Transcript CSIShow 2002 MasterFormat™ Presentation

The Construction Specifications
Institute Annual Convention
June 27, 2002
The Emerging MasterFormat™
Dennis J. Hall, FCSI, CCS, CCCA, AIA
Future of the Profession?
• What will the profession of architecture be like in 20 years?
• How will practice change?
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The Past 20 Years
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Marketing
Design Research
Construction Drawings
Specifications
Contract Procurement
Construction Administration
Post Construction Services
• Fax, personal computers, email, CAD, mobile phones,
Internet, plotters, word processing, or voice mail
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The Next 20 Years
• Internet Marketing and Firm Collaboration
• Internet Design Research and Prototype Designs
– Object Based Design
• Electronic Facility Model
– Reports from Database
– Electronic Plan Checking
• Contract Procurement
– Online Bidding
– Direct Purchase for Manufacturers
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The Next 20 Years
• Construction Administration
– Internet Project Website
– Internet Job Cameras
• Expanded Facility Services
– Facility Management
– Marketing and Branding (Perception Design)
• Electronic Information Exchange
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How are we going to get there?
• Develop Standards for Construction Information and
the Exchange of this Information
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Why Is This Important?
Electronic “tower of babble”
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Current Activities
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US National CAD Standard
OmniClass™ Construction Classification System
aecXML
Industry Foundation Classes
MasterFormat™ 04
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MasterFormat 04
• MasterFormat Expansion Process
• MasterFormat 04: Draft 1
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Charge to Task Team
• Expand MasterFormat™ to accommodate needs of
organizations outside CSI community. Final report &
recommendations to EXCOM by 12/31/01:
– Summary of investigation methods & info gathered
– Recommended solution, with clear description of
what it will accomplish, & time for its completion
– Recommended process & major milestones
– Summary of resources required & identification
of outside resources available
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MasterFormat Expansion Task Team
• Chair: Dennis Hall, FCSI,
CCS, CCCA, AIA
[email protected]
• Eli T. Abdallah, PE, CSI
• Tom Dunbar, FCSC, RSW
(CSC Representative)
• Gary Franks, PE
• Walter Strachan, CSC, RSW
(CSC Representative)
• Robert B. Swan, CSI, CCCA, AIA
• Wayne N. Watson, FCSI, CCS, FCSC,
RSW
• Chuck Wilson, CSI
• CSI Officer Liaison (FY02):
Larry T. Raymond, FCSI, CCS
• CSI Staff Liaison:
Greg Ceton, CSI Staff
[email protected]
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MasterFormat Work Groups
0, Div. 1 & 2
Dennis Hall, FCSI, CCS, CCCA, AIA
Structural/Architectural: Div. 3-6
Robert B. Swan, CSI, CCCA, AIA
Architectural: Div. 7-14
Wayne N. Watson, FCSI, CCS, FCSC, RSW
Building Systems: Div. 20’s
Chuck Wilson, CSI
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MasterFormat Work Groups
Landscape/Civil Engineering: Div. 30’s
Eli T. Abdallah, PE, CSI
Process Engineering: Div. 40’s
Gary Franks, PE
Canadian Interest
Tom Dunbar, FCSC, RSW
Walter Strachan, CSC, RSW
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MasterFormat Expansion Process
Phase I: Organizational Concept
(MFETT)
Phase II: Concept Development
(MFETT)
Phase III: Writing and Publishing
(CSI Staff)
Phase IV: Education and Marketing (EdCom & Staff)
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Phase I: Organizational Concept
April 01
May 01
June 01
June 01
Aug 01
Task Team Kickoff
Contact 500+ Industry Organizations
Presentation to SCIP
CSI Convention Presentation
Began Coordination with OCCS effort
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Phase I: Organizational Concept
Nov 01
Nov 01
Dec 01
Jan 02
Mar 02
Presentations by Industry Organizations
MasterFormat™ Scheme (Draft 1)
Report with Recommendation sent to CSI and CSC
Executive Committees (Draft 1)
Approval by CSI Executive Committee
Approval by CSC Executive Committee
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Renewed Charge to Task Team
• Develop business plan for MasterFormat™
• Continue outreach and awareness activities as
required to enhance the level of acceptance and allow
maximum input from CSI members and other industry
organizations.
