The Project Resource Manual

of the
Construction Specifications Institute
and Application at LANL
for
Project Management Institute
Otowi Bridge Chapter
Jan 18, 2006

Tobin Oruch
Engineering Standards Manager
Los Alamos National Laboratory
oruch@lanl.gov, 665-8475
LA-UR-06-0085
 Genesis of Talk
• PMI members are familiar with the PM Body
of Knowledge (PMBOK) -- but those involved
in construction projects will further benefit
from studying the

Project Resource Manual/

CSI Manual of Practice
published by the
Construction Specifications Institute
 Talk Outline

• CSI Overview
• Manual Overview
• PRM Contents and Application at LANL
– also spec renumbering nationwide
 CSI Overview
~1900: The building process -- relatively simple and involving
only a few participants by today’s standards -- began to require
extensive written descriptions to supplement the construction
drawings
– beginning of spec writing profession

1930’s (Depression): Use of detailed written specs increased

when there were many bidders for the few (many gov’t)
construction jobs
– Trend continued during wartime industrial expansion in early ‘40s

1948: Some spec writers organized the Construction

Specifications Institute for the purpose of “improving
specification practices in the construction and allied industries”
– Soon developed a standard method for organizing project specs
 Manual Overview
• CSI published first Manual of Practice (MOP) in 1967

• MOP became recognized by the North America

construction industry as the basis on which
construction specs and project manuals should be
prepared and administered -- and how products
should be represented to the construction industry

• Major updates in 1985, 1992, 1996

 What is a Project Manual?
• In the 1960’s, the AIA adopted the term
“Project Manual” instead of the commonly
used “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 definition
have since gained acceptance in the construction
industry as standard terminology and as a guiding
concept
 Construction Documents
Procurement
Reqts (e.g.,
Instructions to
bidders
Contracting
Reqts
(boilerplate --
bonds, GCs,
SCs)
Procurement
Docs Specs
Contract Dwgs
Project Manual Resource Dwgs

Contract Docs

Pre-Contract
Revs &
Addenda
Clarifications &
Proposals
Contract Mods
 MOP to PRM
2005: MOP revised and renamed the Project Resource
Manual in order to:

• Reflect it’s a resource for all project participants

• Better address alternative construction delivery

methods (e.g., Design-Build, etc.)

• Integration of risk management, cost, regulatory, and

product representative issues throughout
 PRM Overview
• Encompasses entire life cycle of a facility
– From conception through design, documentation,
procurement, construction, occupancy, use, and
maintenance

• Considers the need for interdependent processes of

planning, 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, financial
institutions, regulatory authorities, attorneys, and facility
managers
 The New PRM
• Presents material for the benefit of the four teams
– Owner Team
– Design Team
– Contractor Team
– Supplier Team
 Helps Users
• Determine the most appropriate project delivery method

• Understand the design process and product selection

• Prepare accurate and enforceable specs applying the CSI/CSC

UniFormat™, MasterFormat™, SectionFormat™, and
PageFormat™
– 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

 PRM Price

Non-CSI members: $295.00

CSI Members: $236.00

Sales to date: >1000 copies

(hardbound)
 Table of Contents
Module 1. Introduction
Module 2. Project Conception
Module 3. Project Delivery
Module 4. Design
Module 5. Construction Documents
Module 6. Bidding/Negotiating/Purchasing (Procurement)
Module 7. Construction
Module 8. Facility Management

Keyword Index
Appendixes on CD-ROM:
– PRM Glossary of Terms
– UniFormat
– MasterFormat 2004 Edition
– SectionFormat
– PageFormat
– Sample CSI Forms
 Module 1 - Introduction

• Introduction to “The Project”

