A Iab 097628

2G
Material Selection
& Specification
introduction
292
narrative
293
activities - core*
308
activities - elective
313
Develop One Section of an Outline Specification

Product Evaluation and Selection
Learning Through Comparison
Observe a Building Element
Applying LEED for Homes to Materials Research
*A maximum of 40 hours of core credit may be earned in this experience area.
exhibits
----
308
309
310
311
312
Specifications Table of Contents Comparison

Security Versus Life Safety
Substitutions That Dont Work
Drawings Versus Specs
Using a New or Untried Product
Value Analysis by the Contractor
Translate Project Requirements into Product
Options
Dysfunctional Drainage System
313
314
315
316
317
318
319
320
2013 | Emerging Professionals Companion
Material Selection & Specification

Introduction
By completing the activities in this chapter, you will gain an understanding
of materials selection and specification. The following information is taken
from the NCARB IDP Guidelines:
Material Selection And Specification
Minimum Material Selection and Specification Experience: 160 Hours
Definition: The analysis and selection of building materials and systems for
a project. The materials specified for a particular project communicate the
requirements and quality expected during construction. Specifications are
included in a project manual that is used during bidding and construction.
Tasks
At the completion of your internship, you should be able to:
Prepare specifications based on performance criteria
Research, select, and specify materials
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Knowledge Of/Skill In
Adaptive reuse of buildings and/or materials
Alternative energy systems and technologies
Basic engineering principles
Building design
Building envelope
Building Information Modeling (BIM) technology
Building systems and their integration
Characteristics and properties of construction materials
Constructability
Construction details
Construction sequencing
Critical thinking (e.g., analysis, synthesis, and evaluation of
information)
Design principles
Furnishings, fixtures, and equipment
Hazardous materials mitigation
Implications of design decisions (e.g., cost, engineering, schedule)
Indoor air quality
Interior materials and finishes
Interpersonal skills (e.g., listening, diplomacy, responsiveness)
Life safety
Managing quality through best practices
Oral and written communications
Problem solving
Product evaluation, selection, and availability
Project scheduling (e.g., construction document setup,
storyboarding, staffing projections)
Site design
Specifications
Sustainable design
Technological advances and innovative building products
Vertical circulation
Emerging Professionals Companion | www.epcompanion.org
resources
Download the current Intern
Development Program (IDP)
guidelines at www.ncarb.
org/Experience-ThroughInternships.aspx.
The American Institute of

Architects. Demkin, Joseph A.,
ed. The Architects Handbook of
Professional Practice. 14th ed.
Hoboken: John Wiley & Sons,
2008.
Chapter 12.8 Environmentally
Preferable Product
Selection
Architects. Demkin, Joseph A.,
ed. The Architects Handbook of
New York: John Wiley & Sons,
2001.
Chapter 18.6 Construction Document:
Specifications
Architects, The Architecture
Students Handbook of
Hoboken: John Wiley & Sons,
2009.
Chapter 7.2 Environmentally
Preferable Product
Selection

Narrative
As the art and science of building developed and the responsibility for construction shifted from the designer
to a separate contractor, the need for explanatory information in the form of written notes arose. Then,
as the complexity of the construction process grew, so did the volume of written notes needed to fully
communicate the design intent to the constructor. Ultimately, the notes were removed from the drawings,
organized, and placed in a document of their own. Thus, specifications evolved as a way to supplement
drawing notations, eliminating the need for large amounts of text on the drawings, which tended to clutter
what should be a clear image of the intended construction.
The following discussion examines the relationship between drawings, specifications, and the other
documents that, combined with the specifications, make up the project manual. It also considers the
importance of evaluating materials, products, and building systems and assemblies before incorporating
them in a specification.
A Complementary Relationship
One of the primary concepts in the organization of construction information is that drawings and
specifications support one another with neither having priority over the other. This concept is clearly defined
in AIA Document A201 General Conditions of the Contract for Construction, as quoted here:
1.1.5 The Drawings
The drawings are the graphic and pictorial portions of the Contract Documents showing the design,
location and dimensions of the Work, generally including plans, elevations, sections, details,
schedules and diagrams.
1.1.6 The Specifications
The Specifications are that portion of the Contract Documents consisting of the written requirements
for materials, equipment, systems, standards and workmanship for the Work, and performance of
related services.
1.1.7 The Project Manual
The Project Manual is a volume assembled for the Work which may include the bidding
requirements, sample forms, Conditions of the Contract and Specifications.
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The next statement in A201, 1.2 Correlation and Intent of the Contract Documents, addresses the
complementary relationship between drawings and specifications:
1.2.1 The intent of the Contract Documents is to include all items necessary for the proper
execution and completion of the Work by the Contractor. The Contract Documents are
complementary, and what is required by one shall be as binding as if required by all; performance by
notes
Take brief notes while reading the narrative and list key resources you used to complete the activities. Note
discussion outcomes from meetings with your supervisor, mentor, or consultants. When finalizing the activity
documentation (PDF), include your notes and the Emerging Professionals Companion activity description.
www.epcompanion.org | Emerging Professionals Companion
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the Contractor shall be required only to the extent consistent with
the Contract Documents and reasonably inferable from them as
being necessary to produce the indicated results.
Because the documents are complementary, it is important for specific
types of information to be located in the correct place. As stated in the
Construction Specifications Institutes The Project Resource Manual
CSI Manual of Practice, the primary rule of specification writing is that
each requirement should be stated only one time and in the right place.
Adherence to this concept simplifies retrieval of information and reduces
the possibility of discrepancies, conflicts, and errors and omissions.
To paraphrase The Project Resource ManualCSI Manual of Practice
(PRM), Both the drawings and specifications are needed to fully describe
a construction project. The drawings show size, form, quantity, relationship,
generic type, and graphic representation of construction materials.
Specifications define the qualitative requirements for products, materials,
and workmanship upon which the construction contract is based. The
specifications also describe administrative procedures that relate to both
drawings and specifications. Many resources help define what information
should be located in the specifications or drawings. Among these are the
United States National CAD Standard, published by the National Institute
of Building Sciences (NIBS), and The Project Resource ManualCSI
Manual of Practice.
Project Manual Concept
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The project manual, commonly referred to as specifications, is actually

