Construction Specifications Practice Guide (CSPG) 2nd Edition

Abstract

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Construction Specifications Practice Guide (CSPG) 2nd Edition

Author(s): The Construction Specifications Institute, Inc. (CSI)

Abstract:

The specifications writing reference and an essential study aid for the Certified Construction Specifier (CCS™) certification examination.

The Construction Specifications Practice Guide (CSPG) is focused on the roles and responsibilities of the specifications professional in meeting the challenges of the changing world of construction. Guidelines on topics like writing quality construction specifications and product selection are meshed with best practices for managing project information, work with Building Information Modeling (BIM) and Integrated Project Delivery (IPD) as well as more traditional tools and methods of project delivery.

Purchase of the CSPG includes access to print and electronic versions and online access to the CSPG appendices:

Appendix A ‐ A comparison of standard contract documents
Appendix B ‐ CSI Forms
Appendix C ‐ MasterFormat® 2020 numbers and titles
Appendix D ‐ UniFormat®
Appendix E ‐ SectionFormat®/PageFormat®

Use of and access to all CSI publications are governed by an end user license agreement (EULA). To review the terms of this agreement click here.

Table of Contents pages: 1 2 3 4

- 7.3.1 Insurance for the Construction Contract 106123
- 7.3.2 Liability Insurance 107124
- 7.3.3 Property Insurance 112129
- 7.3.4 Controlled Insurance Programs 117134
- 7.3.5 The Additional Insured 118135
- 7.3.6 Obtaining and Incorporating Insurance Information 118135
- 7.3.7 Glossary of Insurance Terms 119136
DOMAIN 4: RESEARCH 124141
CHAPTER 8: Product Research & Selection 124141
8.2 Elements of Research 125142
8.3 Identifying Products 126143
- 8.3.1 Conduct Research for Product Selection 127144
- 8.3.2 Final Product Selection 127144
8.4 Economic Implications of Each Choice 127144
8.5 Industry Conditions and Availability of Products 129146
8.6 Use of Schedules During Product Selection 129146
8.7 Research Sourcing for Selected Products 130147
8.8 Research Applicable Code Requirements 130147
8.9 Evaluate Product Suitability for Project Conditions 131148
8.10 Review Key Product Selections with Product Representatives 132149
8.11 Research Applicable Product Standards 135152
- 8.11.1 Reference Standards 135152
- 8.11.2 Sustainability Standards 136153
8.12 Product Research and Selection Process 137154
DOMAIN 5: ANALYSIS & EVALUATION 138155
CHAPTER 9: Product Evaluation 138155
9.1 Product Evaluation Overview 139156
9.2 Evaluating Systems, Assemblies, and Materials 139156
- 9.2.1 Evaluating Products for Compliance with Project Requirements and Design Intent 140157
- 9.2.2 Review of Project Drawings 140157
- 9.2.3 Evaluating Products for Compliance with Code Requirements 142159
- 9.2.4 Evaluating Products for Constructability and Sequencing 142159
- 9.2.5 Value Analysis 143160
9.3 Impact of Project Conditions on Materials and Methods 143160
- 9.3.1 Impact of Interior Conditions 145162
- 9.3.2 Impact of Exterior Conditions 145162
9.4 Application of Reference Standards 145162
- 9.4.1 Know the Standard 146163
- 9.4.2 Duplications and Conflicts 146163
- 9.4.3 Embedded Options 147164
- 9.4.4 Multiple Standards 147164
- 9.4.5 Trades and Subcontracts 147164
- 9.4.6 Level of Requirements 147164
9.5 Verify Warranty Requirements 147164
- 9.5.1 Guaranties and Warranties 148165
- 9.5.2 Construction Warranties 148165
- 9.5.3 Terms and Conditions 148165
- 9.5.4 Purpose 149166
- 9.5.5 Benefits of Extended Warranties 150167
- 9.5.6 Limitations and Exclusions 150167
- 9.5.7 Remedies 154171
- 9.5.8 Duration 154171
- 9.5.9 Purchasing Warranties 154171
CHAPTER 10: Specification Variations for Project Delivery Methods 158175
10.2 Document Variations for the Design-Bid-Build Project Delivery Method 159176
- 10.2.1 Project Manual Variations 160177
- 10.2.2 Division 00—Procurement and Contracting Requirements 160177
- 10.2.3 Division 01—General Requirements 161178
- 10.2.4 Divisions 02 through 49—Specifications 161178
10.3 Document Variations for the Construction Manager at Risk (CMAR) Project Delivery Method 161178
- 10.3.1 Project Manual Variations 162179
- 10.3.2 Division 00—Procurement and Contracting Requirements 162179
- 10.3.3 Division 01—General Requirements 162179
- 10.3.4 Divisions 02 through 49—Specifications 162179
- 10.3.5 Conformed Documents 162179
10.4 Document Variations for the Construction Management as Advisor/Agent Management Option 163180
- 10.4.1 Project Manual Variations 163180
