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AIA - American Institute of Architectures pubblica una guida al BIM

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BIM & Digital Practice Documents and Free Digital Practice Documents Guide

Purpose of this Guide, Instructions and Commentary
As the use of building information modeling (BIM) and other types of DigitalData has continued to evolve in the design and construction industry in recent years,the industry has begun to ask practical questions regarding how these concepts and toolss hould be implemented. In an effortto provide guidance, the American Institute of Architects (AIA) published its firs tDigital Data documents, AIADocuments E201™–2007,DigitalData Protocol Exhibit, and C106™–2007, DigitalData Licensing Agreement, inOctober 2007. E201–2007 is an exhibitto an agreementthat allows the parties to establish the procedures they agree to follow with respect to the transmission or exchange of DigitalData, including instruments of service.Unlike E201–2007, C106–2007 is not an exhibit and is instead a stand?alone agreement between two parties who otherwise have no existing licensing agreement for the use and transmission of Digital Data, including Instruments of Service. Following the release of E201–2007,the AIA addressed the increasing use of BIM with the publication of AIADocument E202™–2008, Building Information Protocol Exhibit.

Like E201–2007, E202–2008 is an exhibitthatis attached to the parties’ agreement. E202–2008 is used to establish the requirementsformodel content atfive progressive levels of development, and the authorized uses ofthemodel content at each level of development. E202–2008 also assigns authorship of eachmodel element by project phase, definesthe extentto whichmodel usersmay rely onmodel content, clarifiesmodel ownership,setsforth BIM standards and file formats, and providesthe scope of responsibility formodelmanagementfromthe beginning to the end ofthe project.

Digital practice and the use of BIM are rapidly evolving areas ofthe industry. Typically AIA Contract Documents are revised on a ten year cycle.However, given the pace at which use of Digital Data in the construction industry is changing, a ten yearreview cycle fortheDigital Practice documents would have been too long,tomaintain ameaningfultoolforindustry participants. Accordingly, in 2011 the AIA undertook to again evaluate continued development and adoption of digital practice and BIM. As a result of this evaluation,the AIA created an updated and reconfigured new set of Digital Practice documents that includes AIA Document E203™–2013, Building Information Modeling andDigitalData Exhibit; AIA DocumentG201™–2013, ProjectDigitalData Protocol Form; and AIADocumentG202™–2013, Project Building Information Modeling Protocol Form. ThisGuide, Instructions and Commentary to the 2013 AIA Digital PracticeDocuments(the “Guide”)isintended to provide an in?depth look atthisset ofDigital Practice documents, and to provide guidance on how the documents are intended to be used.

 

Structural Revisions to AIA’s Digital Practice Documents 

The updated new set ofDigital Practice documentsincludes a substantial amount of content from E201–2007 and E202–2008. The content, however, has been restructured, edited and expanded upon. This process has also resulted in a set of documentsthat are structurally differentfromtheir predecessors. E203–2013 is an exhibitthatisintended to be attached to an agreement atthe time the agreementis executed. E203–2013 consists of general provisions(i.e., purpose statement, definitions) that would not normally change asthe project proceeds. It also provides a place forthe partiesto identifywhich party, if any, will be charged withDigitalDatamanagement ormodelmanagementresponsibilities.Accordingly,to the extentthese responsibilities affectthe scope ofservices;they are included as a part ofthe initial agreement.

The primary purpose of E203–2013 isto initiate, atthe outset of a project, a substantive discussion about the extentto whichDigital Data and BIM will be utilized, and how DigitalData andmodels can be used and relied upon.Once a general understanding isreached,the project participants use E203–2013 to document the agreed upon expectationsregarding scope and anticipated AuthorizedUses ofDigitalData and BIM.

