Task Item No. 5-2: Develop Preliminary Project Descriptions, outline specifications, and project manuals.

Question 1

You Should Understand

Task Item No. 5-2: Develop Preliminary Project Descriptions, outline specifications, and project manuals.

• Understand publication processes and requirements
• Read and understand construction documents
• Interpret graphically depicted information and transpose into written information
• Organize written information and specifications
• Schedule tasks to meet publication deadlines
• Produce clear narrative statement of design intent
• Understand function of building systems and assemblies
• Interpret UniFormat™ content to convert into MasterFortmat® specifications
• Understand work result concept

Answer 1

Reading List

Task Item No. 5-2: Develop Preliminary Project Descriptions, outline specifications, and project manuals.

CSPG 1.9.1, 1.10, 4.2.2.1 through 4.2.2.2, 8.4, and 11.1 through 11.3

Question 2

Refer to Task Item 5-1

Question 3

1.9 Preparing the Specifications

Specification sections may either befollowing the CSI principles described in this chapter or be created by. Although text for specification sections may be derived from several sources, the use of master guide specifications is most common. Preparing specifications from information that is not in a usable specification format should follow the principles and techniques detailed in this chapter.

Answer 3

1.9 Preparing the Specifications

Specification sections may either be written from scratch following the CSI principles described in this chapter or be created by editing available master guide specifications. Although text for specification sections may be derived from several sources, the use of master guide specifications is most common. Preparing specifications from information that is not in a usable specification format should follow the principles and techniques detailed in this chapter.

Question 4

1.9.1 Writing/Editing Preparation

The specifier should review for the work covered in each section. and prepared during the early design phases may be helpful. It is also important to thoroughly review the drawings, details of construction, and schedules. Local conditions and governing codes must also be considered, as both proprietary and master guide specifications may not address local project conditions or may contain references that do not apply. Prepare a preliminary table of contents for the project manual by identifying the specification sections from Master- Format® that will be needed to cover the extent of the project. As a general rule, sections of Divisions 02 through 49 should be written before completing Division 01 sections.

Answer 4

1.9.1 Writing/Editing Preparation

The specifier should review project requirements for the work covered in each section. Preliminary project descriptions and outline specifications prepared during the early design phases may be helpful. It is also important to thoroughly review the drawings, details of construction, and schedules. Local conditions and governing codes must also be considered, as both proprietary and master guide specifications may not address local project conditions or may contain references that do not apply. Prepare a preliminary table of contents for the project manual by identifying the specification sections from Master- Format® that will be needed to cover the extent of the project. As a general rule, sections of Divisions 02 through 49 should be written before completing Division 01 sections.

Question 5

1.10 Producing a Project Manual

The project manual preparation should begin early in the construction documents phase. The following tasks should be performed, generally in this order:

1. Obtain and review theto understand the A/E’s role and responsibility for construction documents, bidding or negotiation, and contract administration phases.
2. Request information from the owner for the type of , , and. Insurance requirements should be obtained from the owner or the owner’s insurance adviser. It is also important to determine whether special testing and inspection services will be required and who will contract and pay for these services.
3. Review the proposed agreement between the to understand the roles of the owner and the contractor during construction.
4. Review the proposed general conditions of the contract to understand the roles and responsibilities of A/E, owner, and contractor during construction.
5. Prepare theto modify the general conditions in order to coordinate the contract with the specific requirements of the agreement.
6. Prepare Division 01—coordinated with the project requirements of the agreement and the conditions of the contract.
7. Send the proposed conditions of the contract and Division 01 to the owner and consultants for review.
8. Prepare the project specifications.
9. Make decisions about materials, equipment, and methods.
10. Develop specifications or edit master guide sections.
11. Prepare or assemble other written.
12. Coordinate graphic and written construction documents.
13. After final review, reproduce the project manual for distribution.

Answer 5

1.10 Producing a Project Manual

The project manual preparation should begin early in the construction documents phase. The following tasks should be performed, generally in this order:

1. Obtain and review the owner-A/E agreement to understand the A/E’s role and responsibility for construction documents, bidding or negotiation, and contract administration phases.
2. Request information from the owner for the type of construction contract, insurance, and bonds. Insurance requirements should be obtained from the owner or the owner’s insurance adviser. It is also important to determine whether special testing and inspection services will be required and who will contract and pay for these services.
3. Review the proposed agreement between the owner and the contractor to understand the roles of the owner and the contractor during construction.
4. Review the proposed general conditions of the contract to understand the roles and responsibilities of A/E, owner, and contractor during construction.
5. Prepare the supplementary conditions to modify the general conditions in order to coordinate the contract with the specific requirements of the agreement.
6. Prepare Division 01—General Requirements coordinated with the project requirements of the agreement and the conditions of the contract.
7. Send the proposed conditions of the contract and Division 01 to the owner and consultants for review.
8. Prepare the project specifications.
9. Make decisions about materials, equipment, and methods.
10. Develop specifications or edit master guide sections.
11. Prepare or assemble other written procurement documents.
12. Coordinate graphic and written construction documents.
13. After final review, reproduce the project manual for distribution.

Question 6

8.4 Responsibility for Coordination

One person should be the coordinator and should have the responsibility for reviewing consistency between theand the. In preparing drawings and specifications, the specifier and A/E should work together, keeping in mind the difficulties faced by estimators, bidders, contractors, inspectors, and product representatives.

A preliminary project description or outline specification should be developed as a, and additional conferences should be held as the design progresses. Specification preparation should proceed, and coordination should become a continuous process from the beginning of the project.

Answer 6

8.4 Responsibility for Coordination

One person should be the coordinator and should have the responsibility for reviewing consistency between the drawings and the specifications. In preparing drawings and specifications, the specifier and A/E should work together, keeping in mind the difficulties faced by estimators, bidders, contractors, inspectors, and product representatives.

A preliminary project description or outline specification should be developed as a Checklist, and additional conferences should be held as the design progresses. Specification preparation should proceed concurrently with design, and coordination should become a continuous process from the beginning of the project.

Question 7

11.1 Introduction to Shortform Specifications

Answer 7

Some projects of limited scope and extent may need less detailed descriptions than those provided by a typical full length specification. Similarly, for projects with a negotiated contract or design-build delivery method, a specification with reduced detail may be appropriate. In these cases, an architect/engineer (A/E) may choose, or an owner may request, to use a shortform specification.

Question 8

11.2 Concept of Shortform Specifications

The purpose of shortform specifications is to provide a concise set of construction specifications commensurate with theof a project and to reduce the level of detail where it is appropriate. Correctly developed, the resulting shortform specification will be concise without the omission of critical information.

Answer 8

11.2 Concept of Shortform Specifications

The purpose of shortform specifications is to provide a concise set of construction specifications commensurate with the size and extent of a project and to reduce the level of detail where it is appropriate. Correctly developed, the resulting shortform specification will be concise without the omission of critical information.