- 10.4.2 Division 00—Procurement and Contracting Requirements 163180
- 10.4.3 Division 01—General Requirements 165182
- 10.4.4 Divisions 02 through 49—Specifications 166183
- 10.4.5 Combined Documents 166183
10.5 Document Variations for the Integrated Project Delivery (IPD) Method 166183
- 10.5.1 Project Manual Variations 166183
- 10.5.2 Division 00—Procurement and Contracting Requirements 167184
- 10.5.3 Division 01—General Requirements 167184
- 10.5.4 Divisions 02 through 49—Specifications 167184
10.6 Document Variations for Design-Build Delivery Method 167184
- 10.6.1 Division 00—Procurement and Contracting Requirements 168185
- - 10.6.1.1 Procurement Requirements 168185
  - 10.6.1.2 Contract Requirements—Agreements and Conditions of the Contract 168185
- 10.6.2 Division 01—General Requirements 168185
- 10.6.3 Divisions 02 through 49—Specifications 169186
10.7 Document Variations for Owner-Build Project Delivery Method 169186
- 10.7.1 Project Manual Variations 169186
- 10.7.2 Division 00—Procurement and Contracting Requirements 169186
- 10.7.3 Division 01—General Requirements 170187
- 10.7.4 Divisions 02 through 49—Specifications 170187
DOMAIN 6: PRODUCTION 172189
CHAPTER 11: Project Manual Production 172189
11.1 Project Manual Concept 173190
11.2 Specifications Production 173190
- 11.2.1 Developing Specifications 175192
- 11.2.2 Gathering Information 176193
- 11.2.3 Reviewing the Procurement and Contracting Requirements 177194
11.3 Documenting Specification Information 177194
11.4 Specifications Organization and Preparation 180197
11.5 Basic Procedural Decisions 180197
11.6 Format 180197
11.7 Method of Specifying 180197
11.8 Specification Language 182199
11.9 Preparing Specification Sections 182199
- 11.9.1 Division 01—General Requirements 182199
11.10 Preliminary Review 182199
- 11.10.1 Proofreading 182199
11.11 Final Preparation, Publication, and Distribution 182199
- 11.11.1 Inclusion of Agreement and Conditions of the Contract into Project Manual 183200
- 11.11.2 Table of Contents 183200
- 11.11.3 Reproduction and Distribution 183200
- 11.11.4 Archive Electronic Files for Version Control 183200
CHAPTER 12: Outline & Shortform Specifications 184201
- 12.1.1 When to Use Outline Specifications 185202
- 12.1.2 Purpose of Outline Specifications 185202
- 12.1.3 Characteristics of Outline Specifications 186203
- 12.1.4 Outline Master Guide Specifications 186203
- 12.1.5 Writing Outline Master Guide Specifications 186203
- 12.1.6 Outline Project Specifications 186203
- 12.1.7 Converting Full-Length or Shortform Master Guide Specifications to Outline Specifications 187204
- 12.1.8 Commercially Available Outline Master Guide Specifications 188205
12.2 Shortform Specifications 188205
- 12.2.1 When to Use Shortform Specifications 188205
- 12.2.2 Purpose of Shortform Specifications 189206
- 12.2.3 Characteristics of Shortform Specifications 189206
- 12.2.4 Shortform Master Guide Specifications 190207
- 12.2.5 Writing Shortform Master Guide Specifications 192209
- - 12.2.5.1 Establish Division 01—General Requirements 192209
  - 12.2.5.2 Update the Shortform Master Guide Specification Regularly 192209
- 12.2.6 Shortform Project Specifications 192209
- 12.2.7 Techniques for Converting Full-Length Master Guide Specifications to Shortform 192209
- 12.2.8 Commercially Available Shortform Master Guide Specifications 197214
CHAPTER 13: Organizing Using Formats 198215
13.1 Introduction to Formats 199216
13.2 Hierarchy of Formats 199216
13.3 OmniClass® 200217
- 13.3.1 Basis of Organization 201218
- 13.3.2 Applications 201218
13.4 UniFormat® 203220
- 13.4.1 Basic Organization 203220
- 13.4.2 Applications 204221
13.5 MasterFormat® 205222
- 13.5.1 Basic Organization 205222
- 13.5.2 Divisions 205222
- 13.5.3 Numbering 206223
- 13.5.4 Using MasterFormat® 207224
- 13.5.5 Keyword Index 207224
- 13.5.6 Applications 207224
- 13.5.7 Translating UniFormat® to MasterFormat® 208225
13.6 SectionFormat® 209226
- 13.6.1 Basic Organization 209226
- 13.6.2 Parts 209226
13.7 PageFormat® 209226
CHAPTER 14: Specification Methods 212229
14.1 Methods of Specifying 213230
- 14.1.1 Descriptive Specifying 214231
- - 14.1.1.1 Preparing Descriptive Specifications 214231
- 14.1.2 Performance Specifying 214231
- - 14.1.2.1 Application of Performance Specifying 216233
  - 14.1.2.2 Decision to Use Performance Specifying 216233
- 14.1.3 Reference Standard Specifying 216233
- 14.1.4 Proprietary Specifying 219236
- - 14.1.4.1 Closed Proprietary Specifications 220237
  - 14.1.4.2 Open Proprietary Specifications 221238

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