BIM Topics

Protocols, contracts & addenda

This article lists documents which may be useful when discussing and defining contractual aspects of BIM implementation on projects.

(US) AIA Documents

These 3 documents have been designed to be used as a suite. They are an update and reconfiguration of AIA Document E201–2007 and E202–2008. They comprise:

AIA Document E203–2013, Building Information Modeling and Digital Data Exhibit

The purpose of E203 is to establish the parties’ expectations for the use of digital data and BIM on the project and provide a process for developing the detailed protocols and procedures that will govern the development, use, transmission and exchange of digital data and BIM. It is not a stand-alone document, but must be attached as an exhibit to an existing agreement, such as AIA Document B101–2007 or A101-2007. It is used at the outset of the project, prior to executing other contractual agreements between project team members, and before negotiating and finalising G201-2013 and G202-2013.

AIA Document G201–2013, Project Digital Data Protocol Form

The purpose of G201 is to document agreed protocols and procedures that will govern the transmission, use and exchange of digital data on a project, such as electronic project communications, submittals, contract documents and payment documents as soon as practical following the execution of E203. It is not designed to address BIM protocols and procedures, which is the purpose of G202.

AIA Document G202–2013, Project Building Information Modeling Protocol Form

The purpose of G202 is to document agreed protocols and procedures that will govern the development, transmission, use and exchange of models on a project as soon as practical following the execution of E203. It establishes the requirements for model content at five Levels of Development (LOD), and the authorized uses of the model content at each LOD. Through a table completed for each project, G202 assigns authorship of each model element by project milestone. It defines the extent to which model users may rely on model content, clarifies model ownership, and sets forth BIM standards and file formats.

To access the documents, go to http://acdpages.aia.org/DigitalDocuments.html
For a free guide to them, go to www.aia.org/groups/aia/documents/pdf/aiab095711.pdf
For FAQs about selecting and using them, go to http://info.aia.org/knowledgebase/

 

(US) ConsensusDOCS

301 Building Information Modeling (BIM) Addendum

The 301 BIM addendum is intended for use on projects on which the project owner and other major participants have made a commitment very early in the project planning process to utilise BIM as the primary means of communicating information for the design, procurement, and construction processes of a project. It is not intended to be used as a substitute for other standard form agreements. Rather, an identical copy of the BIM Addendum is required to be appended to the contracts between the owner and design professional, and the owner and the contractor.

The BIM Addendum is envisioned to be used with traditional project delivery methods, especially where construction is to be priced by means of a negotiated guaranteed maximum price (GMP) with significant preconstruction services.

For a preview of the Addendum, a free Guidebook, or to purchase, go to www.consensusdocs.org/Catalog/collaborative

 

(UK) BIM Task Group Project Documents

These 4 documents have been designed to be used as a suite. They comprise:

CIC BIM Protocol

The BIM Protocol is a supplementary legal agreement that is incorporated into professional services appointments and construction contracts by means of a simple amendment. It creates additional obligations and rights for the employer and the contracted party. The Protocol is based on the direct contractual relationship between the employer and the supplier. It does not create additional rights or liabilities between different suppliers.

The Appendices are the only parts of the Protocol which need to be completed with specific project details.

  • Appendix 1 – Model Production and Delivery Table must include references to all models that are required by the employer at each project stage.
  • Appendix 2 – Information Requirements details the information management standards that will be adopted on a project.

Employers Information Requirement (EIR)

A template setting out the information needed to define information and other client requirements for a project delivered using BIM. It includes guidance and pre-qualification documentation for consultants and contractors. The EIR form part of the appointment and tender documents on a BIM Project. The EIR define which models need to be produced at each project stage – together with the required level of detail and definition. These models are key deliverables in the ‘data drops’ – contributing to effective decision making at key stages of the project.

The content of the EIR covers three areas:

  • Technical – details of software platforms, definitions of levels of detail, etc.
  • Management – details of management processes to be adopted in connection with BIM.
  • Commercial – details of BIM Model deliverables, timing of data drops and definitions of information purposes.

Scope of Services for Information Management

This scope of services for information management activities is designed to be appended to an existing appointment – e.g. Design Team Leader. Information Management is referenced in the BIM Protocol and promotes the adoption of the Common Data Environment (CDE) described in PAS 1192:2.

PAS 1192-2:2013 Specification for information management for the capital/delivery phase of construction projects using Building Information Modelling

PAS 1192-2 describes a code of practice for the collaborative production of architectural, engineering and construction information specific to (UK) BIM maturity Level 2. It describes the shared use of individually authored models in a Common Data Environment (CDE). The CDE is a single source of information used to collect, manage and disseminate all relevant approved project documents for multi-disciplinary teams. It focuses on the delivery phase of projects up to the handover of the asset. A companion document, PAS 1192-3:2014, offers guidance on the use and maintenance of the asset information model (AIM) during the operational phase of the asset.    


To download the documents and associated guides, go to www.bimtaskgroup.org/commercial/

 

(Australian) AIA-CA BIM, Legal & Procurement Report

While no Australian standard contracts have been specifically developed for BIM, this Australian Institute of Architects-Consult Australia document provides information relevant to the topic.

Subjects covered include:

  • Intellectual Property
  • Professional Indemnity
  • Stakeholders’ Responsibilities
  • Viable Procurement Options (to encourage collaboration)

This document is part of a suite of AIA-CA BIM in Practice documents covering a number of BIM-related topics in an Australian context. To download them, go to http://bim.architecture.com.au/groups/index.html