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MasterFormat - 2004

2. What is MasterFormat

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MasterFormat - 2004

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    1. MasterFormat™ - 2004 Construction Specifications Institute/ Construction Specifications Canada MasterFormat™ Expansion Task Team ASPE Estimating Academy July 14, 2004 Doyle Phillips, CSI, CCCA, CPE

    2. 2 What is MasterFormat™? Master list of titles & numbers used to organize information by “work results” or construction practices Primary Uses: Organizing project manual, reference keynotes on drawings, & detailed costing

    3. 3 MasterFormat™ - 60s CSI created in early 60s 1961: Format and Arrangement of Specifications and Related Documents - Draft 1962: Format and Arrangement of Specifications and Related Documents - Second Draft (22 divisions) 1963: CSI Format for Building Specifications 1964: “The CSI Format for Construction Specifications” (16 divisions)

    4. 4 MasterFormat™ - 60s 1964 Document Content - 28 total pages Title Page Introduction and explanation - 11 pages Format listings - 11 pages Alphabetical subject listings - 5 pages 1995 MasterFormat™ - 317 pages

    5. 5 MasterFormat™ - 60s Listed 16 Division with titles List of “typical subjects” under each division No numbering system beyond 16 divisions User applied alpha to division number for sections under divisions: 9A - Terrazzo 9B - Lathing & Plastering 9C - Acoustical Treatment Not uniform system - user applied

    6. 6 MasterFormat™ - 60s 1966: USA - “Uniform System for Construction Specifications, Data Filing and Cost Accounting - Title One Buildings” Developed & endorsed by: AIA, ASLA, AGC, ASC, PC, NSPE, CSI 4 digit number for Cost Accounting Canada: “The Building Construction Index” (BCI) - based on 16 divisions

    7. 7 MasterFormat™ - 70s 1972 - “Uniform Construction Index” (UCI) merger of US & Canadian formats system of formats for: Specifications - 16 divisions Data Filing - 16 divisions Cost Analysis - 16 divisions 5-digit numbers included Project Filing - not related to other three

    8. 8 MasterFormat™ - 70s 1978: MasterFormat™ new title - joint CSI/CSC publication Included 5-digit number system for broadscope & narrowscope sections Officially adopted by federal agencies Also fully incorporated by: Sweets in cataloging manufacturer’s catalogs RS Means for cost estimating data

    9. 9 MasterFormat™ - 80’s 1983: Greater recognition for engineering disciplines - continuing 1978 expansion 1988: Optional System to expand 5-digits after decimal point to achieve greater detail for cost classification is described: 05120.302 - W 8 x 48 05120.304 - W 10 x 68

    10. 10 MasterFormat™ 90’s 1995: Introduction and application information greatly expanded Relationship to UniFormat™ explained Major revisions to Divisions 1, 2, 4, 13, 15, & 16.

    11. 11 Charge to Task Team Expand MasterFormat™ to accommodate needs of those outside CSI community Final report & recommendations to CSI 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

    12. 12 MasterFormat Expansion Task Team FY 04 Task Team Chair: Dennis Hall, FCSI, AIA Eli Abdallah, PE, CSI (ASCE) Gary Beimers, CSI (McGraw-Hill) William Dean (IEC) Tom Dunbar, FCSC, RSW (CSC) Russell Flemming, PE (NFSA) Gary Franks, PE (process engineer) Chuck Gulledge, PE (ASHRAE) Robert Johnson, FCSI, AIA (OCCS) Michael King, FCSI (ARCOM) Walter Strachan, CSC, RSW (CSC) Robert Swan, CSI, AIA (owner rep.) Tom Vincent (MCAC) Wayne Watson, FCSI, FCSC (Digicon) Chuck Wilson, CSI (NSCA) Unnamed Representatives Associated General Contractors CSI Officer Liaison: Edd Soenke, FCSI, AIA CSI Staff Liaison: Greg Ceton, Esq.

