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The CSICDT ExamCandidateHandbookFall2014CONSTRUCTION DOCUMENTS TECHNOLOGY PROGRAM110 South Union Street, Suite 100 Alexandria, VA 22314(P) 800.689.2900 (F) 703.236.4600 (E) csi@csinet.org (W) www.csinet.org
TABLE OF CONTENTS 21Cover2Table of Contents3Summary4---5Exam Application6Exam Format7---9Exam Content Outline10Exam Development11Exam Reference Materials12Exam Study Resources13CSI Certificate PoliciesSummaryEligibility RequirementsCandidate ProfileApplication PeriodApplication Extension/ Special Exam ArrangementsExam Application FeesApplying for an ExamScheduling an Exam with PrometricFormatExam SpecificationsFundamentalsProject Concept and DeliveryDesign ProcessConstruction ecycle ActivitiesFall 2014 CDT Candidate Handbook
SUMMARY 3SummaryThe objective of the Construction Documents Technologist Program is to improve constructiondocumentation. We encourage individuals to become familiar with the fundamentals and theprinciples of construction specifications and the organization of construction documents asrecommended by CSI.The program allows individuals to demonstrate their knowledge of CSI's recommended practices in: ConstructionContractual RelationshipsRelationships and Organization of Construction Documents.A Construction Documents Technologist (CDT) is a person who has demonstrated the basic knowledgeof construction fundamentals and the formats of construction documentation as prescribed by CSI andthe general conditions of the contract for construction.Eligibility RequirementsThere are no formal eligibility requirements for the CDT program. Membership in CSI is not required.However, CSI members have access to a number of exam-- taking benefits, including reduced rates forexam registration study material purchase, and CSI event registration. For more information onmembership benefits, visit: www.csinet.org/membership.Candidate ProfileREQUIREMENTSEducation No educational requirementsExperience No work experience requirementsJob Training No job training requirementsCAREER INFORMATIONTypical Job Titles Architect, Engineer, CAD Technician, Designer, Assistant or Associate Designer,BIM Modeler, Architect Intern, Field Engineer, Construction AdministrationStaff, Product Sales/Technical Representative, A/E/C Firm Support Staff,Student, Educator, Code Official, Commissioning Agent, Project Manager,Construction Manager, Specifier, Construction AttorneyRelated Experience Construction Field Experience, Development of Contract Documents,Performance of Contract Administration or Project Engineering, ProjectManagement, Product Representation, A/E/C Office Experience, ConstructionArbitrationTypical Education An architectural or engineering related degree; a construction related degree;Paths a secondary school education or equivalentFall 2014 CDT Candidate Handbook
EXAM APPLICATION 4Application PeriodFall 2014 Exam Dates:September 29 – October 25, 2014Fall 2014 Registration Period:Early registration deadline:Final registration deadline:June 2, 2014 – August 31, 2014July 31, 2014August 31, 2014Application Extension/ Special Exam ArrangementsPlease contact CSI directly by calling 800-- 689-- 2900 to set up exam dates that fall outside of theregularly scheduled testing windows.Exam Application FeesMember Price before July 31Member Price after July 31Student Price 240 295 105(Non-- member(Non-- member 375) 430)Registration includes the exam application fee.It does not include the CDT Study Workbook, CDT Practice Exam, Project Delivery Practice Guide, or theAIA A-- 201 or EJCDC C-- 700 exam source materials, which may be purchased separately.Applying for an Exam1.2.Exam applications may be completed online or by mail.To register by mail, or fax or e-- mail, obtain a preprinted CSI Application Formor go online to the CSI website at www.csinet.org and select the Certification/CDT tab. UnderQuick Tasks select the Download CDT Exam Form (PDF) and download form.A.Print out the form. Follow the directions to fill out and send in the form.B.Complete payment details. If paying by check, make check payable to CSI. If paying bycredit or debit card, indicate credit or debit card type, number, expiration date, and cardholder name and billing address of the credit or debit card with which you will pay thenon-- refundable application fee. Once your payment has been received and processed,it cannot be refunded. Please ensure that you are applying for the correct exam beforeproceeding.C.Make a copy of the form for your records.D.Mail form and your check if paying by check to: CSI110 South Union Street, Suite 100Alexandria, VA 22314E.If paying by credit card, fax form to:Fall 2014 CDT Candidate Handbook703-- 236---4600
