Task Item No. 5-1: Organize project documents according to CSI Formats. Flashcards
You Should Understand
Task Item No. 5-1: Organize project documents according to CSI Formats.
- Be knowledgeable in MasterFortmat®, SectionFormat™, PageFormat, and UniFormat™
- Be knowledgeable in Contract Document relationships
- Understand relationships of building materials, systems, and assemblies
- Know what format to use to organize what information
4.2.2 UniFormat™
UniFormat™ is a uniform classification system for organizing preliminary construction information into a standard order or sequence on the basis of. By establishing a uniform list of identifiers and titles, UniFormat™ promotes standardization and facilitates the retrieval of information. UniFormat™ can be used to organize Preliminary Project Descriptions, preliminary cost estimates, and drawing detail filing in the early stages of a facility’s life cycle. UniFormat™ organizes construction information based onof a facility calledand. These systems and assemblies are characterized by their function without identifying the products that compose them. Systems and assemblies present a view of a proposed facility separate from the view presented by a breakdown of building materials, products, and activities.
4.2.2 UniFormat™
UniFormat™ is a uniform classification system for organizing preliminary construction information into a standard order or sequence on the basis of systems and assemblies. By establishing a uniform list of identifiers and titles, UniFormat™ promotes standardization and facilitates the retrieval of information. UniFormat™ can be used to organize Preliminary Project Descriptions, preliminary cost estimates, and drawing detail filing in the early stages of a facility’s life cycle. UniFormat™ organizes construction information based on physical parts of a facility called systems and assemblies. These systems and assemblies are characterized by their function without identifying the products that compose them. Systems and assemblies present a view of a proposed facility separate from the view presented by a breakdown of building materials, products, and activities.
- 2.2.1 Basic Organization
* UniFormat™* classifies information into nine Level 1 categories:
Introduction
A
B
C Interiors
D
E Equipment and Furnishings
F Special Construction and Demolition
G
Z General
These nine categories can be used to arrange preliminary project descriptions and preliminary cost information. Category Z, General, is designated by the last letter of the alphabet so the classification can expand beyond building construction. When the list is so expanded, this category will remain last. When included in project manuals, elemental () performance specifications can be located in MasterFortmat® under Section 01 80 00—Performance Requirements, in an order taken from these basic UniFormat™ categories.
Titles in Levels 1 through 3 can be applied to mostand preliminary . Levels 4 and 5 are available for use on detailed, complex projects. Level 4 and 5 titles and detailed listings provide a checklist to ensure comprehensive and complete application of UniFormat™.
UniFormat™ divides Level 1 categories intoby separating the categories into the constituent parts that compose them. This method of classifying is known to information specialists as.
Level 2 classes carry the letter of their parent category, plus a two-digit number.
and titles of Level 2 classes are also fixed and should not be changed in application.
Levels 3 and 4 are developed by further subdividing or decomposing Level 2 classes. These subclasses carry the alphanumeric designation of their parent category and class, plus another two-digit number.
Alphanumeric designations and titles of Level 3 subclasses are also fixed and should not be changed in application.
Alphanumeric designations for Level 4 are unassigned within a group of Level 3 subclasses, and number extensions are assigned by the user. The user-assigned number should carry the alphanumeric designation of the parent Level 3 subclass, plus a two-digit number, or the corresponding MasterFortmat® number.
- 2.2.1 Basic Organization
* UniFormat™* classifies information into nine Level 1 categories:
Project Description
Introduction
A Substructure
B Shell
C Interiors
D Services
E Equipment and Furnishings
F Special Construction and Demolition
G Building Sitework
Z General
These nine categories can be used to arrange preliminary project descriptions and preliminary cost information. Category Z, General, is designated by the last letter of the alphabet so the classification can expand beyond building construction. When the list is so expanded, this category will remain last. When included in project manuals, elemental (system and assemblies) performance specifications can be located in MasterFortmat® under Section 01 80 00—Performance Requirements, in an order taken from these basic UniFormat™ categories.
Titles in Levels 1 through 3 can be applied to most preliminary project descriptions and preliminary cost estimates. Levels 4 and 5 are available for use on detailed, complex projects. Level 4 and 5 titles and detailed listings provide a checklist to ensure comprehensive and complete application of UniFormat™.
UniFormat™ divides Level 1 categories into classes of information by separating the categories into the constituent parts that compose them. This method of classifying is known to information specialists as decomposition.