• Develop an updated draft document, if deemed
appropriate, based on CSI member and industry input
for reporting to the June 2002 Executive Committee
meeting and incorporate into the business plan.
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Phase II: Concept Development
Jan 02
Feb 02
Feb 02
Apr 02
June 02
3 Chapter Leader Audio Presentations
Distribute MasterFormat™ Scheme to
organizations outside the CSI community
Distribute MasterFormat ™ Scheme with
PowerPoint presentation to CSI Chapter
and Region Leaders
Presentations to Industry Organizations
Task Team meeting with major
stakeholders to discuss Level 4 numbering
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Phase II: Concept Development
Aug 02
Sept 02
Oct 02
Jan 03
Mar 03
Apr 03
Jun 03
MasterFormat™ Symposium (East Coast)
Draft 2 published for public comment
MasterFormat™ Canadian Symposium
MasterFormat™ Symposium (West Coast)
Draft 3 published for public comment
Presentation at CSI Convention
Final manuscript delivered
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Phase II: Concept Development
National Organization Presentations
Jan 02
BICSI Annual Conference (BICSI, NSCA,
IEC & CABA)
Apr 02
Society of Telecommunication Consultants
Apr 02
NSCA National Convention
May 02
Proctor & Gamble Conference Call
May 02
AIA National Convention
May 02
NEMA Conference Call
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Phase II: Concept Development
National Organization Presentations
May 02
FedEx Conference Call
May 02
Disney Imagineering Conference Call
May 02
CSC National Convention
Jun 02
A/E/C Systems
Jun 02
Army Specifications Steering Committee
Jun 02
CSI Convention
Aug 02
Canadian Construction Association
Oct 02
ASCE Convention
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Phase II: Concept Development
CSI Region and Chapter Presentations
May 02
NW Region Conference
July 02
LA Chapter
July 02
AIA/CSI Mid Missouri Chapters
Aug 02
Fresno Chapter
Sept 02
Myrtle Beach Chapter
Sept 02
Charlotte Chapter
Oct 02
SE Region Conference
Mar 03
Milwaukee Chapter
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Phase II: Concept Development
Industry Publications
Architectural Record
Construction Specifier
Consulting Specifying Engineer
Electrical Construction and Maintenance
Sound and Communication
Engineering News Record
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Phase II: Concept Development
MasterFormat™ Discussion Forums
CSINET.ORG
AECDAILY.COM
4SPECS.COM
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MasterFormat 04: Draft 1
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MasterFormat™ Draft 1
MasterFormat™ is an organizational structure used to
organize information by “work results” or construction
practices. It primary uses are for organizing a Project
Manual and Reference Keynotes on drawings.
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MasterFormat™ Misconceptions
• MasterFormat™ is an organizational structure for
establishing trade jurisdiction.
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MasterFormat™ Misconceptions
• MasterFormat™ is an organizational structure for
establishing design jurisdiction.
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MasterFormat™ Misconceptions
• MasterFormat™ is a product classification structure.
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MasterFormat™ Approaches
• Maintain existing MasterFormat™ with only minor
changes
• Expand existing MasterFormat™ to incorporate
changes in the industry and allow for future expansion
• Create new structure for MasterFormat™
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Guiding Principles
• Compliant with OmniClass™ tables
• Minimize changes to architectural building subjects
• Make more acceptable to building engineering
disciplines
• Expand to cover other than building construction
adequately
• Revise to follow classification principles
• Provide for expansion with each division
• Maintain organization consistency among divisions
• Expand for full life cycle - facility management
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OmniClass™ Tables
• OmniClass™ : A Classification Strategy for the
Built Environment
– 12 Interrelated tables to classify built environment from
inception to demolition
– OmniClass™ Tables:
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01 - Facilities
02 - Constructed Entities
03 - Spaces
04 - Elements
05 - Work Results
06 - Products
07 - Process Phases
08 - Process Services
09 - Process Participants
10 - Process Aids
11 - Process Information
12 - Attributes
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OmniClass™ Tables
– Table 05- work results: based on proposed new
MasterFormat™
• MasterFormat™ classify by “particular skills and
techniques applied to construction products
and/or resources used”
- in other words by “construction practice”
– Table 06 - products: based on EPIC - electronic information
co-operation
• New international standard
• 10-country 10-year effort
• In second version
• OmniClass™ : www.occsnet.org
• EPIC: www.epicproducts.org
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Minimize Changes to Arch Bldg Subjects
