GENERAL PROCUREMENT

MANUAL

PROPOSED MULTI-PURPOSE COMMERCIAL BUILDING

Lake Drive, Nawala

Developer: Consultant:

EXCO DEVELOPERS (PVT) LTD, LEED CONSULTANTS,

Colombo 07 Nugegoda.
BE4615 / Modern Procurement Systems General Procurement Manual

Table of Contents
1. Introduction ..................................................................................................................................2

2. Procurement route ........................................................................................................................2

3. Contract type ................................................................................................................................3

4. Tendering Method ........................................................................................................................4

4.1.1 Introduction (what is tendering method) ........................................................................4

4.1.2 Things to be considered during selecting a tendering method .......................................5

4.1.3 Selected tendering type (Two stage selective tendering) ...............................................5

4.1.4 Why selective tendering is most suitable .......................................................................5

4.1.1 Why two stage selective tendering is most suitable .......................................................5

4.1.2 How the disadvantages can be minimized .....................................................................6

4.1.3 Conclusion (Final decision) ...........................................................................................6

5. BIM Implementation Manual .......................................................................................................6

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1. Introduction
EXCO started building a 6-story office project on Lake Drive in Nawala at the beginning of 2019.
They were able to complete the construction in 2022 despite the economic collapse brought on by the
epidemic and the world recession. However, because of the pandemic and the skyrocketing real estate
prices, EXCO management has now seen that demand for office spaces has substantially decreased.
This is because many firms have switched to a work-from-home model. Therefore, EXCO has
contacted "LEEDS Consultants" with the goal of repurposing the current facility.

A structure with numerous levels and a range of commercial uses, including retail stores, offices,
restaurants, and other companies, is the subject of the proposed six-story multi-purpose commercial
building at Nawala. To meet the demands of various enterprises, it often consists of a variety of
different sorts of spaces, including open floor plans, individual offices, and communal areas. For ease
of access between floors, these buildings generally contain elevators, stairwells, and other features.
They may also have subterranean parking or other amenities to appeal to businesses and customers.

A model created using the Autodesk Revit program and shared by EXCO. The client wants to
implement the project using BIM. The project group will be work collaboratively on the project tasks
with the inputs from other Construction disciplines. According to the client’s perspective he not much
concerns about detailed and elaborate construction design of the project. But he needs to know about
the functional implications of the design changes, scope, and programme.

This project should have a proper contractual strategy to implement the BIM. To achieve the best
output from the BIM implementation, every professional must work with a specific aim. This could
be achievable through the interoperability.

2. Procurement route
For this type of project, traditional procurement method is not suitable. Because it consumes a major
amount of time to prepare the complete alternation building drawings and specifications as per the
client requirement. As per the client requirement he need to finish the project within limited time
frame and there is an additional cost for maintain a consultant team in traditional procurement
approach.

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As per the project nature, Design and build procurement method is appropriate for this project.
Because the client has opportunities to accelerate the work through the overlapping of the
construction process. In Design and Build procurement, contractor take whole responsibility of the
project. The contractor prepares the drawings and specifications and take the responsibility to
construct the building as per the client’s requirement. Masterman, (2002) defined a D&B procurement
method as “an arrangement where one contacting organization takes the sole responsibility, normally
on a lump-sum, fixed price basis, for a bespoke design and construction of a client’s project”. In
general, Design and Build encourages the design and construction processes to overlap. This
procurement method also is known as the most important component of the integrated procurement
systems. D&B procurement originated as a project delivery system to meet the owners' recent
demands for projects to be completed faster and at lower prices (Tulacz, 2003).

For this project, the client considers time as a prime factor influence the project. Because, EXCO
management has now observed that demand for office spaces has significantly fallen as many
organizations have shifted to work from home basis due to the impact of the pandemic and the soaring
real estate prices. Since EXCO management is seeking for ROI from the project as much as possible,
time is always crucial. To fulfil these sorts of reasons design and build procurement is a best
solution for the client.