EXAM APPLICATION 5To register by e--mail and pay by credit card, scan form and send as an e-- mailattachment to: csi@csinet.org with 'CDT Exam Candidate' placed in the Subjectline.F.3.To register online, go to the CSI website at www.csinet.org and select the Certification/CDTtab. Under Quick Tasks, select Register online to take the CDT exam! by completing thefollowing steps:A.Login to the CSI website. If you are a new user, create a user name and password orregister without joining.B.Complete the demographic information form and select the next button.C.Verify your registration information is correct.D.Select exam type.E.Review certification examination policies.F.Proceed to check out.G.4.a.Select credit or debit card type.b.Enter the card number, expiration date, card-- holder name, and billing address of thecredit or debit card with which you will pay the non-- refundable application fee.c.Press “Process Payment.” Once your payment has been processed, it cannot berefunded; verify that you are applying for the correct exam before proceeding.You will receive an on-- screen notification that your application is complete, and you willbe provided with your application reference number.You will receive notice within seven days of receipt of your completed form with paymentthat your application has been approved.Scheduling an Exam with PrometricThe CDT is a computer-- based exam administered at Prometric test centers throughout the US andCanada.Once your application is approved by CSI, you will receive an email notification with instructions howto schedule your exam at a Prometric test center using your individual authorization number.Go to the Prometric website: www.prometric.com/CSI. Select "Locate A Test Center" to view theavailable Prometric test centers and schedule an exam.Fall 2014 CDT Candidate Handbook
EXAM FORMAT 6FormatThe CDT exam is a computer-- based test that contains 120 multiple-- choice questions. Twenty of the 120are pre-- test questions that have been included for statistical validation purposes. These additionalquestions will not be counted when scoring the exam. Candidates have two (2) hours to complete theexam.Exam SpecificationsThe proportion of the exam dedicated to each domain is as follows:Domain 1:Domain 2:Domain 3:Domain 4:Domain 5:Domain 6:Domain 7:Domain 8:Fall 2014 CDT Candidate HandbookFundamentalsProject Concept and DeliveryDesign ProcessConstruction ecycle Activities12%10%12%28%10%6%16%6%
Exam Content OutlineEXAMCONTENTCONTENTOUTLINEOUTLINE 77EXAM1. FundamentalsA. Job roles and responsibilities of the four project teams (i.e., owner team, design team,contractor team, and supplier team; tripartite relationships)B. Facility life cycle with associated activities and documentsC. Written Formats (e.g., OmniClass , Uniformat , MasterFormat , GreenFormat ,SectionFormat , PageFormat )D. Graphic Formats (e.g. National CAD Standard)E. Principles of communication (4Cs – clear, concise, correct, complete; complete contractdocument language and coordination)F. Legal implications of contract documentsG. Sustainable design and construction2. Project Conception and DeliveryA.B.C.D.E.F.Programming, planning and pre-designFeasibility and impact studies, and facility evaluationsDesign and construction servicesBudgetSchedulingDelivery methods (e.g., design-bid-build (D-B-B), design-negotiate-build (D-N-B), constructionmanagement (CM, design-build (D-B), integrated project delivery (IPD), owner-build (O-B)and contract types (e.g., single- or multiple prime)G. Team Selection processH. Site selection activities and purposesI. Planning for commissioning3. Design ProcessA. Schematic design documentation (e.g., preliminary project description [PPDFormat ],methods of specifying, drawing types)B. Design development documentation (e.g., outline specificiation, cost estimates, drawingtypes)C. Quality assurance/quality control requirementsD. Procedures to control project variables (e.g., allowances, alternates, unite prices)E. Estimates of probable cost (UniFormat or MasterFormat F. Life cycle costs and value analysisG. Documentation of decision-making processFall 2014 CDT Candidate Handbook
EXAM CONTENT OUTLINE 8H. Design considerations and constraints (e.g. aesthetics, regulatory requirements, functionalrequirements, sustainability, constructability, budget, building systems)I. Product evaluation and selectionJ. Building Information Modeling - BIM4. Construction DocumentsA. Project Manual – Division 00: procurement requirements (e.g., solicitation, instructions,available information – resource drawings, forms)B. Project Manual – Division 00: contracting requirements and forms (e.g., constructionagreements, conditions of the contract, bonds, certificate, modifications, clarifications)C. Project Manual – Division 01: general requirementsD. Project Manual – Divisions 02- 49: specificationsE. Drawings: role and function; scaled and non-scaled views; identification cover sheet, drawingblocks, special line types, shading, dimensions, symbols, and abbreviations; formats; (U.S.National CAD Standard – NCS)F. Modification process (e.g., addenda, change order instructions, change directive, minorchanges in the