ORGANIZATION OF SPECIFICATIONS ARE 459 CONTRACTS & SPECIFICATIONS Specifications Handout # 2 Part -2
By Zulfikar A. A.
Presentation Outline
Organization of Specifications CSI (Construction (Construction Specification Specification Institute) Institute) Background - CSI Need for Organizing Types of
Specifications
FORMATS
UNIFORMAT MASTERFORMAT
SECTIONFORMAT
PAGEFORMAT
Summary
Presentation Outline
Organization of Specifications CSI (Construction (Construction Specification Specification Institute) Institute) Background - CSI Need for Organizing Types of
Specifications
FORMATS
UNIFORMAT MASTERFORMAT
SECTIONFORMAT
PAGEFORMAT
Summary
Objectives of Class :
To
provide an understanding of the
different types of organizational formats that bring standardization and ease of communication to the construction industry.
MASTERFORMAT DIVISIONS
16 Divisions fixed in number and in title. Division 01 - General Requirements Division 02 - Site Construction Division 03 - Concrete Division 04 - Masonry Division 05 - Metals Division 06 - Wood and Plastics Division 07 - Thermal and Moisture Protection Division 08 - Doors and Windows Division 09 - Finishes - Specialties Division 10 - Equipment Division 11 - Furnishings Division 12 - Special Construction Division 13 - Conveying Systems Division 14 - Mechanical Division 15
Why Revise MasterFormat ?
Why Revise MasterFormat ?
New materials and processes.
Include all types of construction: Transportation and heavy civil engineering. Complex mechanical and electrical projects. Industrial and process engineering.
Facilitate increased database use.
Address
project life-cycle issues.
Provide flexibility for future.
Divisions – Overview of Changes
Increase from 16 to 50 divisions.
Numbers reserved for future expansion.
Section numbers modified accordingly.
For continuity, Divisions 03 to 14 remain basically the same.
MasterFormat Example
MasterFormat 1995:
Section 03300 – Cast-in-Place Concrete
MasterFormat Example Facility Construction Subgroup
MasterFormat 2004:
Section 03 00 00 – Concrete Section 03 30 00 – Cast-in-Place Concrete Section 03 31 13 – Heavyweight Structural Concrete
MasterFormat Example
MasterFormat 1995: Section 02310 - Grading
MasterFormat Example Site and Infrastructure Subgroup
MasterFormat 2004:
Section 31 00 00 – Earthwork Section 31 22 00 – Grading Section 31 22 13 – Rough Grading
MASTERFORMAT NUMBERING SYSTEM
Numbering
(Level 1: Division) Level 2 (Broad Scope) Level 3 (Medium Scope) Level 4 (User Defined)
0 3 2 0 0
2004 MasterFormat™
Next Class
Master Format 2004
SUMMARY
Standardized formats provide a structure for organizing written construction documents as well as relating those documents to product information and cost estimates.
Source: Modified from Mr. Jeff Plant
MASTERFORMAT 2004 .
MasterFormat ( PRM 5.5.4) is a master list of numbers and subject titles
classified by work results or construction practices for organizing information about their requirements, products and activities into a standard sequence. It can be used to organize detailed cost information and relate drawing notations to specifications. Using standardized document titles and sequence of MasterFormat promotes ease of coordination. It facilitates the placement and retrieval of information and improves communication. MasterFormat , was developed by a consortium of 120 organizations (AIA, AGC, GSA, ASCE) including CSI and Construction Specifications Canada. MasterFormat provides a system of six digit numbers and titles for organizing construction information into a standard sequence.
MASTERFORMAT 2004 Basic Organization
The numbers and titles in MasterFormat are organized into two groups The first group is Procurement and Contracting Requirements and the second group is Specifications. The first group is the location for introductory and procurement information. Procurement and Contracting Requirements is also the location for information defining the relationships, responsibilities and processes for construction. In addition, it contains one division: Division 00 Procurement and Contracting Requirements. The second group, Specifications, provides the locations to describe administrative requirements as well as the physical aspects of construction. It contains five subgroups and 49 divisions.
MASTERFORMAT 2004 Divisions
MasterFormat 2004 arranges related construction practices, or work results,
into a series of Level 1 titles called Divisions Several of these divisions are without contents or titles. These are numbers reserved for potential future expansions in content. Generally, the basic divisions, or more common ones, are listed first, while those that are more specific to particular types of projects are usually listed later. Also, each division has a fixed title and number. Within each division, the information is divided into sections. Sections are titled to indicate the work results included in each section. The divisions and sections are based upon the numbering/titling system presented in MasterFormat and are subdivided into 3 parts (General, Products and Execution).
