SpecsIntact and the Unified Facilities Guide Specifications Support buildingSMART Bill Brodt Prepared for the Federal Facilities Council Government-Industry Forum: Engineering, Construction, and Facilities Asset Management: A Cultural Revolution, The National Academies, Washington, DC, October 31, 2006 NASA and buildingSMART. The National Aeronautics and Space Administration (NASA) and its U. S. Army Corps of Engineers and Naval Facilities Command partners are leading the way in making construction specifications support the concepts embedded within buildingSMART. The cooperating agencies expect higher quality, clear construction specifications, better designs, and reduced costs to maintain specifications as a result of these efforts. The real estate, architectural/engineering and facility management industry is moving to adopt interoperable standards such as the International Alliance for Interoperability's Industry Foundation Class Model (more recently called “buildingSMART”). NASA and several other federal agencies, as well as other organizations of which NASA is a member, support the concept of interoperable standards, but all encounter various obstacles to actually implementing interoperable standards.. By mid-2004, the author realized that NASA was using systems, and even leading some activities, which could be more closely integrated to support implementation of the prototypical interoperable model. In particular, SpecsIntact, the Unified Facilities Guide Specifications (UFGS), the U.S. Army Corps of Engineers’ Project Extranet (ProjNet(sm)) suite of software, and the Whole Building Design Guide were all used by NASA and its SpecsIntact partner agencies. SpecsIntact, a NASA developed system for creating construction specifications, has been cooperatively managed by the U.S. Army Corps of Engineers, Navy and NASA for several years. The SpecsIntact system has features to handle many tasks necessary for specification preparation which are not provided by standard text editing programs. The system permits the user to choose MS Word as well as PDF output format for processed sections or entire projects. A new Windows-standard menu and toolbar—as well as a redesigned, customizable tags bar—makes navigation easy. A new “Reference Wizard” also makes it easier to search, insert, check and edit references, and prevents misplacement of references in a document. SpecsIntact automatically notifies users of new software and UFGS releases. Since adding the capability to register users, NASA and its partners have discovered that SpecsIntact is currently used by about 14,000 people, a sufficiently large number of users to influence the construction specification discipline with respect to buildingSMART. Government/Industry Forum October 31, 2006 Sponsored by the Federal Facilities Council www.nationalacademies.org/ffc 1 Many of these people are strong supporters of the software and the model specifications as illustrated by these user comments: “Perfect! Just what I needed. I'm a big fan of SpecsIntact (having started off doing redlines by hand), and I appreciate that you're directing your resources towards the software itself and support….” Greg “I find SpecsIntact to be easy to use and a nice tool for specifications. Thank you.” Sam West “The ‘SpecsIntact Updates Section Properties Before Renaming Section’ fix is going to be very nice, as well as many of the others. The intelligence that can be written into a Section using tags makes SpecsIntact a superior editor to work with, once you get used to it.” Christopher E. Grimm CSI CCS MAI RLA From its earliest days, SpecsIntact was designed around the capabilities of Standard Generalized Markup Language, the precursor to eXtensible Markup Langauge (XML) which has become an industry standard for web-based applications and electronic commerce. The opportunity to foster the prototypical interoperable model by transitioning SpecsIntact into XML so it could more easily support buildingSMART model was quickly apparent. SpecsIntact originally supported the individual specifications developed by Army, Navy and NASA, but under the direction of Congress, the Army and Navy began to merge their master text into the UFGS, a set of model construction documents developed to meet requirements established in federal laws, regulations, Executive Orders and U.S. Office of Management and Budget directives. In setting the stage for supporting interoperability and to reduce costs, NASA joined the UFGS. When NASA started its merger, it had 221 specification sections. By the time the merger is completed, NASA will have only 11 unique sections. By working together these collaborating agencies are building best practices in terms of building commissioning, energy, and environmental requirements into the model specifications. The agencies also save money in managing the text. In combination, these specifications influence a significant segment of the U.S construction industry. Several important new features are being added to SpecsIntact: • Alphanumeric Paragraph Numbering. SpecsIntact currently supports paragraph numbering in accordance with federal requirements, but will be enhances to also support alphanumeric numbering. This will open SpecsIntact to a wider industry market;. § Better Table Handling. SpecsIntact has had limited ability to handle tables, but will soon offer substantially improved table editing, viewing and printing.. § Submittal Tracker A new project named Construction Operations Building Information Exchange (COBIE), which is discussed later in this paper, was initiated by NASA as a contribution to the national effort to improve performance Government/Industry Forum October 31, 2006 Sponsored by the Federal Facilities Council www.nationalacademies.org/ffc 2 and productivity within the building industry with additional support from the National Science and Technology Council’s Physical Infrastructure and Security Interagency Working Group. COBIE was initially built from a SpecsIntact and UFGS basis, but its rapid development as a more robust structure generated the need to improve the SpecsIntact submittal tracker in order to support the emerging requirements. The UFGS are time-tested by the successful completion of federal projects. They incorporate lessons learned in technical content to preclude contractual disputes and also to save “re-inventing the wheel” on technical content by architects and engineers unfamiliar with the government’s policies and regulations. The model sections are kept technically current by peer review. Since 2004, a contract between the National Institute of Building Sciences and Information Handling Services provides automatic notification to UFGS proponents of all reference document changes from more than 170 standardsetting organizations such