work)G. Document coordinatorH. Methods of specifying (i.e., descriptive, reference standard, proprietary and performance)I. Specification language (e.g., streamlining, indicative, imperative)J. Hierarchy of general, administrative, and procedural requirements (e.g., General Conditions,Div 01- General Requirements, Part 1 – GeneralK. MasterFormat L. SectionFormat M. PageFormat N. WarrantiesO. Insurance (i.e., builder’s risk, liability [general and professional] worker’s compensation)5. ProcurementA. Pricing methods (e.g., stipulated sum, guaranteed maximum price, cost plus a fee or withouta GMP)B. Purchasing by ownerC. Pricing considerations (cost analysis, types of costs, overhead and profit)D. Competitive pricing (e.g., value analysis of substitutions, pricing of varios delivery methods)E. Project information (e.g. distribution and control)F. Bidding (public or private; addenda)G. Negotiating process (e.g., value analysis)H. Purchasing of goods (e.g., purchase orders)I. Subcontracting (e.g., bid shopping)Fall 2014 CDT Candidate Handbook
EXAM CONTENT OUTLINE 96. PreconstructionA. Notice to proceed, letter of intent to award, or executed agreementB. Preconstruction submittals (e.g., bonds, insurance, subcontractor lists, schedules, controlplans, permits)C. Roles and responsibilities (i.e., owner, contractor, design professionals, subcontractor,termination for convenience/cause)D. Meetings and meeting documentationE. Verification of site conditionsF. Mobilization7. ConstructionA. Meetings and meeting documentation (profree, preinstallation)B. Submittals (e.g., types, parties involved, product data, shop drawings, samples, andcertificates).C. Site visits, observations, inspections and stopping the WorkD. Quality assurance/quality control implementation (e.g., uncovering and correction of work)E. Contract interpretations and modifications (i.e., minor modification, change directive, changeorder, requests for interpretations/information (RFIs), substitutions during construction)F. Executing the work (field engineering, supervision, coordination, sequencing, scheduling,construction means and methods, examination and verification, preparation, erection,installation, and application, cleaning and construction waste management, protecting installconstruction, testing and inspection, and project site safety)G. Claims and disputes (e.g., mediation, arbitration, litigation)H. Measurement and payment (progress payments, schedule of values, retainage, substantialcompletion, final completion, and final payment)I. Project closeout (e.g., correction period, operations and maintenance manuals, recorddocuments, demonstration and training, substantial completion and final completion)8. Life Cycle ActivitiesA.B.C.D.E.F.CommissioningRole and responsibilities of facility managerFacilities operations and maintenance (e.g., service providers, building management systems)Resource materials (e.g., record documents, BIM)Facility evaluations (basic components)Decommissioning (e.g., demolition, deconstruction)Fall 2014 CDT Candidate Handbook
EXAM DEVELOPMENT 10Exam DevelopmentThe CDT exam reflects the results of a professional Body of Knowledge Analysis (BoKA) thatdetermined the subject matter areas (knowledge domains) that are important for a ConstructionDocuments Technologist to master. The purpose of a BoKA is to thoroughly review and update thedefinition of the subject matter to be tested on the exam so that it reflects the current state of theindustry and evolving trends in project delivery, design, construction documentation, constructioncontract administration, and facility management.As a result of the intensive work of CSI's CDT BoKA task teams and its professional consultants, the CDTexam includes content not reflected in previous exams. Among the major updates to the CDT, whichhave been included in the Project Delivery Practice Guide (PDPG), are: Sustainability, as reflected in green building. Sustainability is a critical imperative driving designand construction in the 21st century. The BoKA recognized the need for CDT holders to have abasic grasp of sustainability concepts. New technologies and methods. These hold the promise of transforming design andconstruction. These developments include building information modeling (BIM) and integratedproject delivery (IPD).The BoKA identified a need for the CDT to accentuate deeper knowledge of the activities anddocuments associated with the construction stage of a project, along with more exposure to theconsiderations that go into design, to give CDT holders a better grounding in the day-- to-- day realities ofproject development.The current CDT test forms represent a significant commitment by CSI to provide an examination thatreflects current practice and cutting edge developments that affect construction documents andproject delivery.Development of CDT updates are the foundation of appropriate future updates to the advancedcertification (CCS, CCCA, CCPR) programs.Congratulations to all who are participating in the CDT program!Fall 2014 CDT Candidate Handbook