a bundling of procurement requirements, contracting requirements, and
specifications into a unified document. Procurement and contracting
requirements are not specifications and, in most cases, are prepared by
or in coordination with the owner and the owners legal counsel, not the
architect. As stated in The Project Resource ManualCSI Manual of
Practice, the project manual concept provides an organizational format
and standard location for all the various documents involved.
The organization of the project manual is based on MasterFormat, the
familiar industry standard for organizing written construction information
published by the Construction Specifications Institute and Construction
Specifications Canada. In 2004, a new Division 00Procurement and
Contracting Requirements was added to cover documents other than
specifications. It includes procurement requirements; contracting forms;
project forms; conditions of the contract; and revisions, clarifications, and
modifications. Division 01General Requirements contains procedural and
administrative requirements that apply to the rest of the divisions, which
contain the product specifications. For additional information on the use
of MasterFormat and the organization of the project manual, refer to the
MasterFormat application guide, The Project Resource ManualCSI
Manual of Practice and The Architects Handbook of Professional Practice.
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resources
AIA Contract Documents
are considered the industry
standard. Learn more at
www.aia.org/contractdocs.
The Construction Specifications
Institute. The Project Resource
Manual: CSI Manual of Practice.
New York: McGraw-Hill, 2005.

MasterFormat
MasterFormat, a product of the Construction Specifications Institute and Construction Specifications
Canada, is a master list of numbers and titles for organizing information about construction requirements,
products, and activities into a standard sequence. The 2012 master list of numbers and titles can be
downloaded from CSIs website for free via the following webpage: www.csinet.org/mfnumber
The way in which the six-digit MasterFormat 2004* numbers work is explained using the following
example:
03 20 00 Concrete Reinforcing
The three pairs of numbers represent three levels of classification. Because each level is represented by
two digits, up to 99 subjects can be addressed at each level. The numbers and titles in MasterFormat are
grouped under the following general headings:
Procurement and Contracting Requirements Group (Division 00 containing documents)
Specifications Group (Divisions 01-49 containing sections)
The Procurement and Contracting Requirements Group indexes administrative and procedural subjects
that deal with introductory material, procurement and contracting requirements. The subjects in this group
are defined by a document number and title. The Specifications Group describes the physical aspects of
construction. Subjects in this group are defined by a section number and title. The Specifications Group is
made up of several specialty subgroups of divisions.
MasterFormat arranges related construction practices, or work results, into a series of level 1 titles,
called divisions. Several of these divisions lack content and titles and are reserved for future expansion.
Central to the use of MasterFormat is the notion that all types of construction should be addressed
equally. Thus, the more basic, or common, divisions are generally placed near the beginning of the
document. These contain work results likely to be specified in all types of construction. For example, most
projects have contractual requirements, common requirements, and some type of structural materials.
Subsequent divisions contain sections applicable only to specific types of projects (building construction,
heavy civil work, process plant construction, etc.) come later in the specifications document. In addition,
there is a space in Division 01General Requirements for specifying performance requirements for all or
part of a project. A list of MasterFormat division numbers and names is provided with this sidebar.
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For more information on MasterFormat and its use in the construction industry, visit
www.csinet.org/MasterFormat.
*The Construction Specifications Institute has since released a 2012 version of MasterFormat.
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Heading 2
Heading 3
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Please note: In 2012, the Construction Specifications Institute released MasterFormat 2012. Changes
to the above Division Numbers and Titles consists of an edit to the name of Division 44, now Pollution
and Waste Control Equipment, and the addition of Division 46 Water and Wastewater Equipment.
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Relationship of Construction Documents

