Forming a Brief

Hello BIMfans,
If any of you have friended followed connected to me on LinkedIn, you may have read my post on The Great British BIM off. In essence, the post used The Great British Bake off to demonstrate that clearer the brief, the easier it is to satisfy your employer. Without a clear brief, product and services (including cakes) can be open to interpretation.

BriefCartoon.PNG
This is exaclty how briefs often work (I love projectcartoon.com)

To show what I mean, here are two briefs for the same ‘project’.

Version 1:

“Can you please bake my son a birthday cake?”

Minecraft
Kids still like Minecraft don’t they?

Version 2:

“Can you please bake a nut free (my son is allergic) chocolate cake with Spider-man icing for my son’s Superhero themed birthday party the day after tomorrow for him and his 11 friends?”

SpidermanCake
With great cake comes great responsibility

It is clear which of these two briefs more likely to give the best result. Version 2 is a better brief because it includes SMART Criteria:

  • (S)Specific = The cake needs to be Spider-man themed, chocolate, nut free, and be big enough for  12 people;
  • (M)Measurable = Need 1 cake, and it is clear when the task is done;
  • (A) Achievable = It is possible to bake such a cake;
  • (R) Realistic =  The cake can be done in the time given; and
  • (T) Time-bound = The cake is needed for the day after tomorrow.

When it comes to capturing information requirements, the document that captures the SMART objects in regards to data producing, managing, and sharing information on behalf of the employer is known as the Employer’s Information Requirements (EIR).

The employer’s information requirements are fairly simple by definition. They outline two sets of requirements: What information is needed and when, as well as any standards, methods, and procedures that need to be followed when producing this information.

A definition is one thing, but what about content? Well, there are guidelines for this. PAS 1192-2 is a core BIM Level 2 document that specifies how to undertake information management during the capital phase (when an asset is being designed and built). Within PAS 1192-2, it defines the content of the employer’s information requirements under section 5.3.  However, the subheadings only go so far, so it would really help if there was support relating to what information should go into each subheading. Luckily, there is.

Guidance on the content can be found in several places.

The first (used to be) the BIM Task Group‘s EIR Core Contents and Guidance DocumentHowever, now that the BIM Task Group has migrated to the Cambridge Centre of Digital Built Britain (and broken all of their website links!!) this document has been lost to the Aether. NOTE:  It can still be accessed if you use a service like Wayback Machine, but the document is pretty out-of-date so I wouldn’t recommend it.

Another useful reference is PAS 1192-3, a core BIM Level 2 document which specifies information management during the operational phase (when an asset is in use). Within this document, it defines the basis for employer’s information requirements, by stating several feeder documents from the organization and its asset team (neither of which I have for my house!).

Finally, there are also two core BIM Level 2 standards that have been written to support the briefing process BS 8536-1 (for buildings) and BS 8536-2 (for infrastructure).  These Standards not only outline the core plan of work stages, but also key activities, and documents a supply chain would be expected to deliver.  As my home is a building, I will be focusing on BS 8536-1.

However, in addition to the outlined feedback documents, employer’s information requirements are also supported by the stakeholder’s Plain Language Questions (PLQs). While the employer’s information requirements capture the verifiable requirements (is the thing built right), the Plain Language Questions are used for project validation (is the right thing built) against the project milestones. Information produced by the appointed party is developed against the employer’s information requirements and plain language questions to show ensure that the information delivered has been verified and validated; giving the employer and appointed party confidence that the project is proceeding as intended.

Therefore, before I being to write my employer’s information requirements, I’m going to need some Plain Language Questions

Note:  If you have any comments regarding how to form a brief, then please let me know either on Twitter, or by commenting below.

Prologue

Hello BIMfans,
Let me start from the beginning.  The idea for There’s No BIM Like Home was born when I was buying my first house.  During this purchase, I quickly realized that I was given an awful lot of paperwork to manage.

So, first things first, I sorted all of the disparate documents we were given and placed them into a master file to try and keep them organized (I had to buy the document holder myself!).

The Master File
I’ll be in real trouble if this goes missing!

Once sorted, the master file included:

  • 2 Property condition surveys (1996, and 2015);
  • Damp survey and quotation;
  • Land registry information;
  • Mortgage details;
  • Building contents insurance details;
  • FENSA certificate for the windows;
  • Gas and electric safety test data;
  • Flood risk assessment;
  • Record of any planning or building control applications at the property;
  • Energy performance certificate (EPC);
  • Property information form from the seller;
  • Boiler installation and warranty information;
  • Fixed Furniture and Equipment (FFE) information for items we have purchased since moving in; and
  • Much much more…

Looking into the paper abyss I asked myself:

“What is going on, this is the twenty first century isn’t it!? Surely there is a better way to capture all of this information?”

Well, there is.

As a Chartered Architectural Technologist who has specialized in Building Information Modelling (BIM), I have both the knowledge and experience in producing, managing and delivering construction information using an information model.  If you are unsure what BIM is, it might be worth reading ‘The BIM Explainer‘.  In short, BIM is a process that allows better decisions to be made by managing how information is produced, managed, and delivered; ensuring that the right information, gets the right people, in the right format at the right time.

Through information models I have produced in the past, I’ve managed to produce:

  • Graphical models,  which include the size and shape of building components;
  • Information, such as a project’s make and model; and
  • Documentation, such as drawings and reports.

Typically BIM Level 2, mandated by the UK Government as part of the Government’s Construction Strategy, is being done on large commercial projects, but the process is based on good practice with fully scalable benefits; making it also suitable for my home!

Matrix
Where you listening to me? Or where you looking at the house with the red bricks?

If I had a BIM Level 2 compliant information model and needed to replace a window, I could check for its size, finish, and basic performance information to make sure it was replaced with a suitable alternative.  Going further, documentation such as the Gas and Electric safety test data could be embedded into the circuit/piping models respectively; and even each item of furniture or equipment can include its product information (and if it’s from IKEA a link to the instructions on how to build it!!).

Luckily for me, under BIM Level 2 there are a plethora of standards and supporting material online I can use to my benefit such as:

All of which are free (yes free!) from the official BIM Level 2 Website. Each of these standards and Publically Available Specifications will be referred throughout this blog.

But first thing is first, I need to work out what information I want to capture.  To do so I need to produce a Brief

Note:  If you have any comments regarding my prologue and the reason I chose to use BIM Level 2, then please let me know either on Twitter or by commenting below.