1. Construction Document Technology (CDT)
Cook Inlet Chapter CSI
Session 1
FUNDAMENTALS
Construction Document Technology (CDT)
Preparatory Course
2014
Peter Dedych, CCCA
Assistant Professor of Construction Management
Construction and Design Technology
University of Alaska Anchorage
Phone:    
P Consider the environment
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2. CDT study materials CSI Store - www.csinet.org/PDPG
Sustainability/Green Building (EPA) (Free)

3. Self study plan.
CDT Candidate Handbook (Free) This free handbook helps you to plan your study process.
CDT Exam Study Workbook (downloadable) This workbook helps you study and navigate the PDPG. Download: Members $19.99 Non-members $24.99
Project Delivery Flash Cards These are designed to help increase your knowledge of the fundamentals and formats of construction documents! Pricing (downloadable): Members $4.99 Non-members $9.99

4. Self Study Plan
CDT Practice Exam: 20 multiple choice questions from actual administered exams. ome&branding=CSI Scoring is instantaneous and correct answers are provided $20
Free daily s with questions based on the CDT
AIA A General Conditions (Free) nts/pdf/aiab pdf

5. Pop quiz! Contractually, are shop drawings Contract Documents?
Ref AIA A201 Article
Contractually, do Specifications take precedence over Drawings?
Ref AIA A201 Article

6. Passing CDT earns architectural registration education training hours.
40 elective hours for earning your CDT certificate
40 core minimum hours in “Training Area 9 - Specifications & Material Research” for passing CCS certification
•40 core minimum hours in “Training Area Construction Phase” for passing CCCA certification
Experience-Settings/IDP2-Supplemental-Experience- Core/Certificate-Programs.aspx

7. CDT Exam Format and Contents
100 multiple-choice questions, two hours allotted
Plus 20 statistical questions
EXAM SUMMARY (DOMAINS)
Fundamentals - 12%
Project Concept and Delivery – 10%
Design Process – 12%
Construction Documents – 28%
Procurement - 10%
Preconstruction – 6%
Construction – 16%
Lifecycle Activities – 6%

8. Domain 1 - FUNDAMENTALS Knowledge Item No.
1-1: Job roles and responsibilities of the four project teams PDPG 2.1 through 2.5
1-2: Stages of facility life cycle with associated activities and documents PDPG 3.4
1-3: Project stages with associated activities and documents PDPG 8.8
1-4: Written formats PDPG &
1-5: Graphic formats PDPG
1-6: Legal implications of contract documents PDPG 5.10
1-7: Sustainable design and construction PDPG 8.7 and
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9. 1-1: Project Teams Owner Team 2.2 Architect/Engineer (A/E) Team 2.3
Contractor Team 2.4
Supplier Team 2.5
Project Delivery Practice Guide:
2.1

10. Owner Team Responsibilities
Private or Public - ?
Initiates Project
Assumes risk
Provides funding
Controls, manages, approves
Principal stakeholder
Owner may or may not occupy facility
Project Delivery Practice Guide:
2.2

11. A/E Team Responsibilities
Owner’s vision and requirements into a design and construction documentation
Includes multiple design/engineering disciplines
Varied level of services
Project Delivery Practice Guide:
2.3

12. Contractor Team Responsibilities
Transforms construction documentation into a finished facility
Estimating, scheduling, Contracting
Procurement (Bidding, Negotiating, Purchasing)
Supplier Team Responsibilities
Furnishes materials and products necessary to construct Project in compliance with requirements
Manufacturer, Distributor, Supplier, Fabricator
Project Delivery Practice Guide:
2.4

13. When is a Project Team Effective?
Participants and stakeholders work toward mutual goals
Project delivered on time and in budget
Satisfied Owner
Partnering
Concept of team building
Helps ensure cooperative efforts
Priorities and goals set
Attempts to make participants and stakeholders into partners
Collaboration – Individuals working as a team
Project Delivery Practice Guide:
2.7

14. Obstacles to Working as a Team
Adversarial relationships and personalities
Incomplete or inaccurate Contract Documents
Unreasonable schedule requirements
Inordinate number of changes
Labor issues
Delays in fabrication or delivery
Poor communications
Ineffective management
Project Delivery Practice Guide:

15. Integrated Project Delivery (IPD) Good Example of Effective Team (California)
Mutual respect, benefit and reward
Collaborative innovation and decision making
Early involvement of key participants in goal definition
Intensified planning
Open communications
Appropriate technology
Organization and leadership
Project Delivery Practice Guide:
AIA IPD Guide and 4.1.1

16. Distinction between PROJECT and FACILITY
Planning, designing, documenting, procuring, contracting, and constructing
Delivery process itself
Goal of a Project is a facility
Facility - Completed Project intended for a specific purpose and function
Project Delivery Practice Guide:
1.5

17. 1-2: Facility Life Cycle Owner need: > Feasibility > Financing
PDM selected
(KNOW THIS SEQUENCE!)
Schematic and Design Development
Project Delivery Practice Guide:
3.4 and Figure 3.1

18. 1-3 PROJECT STAGES, ACTIVITIES AND DOCUMENTS
Table Page 45 - who produces what documents at each phase
Construction Documents Stage Depends on Project Delivery Method
D-B-B shown
But D-B would/could be after construction contract is awarded
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19. Construction Documents, Project Manual, Procurement Documents
Drawings
Specifications
Procurement requirements
Contracting requirements
Resource Drawings
Figure 11.1 Page 220
Project Delivery Practice Guide:
and Figure 11.1

