AIA Iowa
#A203
Door & Hardware Specifications –
The Architect's Perspective
Program
number
Robert A. Schoenleber
AIA, CDT, LEED AP
9/25/2014
Credit(s) earned on completion of
this course will be reported to AIA
CES for AIA members.
Certificates of Completion for both
AIA members and non-AIA
members are available upon
request.
This course is registered with AIA
CES for continuing professional
education. As such, it does not
include content that may be
deemed or construed to be an
approval or endorsement by the
AIA of any material of construction
or any method or manner of
handling, using, distributing, or
dealing in any material or product.
_______________________________________
____
Questions related to specific materials, methods,
and services will be addressed at the conclusion
of this presentation.
Copyright Materials
This presentation is protected by US and International Copyright laws.
Reproduction, distribution, display and use of the presentation without written
permission of the speaker is prohibited.
© The name of your company 2014
SAMPLE SLIDE
Course
Description
This course is designed to
review long standing
practices and bring ideas,
information and new
approaches on how to
specify doors and
hardware on architectural
projects….from an
architect’s perspective.
Learning
Objectives
At the end of the this course, participants will be able to:
1. Review and understand how UniFormat, MasterFormat, SectionFormat
and PageFormat are used for creating specifications as outlined by the
Construction Specifications Institute (CSI).
2. Review and understand the four methods of Specifying: Reference
Standard, Descriptive, Proprietary and Performance and benefits and
downfalls of how each is used.
3. Review and understand guidelines utilized by the Door Hardware Institute
(DHI) for creating Door Hardware Specifications and Schedules.
4. Explain industry changes affecting the way hardware specifications are
written and utilized. Review new tools for writing hardware specifications
and adding information to modeling software.
Robert A. Schoenleber, AIA, CDT, LEED AP BD+C
is a registered architect in Nebraska, South
Dakota, Colorado and Iowa. He graduated from
the College of Architecture at the University of
Nebraska with a Bachelor and Master of Science.
He has practiced as an architect in Lincoln, NE for
20+ years.
Bob is a past president of the Lincoln Chapter of
the American Institute of Architects and AIA
Nebraska. He has also taught Construction
Documentation at the University of Nebraska.
Currently he is a consultant with
ASSA ABLOY Door Security
Solutions and has been providing
assistance with Door and Hardware
information to architects in Nebraska
and Iowa for 6 years.
Clarity
CSI – Construction
Specifications
Institute
DHI – Door and
Hardware Institute
AIA – American
Institute of Architects
The purpose of today’s program is to look at the door and
hardware industry from the eyes of the architect.
What are “my” perceptions of the state of the industry as
an architect in the midst of it.
What does the industry do well and what can it do
better.
What are the tools and tricks to make doors and hardware
clearer.
CSI
DHI
AIA
1. Review and understand how UniFormat, MasterFormat,
SectionFormat and PageFormat are used for creating specifications
as outlined by the Construction Specifications Institute (CSI).
CSI – Construction Specifications Institute
UniFormat - Master Format – Section Format – Page Format
UniFormat is a uniform classification system for
organizing preliminary construction information into
a standard order or sequence on the basis of
systems and assemblies.
CSI – Construction Specifications Institute
UniFormat - Master Format – Section Format – Page Format
CSI – Construction Specifications Institute
UniFormat - Master Format – Section Format – Page Format
MasterFormat is an organizational structure providing
numbers and titles for the variety of subject matter
necessary for the construction, operation and
maintenance of a facility.
MasterFormat – two groups

Procurement and Contracting Requirements

Specifications
MasterFormat – Divisions (1-49)

