Course Presentations 7 2 Organization of Specifications II

8/12/2019 Course Presentations 7 2 Organization of Specifications II

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ORGANIZATION OF SPECIFICATIONS

ARE 459

CONTRACTS & SPECIFICATIONS

Specifications Handout # 2

Part -2

ByBy

ZulfikarZulfikarA. A.A. A.


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Presentation OutlinePresentation Outline

Organization of SpecificationsOrganization of SpecificationsOrganization of Specifications

BackgroundBackgroundBackground ---CSI (Construction Specification Institute)CSI (Construction Specification Institute)CSI (Construction Specification Institute)

Need for Organizing SpecificationsNeed for Organizing SpecificationsNeed for Organizing Specifications

Types of FORMATSTypes of FORMATSTypes of FORMATS

UNIFORMATUNIFORMATUNIFORMAT

MASTERFORMAT

SECTIONFORMAT

PAGEFORMAT

Summary


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Objectives of Class :Objectives of Class :

To provide an understanding of thedifferent types of organizational formats

that bring standardization and ease ofcommunication to the construction

industry.


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MASTERFORMAT DIVISIONSMASTERFORMAT DIVISIONS

16 Divisions fixed in number and in title.16 Divisions fixed in number and in title. Division 01Division 01 -- General RequirementsGeneral Requirements

Division 02Division 02 -- Site ConstructionSite Construction

Division 03Division 03 -- ConcreteConcrete

Division 04Division 04 -- MasonryMasonry

Division 05Division 05 -- MetalsMetals

Division 06Division 06 --Wood and PlasticsWood and Plastics

Division 07Division 07 --Thermal and Moisture ProtectionThermal and Moisture Protection Division 08Division 08 -- Doors and WindowsDoors and Windows

Division 09Division 09 -- FinishesFinishes

Division 10Division 10 -- SpecialtiesSpecialties

Division 11Division 11 -- EquipmentEquipment

Division 12Division 12 -- FurnishingsFurnishings

Division 13Division 13 -- Special ConstructionSpecial Construction

Division 14Division 14 -- Conveying SystemsConveying Systems Division 15Division 15 -- MechanicalMechanical

Division 16Division 16 -- ElectricalElectrical


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Why Revise MasterFormat?


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Why Revise MasterFormat? NewNew materialsmaterials andandprocessesprocesses..

IncludeInclude all typesall types of construction:of construction:Transportation and heavy civil engineering.Transportation and heavy civil engineering.

Complex mechanical and electrical projects.Complex mechanical and electrical projects.Industrial and process engineering.Industrial and process engineering.

Facilitate increasedFacilitate increased databasedatabase use.use. Address projectAddress project lifelife--cyclecycle issues.issues.

ProvideProvide flexibilityflexibility for future.for future.


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Divisions Overview of Changes Increase fromIncrease from 16 to 5016 to 50 divisions.divisions.

NumbersNumbers reservedreserved for future expansion.for future expansion.

Section numbersSection numbers modified accordingly.modified accordingly.

ForFor continuitycontinuity,, Divisions 03 to 14 remainDivisions 03 to 14 remain

basically the same.basically the same.


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MasterFormatExample

MasterFormatMasterFormat1995:1995:

Section 03300Section 03300CastCast--inin--Place ConcretePlace Concrete


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MasterFormatExampleFacility Construction SubgroupFacility Construction Subgroup


Section 03 00 00Section 03 00 00ConcreteConcrete

Section 03 30 00Section 03 30 00CastCast--inin--Place ConcretePlace Concrete

Section 03 31 13Section 03 31 13Heavyweight Structural ConcreteHeavyweight Structural Concrete


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MasterFormatExample


Section 02310Section 02310 -- GradingGrading


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MasterFormatExampleSite and Infrastructure SubgroupSite and Infrastructure Subgroup


Section 31 00 00Section 31 00 00EarthworkEarthwork

Section 31 22 00Section 31 22 00GradingGrading

Section 31 22 13Section 31 22 13Rough GradingRough Grading


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MASTERFORMAT NUMBERING SYSTEM

Numbering

0 3 2 0 0

(Level 1: Division)

Level 4 (User Defined)

Level 2 (Broad Scope)

Level 3 (Medium Scope)


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2004 MasterFormat

Next Class

Master Format 2004


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SUMMARYSUMMARY

Standardized formats provide a structure forStandardized formats provide a structure fororganizing written construction documents asorganizing written construction documents as

well as relating those documents to productwell as relating those documents to product

information and cost estimates.information and cost estimates.