Excerpted with permission from The Project Resource ManualCSI Manual of Practice, Module 5
Construction Documents, Figure 5.1A.
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Purpose Of Specifications
As specifications are developed, it is important to remember their purpose. The goal of construction
documents is to communicate the needs of the owner, as represented by the design, in a form easily
understood by those responsible for construction. In an ideal world, the development of specifications would
be linked to the development of the drawings, and both would reflect a consistent level of detail. All too
often, however, project drawings are nearly complete before they are turned over to the person or persons
responsible for developing specifications. Preferably, drawings and specifications would be developed in
tandem, each to the same level of detail at the same time, throughout the project.
The information provided in specifications may be used in many ways during project delivery, and the form
or structure in which information is presented should reflect its purpose. For example, at the end of the
schematic design (SD) phase, a client may use the SD documents to explain the project to its staff or for
fund-raising. In this case, a narrative description of the building systems may be easier to understand and
still contain enough detail to document the design decisions made to that point. Such a narrative, called
a preliminary project description, is organized around a system of building elements called UniFormat
(a publication of CSI and CSC). This narrative does not need to be static but can grow and reflect an
increasing level of detail until a natural transition to preliminary specification format is made.
During the design development (DD) phase, project documents may be used to provide a more accurate
estimate of probable construction cost as well as a checklist for development of the final construction
documents. At this time, more detailed information is required about individual building materials, products,
systems, and assemblies that will be incorporated in the project. For this purpose, an outline specification
may be most appropriate. Based on MasterFormat, an outline specification should include the sections that
will be needed for the final project manual. Outline specifications contain information that typically would be
included in Part 2Products of a typical three-part final specification section. See pages 300 and 301 for
more information on SectionFormat, another publication of CSI and CSC.
Final construction documents are used for bidding or negotiating, and for construction of the project. The
specifications included at this stage of project delivery contain detailed requirements for the materials,
products, equipment, and systems to be incorporated into the project.
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The three parts of a final specifications package begin with Part 1General, which includes administrative,
procedural, and quality assurance requirements. Part 2Products includes specific product attributes, while
Part 3Execution includes special installation requirements. Refer to The Project Resource ManualCSI
Manual of Practice or resources in the bibliography for additional information about these three formats.
Material And Product Research
Material and product research begins with analysis of the project program and a statement of performance
requirements and desired results in the selection of specific products.
This process involves simple problem solving, which begins with defining the problem. Each product,
system, and assembly incorporated into a project is intended to satisfy certain criteria, and each product
has a set of attributes that should match these criteria. The first step is to establish the desired criteria for a
specific product or system.
Next, the criteria are ranked by priority. Product selection would be difficult and client expectations might not
be met if products were evaluated with all criteria considered to be equivalent in importance. What is most
important about a particular product? Is it technical performance, aesthetics, cost, environmental impact, or
something else? It is important for all members of a project team to agree on the priority ranking so there is
no misunderstanding about why a particular product is selected.
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UniFormat
According to The Project Resource ManualCSI Manual of Practice, UniFormat, a product of the
Construction Specifications Institute and Construction Specifications Canada, is a uniform classification
system for organizing preliminary construction information into a standard order or sequence on the basis
of elements or systems. Like MasterFormat, UniFormat is organized in levels, each with a different level
of detail. This format can be used throughout project delivery to document the decisions made at each
phase. It can be used to document selected construction materials in narrative form, identify performance
of a specific building element, and organize preliminary cost estimates.
The first level of UniFormat organizes information into the following categories, which are identified with
letter designations:
ASubstructure
BShell
CInteriors
DServices
EEquipment and Furnishings
FSpecial Construction and Demolition
GBuilding Sitework
ZGeneral
At level 2, UniFormat classifies 25 basic building elements and systems. This level uses an alphanumeric
designation as an identifier. For example, category B, Shell, includes the following building elements:
B10, Superstructure
B20, Exterior Enclosure
B30, Roofing
UniFormat level 3 is designated by adding two more digits to the number. At this level, each building
element is expressed in further detail by its specific type. For example, B20, Exterior Enclosure, includes
the following:
B2010, Exterior Walls
B2020, Exterior Windows
B2030, Exterior Doors
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UniFormat can be used to organize preliminary project descriptions, preliminary cost estimates, and
drawing detail filing.
notes
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SectionFormat
SectionFormat, a product of the Construction Specifications Institute and Construction Specifications
Canada provides a structure for organizing specifications information into three parts: General,
Products, and Execution. Each part is organized in a hierarchical fashion into articles and paragraphs.
SectionFormat includes suggested titles for article headings as well as a suggested order for presenting
information. This flexible format makes it possible to demote or promote articles and paragraphs according
to the importance and detail of the information being specified. A partial listing of SectionFormat article
headings provided by CSI appears on the next page.
Part 1General, provides a location for administrative, procedural, and quality assurance information. It
expands upon the general information included in the general conditions of the contract and Division 01
General Requirements.
The relationship between the general section and the more detailed sections is illustrated in about the
following example, using the topic of submittals. AIA Document A201, 4.2.7, states, The Architect
will review and approve or take other appropriate action upon the Contractors submittals such as Shop
Drawings, Product Data and Samples, but only for the limited purpose of checking for conformance with
information given and the design concept expressed in the Contract Documents. The Division 01 section
on submittals states that the contractor submits one reproducible (shop drawing) and two blue line prints
and that the Architect (after review) will return one reproducible sepia after making copies required for
Architects use. Part 1General, of a wood door specification may include the following requirement:
Shop Drawings: Illustrate door opening criteria, elevations, sizes, types, swings, undercuts required,
special beveling, special blocking for hardware, factory machining criteria, factory finishing criteria. As you
can see from this example, the submittal requirements are related but it is in the specification section that
specific requirements for the specified material or product are identified.
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Part 2Products, as the title suggests, provides the location for the information describing a specified
material or product. Part 3Execution, is where product-specific preparation and installation requirements
are located. Refer to the partial listing of SectionFormat article and paragraph headings for examples of
the type of information included in these headings. Refer to the resources listed in this chapter for more
detailed explanations of SectionFormat and its use in the construction industry.

Section Format Outline
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A list of possible solutions or acceptable products is assembled.
Information is gathered about these based on the established performance
criteria. The possible solutions are then tested against the criteria to
determine which product best meets the project requirements. Product or
products that best satisfy the criteria are selected for use on the project.
Establishing Criteria
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To evaluate the performance of various design alternatives, project-specific

