Complete CDT Construction Specifications Institute Materials

Comprehensive and Detailed Explanation From Exact Extract (CSI-based)

CSI’s guidance on project record documents distinguishes between several types:

Record drawings – show what was actually installed (dimensions, locations, configurations).

Record specifications/project manual – the written requirements for the work, as issued and modified.

Record submittals – approved shop drawings, product data, and samples documenting the actual products and systems installed, including manufacturer names, model numbers, finishes, and installation instructions.

For replacement of a specific product, such as a broken insulated glazing unit, CSI instruction is that the most precise source is record submittals (Option D). These typically contain:

The exact manufacturer selected.

Product line, model number, glass type, coatings, spacers, gas fill, etc.

Any special fabrication notes or custom sizes.

Contact information or catalog data to facilitate reordering.

This is exactly the information a facility manager needs to “determine where and how to order” the replacement unit. That is why CSI emphasizes maintaining record submittals as part of the owner’s permanent facility information.

Why the other options are less appropriate:

A. Record drawingsRecord drawings (sometimes called “as-built” drawings) can provide size and location of the glazing unit, and possibly indicate type (e.g., “insulated glazing unit”). However, drawings rarely show the precise product manufacturer and model; at best, they reference detail markers or generic notes. They are helpful for field measurement and coordination, but not ideal for identifying the exact product to order.

B. Manufacturer’s representativeA manufacturer’s rep can help once you know the manufacturer and product, but first you need to identify which manufacturer and model were actually installed. Without the record submittals or similar documentation, the rep would be guessing. CSI places the identification of the installed product squarely in the realm of record submittals.

C. Project manualThe project manual (including the specifications) usually lists acceptable manufacturers and products, or performance requirements, but it does not necessarily tell you which one was actually used. If multiple manufacturers or options were permitted, the project manual alone cannot identify the exact unit to reorder.

Thus, under CSI’s treatment of project record documents and facility information, record submittals (Option D) are the best and most appropriate source for ordering an exact replacement product.

CSI reference concepts:

CSI Project Delivery Practice Guide – sections on “Project Closeout” and “Record Documents,” explaining the distinct roles of record drawings and record submittals.

CSI CDT Study Materials – topics describing record submittals as the owner’s record of actual installed products, used for maintenance and replacement.

Comprehensive and Detailed Explanation From Exact Extract (CSI-based)

CSI describes post-occupancy evaluation (POE) as a review of how the completed facility is performing for its users and operations staff, compared to the Owner’s Project Requirements (OPR). For the evaluation to be meaningful:

The facility must have been occupied long enough for systems and spaces to be used under normal operating conditions.

It should happen early enough that findings can inform warranty corrections, adjustments, and future projects.

CSI’s practice guidance indicates that POEs are typically performed several months after initial occupancy, often in the range of three to six months, when occupants have adjusted to the building and operational patterns are established but the project is still within the correction/warranty period. That aligns with Option B.

Why the others are less suitable:

A. At the end of the correction period and C. Just before the end of the warranty period – these are usually around one year; waiting this long reduces the time available to act on findings while warranties are in force.

D. One year after substantial completion – also generally coincides with warranty expiration; by then, significant issues may have already affected operations without being captured early.

Relevant CSI references:

CSI Project Delivery Practice Guide – sections on facility management, occupancy, and post-occupancy evaluation.

CSI CDT Body of Knowledge – material on owner and facility manager activities during occupancy.

In CSI’s procurement framework, the bidding documents (especially the Instructions to Bidders and the Bid Form) specify the time period during which a bid must remain open and may not be withdrawn.

CSI emphasizes:

The bid is an offer by the bidder, and the bidding documents define how long that offer is to remain valid.

This period is stated in the bidding requirements, and bidders acknowledge it by signing and submitting the bid form.

Common durations (e.g., 30, 60, or 90 days) are project-specific and are not fixed universally by CSI or any trade association.

Therefore, a bidder is required to honor their bid for no less than the time period that is explicitly stated and acknowledged on the bid form and in the bidding requirements, which corresponds to Option A.

Why the other options are incorrect:

B. Thirty days for private projects and indefinitely for public projectsCSI does not set such a rule. Both public and private owners typically state a specific time limit in the bidding documents. Public contracts often have statutory or policy-based periods, but never “indefinitely.”

C. Requirements set by the Associated General Contractors of AmericaAGC publishes standard forms and guidance, but the binding requirement for bid validity comes from the owner’s bidding documents, not from AGC’s generic recommendations.

D. As established by the contract for constructionAt the time of bidding, there is no executed construction contract yet. The bid validity period must be set before the contract is formed, in the bidding documents themselves. The construction contract applies only after the bid is accepted.

Key CSI Reference Titles (no links):

CSI Project Delivery Practice Guide – Procurement Phase, “Instructions to Bidders” and “Bid Form.”

CSI Construction Specifications Practice Guide – Bidding requirements and bid validity.

CDT Body of Knowledge – “Bidding and Negotiation; Contractor Selection.”

CSI’s treatment of sustainability—as reflected in CDT materials and related practice guides—aligns with widely recognized sustainability concepts: construction and building standards should protect human health, the environment, and the welfare of the broader community (public).

Sustainability-related texts (including green building rating systems, green product standards, and sustainability sections in specifications) consistently emphasize:

Protection of human (occupant/public) health and safety,

Protection and enhancement of environmental quality,

Responsible use of resources and reduction of negative impacts over the facility life cycle.

Within that framework, standards for sustainable facilities and products are not primarily written around the preferences of a particular project team (like architect, contractor, or owner team). Instead, they are driven by the broader need to safeguard public and private users’ health and environmental health.

Thus, among the options provided:

C. Public, private, and environmental health is the only choice that reflects that sustainability standards focus on health and welfare of people and the environment, which is consistent with CSI’s project-delivery and specification guidance.

Why the other options are not correct in CSI context:

A. Architect, supplier, and contractorThese are project participants, not the underlying “needs” that sustainability standards are written to protect. Sustainable standards may affect their work, but the ultimate emphasis is on health, safety, and environmental impact, not on the interests of these parties themselves.

B. Owner, stakeholders, and participantsWhile owners and stakeholders are important in defining project requirements and may have sustainability goals, the standards themselves focus on performance outcomes like reduced environmental impacts and improved health and safety, rather than simply serving stakeholders’ preferences.

D. Owner team, contractor team, and design teamAgain, these are roles on the project. Sustainable standards are not framed around serving these teams’ “needs,” but around protecting people and the environment and achieving long-term performance.

In CSI-aligned specification practice, sustainability-related requirements are often placed in:

Division 01 sections (e.g., “Sustainable Design Requirements,” “Environmental Requirements”), and

Appropriate technical sections (Part 1 – general, Part 2 – products, Part 3 – execution),

and are tied to environmental and health outcomes, aligning with Option C.

Relevant CSI references (no URLs):

CSI Project Delivery Practice Guide – Sustainability and life-cycle considerations in project delivery.

CSI Construction Specifications Practice Guide – Guidance on specifying sustainable requirements and environmental performance.

CSI CDT Body of Knowledge – Sustainability and environmental considerations in construction documentation.