CSI CDT study materials
CSI CDT study resources

CSI CDT key terms

CSI CDT · Get comfortable with the vocabulary.

Construction Document (CD) Set

The coordinated package of drawings and specifications, issued at a defined completion stage, that conveys the design intent and contractual requirements needed to bid, permit, and build the project.

Related: Design Intent, Specification, Drawing Index
Design Intent

The designer's documented performance, quality, and appearance objectives for the work, which contractors must satisfy even when means and methods remain their responsibility.

Related: Performance Specification, Prescriptive Specification
Drawing Index

A sheet-by-sheet listing, usually placed early in the set, that names each drawing number, title, and revision status so users can confirm they hold a complete set.

Related: Sheet Numbering, Revision Cloud
Sheet Numbering

The discipline-prefixed numbering convention (for example A-101, S-201, M-301) that orders drawings by trade and sequence and supports cross-referencing from specifications.

Related: Drawing Index, Cross-Reference
Revision Cloud

A scalloped graphic marking changed areas of a drawing, paired with a revision number or symbol and a dated revision block entry to track modifications after issue.

Related: Addendum, As-Built Drawing
Addendum

A written or graphic modification issued before bid opening that clarifies, corrects, or changes the bidding documents; bidders must acknowledge each addendum in their proposal.

Related: Bulletin, Revision Cloud, Request for Information
Bulletin

A post-award written directive, often called an architect's supplemental instruction, that clarifies or changes the work without immediately adjusting contract price or time.

Related: Addendum, Change Order, Request for Information
Change Order

A written instrument signed by owner and contractor that modifies the contract sum, contract time, or scope after award, typically priced from unit rates or negotiated markup.

Related: Bulletin, Construction Change Directive, Unit Price
Construction Change Directive

A written owner-directed instruction to proceed with a change before price and time are agreed, later converted into a change order once costs are settled.

Related: Change Order, Bulletin
Request for Information (RFI)

A formal written question from the contractor seeking clarification of ambiguous or missing information, tracked with a log and answered by the design team as a contract document.

Related: Addendum, Bulletin, Submittal
Submittal

Product data, shop drawings, samples, or mockups the contractor transmits for review to show how proposed materials and assemblies conform to the specified requirements.

Related: Shop Drawing, Submittal Register, Review Stamp
Shop Drawing

A contractor-prepared detail drawing showing fabrication, dimensions, and installation of a component, reviewed by the designer for conformance with design concept and information.

Related: Submittal, Review Stamp
Submittal Register

A schedule listing every required submittal, its specification section reference, required lead time, review period, and current status, used to track the approval workflow.

Related: Submittal, Review Stamp
Review Stamp

The designer's marked action on a returned submittal, such as approved, approved as noted, revise and resubmit, or rejected, which defines whether work may proceed.

Related: Submittal, Shop Drawing
As-Built Drawing

A marked-up record maintained by the contractor showing actual installed conditions, dimensions, and routing, later used to prepare record documents for the owner.

Related: Record Drawing, Revision Cloud
Record Drawing

The final drawing set, often sealed, that transfers as-built information to the owner as a deliverable for operations, maintenance, and future modifications.

Related: As-Built Drawing
Specification

The written portion of the contract documents describing products, execution, quality assurance, and administrative requirements for each work section, complementing the drawings.

Related: MasterFormat, Part 1 General, Prescriptive Specification
MasterFormat

The CSI-developed numbering system organizing construction work into divisions and sections by facility element or trade, providing the standard structure for specifications and cost data.

Related: Section Number, Specification, Division 01
Section Number

A six-digit identifier assigned under MasterFormat, where the first two digits give the division and the remaining pairs subdivide scope into a specific work section.

Related: MasterFormat, SectionFormat
SectionFormat

The CSI-recommended three-part organization of specification sections: Part 1 General, Part 2 Products, and Part 3 Execution, applied consistently across all sections.

Related: Part 1 General, Part 2 Products, Part 3 Execution
Part 1 General

The section part covering administrative and procedural requirements such as submittals, quality assurance, delivery, storage, and references to other sections.

Related: SectionFormat, Submittal, Part 3 Execution
Part 2 Products

The section part naming acceptable materials, manufacturers, components, and fabrication tolerances, often through proprietary, descriptive, performance, or reference standards.

Related: SectionFormat, Proprietary Specification, Basis-of-Design
Part 3 Execution

The section part describing field installation, application, preparation, tolerances, and finishing, telling the contractor how the specified products must be put in place.

Related: SectionFormat, Part 1 General
Division 01

The General Requirements division containing administrative and procedural sections such as submittals, substitutions, quality control, and temporary facilities that govern all other work.

Related: MasterFormat, Substitution Request
Prescriptive Specification

A specification that states the exact products, materials, or methods required, leaving the contractor little discretion and placing responsibility for performance on the designer.

Related: Performance Specification, Proprietary Specification, Design Intent
Performance Specification

A specification stating required results such as strength, capacity, or durability, allowing the contractor to select products and methods that meet those measurable criteria.

Related: Prescriptive Specification, Design Intent
Proprietary Specification

A specification naming a specific manufacturer or product, usually with an or-equal clause, used when a particular item is essential to function, appearance, or maintenance.

Related: Or-Equal Clause, Basis-of-Design
Or-Equal Clause

Language permitting substitution of an unnamed product judged equivalent to the named one, setting the standard against which alternate offers are evaluated by the designer.

Related: Proprietary Specification, Substitution Request
Substitution Request

A formal contractor request to use a product other than the specified one, submitted with supporting data and evaluated against the specified item's performance and quality.

Related: Or-Equal Clause, Division 01
Basis-of-Design

The named product or system used to establish the required performance, dimensions, and quality benchmark against which proposed substitutions are compared.

Related: Proprietary Specification, Or-Equal Clause
Reference Standard

A published industry or government standard, such as ASTM or ANSI, cited in a specification to define test methods, material properties, or installation quality.

Related: Part 2 Products, Specification
Product Data Sheet

Manufacturer-published literature describing a product's composition, physical properties, limitations, and installation requirements, commonly submitted for design review.

Related: Submittal, Technical Evaluation
Technical Evaluation

The designer's comparison of candidate products against specification criteria, standards, and project conditions before accepting, rejecting, or requesting additional information.

Related: Product Data Sheet, Substitution Request
Sustainability Documentation

Declarations, certifications, and reports such as environmental product declarations or recycled-content statements that verify a product's environmental attributes claimed in the specification.

Related: Product Data Sheet, Reference Standard
Mockup

A full-size physical sample of an assembly built on site or in a factory to establish workmanship quality and appearance standards before general installation begins.

Related: Submittal, Part 3 Execution
Bid Form

The document on which contractors enter prices for each scope item, alternates, and unit rates, forming the basis for award and later contract execution.

Related: Unit Price, Alternate
Alternate

A defined change in scope, material, or method priced separately in the bid so the owner can accept or reject it without rebidding the base work.

Related: Bid Form, Unit Price
Unit Price

A stated cost per unit of measurement for a work item, used to value added or deleted quantities and to price changes when scope is uncertain.

Related: Bid Form, Change Order
Preconstruction Conference

A meeting held after award and before mobilization where owner, designer, and contractor confirm schedules, submittal procedures, communication lines, and administrative responsibilities.

Related: Submittal Register, Request for Information
Contract Documents

The complete legal set comprising agreement, conditions, drawings, specifications, addenda, and modifications that together define the parties' rights and obligations.

Related: Specification, Change Order