Download presentation
Presentation is loading. Please wait.
1
Construction Document Technology (CDT)
<Insert Chapter Name and/or Logo> <Date of Presentation (Optional)> Session 1 FUNDAMENTALS Project Delivery Education Program Construction Document Technology (CDT) Preparatory Course 2011 This presentation is protected by US and International copyright laws. Reproduction, distribution, display and use of this presentation without written permission of the speaker and The Construction Specifications Institute is prohibited. © The Construction Specifications Institute 2011 The Construction Specifications Institute
2
AIA The Construction Specifications Institute is a Registered Provider with The American Institute of Architects Continuing Education Systems. Credit earned on completion of this program will be reported to CES Records for AIA members. Certificates of Completion for non-AIA members available on request. This program is registered with the AIA/CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product. Questions related to specific materials, methods, and services will be addressed at the conclusion of this presentation.
3
Learning Objectives To understand the composition and responsibilities of four Project Teams who come together as a single Team. To gain an insight into the definitions of the various stages of the life cycle of a facility, the activities and documents produced during each stage, and team member responsibilities. To introduce the basic relationship between drawings and specifications and to emphasize the importance of coordination. To introduce the basic structure of OmniClassTM, UniFormatTM, and MasterFormatTM and the primary ways in which they are utilized in construction documents. To understand the basic concepts of the environmental impact of buildings, sustainability, GreenFormatTM, and green building. The Construction Specifications Institute
4
Session Outline STUDY GUIDE: Subject Matter Area No. 1 - FUNDAMENTALS A. Job roles and responsibilities of the four Project Teams B. Factors that contribute to an effective team C. Stages of Facility Life Cycle with associated activities and documents D. Project stages with associated activities and documents E. OmniClassTM F. UniFormatTM G. MasterFormatTM H. 4 C’s of communication I. Legal interpretations and/or conflicts of Contract Documents J. GreenFormatTM K. Sustainability/Green Building The Construction Specifications Institute
5
FUNDAMENTALS STUDY GUIDE AREA NO. 1
The Construction Specifications Institute
6
JOB ROLES AND RESPONSIBILITIES OF THE FOUR PROJECT TEAMS STUDY GUIDE: Submit Matter Area No. 1 - A.
The Construction Specifications Institute
7
Stakeholders and Participants
Design and construction merges Collective Needs Ideas Talents Knowledge Services Widely diverse group Individuals Organizations Specialized services Project Delivery Practice Guide: 2.1
8
Stakeholders Individuals or organizations Major Project involvement
Interests positively or negatively impacted Investment Operational Reputation Project Delivery Practice Guide: 2.1
9
Participants Individuals or organizations Minor Project involvement
Interests not impacted Project Delivery Practice Guide: 2.1
10
Project Team Composition
Owner Team Design Team Contractor Team Supplier Team Project Delivery Practice Guide: 2.1
11
Owner Team Responsibilities
Initiates Project Assumes risk Provides funding Controls, manages, approves Occupies facility Project Delivery Practice Guide: 2.2
12
Owner Team Project Types
Private Funding not from taxation Individuals Businesses Developers Public Funding from taxation Federal State County City Town Other Authorities Project Delivery Practice Guide: 2.2.1 and 2.2.2
13
Owner Team Advisors Financial institutions Real estate agents
Attorneys Insurance companies Real estate agents Appraisers Marketing companies Project Delivery Practice Guide: 2.2.3