evaluation criteria must be defined. Each material has many characteristics
or attributes that contribute to its overall performance and its applicability
to a particular project. These attributes can be grouped by category. As
an example, the list of categories below was distilled from Construction
Materials Evaluation and Selection: A Systematic Approach, by Harold J.
Rosen and Philip M. Bennett, and from a list of attributes in The Project
Resource ManualCSI Manual of Practice. Sample material attributes
are provided for each category. Consult the above publications for more
detailed lists and discussions of the material attributes that would be
included in these groups:
Structural serviceability: natural forces, strength properties
Fire safety: fire resistance, flame spread, smoke development,
toxicity, fuel load, combustibility
Habitability: thermal properties, acoustic properties, water
permeability, optical properties, hygiene, comfort, safety
Durability: resistance to wear, weathering adhesion of coatings,
dimensional stability, mechanical properties, rheological properties
Practicability: transport, storage on site, handling at installation,
field tolerances, connections
Compatibility: jointing materials, coatings, galvanic interaction or
corrosion resistance
Maintainability: compatibility of coatings, indention and puncture
(patching), chemical or graffiti attack
Environmental impact: resource consumption at production, lifecycle impact, LEED points
Cost: installed cost, maintenance cost
Aesthetics: visual impact, customizing options, color selection
It can be helpful to use a product evaluation matrix such as the one shown
on page 303 to record the established criteria and tested performance of
products and systems, along with salient qualities or product attributes.
The general categories of performance criteria listed above can be
included in the matrix as the default and then customized to meet project
requirements. Another column can be used to identify specific tests and
results that demonstrate a products performance. Not all product analysis
is objective, however, so a column for noting subjective comments is
useful. Finally, include a column for other comments. Using such a matrix
serves as an especially helpful tool when critical products and systems or
new products and systems are being evaluated.
Prioritizing Criteria
After the project-specific evaluation criteria have been determined, a priority
is established for each of these criteria. This may be the most difficult step.
302
resources
Rosen, Harold J., and Philip M.
Bennett. Construction Materials
Evaluation and Selection: A
Systematic Approach. New York:
Wiley, 1979.

Product Evaluation Matrix
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Questions considered in determining the importance of the criteria
include these: What is most important to the success of the project? Is
it the technical performance of the product, or is it appearance or cost?
Members of the project team may not agree. To the technical architect,
durability characteristics may be most important. To the designer,
aesthetics may be more important. The owner may feel cost is the most
important characteristic. Who ultimately makes the decision?
This task provides a great opportunity to involve the owner in what can
be viewed as an extension of programming process. For critical facility
systems, it is important for project team members to reach agreement
on the criteria and their importance to diminish the chance for unmet
expectations.
Identifying Options
Once product attributes have been identified and prioritized, it is possible
to begin assembling product options. Information about specific products
is collected and organized. Possible sources for such information include
Internet search engines such as Sweets.com, SmartBIM.com, and
ReedConstructionData.com. These sites, among others, allow product
searches based on product attributes. Product representatives can also
be a valuable source of information. However, if a manufacturer cannot
provide information about a specific performance characteristic of a
product or material, the product or material should not be considered
unless the manufacturer or a testing authority will conduct the required
tests and provide the missing information.
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Product literature may include criteria that are not relevant to the intended
application. It is important to focus on the qualities of a product that will
affect its intended performance in the project. The evaluation of the product
is based only on such pertinent qualities, and these characteristics are that
which is included in the project specifications.
Evaluation And Selection Of Products And Materials
Each possible product is evaluated against the criteria established for it

and rated by how well it would satisfy project requirements. The scores
thus calculated are multiplied by a weighting factor based on the priority
given to the criteria and then added to get the total score. For example,
consider a project that requires a coating for existing elevator doors.
After discussions with the owner, you determine that although color
selection and compliance with Environmental Protection Agency (EPA)
VOC requirements are important attributes, durability has top priority.
Thus, coating durability gets a weighting factor of 10, color selection gets
an 8, and VOC content gets a 6. Possible products are evaluated, and
their compliance with the evaluation criteria established for the project is
rated based on test results. One of the products being evaluated has test
results that indicate it has a pencil hardness of 2H, the highest of all the
products being evaluated, and it is assigned an 8 for compliance with the
requirement for durability. The score of 8 times the priority factor of 10
would give the product a score of 80 for that category. After all the scores
have been totaled, the product with the highest score would be considered
the best match to the specified performance criteria.
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resources
Learn more about ASTM,
formerly the American Society
for Testing and Materials
(ASTM), by visiting their
website: www.astm.org.

In some cases, it may be helpful to change the priority ratings and go through the evaluation again to see
how this affects the possible solutions. Note that products are not rated against each other, but against the
established criteria. This is important because some products may have attributes that outperform those of
other products but are not relevant to the ultimate performance or success of the product when incorporated
in the project. A detailed explanation of this process is contained in ASTM E1765, Standard Practice for
Applying Analytical Hierarchy Process, which offers a standard method for performing multi-attribute
decision analysis in the evaluation of buildings and building systems.
Documentation
As mentioned at the beginning of this narrative, it is best to develop drawings and specifications concurrently
and to a similar level of detail. This is also true for the product evaluation process. At schematic design,
the narrative description or preliminary project description may contain descriptions of the projects major
elements, as well as performance and other criteria identified during the process of establishing criteria
for project materials, products, and systems. At design development, the outline specification may contain
generic descriptions of materials and products to be incorporated into the project as part of the process
of identifying options. Finally, at completion of construction documents, the detailed specifications include
descriptions of specific products and procedural, administrative, and quality assurance requirements and
special installation instructions.
In most architecture firms, the process of creating specifications involves editing master guide specifications.
The process usually begins with the table of contents of the master set of specifications, from which sections
needed for the project are selected. Many firms have their own in house master specification system, but
a number of commercial systems are also available. With a few exceptions, the editing process for these
systems is similar. Text is selected and organized to produce the desired level of detail. The sections can
also be customized with project-specific text added by the editor.
A master specification section may include one or a combination of specification methods, which are
reviewed below. When editing, it is important to review the specifications to determine whether more than
one method of specifying has been used to define the product requirements. If more than one method has
been used, the specification must be coordinated carefully to eliminate any contradictory requirements.
After each section of the specifications is complete, evaluation criteria should be reviewed again to ensure
that the pertinent qualities of the products have been correctly identified. The sections should then be
reviewed for any relationship to other sections and to resolve possible conflicts or contradictions.
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Methods Of Specifying
There are four basic types of specificationsdescriptive, performance, proprietary, and reference standards.
The first three can be used to specify the essential qualities of materials for a project. Reference standard
specifications are published by standards organizations such as the American Society for Testing and
Materials (ASTM) or organizations that represent manufacturers of specific building elements, such as
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the Steel Door Institute (SDI), and are typically referenced without
customization. The Project Resource ManualCSI Manual of Practice
notes that more than one specifying method is used in most project
specifications, although all four methods may be used in a single
specification section. PRM cautions, though, that the A/E should be
careful about combining methods in the specification of a single product.
Descriptive specifications include a detailed written description of the
required properties of a product. They are often lengthy and tedious.
Their preparation involves researching products and critical features,
determining which features to specify, describing critical features, and
providing information about submittals, tests, etc.
Performance specifications identify the performance characteristics that
must be met by a product or system. Writing performance specifications
is a two-part process that includes preparation of a statement of required
results and identification of a method for verifying compliance. Avoid use of
both descriptive and performance specifications for a single requirement;
the resulting specifications are redundant and open to conflicts.
Performance must be technically possible.
Proprietary specifications identify desired products by manufacturers
name, model number, or unique characteristics. There are two types
of proprietary specification, open and closed. Closed proprietary
specifications do not allow substitutions. Open proprietary specifications
provide for requested alternates, often proposed by the contractor
proposed. Avoid combining the use of descriptive, proprietary, and
performance requirements for a single requirement, as this multiplies the
opportunities for conflicts.
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Reference standard specifications are published standard specifications

