Csi Prm and Lanl - Jan06

8/8/2019 Csi Prm and Lanl - Jan06

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The Project Resource Manualof the

Construction Specifications Instituteand Application at LANL

forProject Management Institute

Otowi Bridge ChapterJan 18, 2006

Tobin OruchEngineering Standards ManagerLos Alamos National Laboratory

[email protected], 665-8475LA-UR-06-0085


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Genesis of Talk PMI members are familiar with the PM Body

of Knowledge (PMBOK) -- but those involved

in construction projects will further benefitfrom studying the

Project Resource Manual/CSI Manual of Practice

published by the

Construction Specifications Institute


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Talk Outline

CSI Overview

Manual Overview

PRM Contents and Application at LANL also spec renumbering nationwide


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CSI Overview

~1900: The building process -- relatively simple and involvingonly a few participants by todays standards -- began to requireextensive written descriptions to supplement the constructiondrawings beginning of spec writing profession

1930s (Depression): Use of detailed written specs increasedwhen there were many bidders for the few (many govt)construction jobs Trend continued during wartime industrial expansion in early 40s

1948: Some spec writers organized the ConstructionSpecifications Institute for the purpose of improvingspecification practices in the construction and allied industries Soon developed a standard method for organizing project specs


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Manual Overview

CSI published first Manual of Practice (MOP) in 1967

MOP became recognized by the North Americaconstruction industry as the basis on which

construction specs and project manuals should beprepared and administered -- and how productsshould be represented to the construction industry

Major updates in 1985, 1992, 1996


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What is a Project Manual? In the 1960s, the AIA adopted the term

Project Manual instead of the commonlyused Specs

Emphasizes that the specs book also contains

procurement and contracting requirements and distinguish the written documents from the drawings

Use of the term Project Manual and its definitionhave since gained acceptance in the construction

industry as standard terminology and as a guidingconcept


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Construction Documents

ProcurementDocs

Project Manual

Contract Docs

ProcurementReqts (e.g.,Instructions tobidders

Contracting

Reqts(boilerplate --bonds, GCs,SCs)

Specs

Contract DwgsResource Dwgs

Pre-ContractRevs &Addenda

Clarifications &Proposals

Contract Mods


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MOP to PRM

2005: MOP revised and renamed the Project ResourceManual in order to:

Reflect its a resource for all project participants

Better address alternative construction deliverymethods (e.g., Design-Build, etc.)

Integration of risk management, cost, regulatory, andproduct representative issues throughout


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PRM Overview

Encompasses entire life cycle of a facility From conception through design, documentation,procurement, construction, occupancy, use, andmaintenance

Considers the need for interdependent processes ofplanning, design, construction, and facility use

Meet the requirements of all participants involved in a

construction project, in a stage-by-stage progression Including owners, A/Es, design-builders, contractors,

construction managers, product representatives, financialinstitutions, regulatory authorities, attorneys, and facilitymanagers


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The New PRM

Presents material for the benefit of the four teams

Owner Team

Design Team

Contractor Team Supplier Team


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Helps Users Determine the most appropriate project delivery method

Understand the design process and product selection

Prepare accurate and enforceable specs applying the CSI/CSCUniFormat, MasterFormat, SectionFormat, andPageFormat for clear, concise, correct, and complete contract documents

Coordinate, interpret, and enforce contract documents

Effectively administer construction contracts

Improve communication among project participants

Utilize project resources for effective facility management

Plan for existing facility improvements and modifications


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PRM Price

Non-CSI members: $295.00

CSI Members: $236.00

Sales to date: >1000 copies(hardbound)


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Table of ContentsModule 1. IntroductionModule 2. Project Conception

Module 3. Project DeliveryModule 4. DesignModule 5. Construction DocumentsModule 6. Bidding/Negotiating/Purchasing (Procurement)Module 7. ConstructionModule 8. Facility Management

Keyword IndexAppendixes on CD-ROM:

PRM Glossary of Terms UniFormat MasterFormat 2004 Edition SectionFormat PageFormat Sample CSI Forms


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Module 1 - Introduction

Introduction to The Project

The Project Team / Participants

Overview Life-Cycle of a Facility Cradle to Cradle - Continuous Cycle


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Facility Life Cycle


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Module 3 - Project Delivery

Services

Design Construction

Factors Affecting

Project Delivery Project Delivery

Design-Bid-Build

Design-Negotiate-Build ConstructionManagement

Design-Build

Owner-Build

The Project Team Selection

Partnering

Commissioning

Project TeamCommunications

Agreements


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Module 4 - Design

Design Processes andPhases

Design Considerations

Product Evaluation andSelection

Establishing Quality

Controlling the

Variables Cost Estimating and

Value Analysis

Schematic DesignDocumentation

Preliminary ProjectDescriptions

Drawings Design Development

Documentation

Outline Specs

Drawings

Product Representation


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Module 5

Construction Documents Construction

Documents

Procurement Reqmts Construction

Agreements Conditions of the

Contract Formats Division 01 Methods of Specifying

Spec Language Project Manual and

Spec Practices Drawings

Coordinating Drawingsand S ecs

Procurement and

Contract DocumentModifications

Master Guide Specs

Short-Form Specs

Performance Specifying Specifying for the

Purchase of Goods

Specifying for FederalAgencies

Warranties

Construction Bonds

Construction Insurance


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Construction specs are writtenper CSIs 3-Part SectionFormat

PART 1 GENERAL

PART 2 PRODUCTS

PART 3 EXECUTION


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Portion of a Simple Specshowing Parts 1 and 2


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N. American spec renumbering to