14
Owner Team Owner’s Consultants
Surveyors Environmental engineers Geotechnical engineers Hazardous materials / abatement Traffic engineers Sustainability Wetland biologists Wildlife biologists Project Delivery Practice Guide: 2.2.4
15
Owner Team Others Occupants Utility service providers
Facility manager Facility users Visitors Utility service providers Authorities Having Jurisdiction Project Delivery Practice Guide: 2.2.5 through 2.2.7
16
Design Team Responsibilities
Transforming Owner’s vision and requirements into a design and construction documentation Includes multiple design disciplines Specialized design services and expertise Project Delivery Practice Guide: 2.3
17
Design Team Architect Principal-in-Charge Project Manager Programmer
Project Designer Interior Designer Project Captain Drafter Specifier Construction Administrator Project Delivery Practice Guide: 2.3.1
18
Design Team Engineers and Consultants
Civil Engineer Structural Engineer Mechanical Engineer Electrical Engineer Plumbing Engineer Landscape Architect Fire Protection Engineer Exterior Enclosure Consultant Roofing and Waterproofing Consultant Cost Estimator Project Delivery Practice Guide: 2.3.2 thru
19
Design Team Engineers and Consultants
Code Consultant Sustainability Consultant Commissioning Consultant Food Service Consultant Parking Consultant Acoustical Consultant Lighting Design Consultant Building Transportation Consultant Swimming Pool, Fountain, and Water Feature Consultant Building Maintenance Equipment Consultant Project Delivery Practice Guide: thru
20
Contractor Team Responsibilities
Transforms construction documentation into a finished facility Cost estimating Time scheduling Contracting Procurement (Bidding, Negotiating, Purchasing) Management of construction Project Delivery Practice Guide: 2.4
21
Contractor Team Roles Contractor Subcontractor Principal-in-Charge
Project Manager Estimators Supervisors Accountants Layout Technician Safety Director Sustainability Consultant Subcontractor Project Delivery Practice Guide: 2.4.1 and 2.4.2
22
Supplier Team Responsibilities
Furnishes materials and products necessary to construct Project Manufacturer Distributor Supplier Fabricator Project Delivery Practice Guide: 2.5
23
Supplier Team Forms of Representation
Manufacturer’s employees Sales Marketing Technical Independent sales representation Project Delivery Practice Guide: 2.5.1
24
Supplier Team Assets Dual nature of representation
Consultant Sales Valuable to Owner, Design, and Contractor Teams Project Delivery Practice Guide: 2.5.2
25
FACTORS THAT CONTRIBUTE TO AN EFFECTIVE TEAM STUDY GUIDE: Submit Matter Area No. 1 - B.
The Construction Specifications Institute
26
When is a Project Team Effective?
Participants and stakeholders work toward mutual goals Project delivered on time and in budget Satisfied Owner Project Delivery Practice Guide: 2.7
27
Partnering and Collaboration
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
28
Benefits of Working as a Team
Better communications and coordination Understand extent of contractual rights and responsibilities and effectively and ethically perform Work fairly, efficiently, and swiftly to solve problems through communications Increased productivity Reduced Project costs Earlier Project completion Improved Project Team morale Fewer claims and delays Project Delivery Practice Guide:
29
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:
30
Integrated Project Delivery (IPD) Good Example of Effective Team
Mutual respect Mutual benefit and reward Collaborative innovation and decision making Early involvement of key participants Early goal definition Intensified planning Open communications Appropriate technology Organization and leadership Project Delivery Practice Guide: AIA IPD Guide and 4.1.1
31
Questions?
