Domain 1: Planning, Development, and Organization (12%) |
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1.1 Identify project delivery method and contract type |
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1.2 Evaluate scope of project to identify anticipated specification sections |
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1.3 Coordinate project specifications production with the overall project schedule |
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1.4 Develop a plan to collect and maintain data for materials, products, and systems being considered for the project |
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1.5 Establish protocol and chain of responsibility for managing project files |
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1.6 Develop and maintain the office guide specifications |
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Domain 2: Coordination (15%) |
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2.1 Collect, track, and coordinate specification information |
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2.2 Coordinate architect/engineer (A/E) teams' proposed project requirements |
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2.3 Implement selected products and systems into product documentation in alignment with product requirements |
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2.4 Coordinate specification information with project team |
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2.5 Evaluate the compatibility of products and materials |
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2.6 Coordinate specifications across project team disciplines |
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2.7 Coordinate specifications for consistency with design documents |
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2.8 Coordinate with project to specify alternates, unit pricing, and allowances |
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Domain 3: Procurement, Contracting, and General Requirements (18%) |
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3.1 Edit specifications to align with owner procurement and contract requirements |
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3.2 Coordinate Division 01 - General Requirements with all other specifications |
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3.3 Edit Division 01 specifications based on project-specific general requirements |
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3.4 Specify the project measurement and payment procedures |
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3.5 Specify substitution requirements and procedures |
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3.6 Specify submittal requirements and procedures |
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3.7 Specify RFI requirements and procedures |
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3.8 Specify delegated design requirements (e.g., application, scope, process) and their related deferred submittal procedures |
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Domain 4: Research (14%) |
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4.1 Conduct research on materials and assemblies for selection by design team and inclusion into specifications |
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4.2 Research and confirm applicable codes and regulatory requirements |
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4.3 Research suitability of proposed products for project conditions |
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4.4 Consult with product representatives to determine product suitability for project conditions |
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4.5 Research industry standards as relevant to project conditions |
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Domain 5: Analysis and Evaluation (16%) |
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5.1 Evaluate the acceptability of substitution request submittal |
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5.2 Align the specifications to project delivery method and schedule |
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5.3 Evaluate systems, assemblies, and materials being proposed for the project |
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5.4 Verify that systems, assemblies, and materials meet or exceed project requirements |
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5.5 Analyze drawings for systems, assemblies, materials, and potential constructability or quality issues |
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5.6 Evaluate systems, assemblies, and materials for compliance with code and regulatory requirements |
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5.7 Evaluate systems, assemblies, and materials for constructability and sequencing |
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5.8 Evaluate and select products for compliance with design intent (e.g., value, quality, aesthetics) |
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5.9 Obtain and evaluate applicable standards and information from technical and trade organizations (e.g., ASTM, AWWA) |
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5.10 Verify that reference standards retained in project specifications are current and applicable to project |
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5.11 Evaluate and incorporate results of value engineering decisions as applicable |
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5.12 Verify proposed construction meets the manufacturer's warranty requirements |
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5.13 Understand Basis of Design and evaluate salient requirements of Basis of Design products to allow for comparison of equivalent products |
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Domain 6: Production (25%) |
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6.1 Develop project outline specifications |
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6.2 Develop project manual |
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6.3 Expand preliminary and schematic design narratives into final specifications format (e.g., Uniformat® to MasterFormat®) |
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6.4 Determine the appropriate style of specification (i.e., descriptive, reference standard, proprietary, performance) for each material, fabrication, product, and system |
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6.5 Compile Available Project Information (e.g., geotechnical reports, existing drawings, etc.) into the project manual |
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6.6 Coordinate specification requirements with graphical information, annotation, and schedules on drawings |
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6.7 Finalize procurement and contracting requirements in the project manual |
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6.8 Document required submittals and submittal types to ensure quality installation and adequate project documentation (i.e., record documents) |
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6.9 Specify product materials, finishes, fabrication, preparation, installation, field quality control, and protection requirements when applicable |
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6.10 Review, coordinate, and comment on specification sections written by other parties |
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6.11 Prepare and edit specifications sections based on project specific information |
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6.12 Organize project manual according to CSI formats (i.e., SectionFormat®, MasterFormat®) |
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6.13 Compile and check project manual for publication and distribution |
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6.14 Modify project manual as required to document revisions |
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6.15 Archive files for record (e.g., submissions, addenda, revisions, and record documents) |
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6.16 Document salient requirements of Basis of Design products to allow for equivalent products |