1. The Emerging MasterFormat™ The Construction Specifications Institute Annual Convention June 27, 2002 Dennis J. Hall, FCSI, CCS, CCCA, AIA

2. 2 Future of the Profession? What will the profession of architecture be like in 20 years?What will the profession of architecture be like in 20 years? How will practice change?How will practice change?

3. 3 The Past 20 Years MarketingMarketing Design ResearchDesign Research Construction DrawingsConstruction Drawings SpecificationsSpecifications Contract ProcurementContract Procurement Construction AdministrationConstruction Administration Post Construction ServicesPost Construction Services Fax, personal computers, email, CAD, mobile phones, Internet, plotters, word processing, or voice mailFax, personal computers, email, CAD, mobile phones, Internet, plotters, word processing, or voice mail

4. 4 The Next 20 Years Internet Marketing and Firm CollaborationInternet Marketing and Firm Collaboration Internet Design Research and Prototype DesignsInternet Design Research and Prototype Designs –Object Based Design Electronic Facility ModelElectronic Facility Model –Reports from Database –Electronic Plan Checking Contract ProcurementContract Procurement –Online Bidding –Direct Purchase for Manufacturers

5. 5 The Next 20 Years Construction AdministrationConstruction Administration –Internet Project Website –Internet Job Cameras Expanded Facility ServicesExpanded Facility Services –Facility Management –Marketing and Branding (Perception Design) Electronic Information ExchangeElectronic Information Exchange

6. 6 How are we going to get there? Develop Standards for Construction Information and the Exchange of this InformationDevelop Standards for Construction Information and the Exchange of this Information

7. 7 Why Is This Important? Electronic “tower of babble”

8. 8 Current Activities US National CAD StandardUS National CAD Standard OmniClass™ Construction Classification SystemOmniClass™ Construction Classification System aecXMLaecXML Industry Foundation ClassesIndustry Foundation Classes MasterFormat™ 04MasterFormat™ 04

9. 9 MasterFormat  04 MasterFormat  Expansion ProcessMasterFormat  Expansion Process MasterFormat  04: Draft 1MasterFormat  04: Draft 1

10. 10 Charge to Task Team Expand MasterFormat™ to accommodate needs of organizations outside CSI community. Final report & recommendations to EXCOM by 12/31/01: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

11. 11 MasterFormat  Expansion Task Team Chair: Dennis Hall, FCSI, CCS, CCCA, AIA dhall@hallarch.comChair: Dennis Hall, FCSI, CCS, CCCA, AIA dhall@hallarch.com Eli T. Abdallah, PE, CSIEli T. Abdallah, PE, CSI Tom Dunbar, FCSC, RSW (CSC Representative)Tom Dunbar, FCSC, RSW (CSC Representative) Gary Franks, PEGary Franks, PE Walter Strachan, CSC, RSW (CSC Representative)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 gceton@csinet.org

12. 12 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

13. 13 MasterFormat  Work Groups Landscape/Civil Engineering: Div. 30’s Eli T. Abdallah, PE, CSI Process Engineering: Div. 40’s Gary Franks, PE Gary Franks, PE Canadian Interest Tom Dunbar, FCSC, RSW Walter Strachan, CSC, RSW

14. 14 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)

15. 15 Phase I: Organizational Concept April 01Task Team Kickoff May 01Contact 500+ Industry Organizations June 01Presentation to SCIP June 01CSI Convention Presentation Aug 01Began Coordination with OCCS effort

16. 16 Phase I: Organizational Concept Nov 01Presentations by Industry Organizations Nov 01MasterFormat™ Scheme (Draft 1) Dec 01Report with Recommendation sent to CSI and CSC Executive Committees (Draft 1) Jan 02Approval by CSI Executive Committee Mar 02Approval by CSC Executive Committee

17. 17 Renewed Charge to Task Team Develop business plan for MasterFormat™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.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.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.