that can be incorporated into project specifications by reference. According
to The Project Resource ManualCSI Manual of Practice, reference
standards are documents established by a consensus that provides rules,
guidelines, or characteristics for activities, and their results . . . . They
are published by trade associations, professional societies, standards
organizations, governments, and institutions.
Beyond The Basics
As its title suggests, this narrative concentrates on a basic two-step

process of selecting and documenting materials, products, and systems for
construction projects. For this purpose, the development of an individual
section has been the primary topic. Assembling sections into a project
manual, development and coordination of Division01 sections, and
general and supplementary conditions have not been discussed in detail.
For additional information on these topics, refer to the resources listed in
this chapter.
Written by Garry Betts, AIA, FCSI, CCS
Garry Betts, principal and director of specifications at Chicago-based Loebl Schlossman &
Hackl, is a nationally recognized expert in the field of specifications.
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resources
As you research and look for
more information on topics
presented in the Emerging
Professionals Companion,
remember that a quick internet
search of keywords can be
incredibly useful to completing
your Activities.

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Develop One Section of an Outline Specification
Supplemental Experience for eight (8) Core IDP Hours
For this activity, select a small project in your office or a mentors office that has been completed at least
through design development (DD). It may be best if this is a project that you have not worked on; however,
any project will suffice.
Activity - Core
First, review the drawings (preferably DD drawings) in preparation for developing an outline specification.
Take note of various key elements of the design. Speak with the project architect or project designer if
appropriate to gain additional insight into the goals for the project. Then, using the table of contents from
the office master specification system (or MasterFormat), develop a table of contents for the project.
After consulting with your supervisor, select one of these divisions:
Division 07 Thermal and Moisture Protection
Division 08 Openings
Division 10 Specialties
Take the material from the office master specification system for the division you have chosen, and edit it
to create an outline specification for the division. Next, research the materials and products to include in
your outline specification section. Identify important characteristics of each material and product. (Note:
Refer to the criteria discussed in the narrative regarding material and product research.) Finalize the
outline specification for the division that you have selected.
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Consider the following:

How does the product fulfill project requirements?
What priorities might you have to place on the material or product criteria if your project is 20%
over budget?
What challenges did you encounter in developing an outline specification at the design
development stage?
If available, compare your work to the projects actual outline specification. How do they differ?
Why?
What did you learn that you might apply to future projects?
Be prepared to discuss why you chose the products and how you incorporated them into the outline
specification.
Share your work with your IDP supervisor or mentor and make suggested changes. Document the final
version as a PDF.
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Product Evaluation and Selection

Select a small or medium sized base building project in your or your mentors office that has recently been
completed and for which you have access to drawings and specifications. This assignment will be most
effective if you select a project you did not work on previously.
Activity - Core
Document the process used by the project design team to evaluate exterior building enclosure systems for
the project. Review the final drawings and specifications and gain access to earlier iterations, if possible.
It will be useful to interview members of the project team who can share their insights to the project.
Conduct your own independent research of exterior systems.
Consider the following questions:
How were the performance criteria established?
How are compatibility issues addressed?
Are there coordination issues where different components meet?
Does the selected products performance meet or exceed project requirements?
Is the product adequately documented, and is the documentation consistent between drawings
and specifications?
Based on your independent research, would you have done anything differently in the specification
of the system(s)?
Prepare a 2-3 page resource for your office that can be used by future project teams, especially interns,
defining an office standard operating procedure for researching, selecting and documenting exterior
systems.
version as a PDF.
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Learning Through Comparison

For this assignment, choose a project outside your studio or office for which you have access to detailed
information. The project can be of any size and should be substantially complete.
Activity - Core
First, review the drawings for the project you have selected. Note the design concept and how the building
systems that are specified for the project will impact the design. Speak with the project architect or project
designer if appropriate to gain additional insight into the goals for the project.
Next, select one of the following building systems:
Roofing system
Below-grade waterproofing
Windows
Wood doors
Use the appropriate section from the office master specification system (or MasterFormat) to develop
one specification section for the project you have chosen.
2G