32
STAGES OF FACILITY LIFE CYCLE WITH ASSOCIATED ACTIVITIES AND DOCUMENTS STUDY GUIDE: Submit Matter Area No. 1 - C. The Construction Specifications Institute
33
Facility Life Cycle Project Delivery Practice Guide:
3.4 and Figure 3.1
34
Facility Life Cycle Project Conception
Owner identifies need Completes planning activities to verify feasibility Secures financial resources Develops a facility program Identifies a site Project Delivery Practice Guide: 3.4.1
35
Facility Life Cycle Project Delivery
Owner determines method to be used Assembles a Project Team Project Delivery Practice Guide: 3.4.2
36
Facility Life Cycle Design
Project Team evaluates following to seek issues and form design solutions Preliminary studies Collected data Program requirements Budget Schedule Project Team prepares and documents Schematic design and preliminary project descriptions Design development and outline specifications Project Delivery Practice Guide: 3.4.3
37
Facility Life Cycle Construction Documents
A/E Team prepares graphic and written documents Pricing Regulatory approvals Construction Project Delivery Practice Guide: 3.4.4
38
Facility Life Cycle Procurement (Bidding/Negotiating/Purchasing)
Project cost is determined Prior to In conjunction with Following construction document development Depends on Project Delivery Method selected Project Delivery Practice Guide: 3.4.5
39
Facility Life Cycle Construction
Project is constructed according to Contract Documents Regulatory requirements Project Delivery Practice Guide: 3.4.6
40
Facility Life Cycle Facility Management
Facility Manager manages and assumes control Facility placed in service Operations and maintenance procedures Project Delivery Practice Guide: 3.4.7
41
PROJECT STAGES WITH ASSOCIATED ACTIVITIES AND DOCUMENTS STUDY GUIDE: Submit Matter Area No. 1 - D.
The Construction Specifications Institute
42
Distinction between PROJECT and FACILITY
Process of planning, designing, documenting, procuring, contracting, and constructing Goal of a Project is a facility Object of delivery process Delivery process itself Facility Completed Project intended for a specific purpose and function Project Delivery Practice Guide: 1.5
43
Quality of each Project is Unique
Quality is a balance between Extent (Scope) Cost (Budget) Time (Schedule) Project Delivery Practice Guide: and Figure 7.1
44
Design Stage Design development Schematic design
All projects proceed through following phases of design Design development Schematic design Conceptual design Project Delivery Practice Guide: 3.4 and 8.8
45
Design Stage Design Variations
Master planning Design of multiple projects Integrated and complementary functions Same or contiguous site Prototype design Single design developed Multiple projects Different sites Consistent identity and purpose Project Delivery Practice Guide: 8.8.1
46
Design Stage Conceptual Design
Not an official “phase”, but is common Concept – Representations of abstract object, creatively given Shape Form Meaning Design – Journey of exploring and defining possibilities and constraints by using critical thinking skills Project Delivery Practice Guide: 8.8.2
47
Design Stage Conceptual Design Documentation
Drawings of basic information Physical or electronic massing models Narrative descriptions Project Delivery Practice Guide: 8.8.2
48
Design Stage Schematic Design
Site plan and area relationships Spatial relationships and functional characteristics General size, shape, volume, massing of building elements Elevations and exterior finishes Basic information about structural and services Project Delivery Practice Guide: 8.8.3
49
Design Stage Schematic Design Documentation
Sketches and drawings in more detail than conceptual documentation Physical or electronic models Preliminary project descriptions Project Delivery Practice Guide: 8.8.3
50
Design Stage Design Development
Size and character fixed Technical issues of constructability Integration of structural and services Definition of Materials Surfaces Details Project Delivery Practice Guide: 8.8.4
51
Design Stage Design Development Documentation
More precise and specific drawings Physical or electronic models Outline specifications - UniformatTM Project Delivery Practice Guide: 8.8.4
52
Construction Documents Stage
Depends on Project Delivery Method Defines following among parties Rights Responsibilities Relationships Graphic and written technical information necessary for procurement and construction Project Delivery Practice Guide: 11.1.1
53
Construction Documents Stage Standardization
MasterFormatTM SectionFormatTM PageFormatTM National CADD Standard Building Information Modeling Standard contracts and forms by professional organizations Project Delivery Practice Guide: 11.1.1
54
Construction Documents Stage Documentation
Drawings Specifications Procurement requirements Contracting requirements Project Delivery Practice Guide: and Figure 11.1
55
OMNICLASSTM STUDY GUIDE: Submit Matter Area No. 1 - E.