• Masterformat™ well accepted & well used
for architectural building subjects
• These users do not want changes
to MasterFormat™
• Keep changes to architectural
building subjects in divisions 1-14
to absolute minimum
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Make Acceptable to Bldg Eng Disciplines
• MasterFormat™: not uniformly accepted or used
by MEP industry
• Communications industry desires expanded room
• MEP:
– Represents approximately 35% of construction $
– 2 divisions ÷ 15 divisions = 13% of MasterFormat™
• Provide for more MEP identity
• Provide more space
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Expand Beyond Bldg Const Adequately
• MasterFormat™: originally intended for building
construction
• 1978-83: expanded to cover all types of
construction, but within original 16 divisions
• Division 2: overcrowded with civil subjects
• Divisions 11 & 13: overstuffed with process
engineering subjects
• Civil & process engineering:
– Need more space
– Need more identity
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Revise to Follow Classification Principles
• OmniClass™ : will use proposed MasterFormat™
for basic organization structure of table 05 - work
results
– Need more hierarchical organization in some divisions
– Need numbering at various levels to be consistent
• Reorganize long lists in divisions 10, 11, & 13 into
subject groups
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Provide for Expansion in Each Division
• Provide at least one free level 2 category
in each division
• Evaluate each level 2 category
for expansion space
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Maintain Organization Consistency
• XX050 - Basic Materials & Methods
• XX800 - Instrumentation & Controls
• XX950 - Life Cycle Activities
• Etc.
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Expand to Full Life Cycle - Facility Mgmt
• Add XX950 - Life Cycle Activities
– Repair/Retrofit
– Refinish/Refurbish
– Historic Treatment:
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Preservation
Rehabilitation
Restoration
Reconstruction
– Maintenance
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Proposed MasterFormat™
• 0 Procurement &
Contracting
Requirements
• 1 Genl. Requirements
• 2 Existing Conditions
• 3 Concrete
• 4 Masonry
• 5 Metals
• 6 Wood & Plastics
• 7 Thermal &
Moisture Protection
• 8 Doors & Windows
• 9 Finishes
• 10 Specialties
• 11 Equipment
• 12 Furnishings
• 13 Special Const
• 14 Conveying Equip
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Proposed MasterFormat™
• 21 - Life Safety & Facility Protection
• 22 - Plumbing
• 23 - HVAC
• 24 - Electrical
• 25 - Communications
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Proposed MasterFormat™
• 31 - Site & Underground Construction
• 32 - Site Improvements
• 33 - Transportation
• 34 - Waterway & Marine Construction
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Proposed MasterFormat™
• 41 - Fluid Treatment
• 42 - Power Generation
• 43 - Processes
• 44 - ______ Processes (If Required)
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0
• Provide Title - Procurement and Contracting
Requirements
• Changing “Bidding” to “Construction
Procurement” (AIA Documents change)
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1 - General Requirements
• Basically no changes
• Add facility management titles
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2 - Existing Conditions
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Site Remediation (02100)
Existing Site Conditions (02210)
Existing Improvement Conditions
Demolition & Structure Moving (02220)
Selective Demolition (01730)
Hazardous Material Remediation (13280)
Site Maintenance
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Divisions 3-14
• Relocate non-building subjects
to new divisions
• Frees up expansion space
• Minimize changes to numbers & titles
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20s
• Move 15 & 16 - provides identity for MEP
• Expand number of divisions to 5
– Increased space
– Expansion space
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21- Life Safety & Facility Protection
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Integrated Automation & Control (13800)
Security Access & Surveillance (13700)
Detection & Alarm (13850)
Personal Protection Systems
Fire Protection Piping (15300)
Fire Suppression (13900)
Fire Protection Devices (15520)
Fire & Smoke Protection (07800)
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22 - Plumbing
• Plumbing Piping (15100)
• Process Piping (15200)
• Plumbing Fixtures (15400)
• Plumbing Equipment (15400)
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23 - HVAC
• HVAC Piping (15180)
• Air Distribution (15800)
• Heat-Generation Equipment (15500)
• Refrigeration Equipment (15600)
• HVAC Equipment (15700)
• Instrumentation & Controls (15900)
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24 - Electrical
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Wiring Methods (16100)
Facility Electrical Power (16200)
Facility Transmission & Distribution (16300)
Low-Voltage Electrical Distribution (16400)
Lighting (16500)
Facility Alternative Power Sources
Instrumentation & Controls