as the American National Standards Institute and the National Fire Protection Association. An automated Web-based process for handling change requests from all users also was instituted. The currency and accuracy of the UFGS greatly improved with these innovations. The current release of SpecsIntact and UFGS supports MasterFormat 2004, a construction classification scheme based upon the OmniClass taxonomy developed by more than 80 organizations, government agencies and commercial firms to support buildingSMART. New to UFGS in 2007 § NASA merging remaining Army and Navy sections. NASA has prepared a plan is to complete the merger of specifications and incorporate other improvements to make the specifications easier to read and easier to use by contractors. Priority is being given to sections which are frequently used or more difficult to use in their present form. § Automated routing, tracking and managing of criteria change requests. An automated system for entering, routing and tracking of criteria change requests was created, but not really implemented. With NASA joining the unified facilities criteria community, it is essential to use the systems developed to manage the many requests for changes submitted by thousands of users. This will be accomplished via the Criteria Change Request System which is a web-based system. Once a change request is approved, it will be tracked by the Criteria Management System which keeps track of who is responsible for what criteria and what is the current version of each document. A new Standards and Criteria Program will be used to establish priorities for changes which require substantial resource commitments. Possible UFGS Changes in 2008 Government/Industry Forum October 31, 2006 Sponsored by the Federal Facilities Council www.nationalacademies.org/ffc 3 • • Construction Specification Institute proposed new Section/Page Format. The Construction Specifications Institute is revising its section and page format to more closely align with the OmniClass taxonomy and buildingSMART. Design – Build Specifications. Concise documents used in the design-build environment may be incorporated into the UFGS database with the expectation that many variations between the completely design-bid-build and design-build may be useful. COBIE. The previously mentioned COBIE project establishes an interoperable data standard for construction submittal information. It is available for use through ProjNet as well as through an EXCEL file. COBIE provides a structure and temporary repository for construction submittal data so that it can be automatically accessed by the owner’s facility management software. It’s can be thought of as a poor man’s building information model. Several factors prompted NASA and its partners to move forward with COBIE. Consider that public agencies, private corporations, nonprofit institutions, and other organizations regularly invest millions of dollars in acquiring buildings and other constructed facilities to support their lines of business. Smart owners and operators require as-built information including product data sheets, operation and maintenance manuals, design specifications, testing and balancing reports to manage a facility efficiently and effectively throughout its life cycle. Typically such information is provided in hard copy form, however, and there is little effort to integrate it into computerized maintenance management systems. If the entire industry adopted an open data standard for electronic exchange of this essential information, the benefits would include: availability of maintenance management information at diverse locations; elimination of lost documents; improvements in warranty management; and avoiding duplicate data entry from manufacturer to owner or operator. Facility managers attempting to populate key facility information within maintenance management systems often find the process to be cost prohibitive. The current state-ofpractice for new construction is limited to the exchange of “electronic paper.” The most successful electronic paper effort requires that scanned copies of paper documents be provided at project turnover. The requirements for organizing these documents are identified in UFGS-01 78 23 (April 2006), OPERATION AND MAINTENANCE DATA, based upon recommendations from the Construction Specification Institute. Whole Building Design Guide. The Whole Building Design Guide grew out of the Construction Criteria Base, a large collection of documents supporting Federal construction requirements which was originally distributed via diskettes. Today it is searched by more that 1,000,000 people who download 500,000 documents each month. It’s the source for SpecsIntact and the UFGS. Government/Industry Forum October 31, 2006 Sponsored by the Federal Facilities Council www.nationalacademies.org/ffc 4 ProductGuide, a new component of the Whole Building Design Guide, expects to put product manufacturer technical information into the electronic information exchange domain in a manner benefiting the entire building industry by demonstrating to product manufacturers how to structure their information to support buildingSMART by establishing standard COBIE-based templates. These templates offer promise for huge time and cost savings for manufacturers, contractors and subcontractors seeking Federal business.. (www.wbdg.org/productguide) Additional information regarding SpecsIntact, the UFGS, ProjNetsm, and COBIE May be found at: SpecsIntact and the UFGS are available free from the Whole Building Design Guide (www.wbdg.org), Additional information including a comprehensive tutorial for SpecsIntact users is may be found at: http://si.ksc.nasa.gov/Support/users.htm ProjNetsm(sm) is located at: https://www.projnet.org/projnet/binKornHome/index.cfm?&SecureTry=1. Use the HELP key to locate tutorials. COBIE information is located as follows: COBIE Overview Briefing: http://nbims.opengeospatial.org/files/?artifact_id=352 Draft COBIE Requirements Analysis and Pilot Implementation Standard Specification: http://nbims.opengeospatial.org/files/?artifact_id=353 Draft Pilot Test Implementers Information: http://nbims.opengeospatial.org/files/?artifact_id=355 COBIE Conference Call Chat Log: http://nbims.opengeospatial.org/files/?artifact_id=356 2006-09-20 COBIE Pilot Implementation Spreadsheet: http://nbims.opengeospatial.org/files/?artifact_id=357 Government/Industry Forum October 31, 2006 Sponsored by the Federal Facilities Council www.nationalacademies.org/ffc 5 Bill Brodt is an Experimental Facilities Engineer, Facilities Engineering and Real Property Division, NASA Headquarters, Washington, DC, (202) 358-1117 or wbrodt@nasa.gov. Government/Industry Forum October 31, 2006 Sponsored by the Federal Facilities Council www.nationalacademies.org/ffc 6