The premise isthatthere will be a single version of E203–2013 negotiated for a project and that version will be included as an exhibitto each contract on the project. Accordingly,the title page for E203–2013 does notreference a specific agreement. The agreementsto which E203–2013 ismade an exhibit will include a reference to the dated version ofthe incorporated E203–2013. For example, in B101–2007,theOwner and Architect would list and incorporate E203–2013 in Article 13. Through this process,the various Project Participants begin the Project with a common understanding of how DigitalData and BIM will, generally, be utilized on the project. To the extent Project Participants are utilizing AIA agreements that reference E201–2007 or E202–2008, it will be necessary to delete or otherwisemodify those references. E203–2013, G201–2013 andG202–2013 are substitutesfor, and replace E201 and E202.

 

1 While C106–2007 was updated as part ofthe AIA’s 2013 revisionsto itsDigital Practice documents,the only substantive change to
the document wasto add a fill point allowing the Partiesto clearly identify theDigitalData subjectto the license granted in the
agreement. Therefore, C106–2013 is not discussed in detail in thisGuide.uide, Instructions and Commentary to the 2013 AIA Digital Practice Documents.

Having setthe baseline regardingDigitalData and BIMexpectations, E203–2013 then requiresthe Project

Participants, “[a]ssoon as practical” after execution ofthe agreement,tomeet and decide upon the necessary and relevant protocolsforthe development and use ofDigitalData and BIM.Once agreed to,the protocols arememorialized inG201–2013 andG202–2013.

AIADocumentG201–2013 is used to documentthe agreed uponDigitalData protocolswhileG202–2013 is used to documenttheModeling protocols.G201–2013 and
G202–2013 are not expressly incorporated into the project participants’ agreements, however;the terms of the E203–2013 (attached to each Project Participant’s agreement)require each party to follow the protocols once established, and as updated fromtime to time.

The separation ofthe exhibit and protocolsis a departure fromthe approach taken in E201–2007 and E202– 2008, inwhich the detailed protocols are part ofthe exhibit. There are a number of benefitsto this new approach. E203 no longerrequiresthe Project Participantsto negotiate and finalize the detailedDigitalData
andModeling protocols atthe same time theymake theirinitial decisionsregardingwhether and how to use DigitalData and BIM. By separating the protocolsfromthe exhibit,the Project Participants are able to first discuss and documenttheir general expectationsregarding use ofDigitalData and BIMon the Project.

Subsequently,the protocols are negotiated and agreed upon at a time thatmakesthemostsense forthe Project(e.g., afterthe key design and construction contracts are negotiated, and after allthe relevant Project Participants are on?board). Further, because the protocolssetforth inG201–2013 andG202–2013 are not a
part ofthe underlying agreement,they can bemodified and adjusted as necessarywithoutthe need to separately and formally amend each party’s agreement.

While E203–2013 requiresthe Project Participantsto follow themostrecent protocols, enforcement ofthat obligationmay ultimately depend on the ability of a Project Participantto prove thatthe other Project Participants agreed to the protocolsseeking to be enforced.Accordingly, in utilizingG201–2013 andG202– 2013,the Project Participantsshould develop an acceptable processto documentthe receipt of, and agreementto, each version ofthe protocols by each Project Participant. Such a process will protect against a Project Participant ultimately claiming thatit neversaw, or agreed to,the latest version ofthe relevant protocols and therefore is not bound by them. There are a variety ofwaysthe Project Participantsmight document receipt and agreement.

Revisions to this Guide
ThisGuide not only allowstheAIAto provide guidance on how to use the existing documents, it also provides the ability to address newtopics asthey develop. ThisGuidewill be updated as necessary to reflect changing industry standards. The revision date ofthis documentisincluded in the lowerright hand corner ofthe
document. Please check back periodically to confirmthat you have the latest version ofthisGuide.


How toUse thisGuide
The following is a section?by?section analysis and discussion of AIADocuments E203–2013,G201–2013 and G202–2013. For each section ofthe documents,theGuide reproducesthe text ofthe underlying document, which is directly followed by a detailed discussion. In addition to the general discussion,theGuide also providessuggested alternate language for certain sectionsto address various projectspecific needs. The suggested language isindented fromthe body text oftheGuide.
To go to specific sections ofinterestin this guide, click Bookmark links ortopicsin the Table of Contents. To view bookmarks, click the Bookmark button on the left?handNavigation pane