The Construction Specifications Institute
56
OmniClassTM Multi-table framework for
Organizing information Serving participants who work To sustain built environment Throughout Facility Life Cycle Derived from internationally accepted standards developed by International Organization for Standards (ISO) Project Delivery Practice Guide:
57
OmniClassTM Tables 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 41 – Information 42 – Materials 49 - Properties Project Delivery Practice Guide:
58
UNIFORMATTM STUDY GUIDE: Submit Matter Area No. 1 - F.
The Construction Specifications Institute
59
UniFormatTM Developed by CSI
Uniform classification system for organizing preliminary construction information into a standard order or sequence on basis of systems and assemblies Project Delivery Practice Guide:
60
UniFormatTM Project Description Categories
Project Delivery Practice Guide: and Figure 11.12
61
UniFormatTM Example of Levels
A Substructure A Foundations A Standard Foundations A Wall Foundations A CF Continuous Foundations Project Delivery Practice Guide:
62
MASTERFORMATTM STUDY GUIDE: Submit Matter Area No. 1 - G.
The Construction Specifications Institute
63
MasterFormatTM Developed by CSI
Organization structural for the subject matter for construction of a project, and operation, and maintenance of a facility Project Delivery Practice Guide:
64
MasterFormatTM Master list of numbers and titles
Arranges related construction practices or work results Different types of construction addressed equally Promotes standardization Facilitates organization of information Improves construction communications Project Delivery Practice Guide:
65
MasterFormatTM Divisions Sections 50 division format
Not organized around traditional subcontracts or construction trades Follows logical groupings of work results Sections 6 digit numbers (some 8) Section covers one portion of work results Different Consistent Project Delivery Practice Guide:
66
MasterFormatTM Divisions
Procurement and Contracting Requirements Group 00 – Procurement and Contracting Requirements Specifications Group General Requirements Subgroup 01 – General Requirements Facility Construction Subgroup 02 – Existing Conditions 03 – Concrete 04 – Masonry 05 – Metals 06 – Wood, Plastics, and Composites 07 – Thermal and Moisture Protection 08 – Openings 09 – Finishes 10 – Specialties 11 – Equipment Project Delivery Practice Guide:
67
MasterFormatTM Divisions
12 – Furnishings 13 – Special Construction 14 – Conveying Equipment 15 thru 19 – Reserved Facility Services Subgroup 20 – Reserved 21 – Fire Suppression 22 – Plumbing 23 – Heating, Ventilating, and Air Conditioning 24 – Reserved 25 – Integrated Automation 26 – Electrical 27 – Communications 28 – Electronic Safety and Security 29 – Reserved Site and Infrastructure Subgroup 30 – Reserved 31 – Earthwork 32 – Exterior Improvements 33 – Utilities 34 – Transportation 35 – Waterway and Marine Construction Project Delivery Practice Guide:
68
MasterFormatTM Divisions
36 thru 39 – Reserved Process Equipment Subgroup 40 – Process Integration 41 – Material Processing and Handling Equipment 42 – Process Heating, Cooling, and Drying Equipment 43 – Process Gas and Liquid Handling, Purification and Storage Equipment 44 – Pollution and Waste Control Equipment 45 – Industry-Specific Manufacturing Equipment 46 – Water and Wastewater Equipment 47 – Reserved 48 – Electrical Power Generation 49 – Reserved Project Delivery Practice Guide:
69
MasterFormatTM Levels of Details
1 – The 50 Divisions 2 – Broad Scope Sections – widest latitude of information 3 – Medium Scope Sections – more limited information 4 – Narrow Scope Sections – specific information 5 – Very Narrow Scope Sections – user defined Project Delivery Practice Guide:
70
MasterFormatTM Example of 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:
71
Questions?
72
FOUR C’s OF COMMUNICATION STUDY GUIDE: Submit Matter Area No. 1 - H.
