1. The Construction Specifications Institute Session 3 DESIGN Project Delivery Education Program Construction Document Technology (CDT) Preparatory Course 2011 1 www.csinet.org 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

2. 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. AIA 2

3. The Construction Specifications Institute Learning Objectives To understand the process of converting Owner’s program into written and graphic documents for schematic design and design development. To gain an insight into how quality is established for a Project. To identify the considerations that influence the design of a Project. To introduce the basic concepts of life cycle costs and value analysis. To identify the attributes that should be included in the evaluation and selection of products. 3

4. The Construction Specifications Institute Session Outline STUDY GUIDE: Subject Matter Area No. 3 – DESIGN 4 A.Design 1.Schematic Design Documentation 2.Design Development Documentation 3.Quality Assurance/Quality Control Requirements 4.Procedures to Control Project Variables 5.Cost Estimate and Estimating Techniques Used During Design 6.Life Cycle Costs and Value Analysis 7.Documentation of Decision- Making Process 8.Design Considerations a.Aesthetics b.Regulatory Requirements c.Functional Requirements d.Sustainability e.Constructability f.Budget 9.Product Evaluation and Selection

5. The Construction Specifications Institute 5 DESIGN STUDY GUIDE AREA NO. 3

6. The Construction Specifications Institute 6 Dual Nature of Design Aesthetic Design Articulates products and materials into pleasing arrangements that form structures, forms, and spaces for specific purposes to house human activities Technical Design Determines the requisite qualities and attributes of those products and materials for the purpose of successfully constructing the facility so that it will durably fulfill its intended function and perform properly throughout its life cycle

7. The Construction Specifications Institute DESIGN SCHEMATIC DESIGN DOCUMENTATION STUDY GUIDE: Subject Matter Area No. 3 - A. 1. 7

8. Schematic Design Documentation Focus on preliminary design concepts Sketches and drawings in more detail than conceptual documentation Physical or electronic models Preliminary project descriptions Project Delivery Practice Guide: 9.3 8

9. The Construction Specifications Institute DESIGN DESIGN DEVELOPMENT DOCUMENTATION STUDY GUIDE: Subject Matter Area No. 3 - A. 2. 9

10. Design Development Documentation Schematic design transforms into more detail More precise and specific drawings Physical or electronic models Outline specifications – UniFormat TM Project Delivery Practice Guide: 9.4 10

11. The Construction Specifications Institute DESIGN QUALITY ASSURANCE/QUALITY CONTROL REQUIREMENTS STUDY GUIDE: Subject Matter Area No. 3 - A. 3. 11

12. Quality Quality is continuously refined throughout Facility Life Cycle Three parts represented in illustration below have to be balanced to achieve level of quality desired Project Delivery Practice Guide: 8.9 and Figure 7.1 12

13. Quality Assurance (QA) Quality Control (QC) Quality Assurance (QA) – Procedures for guarding against defects and deficiencies before and during execution of the Work Quality Control (QC) – Procedures for evaluating completed activities and elements of the design for conformance with requirements QC for one action may become QA for next step in process Project Delivery Practice Guide: 8.9 13

14. Participants Affect Quality Owner establishes level of quality A/E performs QA/QC –Creates the design –Makes product selections –Prepares Construction Documents –Establishes requirements –Administers Construction Contract Administration Documents decisions Monitors costs Verifies constructability Project Delivery Practice Guide: 8.9.2 14

15. The Construction Specifications Institute DESIGN PROCEDURES TO CONTROL PROJECT VARIABLES STUDY GUIDE: Subject Matter Area No. 3 - A. 4. 15

16. Controlling Variables Times when variables are necessary Types of Variables –Allowances Cash Allowance Quantity Allowance –Alternates –Unit Prices Project Delivery Practice Guide: 8.14 16

17. The Construction Specifications Institute DESIGN COST ESTIMATES AND ESTIMATING TECHNIQUES USED DURING DESIGN STUDY GUIDE: Subject Matter Area No. 3 - A. 5. 17

18. Cost Estimates Estimates are not prices, more like Opinions of Probable Cost Monitoring cost during design is necessary Changes to Extent, Time, or Cost causes changes in other two Estimating Techniques –Order of Magnitude –Unit of Measure –Assemblies/Systems –Unit Prices Project Delivery Practice Guide: 8.11 18

19. The Construction Specifications Institute DESIGN LIFE CYCLE COSTS AND VALUE ANALYSIS STUDY GUIDE: Subject Matter Area No. 3 - A. 6. 19

20. Life Cycle Costs Based on total cost of ownership rather than initial costs Decisions made during design and construction have implications for cost over service life Considerations that influence Life Cycle Costs –Design decisions about materials and equipment –Maintenance, operation, and replacement of materials and equipment –Alterations, renovations, improvements –Initial construction –Recycling, salvage, disposal –Obsolescence –Economic circumstances –Technological advances Project Delivery Practice Guide: 8.12 20