3. Contract type
Lump sum contract is suitable to this project. A lump sum contract is a contract with a fixed price
foundation. A stipulated sum contract is another name for it. Before the contract begins, both the
client and the contractor agree on a specified contract amount. Specifically, for the design and build
procurement process mostly going into the lump sum contract basis. Estimating labour and material
expenses, as well as a set sum to cover the contractor's overhead and profit margin, is typical for this
type of contract (Tom, 2019).

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If the planned work is well-defined and construction drawings are complete, a lump-sum contract is
a suitable contract agreement to use. In this project also, the measured model of the building is
available through that model, the alternations could be done easily.

There are some advantages identified in this contract method. Those are minimum risk to the client,
minimum variations, construction cost are fixed, when compared to a time and material contract,
employer monitoring is minimized the contractor will make every effort to complete the project as
quickly as possible a well-known contracting method, the selection and bidding processes are both
simple and the contractor's output and performance will be maximized. (Rodriguez, 2019).

Not only it has advantages but also some limitations are identified in this contract method. Those are
it presents the highest risk to the contractor, it's difficult to quantify variation requests may be rejected
by the employer, the project must be entirely designed before any activity may begin, it's possible
that the construction process will take longer than other options and higher contract rates could cover
unforeseen scenarios because the contractor will choose its own means and procedures.

This contract mechanism is ideal for modest, straightforward projects. The scope of work in this
selected project is alternation of the existing office building to a commercial building. This project
comparatively smaller and low risk project. So, the lumps sum contract method is suitable options for
this project. Most of the lump sum contract projects are completed earlier. Early completion of the
project might save huge amount of money for the contractor especially during this economic crisis.

4. Tendering Method
4.1.1 Introduction (what is tendering method)

Tendering is a process used to select a suitable contractor at an appropriate time so that an acceptable
offer can be received to form a contract (Holt, Olomolaiye, & Harris, 2007). The main tender process
in construction is usually for the selection of the contractor who will construct the works. Tenders
may be sought for a wide range of goods and services (for example, on a construction management
contract, the works are constructed by several different trade contractors, each contracted to the
client), and contractors may take on additional functions such as design and management as
procurement routes have become more complex.

In the proposed development we have suggested selective tendering (two stage) by considering the
below discussion.

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4.1.2 Things to be considered during selecting a tendering method

The following are standard things to be considered in tendering method selection. They are

• Flexibility
• Certainty
• Complexity
• Quality
• Risk
• Price
• Competition
• Responsibility
• Dispute resolution mechanism

4.1.3 Selected tendering type (Two stage selective tendering)

In the proposed development we have suggested selective tendering (two stage) by considering the
below discussion.

4.1.4 Why selective tendering is most suitable

Selective tendering may be especially useful for specialized or complex contracts, as well as contracts
with only a few suitable firms. Because there is no pre-qualification process as part of the tender
procedure, and only suppliers who are known to be appropriate for the proposed contract are
requested to produce tenders, selective tendering is likely to be faster and less wasteful than open
bidding. It can also provide customers more assurance that their expectations will be met.

4.1.1 Why two stage selective tendering is most suitable

Two-stage tendering allows the client to transfer design risk to the contractor; but, as the contractor
becomes more integrated into the team and competition becomes less of a concern, the customer loses
influence. Two-stage tendering is used to allow for early appointment of a contractor, before all the
information needed to calculate a fixed price is complete.

In the two-stage tendering first stage aim to select a suitable contractor by means of the limited
competition. Second stage is a process of negotiation with the selected contractor based on the first
stage tender.

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4.1.2 How the disadvantages can be minimized

While two-stage contracts may have higher initial tender pricing than single-stage tenders that are
exposed to full competition, the final account tends to have fewer variations and claims. During the
first stage the contractor usually submits their programme, preliminaries, project team and overheads
& profit. The selected contractor is then appointed under a pre-construction services agreement to
work for the client under a consultancy basis. During the second stage, a fixed price will be negotiated
for the project works. A longer time of familiarity with the project leads to better relationships and
lower learning curves, as well as improved program performance.

4.1.3 Conclusion (Final decision)

According to the above discussions, two stage selective tendering method selected for the proposed
development.