18. 18 Phase II: Concept Development Jan 023 Chapter Leader Audio Presentations Feb 02Distribute MasterFormat™ Scheme to organizations outside the CSI community Feb 02Distribute MasterFormat ™ Scheme with PowerPoint presentation to CSI Chapter and Region Leaders Apr 02Presentations to Industry Organizations June 02Task Team meeting with major stakeholders to discuss Level 4 numbering

19. 19 Phase II: Concept Development Aug 02MasterFormat™ Symposium (East Coast) Sept 02Draft 2 published for public comment Oct 02MasterFormat™ Canadian Symposium Jan 03MasterFormat™ Symposium (West Coast) Mar 03Draft 3 published for public comment Apr 03Presentation at CSI Convention Jun 03Final manuscript delivered

20. 20 Phase II: Concept Development National Organization Presentations Jan02BICSI Annual Conference (BICSI, NSCA, IEC & CABA) Apr 02Society of Telecommunication Consultants Apr 02NSCA National Convention May 02Proctor & Gamble Conference Call May 02AIA National Convention May 02NEMA Conference Call

21. 21 Phase II: Concept Development National Organization Presentations May 02FedEx Conference Call May 02Disney Imagineering Conference Call May 02CSC National Convention Jun 02A/E/C Systems Jun 02Army Specifications Steering Committee Jun02CSI Convention Aug 02Canadian Construction Association Oct 02ASCE Convention

22. 22 Phase II: Concept Development CSI Region and Chapter Presentations May 02NW Region Conference July 02LA Chapter July 02AIA/CSI Mid Missouri Chapters Aug 02Fresno Chapter Sept 02Myrtle Beach Chapter Sept 02Charlotte Chapter Oct 02SE Region Conference Mar 03Milwaukee Chapter

23. 23 Phase II: Concept Development Industry Publications Architectural Record Construction Specifier Consulting Specifying Engineer Electrical Construction and Maintenance Sound and Communication Engineering News Record

24. 24 Phase II: Concept Development MasterFormat™ Discussion Forums CSINET.ORGAECDAILY.COM4SPECS.COM

25. 25 MasterFormat  04: Draft 1

26. 26 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.

27. 27 MasterFormat ™ Misconceptions MasterFormat™ is an organizational structure for establishing trade jurisdiction.MasterFormat™ is an organizational structure for establishing trade jurisdiction.

28. 28 MasterFormat ™ Misconceptions MasterFormat™ is an organizational structure for establishing design jurisdiction.MasterFormat™ is an organizational structure for establishing design jurisdiction.

29. 29 MasterFormat ™ Misconceptions MasterFormat™ is a product classification structure.MasterFormat™ is a product classification structure.

30. 30 MasterFormat ™ Approaches Maintain existing MasterFormat™ with only minor changesMaintain existing MasterFormat™ with only minor changes Expand existing MasterFormat™ to incorporate changes in the industry and allow for future expansionExpand existing MasterFormat™ to incorporate changes in the industry and allow for future expansion Create new structure for MasterFormat™Create new structure for MasterFormat™

31. 31 Guiding Principles Compliant with OmniClass™ tablesCompliant with OmniClass™ tables Minimize changes to architectural building subjectsMinimize changes to architectural building subjects Make more acceptable to building engineering disciplinesMake more acceptable to building engineering disciplines Expand to cover other than building construction adequatelyExpand to cover other than building construction adequately Revise to follow classification principlesRevise to follow classification principles Provide for expansion with each divisionProvide for expansion with each division Maintain organization consistency among divisionsMaintain organization consistency among divisions Expand for full life cycle - facility managementExpand for full life cycle - facility management