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25 - Communications
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Cable Plant
Data Systems and LANs (16710)
Telephone/Voice Systems (16720)
Integrated Audio Video Systems (16800)
WAN & Dial Tones
CO-OSP
Intra-Building Communication Systems
Instrumentation & Controls
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30s
• Division 2 subjects into 2 divisions
– 31 - Earthwork & underground construction
– 32 - Paving, landscaping & other improvements
• Additional civil engineering subjects
– 33 - Transportation
– 34 - Waterway & Marine
• One division into 4 divisions
– Space
– Identity
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31 - Site & Underground Const
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Base Courses & Ballasts (02700)
Site Preparation (02200)
Earthwork (02300)
Foundations & Load-Bearing Elements (02450)
Utility Services (02500)
Drainage & Containment (02600)
Tunneling, Boring, & Jacking (02400)
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32 - Site Improvements
• Pavements & Appurtenances (02700)
• Site Improvements (02800)
• Site Amenities (02800)
• Planting (02900)
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33 - Transportation
• Railway Track (05650)
• Railway Equipment
• Transportation Equipment
• Transportation Systems (14900)
• Traffic Signalization
• Instrumentation & Controls
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34 - Waterway & Marine Const
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Hydraulic Devices (05600 & 11280)
Dredging & Spoil Disposal (02325)
Coastal Construction (02390)
Waterway Construction
Marine Construction (02390)
Dam Construction
Underwater Facilities
Instrumentation & Controls
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40s
• Divisions 11, 13, & 16 engineering subjects
into 2 divisions
– 41 - Fluid Treatment
– 42 - Power Generation
• Additional process engineering subjects
– 43 - Processes
– 44 _ Processes - as required
• 40s - Process Engineering Subjects
– Space
– Identity
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41 - Fluid Treatment
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Piping
Water Supply & Treatment Equip (11200)
Fluid Waste Treatment & Disposal Equip (11300)
Filter Underdrains & Media (13220)
Digester Covers & Appurtenances (13230)
Oxygenation Systems (13240)
Sludge Conditioning Systems (13260)
Instrumentation & Controls
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42 - Power Generation
• Solar Energy Equipment (13600)
• Wind Energy Equipment (13600)
• Electrical Power
• Transmission & Distribution
• Instrumentation & Controls
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43 - Processes
• Piping
• Process Equipment
• Incinerator, Stacks, Ductwork, & Air
Pollution Control
• Processes
• Instrumentation & Controls
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Typical Comments
“Proposed MasterFormat™ changes would radically enhance
document’s usefulness”
Charles Linn, FAIA
Architectural Record- April 02
“CSI reenergizes MasterFormat™… to bring the specifications
system in line with the modern construction industry.”
Consulting-Specifying Engineer- April 02
“We question the buy-in by organizations, such as AASHTO, API,
AREA, etc. And local, state, and federal agencies, which already have
Guide specifications for which CSI is proposing new divisions and
have not been contacted for comments.”
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Typical Comments
“ PLEASE DO NOT expand MasterFormat™ beyond the current 16
divisions. A separate format document is required for heavy
Civil ( horizontal construction) and process engineering.”
“There is nothing wrong with expanding the 16 Division format, but
blank/unused division numbers are an invitation for the untrained to
abuse the system, just as they have done by using Division 17.”
“Division 17 is not dead!”
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Typical Comments
“I agree Division 15 and 16 should be changed. There is too much
information in too little space there.”
“The current structure of MasterFormat™ (Divisions 15 and 16) should
be preserved, precisely because the document is so widely relied on in
its current form to minimize disputes and organize essential project
administrative/delivery functions.”
“Congratulations to all who helped with this revision. In my opinion it
is long overdue and will add enormous flexibility to an excellent but
outdated system.”
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Typical Comments
“Division 43 is only the tip of the iceberg.”
-Honorary Member of the Institute
“I trust that your team recognizes that you have only just begun and for
the sake of the survival of CSI and its fundamentals that you look
beyond the interior building space.”
“Why not renumber the entire MasterFormat™ so that there is a
systematic logic to it instead of ending up with a hybrid system?”
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Future of the Profession?
“If you think predicting the future is risky, try
ignoring it.”
Design Futures Council
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