What are the project requirements for the specifications section you have selected?
Document the products you have selected to be used in this project.
Analyze the characteristics of each product that meet the requirements for the project. Note the
reasons why you selected on product over another (e.g., cost, lead time, aesthetics, etc.).
Compare the information in Part 1 General of the specification section you have written and the
information in Division 01 General Requirements of the office master specification system. What is
the relationship of these two sets of information?
Using the narrative as a reference, are there any suggestions you could make to your office to
improve these general requirements sections. Why?
Share the specifications section you have developed with your supervisor or IDP mentor and provide
a written explanation of your product selection decisions. Also document in writing your analysis of the
relationship between Part 1-General and Division 01General Requirements as well as any improvements
that may be considered.
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310

Observe a Building Element

With your IDP supervisor or mentor, choose a building element to research, for example, a window wall
system or revolving doors. Tour your local business district, strip retail centers, and school and hospital
campuses, observing the installation conditions for the element you chose. Also, spend time in the library
or online researching manufacturers, standard details and specifications for the building element you have
chosen.
Activity - Core
Keep a notebook and document from your tour at least fifteen (15) applications in different building types.
Take photos of each application. Also keep in your notebook cut sheets, references and other research
you conduct on the building element.
For each application, note the differences in detail and quality and whether the quality is adequate
for the installation.
Concentrate on the interface between the selected building element and adjacent elements, and
follow the transition around the perimeter.
Consider whether the quality of each installation is consistent with the quality of the building type
and of individual building elements.
Do your findings out in the field match your impressions of the desired level of quality for the
building and the chosen element?
How do your findings in the field compare to the standard specifications and details you found in
the library and/or online?
Prepare a report outlining your findings and research. Share this with your office or mentor as a research
for others who may consider using this building element in the future.
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2G
311

Applying LEED for Homes to Materials Research
Become familiar with the LEED for Homes requirements. It may be helpful to print out the checklist for this
assignment. Next, locate a residential showroom (such as in Lowes or Home Depot) in your local area.
Make at least one visit to the showroom to research materials and appliances that may be used for a kitchen
design in a new home.
Activity - Core
Write a set of specifications for a residential kitchen. The residential project must meet quality for LEED
Certification.
Which materials are prohibited by the LEED criteria? Are you able to locate sustainable
alternatives for your project in the showroom?
Consider the appliance options. What opportunities and challenges arise when selecting a
refrigerator, dishwasher and oven for the project?
Assuming the client is not a wealthy millionaire, what budget considerations are there when
selecting materials and appliances for a residential kitchen in a LEED certified home?
What trade-offs have you considered in your selection process? Energy vs. aesthetics? Others?
Assume for that you can salvage 3 items from the original kitchen. Which would those be and
why? Note carefully the salvage requirements in the specifications.
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2G
312

Specifications Table of Contents Comparison
Supplemental Experience for eight (8) Elective IDP Hours

For this activity, work with the project architect and with a spec writer, if your office or your mentors office
has one.
During the construction document (CD) process, drawings are periodically reviewed and coordinated with
specifications. Milestone reviews typically occur at 30 percent, 60 percent, and 90 percent completion and
before the documents are issued for bid and construction. Reread the sidebar What Constitutes CDs in
the chapter 8 narrative . Understanding the relationship between drawings and specifications is essential to
executing a fully coordinated set of construction documents of the highest quality.
During the CD phase, components of the building design are developed and documented in detail, and
materials and systems are identified and specified. Although the owner has approved the overall building
design in the design development phase, interior finishes and roofing, cladding, waterproofing, glazing, and
curtain wall systems require detailed exploration and development. During this process, many things can
change, and it is important to keep track of drawing changes that affect specifications.
A good way to become familiar with the relationship between construction drawings and specifications is to
review a set of drawings and the project specifications table of contents (TOC) side-by- side. Make sure that
all materials and systems on the drawings appear in the specifications, and vice versa.
Activity - Elective
Choose a project in the CD phase then create your own specifications TOC for this project. Compare
your TOC with the one used for the project and make note of any changes that need to be made.
Compare your revised TOC with the drawings for the project. Write a report detailing your comparison and
answering the following:
Identify any materials and systems that appear on the drawings but not in the specifications TOC;
add them to the specifications.
Identify any items in the specifications TOC that no longer appear in the drawings; delete them
from the specifications.
Identify systems and materials that have changed, making it necessary to update certain
specification sections; note these on the specifications TOC.
2G
This kind of comparison can be tedious, especially on large projects. However, the task is essential to
achieving comprehensiveness and quality. If you have questions, ask the project architect or spec writer.
When you have finished the review, you will have identified items in the drawings and specifications that
require attention to ensure the documents are fully coordinated. Review your additions and deletions with
the project architect and, if your firm employs one, with the specifications writer for the project.
Discuss your findings by sharing a redlined set of the specifications and drawings.
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313

Security Versus Life Safety

In this scenario, you have been assigned to a project team that is designing a renovation for the Uptown
Hospital in your local community. One of your responsibilities is to evaluate and select architectural
doors, frames, and finish hardware. The hospital intends to update its labor-delivery-recovery (LDR)
rooms and nursery in a space currently occupied by administrative and patient treatment functions. The
hospitals security consultant has provided information on high-tech security and monitoring systems. His
recommendations include leg bracelets for the babies and sensing devices around the nursery unit that
close and lock doors leading away from the nursery when a device senses a signal from a bracelet. Security
measures also include door monitors, keycard access control systems, and camerasall designed to limit
and monitor access to the nursery.
The code search indicates that no major changes are needed to the existing construction because there
has been no change in occupancy classification. However, the original construction included a smoke
barrier separating the floor into two smoke compartments. This barrier runs through the center of the area
designated for the new nursery. A number of corridors run from one side of the existing space to the other
to provide access to emergency exits. The smoke barrier and access to the exits have to be conserved or
replaced.
Because of the movement patterns of patients, four of the cross-corridor doors will be on automatic
operators. Two of these doors are part of the smoke barrier and must be self-closing and positive latching;
all four are in exit access corridors; and all four have been identified by the security consultant as needing
the lockdown feature.
There is a conflict between program requirements and code requirements, between the desire for security
and the need for life safety.
Activity
Elective
2G
Prepare a letter to your client describing the type and extent of the conflict between security and life
safety requirements in this project. Provide an attachment to the letter that provides specifications on the
products you have chosen and lists the reasons why you made those selections. Address the following in
your response:
Research technology options that might allow the doors to meet all code and program
requirements. What alternatives might be available to your client?
Review the local building code. What exceptions might allow the need for security to be held above
the need for life safety? How would you make the case to the building code official?
Describe how you could work with the design team and the security consultant to revise the design
in a way that would eliminate or reduce the conflict.
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Substitutions That Dont Work

