meeting was held in the form of a videoconference. It was attended by over 40 people from over 30 ifirm institutions. The presentation constituting the first part of the meeting was divided into 3 parts: • Introduction, during which the Stakeholders were presented the assumptions and schedule of the meeting, • Discussion of MacroBIM with reference to the legal aspects of implementing this phase to proceed with the investment in accordance with the binding law, • Presentation of the survey results (see: chapter 4.1 The second part of the meeting was devoted to discussion with stakeholders. They raised the following issues: • Compliance of the nomenclature of the idefinition with the Public Procurement Law, • Confirmation of the placement of the MacroBIM procedure in the public procurement procedure, • Compliance in principle that each investment using BIM should be preceded by consultations / dialogue between the contracting authority and the contractor should take place not earlier than after the payment for the project has been paid • It has been confirmed that the law on copyright and related rights is inalienable, • Discussion regarding the guidelines for LOD (LOG understanding the definition indicated in the "BIM Lexicon") and LOI, • A necessity was reported developing proposed clauses for contracts according to FIDIC. It was declared to include the above-mentioned action in the recommendations. • The necessity to develop document templates for the facility use stage was reported. Declared inclusion in the recommendations of the above-mentioned action. • The necessity to develop BIM templates for the implementation of line investments was reported. Declared inclusion in the recommendations of the above-mentioned activities. • Discussion on the role of the designer in the project. Changing the approach to cooperation. The conclusions of the meeting are given below: • The proposed form and system of working with BIM documents are legible and understandable for both survey respondents and meeting participants. BIM templates will be reviewed in terms of nomenclature compliance with the PPL and corrected accordingly, • The provisions related to copyright and their transfer to of the ordering party, • Recommendations will be introduced regarding the need to develop, in subsequent steps of the BIM implementation process in Poland, contracts according to FIDIC and BIM documents for the operation phase, • The contractor will consider the possibility of introducing recommendations regarding minimum LOD levels into the BIM documents (LOG understanding the definition indicated in the "BIM Lexicon" ) iLOI for BIM documentation, in order to standardize the contracting authority's requirements towards contractors • Substantive (technical) and soft training is necessary, changing the way of working within the PROJECT (soft issues).

4.3 The main success factors

The implementation of BIM is a long-term process that requires continuous improvement (e.g. due to dynamically changing possibilities and economic, social, legal, environmental background, etc.). Therefore, before they become a standard, all solutions should be checked in practical application and - if such a need is identified - supplemented or corrected. VERIFICATION OF DOCUMENTS SHOULD BE CARRIED OUT ON MANY INVESTMENTS (it is recommended to collect results from at least a dozen implementations, in particular from Pilot Projects), Due to the invaluable advantages of the LESSON LEARNT APPROACH21, it is recommended to use it regardless of the type of entity for which the investment is carried out (public or private). at least at the end of each stage of the PROJECT implementation to complete the table below. These tables should be completed by all members of the Core Group22 and the conclusions should be discussed at a joint meeting to exchange experiences.

Table 5. Lesson learnt - worksheet proposal

PUBLIC INVESTMENT APPLICATIONS SHOULD BE PUBLISHED on a dedicated online platform23 to facilitate the exchange of experiences between industry representatives. It is also recommended to develop GOOD PRACTICE handbooks that will assist the construction market in developing BIM documents and facilitate the selection of the most advantageous solutions. it is recommended to prepare additional studies that will contain EXAMPLES OF SUPPLEMENTARY BIM DOCUMENTS, which would contain model provisions adapted to various types of investments - both in terms of the type (e.g. for linear and cubature construction) and the size of the PROJECT being implemented. This need was also reported by Project stakeholders during consultations.

4.4 Supplementing the standard of IM documents - next steps

BIM document templates attached to this study are the first step that should be taken by representatives of the construction industry to enable efficient implementation of investments with the use of BIM in Poland. Additional recommendations for representatives of the industry and the Steering Committee (the body responsible for the efficient implementation of BIM in Poland, in accordance with the assumptions of the "Roadmap for the implementation of BIM methodology in public procurement") are presented below with regard to the types of studies, the preparation of which is recommended in order to achieve full BIM integration in the process construction investments.

Table 6. Comments and recommendations for supplementing the BIM document system

1 Standards

1.1. Development of a complete, detailed naming system for construction investments. Development of a system used independently of the PROJECT will allow the participants of the construction process to "find themselves" in the documentation more quickly. It is recommended to develop it as a national annex to the PN-EN ISO 19650-2 standard, similar to the British version of the standard (BS-EN ISO 19650-2).