Source: Modified from Mr. Jeff Plant


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MASTERFORMAT 2004MASTERFORMAT 2004

. MasterFormat (PRM 5.5.4) is a master list of numbers and subject titles

classified by work results or construction practices for organizinginformation about their requirements, products and activities into astandard sequence. It can be used to organize detailed cost informationand relate drawing notations to specifications.

Using standardized document titles and sequence ofMasterFormat

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 SpecificationsCanada.

MasterFormatprovides a system of six digit numbers and titles fororganizing construction information into a standard sequence.


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Basic Organization

The numbers and titles inMasterFormat are organized into two groups

The first group is Procurement and Contracting Requirements andthe second group is Specifications.

The first group is the location for introductory and procurementinformation.

Procurement and Contracting Requirements is also the location forinformation defining the relationships, responsibilities and processesfor construction. In addition, it contains one division: Division 00

Procurement and Contracting Requirements.

The second group, Specifications, provides the locations to describeadministrative requirements as well as the physical aspects of construction.

It contains five subgroups and 49 divisions.


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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 arenumbers 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 listedlater. 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 divisionsand sections are based upon the numbering/titling system presented inMasterFormat and are subdivided into 3 parts (General, Products andExecution).


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MasterFormat 2004 Groups and Divisions

Recall twoMasterFormat 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


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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

Divisions 15-19 Reserved for Future Expansion


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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



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Site and Infrastructure Subgroup


Division 31 Earthwork

Division 32 Exterior Improvements

Division 33 Utilities

Division 34 Transportation Division 35 Waterway and Marine Construction


Division 37 Reserved for Future Expansion Division 38 Reserved for Future Expansion



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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 48 Electrical Power Generation



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Division Changes

Since its introduction,MasterFormat has become a voluntary industrystandard used by the majority of the construction industry fornumbering and titling specification sections.

However, althoughMasterFormat may be the most widely usedsystem for organizing construction project manuals in NorthAmerica, 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."


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Division Changes, Contd

MasterFormat 1995 and its previous editions were all based upon 16divisions. Since then, the number of divisions and the numbering systemhas been greatly expanded in the 2004 edition ofMasterFormat for manyreasons.

These reasons include the overcrowding ofMasterFormat 1995 in manydivisions; it could not adequately address the needs of building engineeringand facility services; it did not adequately address facility management, the

total project life cycle, including electronic communications and controlsor the needs of construction other than building construction.

As a result,MasterFormat 2004 edition was expanded to 50 divisions.



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MASTERFORMAT 2004MASTERFORMAT 2004Division Changes, Contd.

As mentioned previously, the Procurement and ContractingRequirements group contains only a single division called Division00.

However, the Specifications group has 5 subgroups divided into 49divisions (as shown on right) employing a six-digit sectionnumbering system.

This represents a departure from previous editions which are basedon materials, products and systems.

Specifications Group Subgroups:

General Requirements

Division 01

Facility Construction

Divisions 02-19 Facilities Services

Divisions 20-29

Site and Infrastructure

Divisions 30-39

Process Equipment

Divisions 40-49


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MASTERFORMAT 2004MASTERFORMAT 2004Levels of Data

Understanding the hierarchy of the section number allows the userto understand the scope of the section. The five-digit numberingsystem of the 1995 and previous editions ofMasterFormat has beenexpanded to six digits. The six-digit numbering system is made upof three pairs of digits (PRM 5.5.4.3).

For example, lets examine the followingMasterFormat 2004 sectionnumber: Section 26 56 19. The first pair of digits (26) indicates thatthe section is from Division 26, which is Electrical.

The second pair (56) indicates it is a part of the broad scope ofexterior lighting. The third pair of digits (19), indicates that it is a

part of the limited scope of roadway lighting.


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Levels of Data, Cont'd

However, in the 1995 issue ofMasterFormat, the hierarchical organization of titles

and related activities was done by the use of levels. Previous issues used the termsbroadscope, 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


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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 moredigits. They generally indicate sections of a specific or limitedproduct.

For example, under the Level 3 title of Loading Dock Seals andShelters 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.