32. 32 OmniClass ™ Tables OmniClass ™ : A Classification Strategy for the Built EnvironmentOmniClass ™ : A Classification Strategy for the Built Environment –12 Interrelated tables to classify built environment from inception to demolition –OmniClass™ Tables: 01 - Facilities07 - Process Phases01 - Facilities07 - Process Phases 02 - Constructed Entities08 - Process Services02 - Constructed Entities08 - Process Services 03 - Spaces09 - Process Participants03 - Spaces09 - Process Participants 04 - Elements10 - Process Aids04 - Elements10 - Process Aids 05 - Work Results11 - Process Information05 - Work Results11 - Process Information 06 - Products12 - Attributes06 - Products12 - Attributes

33. 33 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”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 standardNew international standard 10-country 10-year effort10-country 10-year effort In second versionIn second version OmniClass ™ : www.occsnet.orgOmniClass ™ : www.occsnet.org EPIC: www.epicproducts.orgEPIC: www.epicproducts.org

34. 34 Minimize Changes to Arch Bldg Subjects Masterformat™ well accepted & well used for architectural building subjectsMasterformat™ well accepted & well used for architectural building subjects These users do not want changes to MasterFormat™These users do not want changes to MasterFormat™ Keep changes to architectural building subjects in divisions 1-14 to absolute minimumKeep changes to architectural building subjects in divisions 1-14 to absolute minimum

35. 35 Make Acceptable to Bldg Eng Disciplines MasterFormat™: not uniformly accepted or used by MEP industryMasterFormat™: not uniformly accepted or used by MEP industry Communications industry desires expanded roomCommunications industry desires expanded room MEP:MEP: –Represents approximately 35% of construction $ –2 divisions ÷ 15 divisions = 13% of MasterFormat™ Provide for more MEP identityProvide for more MEP identity Provide more spaceProvide more space

36. 36 Expand Beyond Bldg Const Adequately MasterFormat™: originally intended for building constructionMasterFormat™: originally intended for building construction 1978-83: expanded to cover all types of construction, but within original 16 divisions1978-83: expanded to cover all types of construction, but within original 16 divisions Division 2: overcrowded with civil subjectsDivision 2: overcrowded with civil subjects Divisions 11 & 13: overstuffed with process engineering subjectsDivisions 11 & 13: overstuffed with process engineering subjects Civil & process engineering:Civil & process engineering: –Need more space –Need more identity

37. 37 Revise to Follow Classification Principles OmniClass™ : will use proposed MasterFormat™ for basic organization structure of table 05 - work resultsOmniClass™ : 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 groupsReorganize long lists in divisions 10, 11, & 13 into subject groups

38. 38 Provide for Expansion in Each Division Provide at least one free level 2 category in each divisionProvide at least one free level 2 category in each division Evaluate each level 2 category for expansion spaceEvaluate each level 2 category for expansion space

39. 39 Maintain Organization Consistency XX050 - Basic Materials & MethodsXX050 - Basic Materials & Methods XX800 - Instrumentation & ControlsXX800 - Instrumentation & Controls XX950 - Life Cycle ActivitiesXX950 - Life Cycle Activities Etc.Etc.

40. 40 Expand to Full Life Cycle - Facility Mgmt Add XX950 - Life Cycle ActivitiesAdd XX950 - Life Cycle Activities –Repair/Retrofit –Refinish/Refurbish –Historic Treatment: PreservationPreservation RehabilitationRehabilitation RestorationRestoration ReconstructionReconstruction –Maintenance

41. 41 Proposed MasterFormat™ 0 Procurement & Contracting Requirements0 Procurement & Contracting Requirements 1 Genl. Requirements1 Genl. Requirements 2 Existing Conditions2 Existing Conditions 3 Concrete3 Concrete 4 Masonry4 Masonry 5 Metals5 Metals 6 Wood & Plastics6 Wood & Plastics 7 Thermal & Moisture Protection 8 Doors & Windows 9 Finishes 10 Specialties 11 Equipment 12 Furnishings 13 Special Const 14 Conveying Equip

42. 42 Proposed MasterFormat™ 21 - Life Safety & Facility Protection21 - Life Safety & Facility Protection 22 - Plumbing22 - Plumbing 23 - HVAC23 - HVAC 24 - Electrical24 - Electrical 25 - Communications25 - Communications