    13. 13 MasterFormat? Work Plan Apr 01 Task Team Kickoff Dec 01 Report with Recommendations Jan 02 CSI EXCOM Approval Feb 02 Draft 1 published for public comment Mar 02 CSC EXCOM Approval Aug 02 Symposium Oct 02 Symposium Oct 02 Draft 2 published for public comment Jan 03 Symposium Feb 03 Draft 3 published for public comment May 03 Outline Draft 4 published for public comment Aug 03 Draft 4 (final draft) published for public comment Apr 04 Debut MF04 at CSI Conv. Jul 04 Begin Educational Seminars Sept-Dec 04 MasterFormat? 04 for sale Jan 05 MF Stakeholders publish using MF 04 Jan 06 Most firms conversion date

    14. 14 MasterFormat™ Misconceptions Organizational structure to establish trade jurisdictions

    15. 15 MasterFormat™ Guiding Principles Compliant with OmniClass™ tables Minimize changes to architectural building subjects Make more acceptable to building engineering disciplines Expand to cover other than building construction adequately Revise to follow classification principles Provide for expansion with each division Maintain organization consistency among divisions Expand for full life cycle of a facility

    16. 16 MasterFormat? Organization MF 04 Groups Procurement & Contracting Requirements Specifications

    17. 17 MasterFormat? Organization

    18. 18 MasterFormat? Organization MF 04 Specifications Group General Requirements Subgroup Division 01 Facility Construction Subgroup Divisions 02-19 Facility Services Subgroup Divisions 20-29 Site and Infrastructure Subgroup Divisions 30-39 Process Equipment Subgroup Divisions 40-49

    19. 19 MasterFormat? Organization MF 04 General Requirements 01 General Requirements Facility Construction 02 Existing Conditions 03 Concrete 04 Masonry 05 Metals 06 Wood, Plastics & Composites

    20. 20 MasterFormat? Organization MF 04 07 Thermal & Moisture Protection 08 Openings 09 Finishes 10 Specialties 11 Equipment 12 Furnishings 13 Special Construction Conveying Equipment 15-19 Reserved

    21. 21 MasterFormat? Organization MF 04 Facility Services 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

    22. 22 MasterFormat? Organization MF 04 Site and Infrastructure 30 - Reserved 31 - Earthwork 32 - Exterior Improvements 33 - Utilities 34 - Transportation 35 - Waterway & Marine 36-39 - Reserved

    23. 23 MasterFormat? Organization MF 04 Process Equipment 40 – Process Integration 41- Material Processing & Handling Equipment 42 - Process Heating, Cooling & Drying Equipment 43 - Process Gas & Liquid Handling, Purification & Storage Equipment

    24. 24 MasterFormat? Organization MF 04 44 - Pollution Control Equipment 45 - Industry-Specific Manufacturing Equipment 46 - Reserved 47 - Reserved 48 - Electrical Power Generation 49 - Reserved

    25. 25

    26. 26

    27. 27

    28. 28

    29. 29

    30. 30

    31. 31

    32. 32 Terminology Changes MF 04 Solicitation Instructions for Procurement Available Information List of Drawing Sheets Definitions Procurement Definitions Contracting Definitions Construction Document Definitions

    33. 33 Products vs. Work Results MF 04 Carpeting Tiling Painting Grouting Metal Decking Interior Lighting Flooring Treatment Decorative Finishing

    34. 34

    35. 35 Existing Conditions

    36. 36 Expand to Full Life Cycle 01 90 00 Life Cycle Activities 01 91 00 Commissioning 01 92 00 Facility Operation 01 93 00 Facility Maintenance 01 94 00 Facility Decommissioning

    37. 37 Performance Requirements

    38. 38 Maintain Organization Consistency Used at Level 2 -- Level 3 optional Example: XX 01 XX -- XX XX 01 01 - Operation and Maintenance 05 - Common Work Results 06 - Schedules 08 - Commissioning 09 - Instrumentation and Controls

    39. 39 Maintain Organization Consistency DIVISION 12 – FURNISHINGS 12 00 00 Furnishings 12 01 00 Operation and Maintenance for Furnishings 12 01 10 Operation and Maintenance for Art 12 01 20 Operation and Maintenance for Window Treatments 12 01 30 Operation and Maintenance for Casework 12 01 40 Operation and Maintenance for Furnishings & Accessories 12 01 50 Operation and Maintenance for Furniture 12 01 60 Operation and Maintenance for Multiple Seating 12 01 70 Operation and Maintenance for Systems Furniture 12 01 80 Operation and Maintenance for Interior Planters and Artificial Plants

    40. 40 Maintain Organization Consistency 12 05 00 Common Work Results for Furnishings 12 05 13 Fabrics (12050) 12 08 00 Commissioning of Furnishings 12 08 10 Commissioning of Art 12 08 20 Commissioning of Window Treatment 12 08 30 Commissioning of Casework 12 08 40 Commissioning of Furnishings and Accessories 12 08 50 Commissioning of Furniture 12 08 60 Commissioning of Multiple Seating 12 08 70 Commissioning of Systems Furniture 12 08 80 Commissioning of Interior Planters and Artificial Plants

    41. 41 Maintain Organization Consistency 12 10 00 Art (12100) 12 11 00 Murals (12110) 12 11 01 Operation and Maintenance for Murals 12 11 08 Commissioning of Murals 12 11 13 Photo Murals 12 11 16 Sculptured Brick Panels 12 11 19 Brick Murals 12 11 23 Ceramic Tile Murals 12 11 26 Trompe l'oeil

    42. 42 MF 04 Exam MF 95: Section 02310 - Grading MF 04: Section ?