CSI's MasterFormat2004 system


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CSI had prescribed 16 Divisions for

decades via its MasterFormat Standard-- LANL followed suit


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In 2004 CSIs MasterFormat System

Expanded to 50 DivsProcurement and Contracting Documents Group: Division 00 Procurement and Contracting

RequirementsSpecifications Group:General Requirements Subgroup:

Division 01 General Requirements

Facility Construction Subgroup: Division 02 Existing Conditions Division 03 Concrete Division 04 Masonry Division 05 Metals Division 06 Wood, Plastics, and Composites Division 07 Thermal and Moisture Protection

Division 08 Openings Division 09 Finishes Division 10 Specialties Division 11 Equipment Division 12 Furnishings Division 13 Special Construction Division 14 Conveying Equipment Division 15 Reserved for future expansion

Division 16 Reserved for future expansion Division 17 Reserved for future expansion Division 18 Reserved for future expansion Division 19 Reserved for future expansionFacility Services Subgroup: Division 20 Reserved Division 21 Fire Suppression

Division 22 Plumbing Division 23 Heating Ventilating and Air

Conditioning

Division 24 Reserved Division 25 Integrated Automation Division 26 Electrical Division 27 Communications Division 28 Electronic Safety and Security Division 29 Reserved

Site and Infrastructure Subgroup: Division 30 Reserved for future expansion Division 31 Earthwork Division 32 Exterior Improvements Division 33 Utilities Division 34 Transportation Division 35 Waterway and Marine Division 36 Reserved for future expansion Division 37 Reserved for future expansion Division 38 Reserved for future expansion Division 39 Reserved for future expansionProcess Equipment Subgroup:

Division 40 Reserved for future expansion Division 41 Material Processing and Handling

Equipment

Division 42 Process Heating, Cooling, and DryingEquip Division 43 Process Gas and Liquid Handling,

Purification and Storage Equipment Division 44 Pollution Control Equipment Division 45 Industry-Specific Manufacturing

Equipment Division 46 Solid Waste Equipment

Division 47 Reserved for future expansion Division 48 Electrical Power Generation Division 49 Reserved for future ex ansion


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LANL is reformatting their 175master specs, webposting this month

Ended up using about 27 of 50 divisions All numbers and many titles changed Now 6-8 digit section numbers (vs. 5)

Posted simple cross-walks between old & new nos

Examples:Contract Closeout 01700 --> 01 7700 Closeout Procedures

Flowable Fill 02320 --> 31 2323.33 Flowable Fill

Hard space = Crtl + Shift + space bar


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Drawings

CSI co-sponsors a standard for drawingsalong with the AIA and the National Instituteof Building Sciences (NIBS):

The National CAD Standard (NCS)

Broadly adopted/used in N. America

NCS adopted at LANL AE transportability


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Natl CAD Standard Helps implement operational configurationmanagement by providing consistent, retrievable,maintainable baseline dwgs as part of a constructionproject. LANL has adopted most of it. Cover Sheets

North Arrows

Plan Orientation

Partial Plans

Drawing Scales

Dimensioning

Order of Disciplines

Symbology, Text,

Layering guidelines

Consistent sheet numbering & content, e.g.:

Diagrams are 6000 series, so P&ID = M-6XXX

Details are 5000 series, so Arch Detail = A-5XXX


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Back to PRM:

Module 6Bidding / Negotiating / PurchasingProcurement

Introduction toPricing

PricingConsiderations

Project Information

Bidding Public

Private

Negotiating

Subcontracting

Award of Contract Purchasing of

Goods

Agreements


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Where Information Should Go


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Division 0 and the Spec Sections


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The Agreement

C Ad i F


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Contract Admin Formsavailable from CSI, AIA, EJCDC


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Module 7 - Construction

Introduction

Roles/Responsibilities

Preconstruction Meetings

Submittals

Site Visits,Observation, andInspection

Quality Assurance &Quality Control

Interpretations &Modifications

Executing the Work Claims and Disputes

Measurement and

Payment

Project Closeout

ConstructionContractAdministrationGuide

Post Occupancy Evaluation


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Post-Occupancy Evaluation


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Module 8Facility Management

Introduction toFacilityManagement

Facility ManagersRole in ProjectCloseout

Operations andMaintenance

Resource Materials Facility Evaluation

Documents for Life

Cycle Activities


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Appendix

Electronic Files Issued with PRM:

MasterFormat 04 -- disc. previously

SectionFormat -- discussed previously

PageFormat -- typing up a spec

Glossary of Terms

CSI Forms / Log

Complete PRM on CD

UniFormat -- next slide


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Uniformat IIa System/Element approach per CSI and ASTM E1557

Systematic way to organize Functional &

Operating Reqts (F&ORs), ConceptualDesign Reports (CDRs), etc.

UniFormat Level 1 -- Major Group Elements

Z General A Substructure

B Shell

C Interiors D Services

E Equipment & Furnishings

F Special Construction & Demolition

G Building Sitework


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UniFormat Levels 1-3


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Uniformat Level 2 Group Elements

for G-Building Sitework

G10 Site Preparation

G20 Site ImprovementsG30 Site Civil/Mechanical Utilities

G40 Site Electrical Utilities

G90 Other Site Construction

* A more complete UniFormat outline is in

LANL ESM Chapter 12Nuclear, App A


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LANL Eng Stds ManualCivil Chapter Organized by Uniformat

Chapter 1

General

Requirements

for all Disciplines

Chapter 3 CivilRequirements

(Uniformat Sections

G10, G20, and G30)

G10-30GEN

Gen'l Civil

G10

Site Preparations

G20

Site Improvements

G30

Site Civil/Mechanical

Utilities


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Questions?