Level 2 classes carry the letter of their parent category, plus a two-digit number.
Alphanumeric designations and titles of Level 2 classes are also fixed and should not be changed in application.
Levels 3 and 4 are developed by further subdividing or decomposing Level 2 classes. These subclasses carry the alphanumeric designation of their parent category and class, plus another two-digit number.
Alphanumeric designations and titles of Level 3 subclasses are also fixed and should not be changed in application.
Alphanumeric designations for Level 4 are unassigned within a group of Level 3 subclasses, and number extensions are assigned by the user. The user-assigned number should carry the alphanumeric designation of the parent Level 3 subclass, plus a two-digit number, or the corresponding MasterFortmat® number.
4.2.3 MasterFortmat®
MasterFortmat®, jointly developed by the Construction Specifications Institute (CSI) and Construction Specifications Canada, is an organizational structure providing numbers and titles for the variety of subject matter necessary for the construction, operation, and maintenance of a facility. MasterFortmat® provides a system of six-digit and eight-digit numbers and titles for organizing construction information into a standard order or sequence. By establishing a master list of numbers and titles, MasterFortmat® promotes standardization, facilitates the placement and retrieval of information, and improves construction communication.
4.2.3.1 Basic Organization
The numbers and titles in MasterFortmat®® are organized into two groups:
The first group, Procurement and Contracting Requirements, is the location for introductory information andas well as the location for information defining the relationships, responsibilities, and processes for construction. The second group,
Specifications, provides the locations to and of construction.
4.2.3.1 Basic Organization
The numbers and titles in MasterFortmat®® are organized into two groups:
- Procurement and Contracting Requirements
- Specifications
The first group, Procurement and Contracting Requirements, is the location for introductory information and procurement information as well as the location for information defining the relationships, responsibilities, and processes for construction. The second group,
Specifications, provides the locations to describe administrative requirements and _the physical aspect_s of construction.
4.2.3.2 Divisions
MasterFortmat® arranges related construction practices, or, into a series of Level 1 titles called. Several of these divisions are without contents or titles; these are numbers reserved for potential future expansions in content. Central to the arrangement and use of contents of the divisions in the groupings in MasterFortmat®, and the sections that make them up, is the notion that all of the different types of construction are addressed equally. The more basic, or common, divisions are generally placed nearer to the beginning of MasterFortmat®. These contain work results likely to be specified in all types of construction.
4.2.3.2 Divisions
MasterFortmat® 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. Central to the arrangement and use of contents of the divisions in the groupings in MasterFortmat®, and the sections that make them up, is the notion that all of the different types of construction are addressed equally. The more basic, or common, divisions are generally placed nearer to the beginning of MasterFortmat®. These contain work results likely to be specified in all types of construction.
- 2.3.3 Numbering
* MasterFortmat®* uses three pairs of digits as a numbering structure and allows for an additional optional pair of digits for expansion.
Following is an example of how the numbering system is organized. Section 03 20 00—Concrete Reinforcing
The first two digits represent, in this case Division 03—Concrete. The next pair of numbers, in this case 20, represents Level 2, and the third pair, 00, represents Level 3 numbers. As each level of classification is represented by pairs of numbers, there is room to provide flexibility and room for expansion if required. Most Level 4 numbers are not published within MasterFortmat®, and individual users may wish to use the Level 4 numbers for specific requirements.
Documents in the Procurement and Contracting Requirements group,, are not
; however, MasterFortmat® assigns standard locations and numbers for these documents because they are usually included in the. The remainder of the project manual, the titles in the Specifications Group, is made up of specification sections. Divisions 01 through 49 are specifications and form the Specifications Group. Divisions 02 through 49 are Technical Specifications.
It is not the intent of MasterFortmat® to assign a single standard location for materials, products, or assemblies. Rather, MasterFortmat® is a list of titles that represent construction practices or “” that result from the application of skills and procedures to the materials, products, or assemblies. Thus, it is possible that different applications of a product would be found in different locations.
In addition to organizing specifications MasterFortmat® is used to organize:
- 2.3.3 Numbering
* MasterFortmat®* uses three pairs of digits as a numbering structure and allows for an additional optional pair of digits for expansion.