• The Project Team / Participants
• Overview “Life-Cycle of a Facility”
• “Cradle to Cradle” - Continuous Cycle
Facility Life Cycle
 Module 2 - Project Conception
• Defining the Project • Facility Performance
• Preliminary Studies Criteria
• Site Selection • Information
Integration
• Project Budgeting
• Project Scheduling
 Module 3 - Project Delivery
• Services • The Project Team
– Design – Selection
– Construction
– Partnering
• Factors Affecting – Commissioning
Project Delivery – Project Team
• Project Delivery Communications
– Design-Bid-Build
– Design-Negotiate-Build
• Agreements
– Construction
Management
– Design-Build
– Owner-Build
 Module 4 - Design
• Design Processes and • Schematic Design
Phases Documentation
• Design Considerations – Preliminary Project
Descriptions
• Product Evaluation and
– Drawings
Selection
• Design Development
• Establishing Quality
Documentation
• Controlling the – Outline Specs
Variables – Drawings
• Cost Estimating and • Product Representation
Value Analysis
 Module 5
Construction Documents
• Construction
Documents • Procurement and
• Procurement Reqmts Contract Document
• Construction Modifications
Agreements • Master Guide Specs
• Conditions of the • Short-Form Specs
Contract • Performance Specifying
• Formats
• Specifying for the
• Division 01 Purchase of Goods
• Methods of Specifying
• Specifying for Federal
• Spec Language Agencies
• Project Manual and
Spec Practices • Warranties
• Drawings • Construction Bonds
• Coordinating Drawings • Construction Insurance
and Specs
 Construction specs are written
per CSI’s 3-Part SectionFormat

• PART 1 GENERAL

• PART 2 PRODUCTS

• PART 3 EXECUTION
Portion of a Simple Spec
showing Parts 1 and 2
N. American spec renumbering to
CSI's MasterFormat2004 system
 CSI had prescribed 16 Divisions for
decades via its MasterFormat Standard
-- LANL followed suit
 In 2004 CSI’s MasterFormat System
Expanded to 50 Divs
Procurement and Contracting Documents Group:
• Division 00 – Procurement and Contracting
Requirements
Specifications 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 expansion
Facility 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 expansion
Process Equipment Subgroup:
• Division 40 – Reserved for future expansion
• Division 41 – Material Processing and Handling
Equipment
• Division 42 – Process Heating, Cooling, and Drying
Equip
• 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 expansion
 LANL is reformatting their 175
master 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

 Drawings
• CSI co-sponsors a standard for drawings
along with the AIA and the National Institute
of Building Sciences (NIBS):

The National CAD Standard (NCS)

• Broadly adopted/used in N. America

– NCS adopted at LANL
– AE transportability
 Nat’l CAD Standard
• Helps implement operational configuration
management by providing consistent, retrievable,
maintainable baseline dwgs as part of a construction
project. 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
Back to PRM:

Module 6
Bidding / Negotiating / Purchasing
Procurement
• Introduction to • Negotiating
Pricing • Subcontracting
• Pricing • Award of Contract
Considerations • Purchasing of
• Project Information Goods
• Bidding • Agreements
– Public
– Private
Where Information Should Go
Division 0 and the Spec Sections
The Agreement
Contract Admin Forms
available from CSI, AIA, EJCDC
 Module 7 - Construction
• Introduction • Interpretations &
• Roles/Responsibilities Modifications
• Preconstruction • Executing the Work
• Meetings • Claims and Disputes
• Submittals • Measurement and
• Site Visits, Payment
Observation, and • Project Closeout
Inspection • Construction
• Quality Assurance & Contract
Quality Control Administration
Guide
Post-Occupancy Evaluation
 Module 8
Facility Management
• Introduction to • Resource Materials
Facility • Facility Evaluation
Management • Documents for Life
• Facility Manager’s Cycle Activities
Role in Project
Closeout
• Operations and
Maintenance
 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
 Uniformat II
a System/Element approach per CSI and ASTM E1557

Systematic way to organize Functional &

Operating Req’ts (F&ORs), Conceptual
Design 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
UniFormat Levels 1-3
Uniformat Level 2 Group Elements
for G-Building Sitework
G10 Site Preparation
G20 Site Improvements
G30 Site Civil/Mechanical Utilities
G40 Site Electrical Utilities
G90 Other Site Construction

* A more complete UniFormat outline is in

LANL ESM Chapter 12—Nuclear, App A
 LANL Eng Stds Manual
Civil Chapter Organized by Uniformat

Chapter 1
General
Requirements
for all Disciplines

Chapter 3 Civil
Requirements
(Uniformat Sections
G10, G20, and G30)

G10-30GEN
Gen'l Civil

G30
G10 G20
Site Civil/Mechanical
Site Preparations Site Improvements
Utilities
Questions?