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MASTERFORMAT 2004

Levels of data, Contd..

MASTERFORMAT 2004

Levels of data, Contd..


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MasterFormatExample


Section 03300Section 03300CastCast--inin--Place ConcretePlace Concrete


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MasterFormatExampleFacility Construction SubgroupFacility Construction Subgroup


Section 03 00 00Section 03 00 00ConcreteConcrete

Section 03 30 00Section 03 30 00CastCast--inin--Place ConcretePlace Concrete

Section 03 31 13Section 03 31 13Heavyweight Structural ConcreteHeavyweight Structural Concrete


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MasterFormatExample


Section 02310Section 02310

--

GradingGrading


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MasterFormatExampleSite and Infrastructure SubgroupSite and Infrastructure Subgroup


Section 31 00 00Section 31 00 00EarthworkEarthworkSection 31 22 00Section 31 22 00GradingGrading

Section 31 22 13Section 31 22 13Rough GradingRough Grading


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MASTERFORMAT NUMBERING SYSTEM

Numbering

0 3 2 0 0

(Level 1: Division)

Level 4 (User Defined)

Level 2 (Broad Scope)

Level 3 (Medium Scope)


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Technical Section

A technical section can best be described as a unit of work consA technical section can best be described as a unit of work consisting of aisting of acarefully worded description of materials and an explanation ofcarefully worded description of materials and an explanation of methods ofmethods ofconstruction in the form of instructions to a contractor.construction in the form of instructions to a contractor.

Technical section in a book of specifications can be consideredTechnical section in a book of specifications can be considered analogous to aanalogous to achapter in a bookchapter in a book

1. A unit of work that a contractor may let to a subcontractor1. A unit of work that a contractor may let to a subcontractor a. Earthworka. Earthwork

b.b. PrecastPrecast ConcreteConcrete

c. Elevatorsc. Elevators

2. A unit of work that is performed by a single2. A unit of work that is performed by a single recognized traderecognized trade

a. Paintinga. Painting

b. Ceramic Tileb. Ceramic Tile


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Arrangement of Technical SectionArrangement of Technical Section

Need for Section Format:Need for Section Format:

Technical section in a book of specifications can be consideredTechnical section in a book of specifications can be considered analogous to aanalogous to a

chapter in achapter in a book.Likebook.Like each Chapter consists paragraphs and subparagraphseach Chapter consists paragraphs and subparagraphs The Technical section contains two categories of paragraphs nameThe Technical section contains two categories of paragraphs namely, thely, the

technical andtechnical and nontechnicalnontechnical

The contractor, estimator, materials manufacturer ,inspector wilThe contractor, estimator, materials manufacturer ,inspector will find thel find the

information more easily in individual sectioninformation more easily in individual section TheThe speciiferspeciiferwhen following this definitive procedure is less likely to omitwhen following this definitive procedure is less likely to omit oror

overlook any item.overlook any item.

TechnicalTechnical NontechincalNontechincal

MaterialsMaterials

FabricationFabrication

WorkmanshipWorkmanshipshop drawingsshop drawings

PermitsPermits

GuaranteesGuarantees

CleaningCleaningJob conditionsJob conditions


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SECTION FORMATSECTION FORMAT

This format produces a consistent organization andThis format produces a consistent organization andappearance from one specification section to another byappearance from one specification section to another by

using the three parts within the sections:using the three parts within the sections: PART 1 GENERAL:PART 1 GENERAL: Part 1, General, is concerned with thePart 1, General, is concerned with the

ground rules under which the work is to be performed, and it alsground rules under which the work is to be performed, and it alsoo

establishes the scope of work to be performed within the sectionestablishes the scope of work to be performed within the section..

PART 2 PRODUCTS:PART 2 PRODUCTS: Part 2, Products, is intended forPart 2, Products, is intended fordescriptions of materials, equipment, and fixtures and for the mdescriptions of materials, equipment, and fixtures and for the manan--ufacturingufacturingprocess used in the development and production ofprocess used in the development and production of

products.products.

PART 3 EXECUTION:PART 3 EXECUTION: Part 3, Execution, is used toPart 3, Execution, is used to

describe in detail the workmanship, erection, installation, anddescribe in detail the workmanship, erection, installation, andapplication procedures.application procedures.