Following is an example of how the numbering system is organized. Section 03 20 00—Concrete Reinforcing
The first two digits represent Level 1 Divisions, in this case Division 03—Concrete. The next pair of numbers, in this case 20, represents Level 2, and the third pair, 00, represents Level 3 numbers. As each level of classification is represented by pairs of numbers, there is room to provide flexibility and room for expansion if required. Most Level 4 numbers are not published within MasterFortmat®, and individual users may wish to use the Level 4 numbers for specific requirements.
Documents in the Procurement and Contracting Requirements group, Division 00, are not
specifications; however, MasterFortmat® assigns standard locations and numbers for these documents because they are usually included in the project manual. The remainder of the project manual, the titles in the Specifications Group, is made up of specification sections. Divisions 01 through 49 are specifications and form the Specifications Group. Divisions 02 through 49 are Technical Specifications.
It is not the intent of MasterFortmat® to assign a single standard location for materials, products, or assemblies. Rather, MasterFortmat® is a list of titles that represent construction practices or “work results” that result from the application of skills and procedures to the materials, products, or assemblies. Thus, it is possible that different applications of a product would be found in different locations.
In addition to organizing specifications MasterFortmat® is used to organize:
- Data filing
- Cost classification
- Product data
4.2.4.1 Basic Organization
SectionFormat™ provides a uniform approach to organizing specification text contained in a . SectionFormat™ assists in the organization of specification sections by establishing a structure consisting of. These parts organize text consistently within each section. Although the format was developed to assist with preparation of sections in Divisions 02 through 49, the principles also apply to sections in Division 01—General Requirements (refer to Figure 4.3). A section is intended to cover one portion of the project requirements. It describes particular materials, products, systems, or assemblies and their installation and particular administrative or procedural requirements. Individual sections with related items are grouped together under the appropriate divisions within MasterFortmat®. Specific sections are included in a project manual specification only within MasterFortmat®. Specific sections are included in a project manual specification only as needed to meet the project requirements.
4.2.4.1 Basic Organization
SectionFormat™ provides a uniform approach to organizing specification text contained in a project manual. SectionFormat™ assists in the organization of specification sections by establishing a structure consisting of three primary parts. These parts organize text consistently within each section. Although the format was developed to assist with preparation of sections in Divisions 02 through 49, the principles also apply to sections in Division 01—General Requirements (refer to Figure 4.3). A section is intended to cover one portion of the project requirements. It describes particular materials, products, systems, or assemblies and their installation and particular administrative or procedural requirements. Individual sections with related items are grouped together under the appropriate divisions within MasterFortmat®. Specific sections are included in a project manual specification only within MasterFortmat®. Specific sections are included in a project manual specification only as needed to meet the project requirements.
4.2.4.2 Parts
Written material within sections can be divided into three parts:
- PART 1—. Describes administrative, procedural, and temporary requirements unique to the section. PART 1 is an extension of subjects covered in Division 01 and amplifies information unique to the section.
- PART 2—. Describes products, materials, equipment, fabrications, mixes, systems, and assemblies that are required for incorporation into the project. Materials and products are included with their quality requirement
- PART 3—. Describes installation or application, including preparatory actions and post-installation cleaning and protection. Site-built assemblies and site- manufactured products and system are included.
4.2.4.2 Parts
Written material within sections can be divided into three parts:
- PART 1—GENERAL. Describes administrative, procedural, and temporary requirements unique to the section. PART 1 is an extension of subjects covered in Division 01 and amplifies information unique to the section.
- PART 2—PRODUCTS. Describes products, materials, equipment, fabrications, mixes, systems, and assemblies that are required for incorporation into the project. Materials and products are included with their quality requirement
- PART 3—EXECUTION. Describes installation or application, including preparatory actions and post-installation cleaning and protection. Site-built assemblies and site- manufactured products and system are included.
4.2.5 PageFormat
There are advantages to standardizing the way information is presented on a page. A standard page format provides an orderly and uniform arrangement of text for each page of a specification section. The standard page format has three objectives:
- To present and at a density best suited for easy reading and rapid reference
- To provide an acceptable standard suitable for use in specifications throughout the construction industry
- To provide a techniques and electronic software compatible with most current production techniques and electronic software
4.2.5 PageFormat
There are advantages to standardizing the way information is presented on a page. A standard page format provides an orderly and uniform arrangement of text for each page of a specification section. The standard page format has three objectives:
- To present text clearly and at a density best suited for easy reading and rapid reference
- To provide an acceptable standard suitable for use in specifications throughout the construction industry
- To provide a flexible format techniques and electronic software compatible with most current production techniques and electronic software