43. 43 Proposed MasterFormat™ 31 - Site & Underground Construction31 - Site & Underground Construction 32 - Site Improvements32 - Site Improvements 33 - Transportation33 - Transportation 34 - Waterway & Marine Construction34 - Waterway & Marine Construction

44. 44 Proposed MasterFormat™ 41 - Fluid Treatment41 - Fluid Treatment 42 - Power Generation42 - Power Generation 43 - Processes43 - Processes 44 - ______ Processes (If Required)44 - ______ Processes (If Required)

45. 45 0 Provide Title - Procurement and Contracting RequirementsProvide Title - Procurement and Contracting Requirements Changing “Bidding” to “Construction Procurement” (AIA Documents change)Changing “Bidding” to “Construction Procurement” (AIA Documents change)

46. 46 1 - General Requirements Basically no changesBasically no changes Add facility management titlesAdd facility management titles

47. 47 2 - Existing Conditions Site Remediation (02100)Site Remediation (02100) Existing Site Conditions (02210)Existing Site Conditions (02210) Existing Improvement ConditionsExisting Improvement Conditions Demolition & Structure Moving (02220)Demolition & Structure Moving (02220) Selective Demolition (01730)Selective Demolition (01730) Hazardous Material Remediation (13280)Hazardous Material Remediation (13280) Site MaintenanceSite Maintenance

48. 48 Divisions 3-14 Relocate non-building subjects to new divisionsRelocate non-building subjects to new divisions Frees up expansion spaceFrees up expansion space Minimize changes to numbers & titlesMinimize changes to numbers & titles

49. 49 20s Move 15 & 16 - provides identity for MEPMove 15 & 16 - provides identity for MEP Expand number of divisions to 5Expand number of divisions to 5 –Increased space –Expansion space

50. 50 21- Life Safety & Facility Protection Integrated Automation & Control (13800)Integrated Automation & Control (13800) Security Access & Surveillance (13700)Security Access & Surveillance (13700) Detection & Alarm (13850)Detection & Alarm (13850) Personal Protection SystemsPersonal Protection Systems Fire Protection Piping (15300)Fire Protection Piping (15300) Fire Suppression (13900)Fire Suppression (13900) Fire Protection Devices (15520)Fire Protection Devices (15520) Fire & Smoke Protection (07800)Fire & Smoke Protection (07800)

51. 51 22 - Plumbing Plumbing Piping (15100)Plumbing Piping (15100) Process Piping (15200)Process Piping (15200) Plumbing Fixtures (15400)Plumbing Fixtures (15400) Plumbing Equipment (15400)Plumbing Equipment (15400)

52. 52 23 - HVAC HVAC Piping (15180)HVAC Piping (15180) Air Distribution (15800)Air Distribution (15800) Heat-Generation Equipment (15500)Heat-Generation Equipment (15500) Refrigeration Equipment (15600)Refrigeration Equipment (15600) HVAC Equipment (15700)HVAC Equipment (15700) Instrumentation & Controls (15900)Instrumentation & Controls (15900)

53. 53 24 - Electrical Wiring Methods (16100)Wiring Methods (16100) Facility Electrical Power (16200)Facility Electrical Power (16200) Facility Transmission & Distribution (16300)Facility Transmission & Distribution (16300) Low-Voltage Electrical Distribution (16400)Low-Voltage Electrical Distribution (16400) Lighting (16500)Lighting (16500) Facility Alternative Power SourcesFacility Alternative Power Sources Instrumentation & ControlsInstrumentation & Controls

54. 54 25 - Communications Cable PlantCable Plant Data Systems and LANs (16710)Data Systems and LANs (16710) Telephone/Voice Systems (16720)Telephone/Voice Systems (16720) Integrated Audio Video Systems (16800)Integrated Audio Video Systems (16800) WAN & Dial TonesWAN & Dial Tones CO-OSPCO-OSP Intra-Building Communication SystemsIntra-Building Communication Systems Instrumentation & ControlsInstrumentation & Controls