SECTIONFORMATSECTIONFORMAT


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IntroductionUpon determining the section number and title usingMasterFormat,specification sections are written in a 3-part format .

The guidelines for this 3-part format are found in a CSI documentcalled SectionFormat.

SectionFormat provides a standardized format for presentinginformation within the individual sections.

Part 1 General

Part 2- Product

Part 3 - Execution



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Part 1 General

This part of SectionFormat describes administrative,procedural and temporary requirements unique to thissection.

Part 1 also acts as an extension of subjects covered in

Division 01 and amplifies information unique to thesection.



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SECTIONFORMATSECTIONFORMATPart 1 General, Contd

PART 1 - GENERAL

SUMMARY

Section Includes

Products Supplied But Not

Installed

Under This Section

Products Installed But NotSupplied

Under This Section

Related Sections

Allowances

Unit Prices

Measurement Procedures

Payment Procedures

Alternates

REFERENCES

DEFINITIONS

SYSTEM DESCRIPTION Design Requirements and

Performance Requirements

SUBMITTALS Product Data

Shop Drawings

Sample

Quality Assurance/ControlSubmittals

Design Data, Test Reports,

Certificates, Manufacturers

Instructions, Manufacturers

Field Reports

Closeout Submittals

QUALITY ASSURANCE

Qualifications

Regulatory Requirements

Certifications

Field Samples

Mock-ups

Pre-installation Meetings

DELIVERY, STORAGE, ANDHANDLING

Packing, Shipping, Handling and

Unloading

Acceptance at Site

Storage and Protection

PROJECT/SITE

CONDITIONS

Project/Site Environmental

Requirements Existing Conditions

SEQUENCING

SCHEDULING

WARRANTY

Special Warranty

SYSTEM STARTUP

OWNERS INSTRUCTIONS

COMMISSIONING

MAINTENANCE

Extra Materials

Maintenance Service



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SECTIONFORMATSECTIONFORMATPart 2 Products

Part 2 of SectionFormat, describes products, materials, equipment,fabrications, mixes, systems and assemblies. However, it only describes theabove mentioned items that are required for incorporation into the

project. The materials and products listed in this part are alsoaccompanied with their particular quality requirements.

PART 2 - PRODUCTS

MANUFACTURERS

EXISTING PRODUCTS

MATERIALS

MANUFACTURED UNITS

EQUIPMENT

COMPONENTS

ACCESSORIES

MIXES

FABRICATION

Shop Assembly

Fabrication Tolerances

FINISHES

Shop Priming

Shop Finishing

SOURCE QUALITY

CONTROL

Tests, Inspection

Verification of Performance



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SECTIONFORMATSECTIONFORMATPart 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 andappearance 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



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Requirements

Another important fact about SectionFormat is that the sections arenot intended to stand alone.

The sections function with other portions of the procurement and

contract documents. Therefore, the sections must relate to thefunctions.

For example, the requirements in Part 1 should not duplicate, butrather supplement statements that are contained in sections ofDivision 01.

PAGEFORMATPAGEFORMAT


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Introduction There are many advantages to standardizing the way information is

presented on a page.

A standardized page format can provide an orderly and uniformarrangement of text for each page of a specification section. As a result,PageFormatwas created to provide a standard for the uniform presentationof information (PRM 5.5.6).

In order to provide a uniform presentation of information, PageFormat hasincorporated 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



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Objectives

One objective is to present text clearly and with a density best suitedfor easy reading and rapid reference.

Another objective is to provide an acceptable standard suitable foruse in specifications throughout the construction industry.

The last objective ofPageFormat

is to provide a flexible formatcompatible with most production techniques and electronicsoftware.

These three objectives allow PageFormat to provide easily understooddata. Uniformity of presentation eases the tasks of preparation,review, and publication and saves the specification user time andeffort.

PAGE FORMATPAGE FORMAT


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PAGE FORMATPAGE FORMAT

Provides an orderly, uniform arrangement ofProvides an orderly, uniform arrangement of

text for each page of a specification sectiontext for each page of a specification section

which:which:

Eases the tasks of preparation, review, andEases the tasks of preparation, review, and

publicationpublication Saves the specification userSaves the specification users time ands time and

effort.effort.


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SECTION

FORMAT

Documents

Course Presentations 7 2 Organization of Specifications II