MASTERFORMAT 2004 MasterFormat 2004 Groups and Divisions
Recall two MasterFormat Groups: • Procurement and Contracting Requirements Group (including single Division 00) – Introductory Information – Procurement Requirements – Contracting Requirements • Specifications Group (Divisions 01-49) – General Requirements Subgroup (including Division 01 – General Requirements) – Facility Construction Subgroup (including Divisions 02 – 19) – Facility Services Subgroup (including Divisions 20 -29) – Site and Infrastructure Subgroup (including Divisions 30 – 39) – Process Equipment Subgroup (including Divisions 40 – 49)
MASTERFORMAT 2004 Facility Construction Subgroup • Division 02 – Existing Conditions • Division 03 – Concrete • Division 04 – Masonry • Division 05 – Metals • Division 06 – Wood, Plastics, and Composites • Division 07 – Thermal and Moisture Protection • Division 08 – Openings • Division 09 – Finishes • Division 10 – Specialties • Division 11 – Equipment • Division 12 – Furnishings • Division 13 – Special Construction • Division 14 – Conveying Equipment
MASTERFORMAT 2004 Facility Services Subgroup • Division 20 – Reserved for Future Expansion • Division 21 – Fire Suppression • Division 22 – Plumbing • Division 23 – Heating, Ventilating, and Air-Conditioning (HVAC) • Division 24 – Reserved for Future Expansion • Division 25 – Integrated Automation • Division 26 – Electrical • Division 27 – Communications • Division 28 – Electronic Safety and Security • Division 29 – Reserved for Future Expansion
MASTERFORMAT 2004 Site and Infrastructure Subgroup • Division 30 – Reserved for Future Expansion • Division 31 – Earthwork • Division 32 – Exterior Improvements • Division 33 – Utilities • Division 34 – Transportation • Division 35 – Waterway and Marine Construction • Division 36 – Reserved for Future Expansion • Division 37 – Reserved for Future Expansion • Division 38 – Reserved for Future Expansion • Division 39 – Reserved for Future Expansion
MASTERFORMAT 2004 Process Equipment Subgroup • Division 40 – Process Integration • Division 41 – Material Processing and Handling Equipment • Division 42 – Process Heating, Cooling, and Drying Equipment • Division 43 – Process Gas and Liquid Handling, Purification, and Storage Equipment • Division 44 – Pollution Control Equipment • Division 45 – Industry-Specific Manufacturing Equipment • Division 46 – Reserved for Future Expansion • Division 47 – Reserved for Future Expansion • Division 48 – Electrical Power Generation • Division 49 – Reserved for Future Expansion
MASTERFORMAT 2004 Division Changes Since its introduction, MasterFormat has become a voluntary industry standard used by the majority of the construction industry for numbering and titling specification sections. However, although MasterFormat may be the most widely used system for organizing construction project manuals in North America, it has had to undergo numerous changes. "Today, MasterFormat is by far the most widely used system for organizing construction project manuals in North America."
MASTERFORMAT 2004 Division Changes, Cont’d…
MasterFormat 1995 and its previous editions were all based upon 16
divisions. Since then, the number of divisions and the numbering system has been greatly expanded in the 2004 edition of MasterFormat for many reasons.
These reasons include the overcrowding of MasterFormat 1995 in many divisions; it could not adequately address the needs of building engineering and facility services; it did not adequately address facility management, the total project life cycle, including electronic communications and controls or the needs of construction other than building construction.
As a result, MasterFormat 2004 edition was expanded to 50 divisions.
MASTERFORMAT 2004 Division Changes, Cont’d….
As mentioned previously, the Procurement and Contracting Requirements group contains only a single division called Division 00. However, the Specifications group has 5 subgroups divided into 49 divisions (as shown on right) employing a six-digit section numbering system. This represents a departure from previous editions which are based on materials, products and systems. Specifications Group Subgroups:
General Requirements
Division 01
Facility Construction
Divisions 02-19
Facilities Services
Site and Infrastructure
Divisions 30-39
Process Equipment
Divisions 40-49
MASTERFORMAT 2004 Levels of Data
Understanding the hierarchy of the section number allows the user to understand the scope of the section. The five-digit numbering system of the 1995 and previous editions of MasterFormat has been expanded to six digits. The six-digit numbering system is made up of three pairs of digits (PRM 5.5.4.3).