    43. 43 MF 04 Exam

    44. 44 MF 04 Exam MF 04: Section 31 00 00 – Earthwork

    45. 45 MF 04 Exam MF 04: Section 31 00 00 – Earthwork Section 31 22 00 – Grading

    46. 46 MF 04 Exam MF 04: Section 31 00 00 – Earthwork Section 31 22 00 – Grading Section 31 22 13 – Rough Grading

    47. 47 MF 04 Exam MF 95: Section 15140 – Domestic Water Piping MF 04: Section ?

    48. 48 MF 04 Exam

    49. 49 MF 04 Exam MF 04: Section 22 00 00 – Plumbing

    50. 50 MF 04 Exam MF 04: Section 22 00 00 – Plumbing Section 22 11 00 – Facility Water Distribution

    51. 51 MF 04 Exam MF 04: Section 22 00 00 – Plumbing Section 22 11 00 – Facility Water Distribution Section 22 11 16 – Domestic Water Piping

    52. 52 MF 04 Exam MF 95: Section 03300 – Cast-in-Place- Concrete MF 04: Section ?

    53. 53 MF 04 Exam

    54. 54 MF 04 Exam MF 04: Section 03 00 00 – Concrete

    55. 55 MF 04 Exam MF 04: Section 03 00 00 – Concrete Section 03 30 00 – Cast-in-Place Concrete

    56. 56 MF 04 Exam MF 95: Section 07840 - Firestopping MF 04: Section ?

    57. 57 MF 04 Exam

    58. 58 MF 04 Exam MF 04: Section 07 00 00 – Thermal and Moisture Protection

    59. 59 MF 04 Exam MF 04: Section 07 00 00 – Thermal and Moisture Protection Section 07 84 00 – Firestopping

    60. 60 MF 04 Exam MF 04: Section 07 00 00 – Thermal and Moisture Protection Section 07 84 00 – Firestopping Section 07 84 13 – Annular Space Protection

    61. 61 MF 04 Exam MF 95: Section 02700 – Pavement Specialties MF 04: Section ?

    62. 62 MF 04 Exam

    63. 63 MF 04 Exam MF 04: Section 32 00 00 – Exterior Improvements

    64. 64 MF 04 Exam MF 04: Section 32 00 00 – Exterior Improvements Section 32 17 00 – Paving Specialties

    65. 65 MF 04 Exam MF 04: Section 32 00 00 – Exterior Improvements Section 32 17 00 – Paving Specialties Section 32 17 23 – Pavement Markings

    66. 66 MF 04 Exam MF 95: Section 02630 – Storm Drainage MF 04: Section ?

    67. 67 MF 04 Exam

    68. 68 MF 04 Exam MF 04: Section 33 00 00 - Utilities

    69. 69 MF 04 Exam MF 04: Section 33 00 00 - Utilities Section 33 49 00 – Storm Drainage Structures

    70. 70 MF 04 Exam MF 95: Section 02890 – Traffic Signs and Signals MF 04: Section ?

    71. 71 MF 04 Exam

    72. 72 MF 04 Exam MF 04: Section 10 00 00 – Specialties

    73. 73 MF 04 Exam MF 04: Section 10 00 00 – Specialties Section 10 14 00 – Identification Specialties

    74. 74 MF 04 Exam MF 04: Section 10 00 00 – Specialties Section 10 14 00 – Identification Specialties Section 10 14 23 – Panel Signage

    75. 75 MF 04 Exam MF 04: Section 10 00 00 – Specialties Section 10 14 00 – Identification Specialties Section 10 14 23 – Panel Signage Section 10 14 23.23 – Post and Panel Signage

    76. 76 What’s Up MasterFormat™ Information - - MasterFormat™ Expansion Task Team Update Page: http://www.CSINet.org/masterformat - Construction Specifications Canada Forum: http://www.csc-dcc.ca/FORUM - AECDaily.COM

    77. 77 Contact Information Dennis J. Hall, FCSI, AIA dhall@hallarch.com 704.334.2101 Greg Ceton gceton@csinet.org 1.800.689.2900

    78. 78 Questions

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