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The Emerging MasterFormat ™

The Emerging MasterFormat ™. The Construction Specifications Institute Annual Convention June 27, 2002 Dennis J. Hall, FCSI, CCS, CCCA, AIA . Future of the Profession?. What will the profession of architecture be like in 20 years? How will practice change?. The Past 20 Years. Marketing

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The Emerging MasterFormat ™

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

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

  3. The Past 20 Years Marketing Design Research Construction Drawings Specifications Contract Procurement Construction Administration Post Construction Services Fax, personal computers, email, CAD, mobile phones, Internet, plotters, word processing, or voice mail

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

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

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

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

  8. Current Activities US National CAD Standard OmniClass™ Construction Classification System aecXML Industry Foundation Classes MasterFormat™ 04

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

  10. Charge to Task Team • 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. Chair: Dennis Hall, FCSI, CCS, CCCA, AIA dhall@hallarch.com Eli T. Abdallah, PE, CSI Tom Dunbar, FCSC, RSW (CSC Representative) Gary Franks, PE 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 MasterFormat Expansion Task Team

  12. 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 MasterFormat Work Groups

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

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

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

  17. Renewed Charge to Task Team • 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. • 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. Phase II: Concept Development Jan 02 3 Chapter Leader Audio Presentations Feb 02 Distribute MasterFormat™ Scheme to organizations outside the CSI community Feb 02 Distribute MasterFormat ™ Scheme with PowerPoint presentation to CSI Chapter and Region Leaders Apr 02 Presentations to Industry Organizations June 02 Task Team meeting with major stakeholders to discuss Level 4 numbering

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

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

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

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

  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. Phase II: Concept Development MasterFormat™ Discussion Forums CSINET.ORG AECDAILY.COM 4SPECS.COM

  25. MasterFormat 04: Draft 1

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

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

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

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

  31. 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 - facility management

  32. OmniClass™ Tables OmniClass™: A Classification Strategy for the Built Environment 12 Interrelated tables to classify built environment from inception to demolition OmniClass™ Tables: 01 - Facilities 07 - Process Phases 02 - Constructed Entities 08 - Process Services 03 - Spaces 09 - Process Participants 04 - Elements 10 - Process Aids 05 - Work Results 11 - Process Information 06 - Products 12 - Attributes

  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” • Table 06 - products: based on EPIC - electronic information co-operation • New international standard • 10-country 10-year effort • In second version • OmniClass™: www.occsnet.org • EPIC: www.epicproducts.org

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

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

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

  37. Revise to Follow Classification Principles • OmniClass™: 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 groups

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

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

  40. Expand to Full Life Cycle - Facility Mgmt • Add XX950 - Life Cycle Activities • Repair/Retrofit • Refinish/Refurbish • Historic Treatment: • Preservation • Rehabilitation • Restoration • Reconstruction • Maintenance

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

  42. Proposed MasterFormat™ • 21 - Life Safety & Facility Protection • 22 - Plumbing • 23 - HVAC • 24 - Electrical • 25 - Communications

  43. Proposed MasterFormat™ • 31 - Site & Underground Construction • 32 - Site Improvements • 33 - Transportation • 34 - Waterway & Marine Construction

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

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

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

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

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

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

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

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