20. 1-4 Written Formats OMNICLASSTM UNIFORMATTM MasterFormatTM
SectionFormatTM
PageFormatTM Fonts, Styles, margins
page 263 and Figure page 264
Project Delivery Practice Guide:
11.1.1

21. OmniClassTM 15 Tables by Types of Information- ISO
11 – Construction Entities by Function
12 – Spaces by Function
13 – Construction Entities by Form
14 – Spaces by Form
21 – Elements
22 – Work Results
23 – Products
31 – Phases
32 – Services
33 – Disciplines
34 – Organizational Roles
35 – Process Aids
41 – Information
42 – Materials
49 - Properties
Project Delivery Practice Guide:

22. UniFormatTM CSI - Preliminary construction information
Project Delivery Practice Guide:

23. MasterFormat -2010 TM Developed by CSI Most common for Project Manuals
Master list of numbers and titles
50 Divisions divided into Sections
Project Delivery Practice Guide:

24. MasterFormatTM Example of Section Levels
1 – Division 04 - Masonry
2 – Section – Unit Masonry (Broad Scope)
3 – Section – Clay Unit Masonry (Medium Scope)
4 – Section – Brick Masonry (Narrow Scope)
5 – Section – Brick Veneer Masonry (Very Narrow Scope)
Project Delivery Practice Guide:

25. SectionFormatTM 3-Parts in each section Part 1 – General
Describes administrative, procedural and temporary requirements unique to the section. Extension of subjects covered in Division 01.
Part 2 - Products
Describes products, materials, equipment, fabrications, mixes, systems and assemblies and their quality requirements.
Part 3 - Execution
Describes installation or application, including preparatory actions and post-installation cleaning and protection.
Project Delivery Practice Guide:
, Figure

26. GreenFormatTM Developed by CSI
For manufacturers to accurately identify key product sustainability properties in nine categories
Provides designers, constructors, and building operators with basic information to help meet “green” requirements
Project Delivery Practice Guide:

27. 1-5 Graphic Formats
U.S. National CAD Standard-Drawing set organization
AIA CAD Layer Guidelines
CSI Uniform Drawing System
Plotting Guidelines
Building Information Modeling (BIM)
Distinction between drawing and specification is blurring
Emphasis from 2D CAD drawings to 3D objects synched with a database
Project Delivery Practice Guide:
11.2.6

28. 1-6 Legal Implications of Contract Documents
Need for written historical record
“Professional Standard of Care” to comply with codes, laws and regulations
If professionals do not exercise the standard of reasonable care, they may be negligent
Spearin Doctrine
“Contractor is entitled to rely on the Construction Documents provided by the Owner to be sufficient for their intended purpose and is not responsible for the consequences of defects in the Contract Documents.”
Project Delivery Practice Guide: 5.10

29. Design Team Coordination
Spearin requires A/E to avoid:
Duplications
Omissions
Discrepancies- drawings and specifications
Drawings - where and how many
Specifications – the qualitative requirements
Division 01 conflicts with other Sections
Terminology differences
Project Delivery Practice Guide:
5.9

30. Four C’s of Communication
Proper grammar
Simple sentence construction
Avoid ambiguity
Clear
Eliminate unnecessary words, but not at expense of clarity, correctness, or completeness
Concise
Correct
Accurate and precise information
Selected words to convey exact meanings
Complete
Important information not left out
Project Delivery Practice Guide:
11.3.5

31. 1-7 Sustainable Design and Construction
Design Emphasis on environmental performance of a facility over its life cycle
Site optimization
Use of energy and water
Building materials and products
Indoor environmental quality
Optimizing operational and maintenance practices
Project Delivery Practice Guide: 8.7

32. Sustainability EPA – Sustainable building involves
Healthier methods of construction, operations, and demolition
Using resources more efficiently
ASTM E 2114 – Standard Terminology for Sustainability Relative to the Performance of Buildings defines green building as
minimizing disturbance to and improving the function of ecosystems
During and after its construction and specified service life
Project Delivery Practice Guide:
8.7

33. Environmental Design Tools
Various tools available for use by product manufacturers, Contractors, and A/E’s
NIST’s BEES – Building for Environmental and Economic Sustainability
EPA’s Energy Star Program
USGBC’s LEED Program
Project Delivery Practice Guide:
8.7.2

34. Assessing Product Sustainability
Requires life cycle assessment by a qualified agency
NIST’s BEES (Building for Environmental and Economic Sustainability) Model is one method
Global warming potential
Acidification
Nitrification potential
Natural resource depletion
Solid waste produced
Indoor air quality
Another is ASTM E 2129 – Standard Practice for Data Collection for Sustainable Assessments of Building Products
Project Delivery Practice Guide:
8.7.3

35. Product Evaluation
Sustainability attributes is one of many categories for evaluation of products
Low embodied energy
Recyclability, material reuse, or salvaged
Natural, renewable or recycled resources
Locally or regionally produced
Energy efficiency
Low environmental impact
Durability
Waste minimization
Promotes good indoor air quality
Absence of unhealthful substances
Biodegradable or bio-based composition
Conservation of resources
Responsible wood supplies
Project Delivery Practice Guide:

36. Assessing Facility Sustainability
Methods of assessing environmental performance
USGBC’s LEED Green Building Rating System
Advanced Buildings
Green Guidelines for Healthcare Construction
Green Globes
Greenguard Environmental Institute
Stars
Project Delivery Practice Guide:
8.7.4