5. BIM Implementation Manual

The success of a BIM project is down, in no small part, to developing an effective BIM
Implementation Manual. This is prepared by the suppliers to explain how the information modelling
aspects of a project will be carried out. The BIM Implementation Manual shall enable the employer
to determine if the requirements within the EIR are achievable, allowing for adjustment or negotiation
of the supply chain’s capabilities if necessary.

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 BIM IMPLEMENTATION
MANUAL

PROPOSED MULTI-PURPOSE COMMERCIAL BUILDING

Lake Drive, Nawala

Developer: Consultant:

EXCO DEVELOPERS (PVT) LTD, LEED CONSULTANTS,

Colombo 07 Nugegoda.
BE4615 / Modern Procurement Systems BIM Implementation Manual

Contents

1.0 SECTION 01 - INTRODUCTION ...........................................................................................2

1.1 Introduction ...........................................................................................................................2

1.2 Project Overview ...................................................................................................................2

1.3 Main Objectives .....................................................................................................................3

2.0 SECTION 02 - REQUIREMENTS OF BIM PROJECTS ........................................................4

2.1 Summary................................................................................................................................4

2.2 Technology Platform and Software .......................................................................................4

2.2.1 Outputs of the project .....................................................................................................5

2.2.2 Applications of BIM.......................................................................................................5

2.3 Modelling Requirements .......................................................................................................7

2.4 Drawing Requirements ..........................................................................................................7

2.5 Information Delivery Manual (IDM) ....................................................................................7

2.6 Data Security .........................................................................................................................7

3.0 SECTION 03 – BIM WORKFLOW PROCESS.......................................................................8

3.1.1 BIM Workflow Summary ..............................................................................................8

3.2 Project Team Collaboration Procedures ................................................................................9

3.3 Project BIM Work Plan .........................................................................................................9

3.3.1 Design BIM execution plan............................................................................................9

3.3.2 Construction BIM execution work plan .........................................................................9

3.4 BIM Roles and Responsibilities ..........................................................................................10

3.4.1 Design Team BIM Facilitator ......................................................................................10

3.4.2 Lead BIM Technicians .................................................................................................10

3.4.3 Construction BIM Facilitator .......................................................................................11

4.0 SECTION 04 - QUALITY ASSURANCE AND VALIDATION OF BIM ...........................11

4.1 BIM Project Audit Checklist ...............................................................................................12

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1.0 SECTION 01 - INTRODUCTION

1.1 Introduction

A BIM implementation manual is a document that outlines the processes and standards that a
company or organization will use when implementing Building Information Modelling (BIM). It
typically includes information on the goals and objectives of the BIM implementation, the roles and
responsibilities of different team members, and the tools and technologies that will be used. The BIM
implementation manual is an important tool for ensuring that a BIM implementation is successful and
that all members of the project team are on the same page. It can also help to identify potential
challenges and develop strategies for overcoming them. BIM implementation manuals are typically
created by the project manager or BIM manager, and they may be revised and updated as the project
progresses.

1.2 Project Overview

The proposed six-story multi-purpose commercial building at Nawala is a structure that has multiple
floors and is designed to be used for a variety of commercial purposes, such as retail shops, offices,
restaurants, and other businesses. It typically includes a mix of different types of spaces, such as open
floor plans, private offices, and common areas, to accommodate the needs of different businesses.
Six-story buildings are often found in urban areas, where there is a high demand for commercial
space, and they can be constructed using a variety of materials, including concrete, steel, and glass.
These buildings typically have elevators, stairwells, and other features to make it easy for people to
move between floors, and they may also have underground parking or other amenities to make them
more attractive to businesses and customers.

The proposed building consisted with,

• Cinema
• Open restaurant
• Commercial spaces
• Banks
• Toilets
• Lobby

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1.3 Main Objectives

The purpose of the Project BIM Implementation Manual is to help users utilize BIM technologies and
processes to achieve the following objectives:

• To carry out the design development process in accordance with the General Contract
Requirement, for all disciplines, and to ensure a fully integrated approach, ensuring that all
outputs such as drawings for the interim design and detail design drawings, construction /
shop drawings, and as-built drawings meet the required standards.
• Conduct the RIBA plan of work design development process and maintain the integrity of the
project inputs and outputs.
• To design and build high-performance buildings using sustainable concepts to achieve net
zero energy use
• To use BIM's 3D modelling and parametric capabilities to create coordinated project
documents.
• Use 5D technology and methods to create more accurate project cost estimates and building
life cycle cost estimations.