1.2 Classification Classification of building elements is a necessary element of a coherent and integrated system for structuring construction data throughout the life cycle of a resource, from project programming (MacroBIM phase), through concept, design, execution, to the preparation of resource data for operation (see also point 1.4 of this table) . Only the development of the classification will also allow the creation of digital supply chains (DSCs)

1.3 Development of standards for GIS24 and inclusion of standards for BIM into the system GIS data were indicated by the Project stakeholders as those that should be taken into account when developing BIM standards (in particular in the field of BIM document templates). This task may bring real effects, especially in relation to the planning phase, during which these data are used, e.g. in the implementation of linear investments, but also as part of pre-design works (e.g. in the field of spatial planning)

1.4 Development of BIM documents for the exploitation phase During the consultations, Project stakeholders indicated the necessity to develop documents covering the exploitation phase. It is a necessary step in order to create a full system of BIM standards for the implementation of construction investments throughout their life cycle.

2 Contracts and agreements

2.1 Model provisions of contracts, joint venture contracts The development of model contract provisions and agreements will be conducive to building good practices in terms of the division of competences and responsibilities, in particular the elimination of existing practices that are antagonistic in this regard. It will also make it possible to shorten the process of preparing the documentation of the procedure. It is not recommended to develop separate contracts for project work, as this activity may contribute to the further consolidation of the information provision process.

2.2 Model provisions for construction contracts based on FIDIC25 Processing of investments using FIDIC and BIM contract terms is currently possible, but a model set of supplementary clauses taking into account BIM will avoid discrepancies and gaps in the contract. It will also ensure the proper handling of investments using BIM, respecting the principles of cooperation and shared responsibility.

3 Specification of the terms of the contract

3.1 Model provisions regarding the terms of participation in the procedure The standard terms of participation in the procedure should be developed in such a way as to ensure the effective execution of orders with the use of BIM. Publication of such a study should not release the awarding entities from the obligation to adapt the conditions of participation in the procedure to the PROJECT being implemented.

3.2 Model provisions on bid evaluation criteria other than price or cost The development of model sets of BIM bid evaluation criteria will allow contracting authorities to more easily document the procedure, in particular in the context of the recommendations contained in the "Roadmap for the implementation of the BIM methodology in public procurement" 26 regarding the introduction of mandatory non-price criteria in public procurement The development of the indicated documents will also help to increase the quality of the PROJECTS implemented, while reducing the risk of unjustified increase in the price of offers, which does not release the contracting authority from the need to analyze the needs of the PROJECT being implemented and the selection criteria for offer evaluation appropriate to its scope.

3.3 Description of the roles of investment process participants and their scope of responsibility If it is not indicated in the model provisions of contracts and contracts, it is recommended to develop the minimum and recommended competences of individual BIM roles (or assign them to the existing Polish construction practice). It is also necessary to standardize the names of roles and develop scopes of responsibility, which will be used in the implementation of typical construction investments.

4 Others

4.1 Other recommendations in the "Roadmap for the implementation of BIM methodology in public procurement

All documents that will be developed as part of the next steps of BIM implementation in Poland should be COORDINATED (in line with the generally adopted implementation strategy) and MUTELY CONSISTENT in order to create a fully-fledged organizational system for the processing of construction investments in Poland.

Bibliography

[1] Haahtela Group. Lean Construction Institute. Provider Number H561, Lean Design Forum P2SL / AIA / LCI 2016 Day One. P2SLDF20161, 2016.

[2] PN-EN ISO 19650-1: 2019 Organization and digitization of information about buildings and structures, including building information modeling (BIM). Information management with building information modeling. Part 1: Concepts and Principles.

[3] PN-EN ISO 19650-1: 2019 Organization and digitization of information about buildings and structures, including building information modeling (BIM). Information management with building information modeling. Lot 2: Project implementation.

[4] C. Eastman, BIM Handbook -a guide to building information modeling, John Wiley & Sons, 2008, p. 116.

[5] The Act of September 11, 2019, Public Procurement Law (Journal of Laws of 2019, item 2019, as amended).

[6] The Act of 27 August 2009 on public finances (Journal of Laws of 2009, No. 157, item 1240).

Source: https://www.gov.pl/web/rozwoj-praca-technologia/cyfryzacja-procesu-budowlanego---szablony-dokumentow-bim

PUBLISHED IN THE GOV.PL PUBLIC DOMAIN https://www.gov.pl/attachment/a5f4f22a-424b-4091-ba48-70e5d25c747d The document, developed under the project "Digitization of the construction process in Poland", sets out a potential plan of activities that are to in order to implement the application of the BIM methodology in public procurement procedures in the construction industry. It will be a starting point for the development of a detailed BIM implementation strategy in Poland. Due to the recommended approach, PUSH-PULL applies not only to the public procurement sector, but also to activities undertaken (necessary to be undertaken) in the private sector. © 2020 PwC Advisory limited liability company sp.k. All rights reserved. In this document, the name "PwC" refers to PwC Advisory spółka z ograniczoną odpowiedzialnością sp.k. a company that is part of the PricewaterhouseCoopers International Limited network, each of which is a separate and independent legal entity.

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