EXAM REFERENCE MATERIALS 11Exam Reference MaterialsThe CDT examination is based solely on the following documents:CSI DOCUMENTS Project Delivery Practice Guide (PDPG) MasterFormat UniFormat SectionFormat PageFormat GreenFormatMany of the CSI documents have been updated in recent years. Candidates are cautioned that olderversions, such as MasterFormat 1995, are no longer supported by CSI and should not be relied upon inpreparing for the exam.CONDITIONS OF THE CONTRACTAIA Document A201 – 2007ORAmerican Institute of Architects1735 New York Avenue, NWWashington, DC 20006-- 5292Ph: (800) 242-- 3837 Fax: (202) 626-- 75 47www.aia.orgSUSTAINABILITY/GREEN BUILDING U.S. Environmental Protection Agency (EPA)www.epa.gov/greenbuilding/pubs/about.htm GreenFormatwww.csinet.org/greenformatFall 2014 CDT Candidate HandbookEJCDC C-- 700 – 2007National Society of Professional Engineers1420 King StreetAlexandria, VA 22314-- 2794Ph: (703) 684-- 2800 Fax: (703) 836-- 4875www.nspe.org
EXAM STUDY RESOURCES 12CDT Study WorkbookCDT Study Workbook is available for purchase at www.csinet.org.The CDT Study Workbook is a guide to help candidates prepare for the CDT Exam. The workbookfacilitates a clear understanding of the fundamentals and formats of construction documents, andis comprised of exercises, examples, and practice questions that address the development offacilities and the ins and outs of the process. The structure of the CDT Study Workbook follows theCSI Project Delivery Practice Guide with an emphasis on the CDT Subject Matter Area specifications.It is not a practice exam.CDT Informational WebinarsView recorded webinars for CDT at www.youtube.com/csiconstruction under the Certification,Education and Professional Training Section.CSI Chapter CDT CoursesDon’t hesitate to ask your local chapter to help you prepare for an exam. Many CSI chapters offerCDT prep programs. Contact your local chapter for information about their prep courses. To find aChapter Study Course go to: www.csinet.org/chapterprep.CDT Prep CourseThe CDT Prep Course is a series of webinars that provide an overview of the fundamentals andformats of construction documents as promulgated by CSI and the general conditions of thecontact for construction. The CDT Prep Course lays the groundwork for understanding thedevelopment of facilities and the ins and outs of the processes and, most important, preparestudents for taking the CDT y.php?cat id 78Fall 2014 CDT Candidate Handbook
EXAM STUDY RESOURCES 13Project Delivery Practice Guide (PDPG) Flash CardsUse Project Delivery Flash Cards to review for your CDT exam. PDPG flash cards are available foriPhone, 114?mt 8iPad, 114?mt 8 and as aDownload, http://csinet.org/pdflashcardsdownloadFall 2014 CDT Candidate Handbook
CSI CERTIFICATE POLICIES 14CSI Certificate PoliciesCSI exam application fees are non-- transferable to another individual.Candidates who are unable to sit for a scheduled exam may request rescheduling within the sameexam window or cancellation with the possibility of a full or partial refund of the application fee.Cancellation requests must be submitted to the Institute in writing using the appropriate requestform. The form is available at www.csinet.org. Also a scheduled appointment with Prometric must becancelled separately through Prometric via www.prometric.com/csi or 1-- 800-- 503-- 8991.Candidates who do not request a cancellation and do not sit for the exam forfeit all fees. Candidateswho then wish to sit for the next exam window must submit a new application and fee. Cancellation requests received at least 30 calendar days prior to the first day of the testwindow will be refunded 100% of the exam fee. Cancellation requests received less than 30 calendar days prior to the first day of the testwindow will be refunded 50% of the exam fee. Cancellation requests received less than 14 calendar days prior to the first day of thetest window will not be refunded any portion of the exam fee.Those who are not successful in passing an exam may retest during the next exam window. Retestsrequire a new application and registration fee.A list of passing candidates will be posted at www.csinet.org.Once the CDT exam is passed and a CDT Certificate is obtained, the certificate holder has achieved onemandatory prerequisite for pursuing any one of the higher CSI certifications including: CCS - - Certified Construction Specifier CCCA - - Certified Construction Contract Administrator CCPR - - Certified Construction Product RepresentativeAchieving the CDT Certificate is a lifetime achievement.Fall 2014 CDT Candidate Handbook
A Construction Documents Technologist (CDT) is a person who has demonstrated the basic knowledge of construction fundamentals and the formats of construction documentation as prescribed by CSI and the general conditions of the contract for construction.File Size: 219KB