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2.0 SECTION 02 - REQUIREMENTS OF BIM PROJECTS
2.1 Summary

To ensure a completely integrated approach, the developer must use Autodesk Revit to carry out the
design development process for all disciplines. The BIM outputs must be fully compatible with
AutoCAD 2006 or higher. All design analyses must be carried out using Sector Standard Proprietary
Software, which is widely used in the construction industry. All software must be approved by the
Engineer prior to the start of the design development process.

2.2 Technology Platform and Software

All software platforms used for the projects MUST be compliant with:

• Most current version of Industry Foundation Classes (IFC) file format

• Commercially available collaboration software that provides interoperability between the
different software applications

Table 1: Standard BIM Software used for the Projects

Software Available

Authoring – Design (Architecture, Structural) Revit Architecture 2018 or newer, Graphisoft

Archicad, Tekla Structcures or equal

Authoring - MEPF (design & construction) Revit MEP, AutoCAD MEP, Bentley BIM,
CAD-Duct or equal

Authoring - Civil Autodesk Civil 3D or equal

Coordination (spatial conflict, clash detection) NavisWorks Manage or equal

4D Scheduling MS Project, Primavera, Navisworks or equal

Cost Estimate CostX or equal

Energy Analysis Green Building Studio, IES, Ecotect,

Hevacomp, TAS or equal

Specifications E-Specs or equal

Model Checking Validation, IFC File Optimizer Solibri or equal

Water Management Bentley WaterGem

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• Other software than those listed below may be utilized, subject to the above compliance
standards and Client permission.

2.2.1 Outputs of the project

All of the project's outputs must meet the pre-contract specifications specified by the client.

• Plans
• Elevations and Sections
• Interim design drawings
• Detailed design drawings
• As-built drawings
• Schedules
• Other Details

2.2.2 Applications of BIM

BIM output can be used in a variety of ways to give stakeholders a better understanding of how a
building will be used, designed, and built. The following are the numerous applications for which
BIM will be used:

Table 2: Applications of BIM

Applications of BIM Description

Site Conditions - Existing BIM requirements for new building and restoration projects must
Conditions and New include modelling of the project site and existing structures. For
Construction all projects, existing building modelling shall be completed
based on as-built information provided, with field verification or
electronic measurements conducted by the Project team to
validate the level of accuracy.

Architectural Model - Spatial The Architectural Spatial model evolves during the design
and Material Design Models process, and the information described in BIM must be modified
as a project moves closer to completion. An Architectural BIM
Model in the early stages of design may be as simple as a
massing model validating program requirements, basic
geometry, and building orientation to climate and site
circumstances.

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System Models - Structural and Building systems are ideally organized as independent BIM
MEPF design models linked to a shared benchmark using current technologies
for efficient and accurate coordination. The amount of detail in
these models, like that of the spatial models, must increase as the
design progresses so that these systems are accurately simulated
and incorporate sufficient performance, clearance, and LEED
requirements as part of the BIM.

Cost Estimation Cost estimates will be derived from the Project BIM at contract-
specified project milestones. The Design Team shall give a copy
of the completely assembled and coordinated BIM in a non-
editable format to potential bidders upon completion of the
Construction Documentation Phase.

4D Scheduling and Sequencing The construction planning process requires the sequencing of
operations in place and time, as well as the consideration of
constraints such as procurement lead time/logistics, resources,
spatial limits, and weather, among others.

Life cycle cost analysis In order to achieve sustainable building, aspects must be built
with sustainability in mind. LCC estimates are based on data
retrieved with BIM technology and approved by the facilities
management team.

Design Visualization Animation, graphics, and physical models exported directly from
the BIM authoring tool are all used in design visualization.
Throughout the project, the design team will be involved in the
creation of high-quality design visualization. During
construction, the contractor is responsible for creating a
visualization model. It should be appropriate and useful for clash
detection and project sequence creation.

