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SMACNA & SMWIA2006 Partners In Progress ConferenceLas Vegas/March 30, 2006The New MasterFormat& Your HVAC BusinessTMThomas E. Glavinich, D.E., P.E.Civil, Environmental, & Architectural EngineeringThe University of Kansas

Construction Specifications InstituteMasterFormat BackgroundzzzzzzThe Construction Specifications Institute(CSI) is a professional organization whosepurpose is to promote better organization andcommunication of construction projectinformation.MasterFormat is a trademark of CSI.MasterFormat is a list of numbers and titlesfor organizing information aboutconstruction requirements, products, andactivities into a standard sequence.Current MasterFormat edition is the 2004edition.MasterFormat organizes products andinformation into 5 groups and 33 majordivisions (Level 1 titles).Sixteen division format was first introducedin 1963 and was expanded to 49 (16 forfuture use) in the 2004 edition.

Construction Specifications InstituteStandard Specification GroupszProcurement & Contracting Requirements Group– Procurement & Contracting Requirements (Division 00)zSpecifications Group– General Requirements Subgroup (Division 01)– Facility Construction Subgroup (Divisions 02 - 19)– Facility Services Subgroup (Divisions 20 - 29)– Site & Infrastructure Subgroup (Divisions 30 - 39)– Process Equipment Subgroup (Divisions 40 - 49)

Superseded CSI 1995 MasterFormatTMFormer 16 Division 12345678910111213141516General RequirementsSite ConstructionConcreteMasonryMetalsWood & PlasticsThermal & Moisture ProtectionDoors & cial ConstructionConveying systemsMechanicalElectricalOld Divisions 15 & 16 New Facility Services Subgroup

2004 CSI MasterFormatTMFacility Services SubgroupDivision 21Division 22Division 23Division 25Division 26Division 27Division 28Fire SuppressionPlumbingHVACIntegrated AutomationElectricalCommunicationsElectronic Safety & SecurityMasterFormatTM Breakout Opportunity

CSI 2004 MasterFormatTMDiscipline & Trade JurisdictionsMasterFormat’s organizational structure used in a projectmanual does not imply how the work is assigned to asterFormat is not intended to determine whichparticular elements of the project manual are prepared by aparticular discipline. Similarly, it is not intended todetermine what particular work required by the projectmanual is the responsibility of a particular trade. Aparticular discipline or trade is likely to be responsible forsubjects from multiple Divisions, as well as from multipleSubgroups.The Construction Specifications Institute, MasterFormatTM 2004 Edition: MasterList of Numbers and Titles for the Construction Industry, 2004, p. 12.

Contract Documents DefinedAIA A201/Paragraph 1.1The Contract Documents consist of thisAgreement, Conditions of the Contract (General,Supplementary and other Conditions), Drawings,Specifications, addenda issued prior toexecution of this Agreement, other documentslisted in this Agreement and Modifications issuedafter execution of this Agreement; these form theContract, and are as fully a part of the Contractas if attached to this Agreement or repeatedherein.

Specifications DefinedAIA A201/Paragraph 1.1.6The Specifications are that portion ofthe Contract Documents consisting ofthe written requirements for materials,equipment, construction systems,standards and workmanship for theWork, and performance of relatedservices.

What Are Specifications?z Specificationsare writteninstructions concerning projectrequirements.z Drawings show what is to be built.z Specifications describe:– How the project is to be constructed.– What results are to be achieved.

Specifications “Specify”Technical Requirementsz Materialsz Workmanshipz Operatingz OtherCharacteristicsCharacteristics

What Makes A Good “Spec”?z ProjectSpecificz Accurate & Consistentz Up To Datez Concise Languagez Coordinated With Drawings

Impact Of “Specs”Costz Schedulez Qualityz

Know “Spec”RequirementsEducation is whatyou get when youread the specs Experience is whatyou get when youdon’t

HVAC Bid SpecificationReference Manualz Assistowner and designer in thepreparation of a complete HVACbid package.z Assist HVAC contractor in thepreparation of an accurate andcompetitive bid.

Use OF HVAC BSRM:Owner & Designer OutcomeszzzzzzzEnsure complete HVAC bid package.More accurate bids.Smaller bid spread.Increased installation quality.More efficient installation.Reduced changes & disputes.Greater value.

Use OF HVAC BSRM:HVAC Contractor OutcomeszzzzzIdentify administrative and technicalrequirements that could impact the cost ofperforming the work.Identify potential problem areas to avoid.Prepare competitive bids that are completethat address all of the contract requirements.Reduce contractual and construction risk.Improve profitability.