The Construction Specifications Institute
73
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
74
LEGAL INTERPRETATION AND/OR CONFLICTS OF CONTRACT DOCUMENTS STUDY GUIDE: Submit Matter Area No. 1 - I. The Construction Specifications Institute
75
Design Team Coordination
Effective coordination requires Good coordination Attention to detail Reviewing interface between design disciplines Sufficient number of decisions proportionate for stage of Work Project Delivery Practice Guide: 5.9
76
Components of Successful Coordination
Organization Selecting team members Establishing management procedures Execution Project design Production of construction documents Quality Assurance Meetings Checklists Communications Checking and cross- checking construction documents Project Delivery Practice Guide: 5.9
77
Components of Incomplete Coordination
Duplications Omissions Discrepancies Division 01 not coordinated Terminology differences Project Delivery Practice Guide: 5.9
78
Critically Important Relationships
Representation of design concept shown on construction documents among multiple design disciplines Architectural design with other design disciplines Drawings and specifications Project Delivery Practice Guide: 5.9
79
Coordinating Drawings and Specifications
Drawings and specifications are complementary Coordination must occur at all levels of Project Team Drawings detail should be consistent with specification detail Clear, concise, correct, and complete are critically important Project Delivery Practice Guide: 11.2.9
80
Characteristics of Drawings
Indicates generic and graphic representation of products and Materials Size Form Location Quantity Relationships Generic representations Project Delivery Practice Guide: and
81
Characteristics of Specifications
Defines qualitative requirements for Product, materials, equipment Physical properties of products Performance requirements Standards of workmanship Describes administrative procedures Project Delivery Practice Guide: 11.2.9
82
GREENFORMATTM STUDY GUIDE: Submit Matter Area No. 1 - J.
The Construction Specifications Institute
83
GreenFormatTM Developed by CSI
Web based tool that allows manufacturers to accurately report product sustainability properties Provides designers, constructors, and building operators with basic information to help meet “green” requirements Project Delivery Practice Guide:
84
GreenFormatTM Categories
Background information Product details Product lifecycle Additional information Authorization Project Delivery Practice Guide:
85
SUSTAINABILITY/GREEN BUILDING STUDY GUIDE: Submit Matter Area No. 1 - K.
The Construction Specifications Institute
86
Sustainability Environmental preservation has become an important issue Public policy Private enterprise Project Delivery Practice Guide: 8.7
87
Sustainability EPA – Sustainable building involves
Developing 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 One that meets specified performance requirements While minimizing disturbance to and improving the functioning of local, regional, and global ecosystems During and after its construction and specified service life Project Delivery Practice Guide: 8.7
88
Sustainable Design Emphasis on environmental performance of a facility over its life cycle Fundamental approaches common to tools and assessments Site optimization Use of energy Water use Building materials and products Indoor environmental quality Optimizing operational and maintenance practices Project Delivery Practice Guide: 8.7.1
89
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
90
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
91
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
92
Product Evaluation Sustainability attributes is one of many categories for evaluation of products Low embodied energy Recyclability, material reuse, or salvaged Natural or renewable resources Locally or regionally produced Energy efficiency Low environmental impact Durability Recycled content Waste minimization Promotes good indoor air quality Absence of unhealthful chemicals, toxic substances, or volatile organic compounds Biodegradable or bio-based composition Conservation of resources Responsible wood supplies Project Delivery Practice Guide:
93
Review Outline STUDY GUIDE: Subject Matter Area No. 1 - FUNDAMENTALS A. Job roles and responsibilities of the four Project Teams B. Factors that contribute to an effective team C. Stages of Facility Life Cycle with associated activities and documents D. Project stages with associated activities and documents E. OmniClassTM F. UniFormatTM G. MasterFormatTM H. 4 C’s of communication I. Legal interpretations and/or conflicts of Contract Documents J. GreenFormatTM K. Sustainability/Green Building The Construction Specifications Institute
94
Questions?
Similar presentations
![Procurement and Tendering Presentation to [NAME OF CLIENT] [YOUR NAME] [DATE]](/14/4430522/big_thumb.jpg "Procurement and Tendering Presentation to [NAME OF CLIENT] [YOUR NAME] [DATE]>")