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2.3 Modelling Requirements

Model elements shall be derived from the following sources:

• Elements generated by and received from manufacturers are referred to as manufacturer's

model elements. It is the obligation of the author to show the proper amount of detail for the
design element. Embedded performance data must be kept for analysis and specification.
• Model Elements Developed by the Model Author - Model elements created by the model
author must use proper BIM Authoring tool templates to create custom elements. Custom
model components must be designated as parts and as members of a family or group.
• Model Elements Provided by the Client - model elements prepared by specialists that meet
the basic requirements outlined in this document.

2.4 Drawing Requirements

File naming, line work, font styles, title blocks, symbols, text styles, and printing needs are examples
of drawing requirements.

2.5 Information Delivery Manual (IDM)

The IDM is a methodology for documenting information exchange using BIM tools to assist
sustainable building design solutions with a process map that can be reused for future project design.

Design Teams must deliver IDMs to carry out energy studies, geographic verification, project water
management, and daylight harvesting analysis in accordance with the Standard Information Delivery
Model (IDM).

2.6 Data Security

Project Teams must design a data security procedure to prevent data corruption, virus "infections,"
and data abuse or intentional destruction by their own personnel or third-party sources.

Both the Design Team and the Contractor must set proper user access privileges in order to avoid
data loss or damage during file interchange, maintenance, and archiving. If an Engineer-provided
shared file server is available, the Design Team and Contractor must offer user roles to the Engineer
in order for all identified users to have access rights.

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3.0 SECTION 03 – BIM WORKFLOW PROCESS
3.1.1 BIM Workflow Summary

Table 3: BIM Workflow Summary

Phase Description

Design Phase • Designers must generate 3D models using trade-specific analytic

and writing tools to match pre-set project objectives.
• Prior to each scheduled coordination meeting, the Project Team
BIM Facilitator will provide an updated clash report to track
coordination progress, analyse conflicts, and aid enable issue
resolution prior to construction.
• Building Performance and Energy Modelling - The design team
must update energy models on a regular basis, using BIM data as a
reference. Information generated by Design Energy models must be
integrated into design models as needed to achieve the project's
building performance and energy efficiency targets.

Bidding Phase The Design Team shall produce a non-editable version of the coordinated
BIM for reference and visualization of the building as part of the
documentation supplied to potential bidders.

Following the award of the contract, the coordinated Design BIM and all
native BIM files will be handed to the General Contractor.

Construction Phase Contractor shall designate a Team BIM Facilitator prior to the start of
construction to coordinate fabrication models with coordinated design
model. If the Contractor and Design Team agree, the Team BIM Facilitator
may be the same person assigned during the Design Phase.

As part of the record deliverables requirement, the contractor must

constantly update the Construction Record BIMs with as-built conditions.
Concurrently, the Design Team must update Design Record BIMs with
field-documented design revisions.

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3.2 Project Team Collaboration Procedures

The following recommendations are offered for effective BIM process management and
collaboration.

• Shared file server

• Coordinated Insertion Point
• Points of Reference
• Project Kick off BIM Standard Orientation
• Incorporate the involvement of third party
• Implement BIM Theatre (A BIM collaboration room for implementing work environment to
• accomplish effective design, review and coordination).
• 3D models, formats and model structures
• Collaboration in installation planning process
• Digital Fabrication
• Coordination of entire building
• Coordination from floor to floor
• Clash detection and reporting

3.3 Project BIM Work Plan

Design and construction teams will be expected to submit Project BIM Work Plans to the Engineer
for approval, demonstrating their strategy for delivering project deliverables using Building
Information Modelling.

3.3.1 Design BIM execution plan

This document should contain proposed BIM software to be used, proposed Schedule of BIM
workshops and training programs, file formats used for the submission and exchange, file exchange
protocol, etc.

3.3.2 Construction BIM execution work plan

Proposed BIM software to be used, proposed Schedule of BIM workshops and training programs, list
of subcontractors and such details are supposed to be included in the Construction BIM execution
plan.

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3.4 BIM Roles and Responsibilities

All Contractors and their Consultants are responsible for having or obtaining, at their expense, the
skilled persons, hardware, and software required to successfully execute the BIM coordination phase
of the project. Subcontractors' equipment utilized during on-site coordination meetings must fulfil the
specifications of the program being implemented in order to avoid delays in modelling and redraw.