In this scenario, you are the project architect working closely with the client over the past few months,
designing an addition for a historic church in your home town of Springfield, Ill. The entire design team
has been very sensitive to the issues involved in designing an addition to a historic structure. The client is
adamant that materials and finishes for the project be true to the historic context of the existing structure.
As you conduct research for this project, the windows become a significant area of focus. You recognize that
because of the historic nature of the addition, the requirements for the windows must be very specific.
As the project architect, you will be following this project through to completion. On a recent project, a
historic renovation of a commercial building in the downtown area, you had a negative experience with a
contractor who submitted substitutions for windows because of claims that the manufacturers cannot deliver
windows fast enough to meet the project schedule. You were concerned the product the contractor proposes
would not meet all the project requirements. There were many heated exchanges about the issue resulting
in the client blowing up at a project meeting because the architect and the contractor were not working
together to resolve the issue. You dont want to have this situation happen again.
Activity - Elective
Prepare a specification section for Division 08 Openings. Research three manufacturers and list them in
the specification section. Consider the following:
What are the critical performance criteria for the window specification for this project?
For which materials might you accept a substitution from the contractor other than those specified
in the project manual?
What criteria will you use for approving substitutions during the submittal process in construction
administration?
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2G
315

Drawings Versus Specs

In this scenario, you are a project architect in a Northwestern U.S. firm of about 75 people. Projects are
diverse ranging from institutional to commercial base building work; however, your firm does not do any
residential projects. The office has had a quality assurance (QA) process for years and you are one of five
architects who are available to project teams to perform a QA prior to issuing a set of project documents.
An important step in the QA process is to ensure coordination between the drawings and specifications.
According to office policies, sets are not to be issued unless QA is complete.
On Monday, you were given a set of drawings for a new computer science building at the local community
college. It appears that in an attempt to make things easier the project architect has tried to eliminate the
spec book by putting as much of the specifications information into the drawings. Not only is this not the
office standard, but the drawings are difficult to read. You have concerns that during the bidding/construction
process, contractors will complain, the office will be flooded with RFIs and the firms reputation will be
damaged.
Activity - Elective
Develop criteria for what type of specification information is appropriate to list on drawings versus in a
specifications manual. Consider the following:
What is the purpose of specifications? Purpose of drawings?
How do specifications and drawings complement each other?
How might you, as the project architect, avoid conflicts or duplication between the specifications
and drawings?
2G
You decide to give him a head start on the specifications book that must be prepared. Prepare an outline
specification for this project using MasterFormat. Consider the following:
Which divisions are likely to be needed for a project and location such as this?
For those divisions that you have excluded, provide a brief paragraph explaining why you do not
think it is needed?
Speak with the project architect immediately to get this issue resolved. With the criteria and the table of
contents in hand, you set off across the office to find him/her and have this difficult conversation.
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316

Using a New or Untried Product

In this scenario, your firm is designing a two-story addition to the local middle school. It is a concrete
structure with the first floor slab on grade. Your research indicates a vapor retarder will be required under the
slab.
During the process of selecting finish materials for the floor, you discover that different types of flooring
have specific requirements for the dryness of the slab and the alkalinity of the slab surface. You carefully
record this information in preparation for developing the specification for the vapor retarder and defining the
substrate conditions required before installation of the finish flooring.
Before the bidding documents are issued, a product representative calls you about a product he says is
perfect for this project. It is a new product and (in advertised performance only) is a match to the products
you were planning to specify.
When the principal in charge gave you this assignment, she also gave you an article to read about a school
in a neighboring district that was closed for more than six months because of an outbreak of mold. It was
determined the under-slab vapor retarder had failed, allowing moisture to migrate through the concrete slab
and provide the moisture source the mold needed to feed on the organic compounds in the adhesive and in
the flooring itself.
Activity - Elective
First, prepare a matrix or worksheet that allows you to evaluate the attributes of possible products against
project requirements and to determine which products are the best match. Consider the following:
What criteria will you use to evaluate the products?
What are the project requirements that should be considered?
What steps would you take to ensure the new product will meet project requirements?
Second, demonstrate in a report how you would specify two products using different technologies that
both meet the project requirements.
2G
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317