55. 55 30s Division 2 subjects into 2 divisionsDivision 2 subjects into 2 divisions –31 - Earthwork & underground construction –32 - Paving, landscaping & other improvements Additional civil engineering subjectsAdditional civil engineering subjects –33 - Transportation –34 - Waterway & Marine One division into 4 divisionsOne division into 4 divisions –Space –Identity

56. 56 31 - Site & Underground Const Base Courses & Ballasts (02700)Base Courses & Ballasts (02700) Site Preparation (02200)Site Preparation (02200) Earthwork (02300)Earthwork (02300) Foundations & Load-Bearing Elements (02450)Foundations & Load-Bearing Elements (02450) Utility Services (02500)Utility Services (02500) Drainage & Containment (02600)Drainage & Containment (02600) Tunneling, Boring, & Jacking (02400)Tunneling, Boring, & Jacking (02400)

57. 57 32 - Site Improvements Pavements & Appurtenances (02700)Pavements & Appurtenances (02700) Site Improvements (02800)Site Improvements (02800) Site Amenities (02800)Site Amenities (02800) Planting (02900)Planting (02900)

58. 58 33 - Transportation Railway Track (05650)Railway Track (05650) Railway EquipmentRailway Equipment Transportation EquipmentTransportation Equipment Transportation Systems (14900)Transportation Systems (14900) Traffic SignalizationTraffic Signalization Instrumentation & ControlsInstrumentation & Controls

59. 59 34 - Waterway & Marine Const Hydraulic Devices (05600 & 11280)Hydraulic Devices (05600 & 11280) Dredging & Spoil Disposal (02325)Dredging & Spoil Disposal (02325) Coastal Construction (02390)Coastal Construction (02390) Waterway ConstructionWaterway Construction Marine Construction (02390)Marine Construction (02390) Dam ConstructionDam Construction Underwater FacilitiesUnderwater Facilities Instrumentation & ControlsInstrumentation & Controls

60. 60 40s Divisions 11, 13, & 16 engineering subjects into 2 divisionsDivisions 11, 13, & 16 engineering subjects into 2 divisions –41 - Fluid Treatment –42 - Power Generation Additional process engineering subjectsAdditional process engineering subjects –43 - Processes –44 - _ Processes - as required 40s - Process Engineering Subjects40s - Process Engineering Subjects –Space –Identity

61. 61 41 - Fluid Treatment PipingPiping Water Supply & Treatment Equip (11200)Water Supply & Treatment Equip (11200) Fluid Waste Treatment & Disposal Equip (11300)Fluid Waste Treatment & Disposal Equip (11300) Filter Underdrains & Media (13220)Filter Underdrains & Media (13220) Digester Covers & Appurtenances (13230)Digester Covers & Appurtenances (13230) Oxygenation Systems (13240)Oxygenation Systems (13240) Sludge Conditioning Systems (13260)Sludge Conditioning Systems (13260) Instrumentation & ControlsInstrumentation & Controls

62. 62 42 - Power Generation Solar Energy Equipment (13600)Solar Energy Equipment (13600) Wind Energy Equipment (13600)Wind Energy Equipment (13600) Electrical PowerElectrical Power Transmission & DistributionTransmission & Distribution Instrumentation & ControlsInstrumentation & Controls

63. 63 43 - Processes PipingPiping Process EquipmentProcess Equipment Incinerator, Stacks, Ductwork, & Air Pollution ControlIncinerator, Stacks, Ductwork, & Air Pollution Control ProcessesProcesses Instrumentation & ControlsInstrumentation & Controls

64. 64 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 havenot been contacted for comments.”

65. 65 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!”

66. 66 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 “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.”

67. 67 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?”

68. 68 Future of the Profession? “If you think predicting the future is risky, try ignoring it.” Design Futures Council