3.4.1 Design Team BIM Facilitator

The Project Team shall appoint an individual to the role of Design Team BIM Facilitator as part of
the implementation of the Design BIM Work Plan. The applicant must have at least three years of
BIM expertise and be proficient in the recommended BIM Authoring and Coordination Software.
This individual and their qualifications must be approved by the Engineer and will serve as the
primary point of contact for BIM concerns with the Client/Engineer and the Project Team. The
following responsibilities will be assigned:

a. Ensure that the Design BIM Work Plan is followed.

b. Coordination of project-wide training sessions with the Client/Engineer Coordinator of BIM
c. Coordination of software training and development of software usage protocols
d. Coordination of shared file server setup with Client / Engineer and Project Team IT personnel.
Interfacing with Project team IT staff to set up web portal, permissions, and so on.
e. For coordination meetings, assembles a composite design model.
f. As needed, interfaces with Aconex for data and file exchange.
g. Coordinate BIM File Exchange and Milestone Submittal Archiving

3.4.2 Lead BIM Technicians

For the course of the project, all key design trades must designate someone to the job of lead BIM
Technician. These personnel must have at least two years of relevant BIM experience and will be
responsible for the following duties:

1. Oversee the documentation and analysis efforts of the internal project team BIM.
2. Communicate with the Design BIM Facilitator on BIM-related meetings and difficulties.
3. As needed, coordinate internal project team training.

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3.4.3 Construction BIM Facilitator

The General Contractor shall assign an individual to the role of Virtual Design and Construction
Manager for the project as part of the requirements for the selected bidder. This person will be
assigned to this role as their primary responsibility throughout the project, and they must have
previous onsite construction experience as a Virtual Design and Construction Manager (VDC
Manager), MEP Model Coordinator, Assistant Project Manager (APM), Assistant Superintendent, or
Project Engineer.

4.0 SECTION 04 - QUALITY ASSURANCE AND VALIDATION

OF BIM
A number of checklists must be developed by the contractor to assist project teams and Project
Managers with the quality assurance and validation of project building information models. During
design, it is the Design Team's responsibility to present completed copies of these checklists with
project deliverables at each project milestone. During construction, the Design Team will maintain
and update the BIM QA Validation Matrix, which will then be provided to the Client / Engineer. It is
the Project Manager's job to assess the quality of the models delivered to ensure compliance with
Best Practices and Project BIM Standards stated on the completed checklists as follows:

1. Create and maintain a thorough BIM Work Plan for client/engineer approval prior to issuing
a Notice to Proceed.
2. Create and maintain an information delivery manual during the design and construction
phases, with the final IDM provided in accordance with Document Submission Standards.
3. Verification of allocated tasks and duties as described in the RFP and kept up to date
throughout the Design and Construction Process
4. BIM Quality Assurance and Validation Checklist- The BIM Quality Assurance and
Validation Checklist is a step-by-step checklist designed to guarantee that projects adhere to
Project BIM Standards and employ best practices in the development and exchange of
building information models.

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4.1 BIM Project Audit Checklist

AUDIT CHECK
NO OBJECTIVE EVIDENCE ITEM COMMENT
POINT
Y N N/A
OPEN UP WINDOWS EXPLORER TO START AUDIT
Windows Explorer Refer To Revit Folder Structure
1
Organization Naming Protocols
Consultant Incoming
2 Consultants In Folder
Cad Files
Revit Working File Refer To Revit Naming
3
Naming Protocols
Open Up Revit To Continue Audit
4 Template File Is The Standard Template Used
Refer To Revit Naming
5 Drawing Naming
Protocols
Refer To Revit Naming
6 Legends Naming
Protocols
Refer To Revit Naming
7 Schedule Naming
Protocols
Refer To Revit Numbering
8 Sheet Naming
Protocols
Refer To Revit Naming
9 Families Naming
Protocols
Does All The Curtain Walls,
System Families - Floors, Railings, Ramps,
10 Description & Type Roofs, Stairs & Walls Have A
Mark Description And Type Mark In
The Parameters
Is There Groups In The Project,
If So Why? And Do They
11 Groups Naming
Follow Refer To Revit Naming
Protocols
Refer To Revit Naming
12 Revit Links Naming
Protocols
Is There Assemblies In The
Project, If So Why? And Do
13 Assemblies Naming
They Follow Refer To Revit
Naming Protocols
Refer To Revit Naming
14 Work Set Naming
Protocols
Refer To Revit Naming
15 Material Naming
Protocols
Is All The Project Information
16 Project Information Correct As Well As The
Energy Settings
Is There Any Rogue Project
17 Project Parameters Parameters In The File, If So
Why?
Refer To Revit Naming
18 File Pattern Naming
Protocols
19 Line Styles Naming Refer To Revit Line Protocols