21. Value Analysis Also known as Value Enhanced Design or Value Engineering Evaluates design to identify potential alternative methods, systems, or materials that will enhance Life Cycle Value Earlier in the process is better than later Analysis Process –Data-gathering –Investigation –Analytical/development –Report –Implementation –Evaluation Project Delivery Practice Guide: 8.13 21

22. The Construction Specifications Institute DESIGN DOCUMENTATION OF DECISION-MAKING PROCESS STUDY GUIDE: Subject Matter Area No. 3 - A. 7. 22

23. Documenting Decisions Important for Stakeholders and Participants –To record decisions made and discussions in writing –To establish a historical record Project Delivery Practice Guide: 5.10.1 23

24. The Construction Specifications Institute DESIGN DESIGN CONSIDERATIONS STUDY GUIDE: Subject Matter Area No. 3 - A. 8. 24 a.Aesthetics b.Regulatory Elements c.Functional Elements d.Sustainability e.Constructability f.Budget

25. General Requirements A/E must use for Project Design Types of considerations –Owner requirements –Regulatory requirements Design influenced by –Size –Arrangement –Elements –Systems and subsystems –Components Project Delivery Practice Guide: 8.3 25

26. Aesthetics Components that elicit sensory responses Abstract images representing Owner’s purpose or identity A/E’s own design inclinations Form, shape, volume, and textures Color, light, and shadows Locations, arrangements, and juxtapositions Harmony and dissonance Context with surroundings Project Delivery Practice Guide: 8.4 26

27. Regulatory Requirements Codes and regulations establish requirements for design and construction of new and renovated buildings –Minimum level of habitation quality –Fire protection of property –Life safety Project Delivery Practice Guide: 4.1 through 4.4 27 Authorities Having Jurisdiction (AHJ) –Each level of government are empowered to create codes and regulations –Authorized to enforce them within their jurisdiction –Reviews documents and issues permits

28. Regulatory Requirements Types –Building codes –Zoning ordinances –Deed restrictions or covenants –Site use regulations –Environmental –Occupational safety and health –Accessibility –Health and sanitary Project Delivery Practice Guide: 4.1 through 4.4 28

29. Functional Elements Project elements –Relationships have to be arranged –To ensure proper function –According to Owner and Regulatory Requirements Adequate space Elements that complement other elements Efficient flow and movement patterns Suitability to construction type selected Project Delivery Practice Guide: 8.5 29

30. Sustainability Discussed in Session 1 Project Delivery Practice Guide: 8.7 30

31. Constructability Review of documents to determine if design is practical to construct with means, methods, and products available within proposed time and Owner’s budget Identifies areas of design that may be difficult or impractical to execute Determine other design options Project Delivery Practice Guide: 8.6 31

32. Budget Discussed in Session 2 Project Delivery Practice Guide: 6.4 32

33. The Construction Specifications Institute DESIGN PRODUCT EVALUATION AND SELECTION STUDY GUIDE: Subject Matter Area No. 3 - A. 9. 33

34. Identifying, Evaluating, and Selecting Establish performance requirements Identify product attributes complying with requirements Evaluate history of performance Review compatibility with other products Project Delivery Practice Guide: 10.1 34

35. Types of Products Materials Commodities Products Standard Custom Assemblies/Fabrications Equipment Project Delivery Practice Guide: 10.2 35

36. Evaluation and Selection Process Initial product identification Establish product criteria –Nature of attributes Requirements Criteria Tests –Project requirements –Project Delivery Method Project Delivery Practice Guide: 10.5 36 Determine applicable criteria for evaluation Attribute categories for evaluation –Physical properties –Performance –Sustainability –Safety and protection –Manufacturers –Installers –Cost –Maintenance

37. Product Representative Services Technical Assistance Assistance in preparing specifications Assistance in preparing drawings Estimating cost Representative cost Project conditions Fabrication, shop assembly, shop finishing Testing and certifications Code considerations Project Delivery Practice Guide: 10.6 37

38. The Construction Specifications Institute Review Outline STUDY GUIDE: Subject Matter Area No. 3 – DESIGN 38 A.Design 1.Schematic Design Documentation 2.Design Development Documentation 3.Quality Assurance/Quality Control Requirements 4.Procedures to Control Project Variables 5.Cost Estimate and Estimating Techniques Used During Design 6.Life Cycle Costs and Value Analysis 7.Documentation of Decision- Making Process 8.Design Considerations a.Aesthetics b.Regulatory Requirements c.Functional Requirements d.Sustainability e.Constructability f.Budget 9.Product Evaluation and Selection

39. Questions? 39