For example, let’s examine the following MasterFormat 2004 section number: Section 26 56 19. The first pair of digits (26) indicates that the section is from Division 26, which is Electrical.
The second pair (56) indicates it is a part of the broad scope of exterior lighting. The third pair of digits (19), indicates that it is a part of the limited scope of roadway lighting.
MASTERFORMAT 2004 Levels of Data, Cont'd…
However, in the 1995 issue of MasterFormat , the hierarchical organization of titles and related activities was done by the use of levels. Previous issues used the terms broadscope, mediumscope, and narrowscope.
Level 1 references the division level. Therefore, the first pair of digits indicate the division number. Level 1 titles end in four zeros (xx 00 00).
Level 2 is a broad subgroup of related work results within a division, previously called broadscope. Level 2 titles end in double zero (xx xx 00).
Level 3, formerly mediumscope, utilizes all three pairs of digits. For example, 08 51 13 is for aluminum windows, 08 51 19 is for stainless-steel windows and 08 51 23 is for steel windows.
MASTERFORMAT 2004
Levels of Data, Cont'd… In some cases, Level 4, the former narrowscope, has been included in the section by the addition of a decimal point and two more digits. They generally indicate sections of a specific or limited product. For example, under the Level 3 title of Loading Dock Seals and Shelters are listed the Level 4 titles of:
- 11 13 16.13 Loading Dock Seals - 11 13 16.23 Loading Dock Shelters, and - 11 13 16.33 Loading Dock Rail Shelters.
MASTERFORMAT 2004 Levels Levels of of data, data, Cont’d….. Cont’d…..
MasterFormat Example
MasterFormat 1995:
Section 03300 – Cast-in-Place Concrete
MasterFormat Example Facility Construction Subgroup
MasterFormat 2004:
Section 03 00 00 – Concrete Section 03 30 00 – Cast-in-Place Concrete Section 03 31 13 – Heavyweight Structural Concrete
MasterFormat Example
MasterFormat 1995: Section 02310 - Grading
MasterFormat Example Site and Infrastructure Subgroup
MasterFormat 2004:
Section 31 00 00 – Earthwork Section 31 22 00 – Grading Section 31 22 13 – Rough Grading
MASTERFORMAT NUMBERING SYSTEM
Numbering
(Level 1: Division) Level 2 (Broad Scope) Level 3 (Medium Scope) Level 4 (User Defined)
0 3 2 0 0
Technical Section
A technical section can best be described as a unit of work cons isting of a carefully worded description of materials and an explanation of methods of construction in the form of instructions to a contractor.
Technical section in a book of specifications can be considered analogous to a chapter in a book
1. A unit of work that a contractor may let to a subcontractor a. Earthwork b. Precast Concrete c. Elevators
2. A unit of work that is performed by a single recognized trade a. Painting b. Ceramic Tile
Arrangement of Technical Section Need for Section Format: Technical section in a book of specifications can be considered considered analogous to a chapter in a book.Like each Chapter consists paragraphs and subparagraphs The Technical section contains two categories of paragraphs name ly, the technical and nontechnical The contractor, estimator, materials manufacturer ,inspector wil l find the information more easily in individual section The speciifer when following this definitive procedure is less likely to omit or overlook any item.
Technical
Nontechincal
Materials Fabrication Workmanship shop drawings
Permits Guarantees Cleaning Job conditions
SECTION FORMAT This
format produces a consistent organization and appearance from one specification section to another by using the three parts within the sections: PART 1 GENERAL: Part 1, General, is concerned with the ground rules under which the work is to be performed, and it als o establishes the scope of work to be performed within the section .
PART 2 PRODUCTS: Part 2, Products, is intended for descriptions of materials, equipment, and fixtures and for the m anufacturing process used in the development and production of products.
PART 3 EXECUTION: Part 3, Execution, is used to describe in detail the workmanship, erection, installation, and application procedures.
SECTIONFORMAT Introduction Upon determining the section number and title using MasterFormat , specification sections are written in a 3-part format . The guidelines for this 3-part format are found in a CSI document called SectionFormat . SectionFormat provides a standardized format for presenting
information within the individual sections. Part 1 – General Part 2- Product Part 3 - Execution
SECTIONFORMAT Part 1 General This
part of SectionFormat describes administrative, procedural and temporary requirements unique to this section.