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Do The Line Weights Match
20 Line Weights Refer To Revit Line Protocols
If Not Why?
Is There Any Rogue Project
21 Line Patterns Line Patterns In The File If So
Why?
Refer To Revit Naming
22 Callout Tag Naming
Protocols
Elevation Tag Refer To Revit Naming
23
Naming Protocols
Refer To Revit Naming
24 Section Tag Naming
Protocols
Arrow Heads Refer To Revit Naming
25
Naming Protocols
Is True North & Project North
26 Location Of Project
Set Up Correctly
If Yes. Add comments
Is Design Options Used In Any of status and
27 Design Options
Form? maintenance in
Additional Comments.
Manage Links Revit Refer To Revit Collaboration
28
File Naming Protocols
Is There Any Dwg Files
Manage Links - Dwg
29 Loaded Into The Revit Project,
Files
Can Any Be Removed?
Is There Any Dwf Files Loaded
Manage Links - Dwf
30 Into The Revit Project, Can
Files
Any Be Removed?
Is There Any Point Cloud Files
Manage Links - Point
31 Loaded Into The Revit Project,
Cloud Files
Can Any Be Removed?
Is There Any Rogue Images In
32 Manage Images
The File, If So Why?
Is There Any Rogue Decal
33 Decal Types
Types In The File, If So Why?
Phases - Project Refer To Revit Naming
34
Phases Protocols
Refer To Revit Naming
35 Phases • Phase Filters
Protocols
Phases • Graphic
36 Refer To Revit Naming
Overrides
Protocols
Are The Review Warning In
37 Review Warnings
The Project Under 50
Refer To Revit Naming
Protocols
Have The Grids Been Set Out
38 Grid Set Out
Correctly? Is It Dwg Or Rvt?
Is There Any Rogue Model
39 Model Lines
Lines In The File, If So Why?
Is There Any Rogue Detail
40 Detail Lines Lines On Any Of The Floor
Plans, If So Why?
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Have All Unnecessary
Reference Planes Be Deleted
41 Reference Planes
And The Rest Put On To Links.
Shared Levels & Grids
Is There Any In Place Families
42 In Place Families In The File, If There Is Remove
Them!
Does The Project Have Any
Custom Dimensions In It.
43 Dimensions Types
Refer To Refer To Revit
Naming Protocols
Does The Project Have Any
Custom Dimensions In It.
44 Text Styles
Refer To Refer To Revit Text
Protocols
Does The Project Have Any
Custom Line Types In It. Refer
45 Line Types
To Refer To Revit Line
Protocols
Print All Sheets Out To Complete The Rest Of The Audit
Are all the text notes in upper
46 Notes-Upper Case
case lettering
Is the spelling correct in the
47
Notes - Spelling entire job
Have the floor plan drawings
Titleblocks - Drawing been placed in a consistent
48
Location spot on the title block for
every level
Have multiple drawings been
place in the right location with
ground the floor plan on the
Titleblocks - Multiple
49 bottom left hand side of the
Drawing Locations
title block followed by the
level 1 above it then level 2
etc.
Has the north point been
50 Titleblocks - North turned off all the elevations,
Point sections & details
Has the correct viewport
Titleblocks - markers be placed on the
51
Viewports sheets hexagon for floor plans,
circle for sections & elevations
Has the title block information
52 Titleblocks - been filled out correctly and is
Information in CAPS
Titleblocks - Have all the revisions be
53
Revisions clouded and tagged

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