HVAC BSRM DivisionsDivision 00Procurement & ContractingRequirementsDivision 01General RequirementsDivision 23Heating, Ventilating, & AirConditioning

HVAC BSRM PartsPart I Administrative RequirementsPart II Technical Requirements

HVAC BSRM – Part IAdministrative RequirementsSection 1Section 2Section 3Section 4Section 5Section 6Section 7Section 8Section 9Annex AIntroductionProject Contractual RequirementsBidding Process & ProceduresCSI MasterFormatTM OverviewProject Procurement & Contracting (Div 00)Project General Requirements (Div 01)HVAC Suggested Work CategoriesSMACNA Publication Cross ReferenceScope Expansion OpportunitiesHVAC Work Category Forms

HVAC BSRM – Part IITechnical RequirementsSection 10Section 11Section 12Section 13Section 14Section 15Section 16Section 17Section 18HVAC System Requirements (23 00 00)Facility Fuel Systems (23 10 00)HVAC Piping & Pumps (23 20 00)HVAC Air Distribution (23 30 00)HVAC Air Cleaning Devices (23 40 00)Central Heating Equipment (23 50 00)Central Cooling Equipment (23 60 00)Central HVAC Equipment (23 70 00)Decentralized HVAC Equipment (23 80 00)

HVAC BSRM – Section 1IntroductionzzzzzzIntroductionHVAC System DesignManual PurposeCSI MasterFormatTMCSI MasterFormatTM & Trade JurisdictionManual Overview

HVAC BSRM – Section 2Project Contractual RequirementszzzzzzzzIntroductionContract DocumentsOrder Of PrecedenceProject ManualSubcontract DocumentsFlow-Through ClauseAccess To Subcontract DocumentsSubcontract Scope Of Work

HVAC BSRM – Section 3Bidding Process & ProcedureszzzzzzzzIntroductionInvitation To BidCompetitionNamed SubcontractorsBidding ProcessBid SecurityValue EngineeringAllowanceszzzzzzzVoluntary AlternatesResponsible BidderResponsive BidderBid ShoppingBid ClarificationBid WithdrawalBid Mistakes

HVAC BSRM – Section 4CSI MasterFormatTM OverviewzzzzzzzzzzzIntroductionGroupsProcurement & Contracting GroupSpecifications GroupGeneral Requirements SubgroupFacility Construction SubgroupFacility Services SubgroupSite & Infrastructure SubgroupProcess Equipment SubgroupDivision StructureSection Structure

HVAC BSRM – Section 5Project Procurement & ContractingCSI Division 00zzzzzzzProject Procurement & Contracting ScopeWhy Is Division 00 So ImportantNeed To Review Division 00Use Of Division 00Introductory InformationProcurement RequirementsContracting Requirements

HVAC BSRM – Section 6Project General RequirementsCSI Division 01zzzzzzzzzzProject General Requirements Scope01 00 00 Summary01 20 00 Price & Payment Procedures01 30 00 Administrative Requirements01 40 00 Quality Requirements01 50 00 Temporary Facilities & Controls01 60 00 Product Requirements01 70 00 Execution & Closeout Requirements01 80 00 Performance requirements01 90 00 Life Cycle Requirements

HVAC BSRM – Section 7HVAC Suggested Work Categoriesz Introductionz Work CategoryMatrixz Customizing TheWork CategoryMatrix

HVAC BSRM – Section 8SMACNA Reference Publications

HVAC BSRM – Section 9Scope Expansion OpportunitieszzzzzzzzzzzIntroductionIdentifying Scope Expansion OpportunitiesDivision 15 – MetalsSection 07 10 00 – WaterproofingSection 07 72 13 – Manufactured Roof CurbsSection 08 91 00 – Louvers & VentsSection 10 22 00 – PartitionsSection 10 51 00 – LockersSection 10 82 00 – Grills & ScreensSection 14 91 00 – ChutesOther Scope Expansion Opportunities

HVAC BSRM – Part IITechnical RequirementsSection 10Section 11Section 12Section 13Section 14Section 15Section 16Section 17Section 18HVAC System Requirements (23 00 00)Facility Fuel Systems (23 10 00)HVAC Piping & Pumps (23 20 00)HVAC Air Distribution (23 30 00)HVAC Air Cleaning Devices (23 40 00)Central Heating Equipment (23 50 00)Central Cooling Equipment (23 60 00)Central HVAC Equipment (23 70 00)Decentralized HVAC Equipment (23 80 00)

Questions?

CSI 2004 MasterFormatTM Discipline & Trade Jurisdictions MasterFormat’s organizational structure used in a project manual does not imply how the work is assigned to various design disciplines, trades, or subcontractors. MasterFormat is not intended to determine which particular elemen