Part 1 also acts as an extension of subjects covered in Division 01 and amplifies information unique to the section.
SECTIONFORMAT Part 1 General, Cont’d…
SUBMITTALS
PART 1 - GENERAL
SUMMARY
Section Includes
Products Supplied But Not Installed
Under This Section Products Installed But Not Supplied Under This Section
Related Sections Allowances Unit Prices Measurement Procedures Payment Procedures
Alternates
Product Data Shop Drawings
DELIVERY, STORAGE, AND HANDLING
Sample Quality Assurance/Control Submittals Design Data, Test Reports, Certificates, Manufacturers’ Instructions, Manufacturers’ Field
Packing, Shipping, Handling and Unloading Acceptance at Site Storage and Protection
PROJECT/SITE CONDITIONS
Project/Site Environmental Requirements
Existing Conditions
Reports Closeout Submittals
SEQUENCING
QUALITY ASSURANCE
SCHEDULING
Qualifications Regulatory Requirements Certifications Field Samples
Mock-ups Pre-installation Meetings
REFERENCES
DEFINITIONS
SYSTEM DESCRIPTION
Design Requirements and
WARRANTY
Special Warranty
SYSTEM STARTUP
OWNER’S INSTRUCTIONS
COMMISSIONING
MAINTENANCE
Extra Materials
SECTIONFORMAT
Part 2 Products Part 2 of SectionFormat , describes products, materials, equipment, fabrications, mixes, systems and assemblies. However, it only describes the above mentioned items that are required for incorporation into the project. The materials and products listed in this part are also accompanied with their particular quality requirements.
PART 2 - PRODUCTS
MANUFACTURERS
Shop Assembly
EXISTING PRODUCTS
Fabrication Tolerances
MATERIALS
FINISHES
MANUFACTURED UNITS
Shop Priming
EQUIPMENT
COMPONENTS
Shop Finishing SOURCE QUALITY CONTROL
ACCESSORIES
MIXES
FABRICATION
Tests, Inspection
Verification of Performance
SECTIONFORMAT Part 3 Execution
Part 3 of SectionFormat , describes installation or application, including preparatory actions and after-installation cleaning and protection. Information on site-built assemblies and site-manufactured products and systems is also included in Part 3. As a result of all three parts, SectionFormat offers a consistent organization and appearance in each specification section.
PART 3 - EXECUTION
INSTALLERS
EXAMINATION
Site Verification of Conditions PREPARATION Protection Surface Preparation ERECTION INSTALLATION APPLICATION CONSTRUCTION Special Techniques Interface with Other Work
Sequences of Operation Site Tolerances REPAIR/RESTORATION RE-INSTALLATION FIELD QUALITY CONTROL Site Tests, Inspection Manufacturers’ Field Services ADJUSTING CLEANING DEMONSTRATION PROTECTION SCHEDULES
SECTIONFORMAT
Requirements Another important fact about SectionFormat is that the sections are not intended to stand alone.
The sections function with other portions of the procurement and contract documents. Therefore, the sections must relate to the functions.
For example, the requirements in Part 1 should not duplicate, but rather supplement statements that are contained in sections of Division 01.
PAGEFORMAT Introduction
There are many advantages to standardizing the way information is presented on a page. A standardized page format can provide an orderly and uniform arrangement of text for each page of a specification section. As a result, PageFormat was created to provide a standard for the uniform presentation of information (PRM 5.5.6). In order to provide a uniform presentation of information, PageFormat has incorporated three objectives.
A – Present text clearly B – Provide acceptable standard to use in specifications C – Be flexible to adapt to project size and production techniques
PAGEFORMAT
Objectives One objective is to present text clearly and with a density best suited for easy reading and rapid reference. Another objective is to provide an acceptable standard suitable for use in specifications throughout the construction industry. The last objective of PageFormat is to provide a flexible format compatible with most production techniques and electronic software. These three objectives allow PageFormat to provide easily understood data. Uniformity of presentation eases the tasks of preparation, review, and publication and saves the specification user time and effort.
PAGE FORMAT
Provides an orderly, uniform arrangement of text for each page of a specification section which: Eases the tasks of preparation, review, and publication Saves the specification user’s time and effort.