Value Analysis by the Contractor

In this scenario, you are working on the documentation of a new neighborhood retail development in Fort
Worth, TX. This is a developer client with whom your firm has done a number of projects. You have heard
through the office grapevine that the client is going to be looking for bids that are under budget, and that he
will try to increase the project scope with add-alternates that provide additional amenities in the retail space
for hardware, finishes, and the window wall system.
Of course, you want the client to be happy. Reluctantly, you agree to develop these three add-alternates.
This means that the drawings and specifications will include baseline specifications for the three systems
as well as a second upgraded set of specs for the add-alternate selection. Your gut tells you that both
should be written as proprietary specifications to reduce the chances of value analysis suggestions from the
contractor.
Upon reviewing the contractors suggestions, you do not think the suggested products meet the
performance criteria used to select the products included in the original bidding documents. If these changes
are implemented, the suggested products would lower the quality level of the project.
Activity - Elective
2G
Research and select baseline products for door hardware, entrance lobby flooring and a window wall
system. Develop proprietary specifications for each appropriate division. Then, select upgraded products
for each of the three systems add alternates. Develop proprietary specifications for each appropriate
division. Consider the following for your final report:
What are the benefits of using a proprietary specification in this instance?
Compare the two specifications for each system. What are the distinguishing characteristics
between the baseline and upgraded systems?
If value analysis suggestions are made by the contractor, how will you support your decision for
the materials and systems selected in the original drawing set?
How else can you ensure during the design process that the clients expectations for the desired
level of quality and performance are clearly understood and integrated into the specifications?
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Translate Project Requirements into Product Options
In this scenario, you are the project architect for a seven-story, 70,000 square foot commercial office building
located in Washington, DC. The client is a developer who is looking to maximize his return on investment
by keeping costs low and offering a Class A office building that will attract long term tenants. The potential
tenants include government contractors and technology companies who work closely with the Pentagon,
CIA, and other high security divisions of the government. To deliver the project on time and on budget is
to ensure a happy client. And, the District of Columbia has recently adopted a Green Building Act which
will require this building to achieve at minimum rating of LEED Silver. (Note: U.S. Green Building Councils
program Leadership in Energy and Environmental Design and commonly referred to as LEED.)
The developer says to you in an early meeting: Ive done lots of these buildings before. We need to spend
our money on the exterior finishes and the lobby. I dont want to waste money on things no one will see like
the roof.
Back at the office, you are reviewing the LEED checklist and have some reservations about being able to
make the Silver rating. You begin to review the projects design development drawings for ideas. The roof
design immediately jumps out at you as a perfect opportunity for some points. If you could just convince
your client to consider a green roof or other products that reduce heat island effect, perhaps the project
could qualify for the Sustainable Sites; Heat Island Effect, roof credit.
Activity - Elective
Develop criteria for evaluating different roofing products or systems for a generic commercial building with
a flat roof. Research products or systems that meet these criteria. Which products are the best choice for
this project and client? Why? List your criteria and describe the selection process, giving specific reasons
for the choices you made.
Then, using the U.S. Green Building Councils LEED evaluation criteria, revise the project criteria so the
roof system will meet the requirements under the category Sustainable Sites; Heat Island Effect, roof.
How did the criteria change?
How will the application of the LEED criteria would affect your selection of roofing products or
systems?
2G
Write a memorandum (250 words minimum) to the client. List the pros and cons of each system and make
a recommendation regarding the best choice for the roof design and product selection for this project.
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Dysfunctional Drainage System

In this scenario, you are asked to take over the completion of a project after the project manager, who has
worked on the project for the past two years, resigns. This is a five-story poured-in-place concrete parking
garage in Poughkeepsie, NY.
The project is the first your office is doing with integrated project delivery. The team of engineers,
contractors, architects and subcontractors has been assembled since the inception of the project. The
project has been designed using BIM.
You are about three weeks from having to deliver the set for permit. You know that once the permit is pulled,
the project is going into high gear. You want the set to be in good shape to ensure a good project start for
the client and to be a best practice for the firm with this new project delivery method.
Soon after getting up to speed with the project team, you become aware that the foundation drainage
system that was selected for the perimeter of the garage is not adequate. There are opportunities for
waterproofing failures that will compromise the system. You have to go back to the drawing board on this
system and want to make minimal changes to the design in the process. It took you a week to identify this
issue, now you only have two weeks to solve it before the deadline.
Activity - Elective
Please reference the following sources:
Integrated Project Delivery: A Guide, by the American Institute of Architects.
Architectural Graphic Standards, 11th edition, by Andy Pressman. Hoboken, NJ: John Wiley & Sons, 2007.
2G
First, research foundation drainage systems to be used in this scenario. Select three alternatives that may
be effective in this application. Consider the following:
What criteria did you use to select the systems?
What are the project requirements that should be considered?
How might the constructor team be of use to you in evaluating products?
What information can you gather from product manufacturers and representatives? How will you
evaluate the information they share with you?
Second, write an outline specification for Division 07 Thermal and Moisture Protection for the one system
you selected as best for this project. Consider the following:
How is the approach to this problem different in Integrated Project Delivery than it would have
been if the project was Design-Bid-Build?
What advantages and disadvantages did you see in addressing the problem with the team?
How would you share lessons learned with your office to ensure that other teams dont run into the
same issues with future projects?
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2G

Develop One Section of an Outline Specification

*A maximum of 40 hours of core credit may be earned in this experience area.

Specifications Table of Contents Comparison

2013 | Emerging Professionals Companion

Material Selection & Specification

The American Institute of

Material Selection & Specification

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Project Manual Concept

The project manual, commonly referred to as specifications, is actually

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Relationship of Construction Documents

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Material And Product Research

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Material Selection & Specification

To evaluate the performance of various design alternatives, project-specific

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Evaluation And Selection Of Products And Materials

Each possible product is evaluated against the criteria established for it

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Material Selection & Specification

Reference standard specifications are published standard specifications

Beyond The Basics

As its title suggests, this narrative concentrates on a basic two-step

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Consider the following:

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Supplemental Experience for eight (8) Core IDP Hours

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Material Selection & Specification

Supplemental Experience for eight (8) Core IDP Hours

Consider the following:

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Material Selection & Specification

Supplemental Experience for eight (8) Core IDP Hours

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Material Selection & Specification

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