Division 1

Division 8
CSI – Construction Specifications Institute
UniFormat - Master Format – Section Format – Page Format
MasterFormat – Division 8
080671 – Door Hardware Schedule
087100 – Door Hardware
CSI – Construction Specifications Institute
08 06 00 Schedules for Openings
08 06 10
Door Schedule
08 06 10.13 Door Type Schedule
08 06 10.16 Frame Type Schedule
08 06 40
Schedules for Entrances, Storefronts, Curtainwalls
08 06 41
Entrance Schedules
08 06 42
Storefront Schedules
08 06 50
Window Schedule
08 06 60
Skylight Schedule
08 06 70
Hardware Schedule
08 06 71
Door Hardware Schedule
08 06 80
Glazing Schedule
08 06 90
Louver and Vent Schedule
CSI – Construction Specifications Institute
UniFormat - Master Format – Section Format – Page Format
Part 1 – General
Section
Formatthe
- 3administrative,
Parts
Describes
procedural and temporary
requirements unique to the section. This is an extension of
Part 1 the subjects covered
Partin2Division 1 and amplifies
Part 3
information unique to the section.
General
Products
Execution
Part
2 – Products
Describes materials, products, equipment, systems or
assemblies required
for the project. Includes
manufactured
(Administrative)
(Materials/
(Field
materials and products
along with the quality
level
Fabrication)
Installation)
required.
Part 3 – Execution
Describes “on-site” actions and the method in which
products are to be incorporated into the project.
CSI – Construction Specifications Institute
UniFormat - Master Format – Section Format – Page Format
CSI – Construction Specifications Institute
Coordinating with Consultants
Why is CSI concerned with this?
“The prime A/E should assume responsibility for
overall coordination of the specifications.
Information regarding the type of project, contract,
specifications formats, general conditions, and
especially Division 01 requirements should be
made available to consultants prior to their
preparing any sections.”
From – CSI Construction Specifications Practice Guide, 2011
CSI – Substitution Requests
“Whenever a product is specified by using a
proprietary name or the name of a particular
manufacturer or vendor, the specific item mentioned
shall be understood as establishing type, function,
dimension, appearance and quality desired. Other
manufacturers’ products might be accepted, provided
sufficient information is submitted to allow the A/E to
determine that the products proposed are equivalent
to those named.” Substitution requests must be in
writing from the bidder. Requests from manufacturers
or suppliers will not be considered.
From – CSI Construction Specifications Practice Guide, 2011
SUBSTITUTION REQUESTS
Why accept the manufacturers’ claims
that his product is equal because it is
on their letterhead?
 Require all substitution requests be sent
to the project architect on CSI Pre-Bid
substitution request forms.
Requirements:
 BHMA Certification for Grade 1
 Comparison of manufacturing materials
 Manufacture Publicly listed Warranty
 Equivalence in Aesthetics:
(Lever Design, Color, Material, Full Cover)
 Equivalence of function
 Product Cutsheets of specified and
requested products
SUBSTITUTION REQUESTS
How to determine product equality:
 Request your local specification
consultant what are the differences
between the manufactures.
 Request independent lab testing results.
 Look to your counterparts, call other
school districts using the product or other
architects if they have had success with
the product
 Is this product adequately represented
and how long?
Request Physical Samples
2. Review and understand the four methods of Specifying:
Reference Standard, Descriptive, Proprietary and Performance
and benefits and downfalls of how each is used.
CSI – Construction Specifications Institute
4 - Methods of Specifying
Descriptive
Detailed description of the characteristics, physical
properties and workmanship required for the installation
of a product.
Performance
Specifies the required results, the criteria by which the
Provide
door hardware
performance
will be judged and the method by which it
will be verified.
that works!!!!
Reference Standard
Specifies products or processes by established
standards.
Proprietary
Specifies actual brand names, model numbers, etc.
CSI – Construction Specifications Institute
The Four “C”s
Clear
Use correct grammar and avoid ambiguity
Concise
Eliminate unnecessary words, but not at the expense of
clarity, correctness, or completeness
Correct
Present ideas and explanations accurately and precisely
Complete
Do not leave out anything that is important
3. Review and understand guidelines utilized by the Door Hardware
Institute (DHI) for creating Door Hardware Specifications and
Schedules.
DHI – Door and Hardware Institute
DHI – Door and Hardware Institute
Hanging Device
Securing Device
Controlling Device
Protection
Trim
Hang, Lock, Control, Protect
and Trim
Hardware sets such as the one shown above allow the
architect to make last minute changes with confidence.
If the hardware sets are too detailed, last minute
changes (such as changing opening size) become
much more tedious and difficult.
Remember, the hardware sets included in a
specification are not intended to be used as detailed
hardware headings that the finish hardware distributor
will be creating during the submittal process.
Instead, they are intended to be used by the contractor
to determine the amount of labor needed to install the
doors and hardware on a project.
They are also used to show hardware suppliers which
openings are to receive which hardware products.
Reprinted with permission from Door and Hardware Institute
If you have followed the recommendations
for PART 2 as described, hardware sets
could look something like this:
Set 1
Hinges
Mortise Lock
Closer
Kick Plate
Stop
As Specified
Storeroom Function
As Specified
As Specified
As Specified
Hardware Schedule Example
So instead of this:
Set 1
Hinges
As Specified
You may want to try something like this:
Set 1 (7’0” Door, Std. Wt. BB Hinges)
3 Ea Hinges
Ht. per width of door
32D
Set 2 (8’0” Door, Std. Wt. BB Hinges)
4 Ea Hinges
Ht. per width of door
32D
B. Continuous Geared Hinges: ANSI/BHMA A156.26 certified continuous geared hinge
with minimum 0.120-inch thick extruded 6060 T6 aluminum alloy hinge leaves and a
minimum overall width of 4 inches. Hinges are non-handed, reversible and fabricated
to template screw locations. Provide concealed flush mount (with or without inset), full
surface, or half surface, in standard and heavy duty models, as specified in the
Hardware Sets. Concealed continuous hinges to be U.L. listed for use on up to and
including 90 minute rated door installations and U.L. listed for windstorm components
where applicable. Factory cut hinges for door size and provide with removable service
power transfer panel where indicated at electrified openings.
B. Continuous Geared Hinges: Provide continuous geared hinges certified to
comply with the requirements of ANSI/BHMA A156.26 and as specified
below:
1. Provide hinges that are non-handed, reversible and fabricated to
template screw locations.
2. Provide flush mount heavy duty hinges.
3. Provide preparation for removable power transfer panel where
indicated.
4. Provide for required U.L. listing for rated openings.
Products
Lock #1
Products
Lock #2
Products
Lock #3
SAMPLE No. 1
Approved Products
Mfr. #1
Mfr. #2
Mfr. #3
SAMPLE No. 2
SAMPLE No. 3
SAMPLE No. 4
2.04 LOCKS AND LATCHES
A. Provide door hardware as indicated in Schedule at end of section.
B. Locks: Provide a lock for every door, unless specifically indicated as
not required locking.
1.
Hardware Sets indicate locking functions required for each door.
2.
If no hardware set is indicated for a swinging door, provide and
office lockset.
3.
Trim: Provide lever handle or pull trim on outside of all locks
unless specifically stated to have no outside trim.
4.
Lock Cylinders: Provide key access on outside of all locks unless
specifically stated to have no locking or outside trim.
SAMPLE No. 4
2.05 CYLINDRICAL LOCKSETS
A.
Cylindrical Locksets: See hardware schedule at the end of this section.
B. Locking Functions: As defined in BHMA A156.2 and as follows below:
1. Cylindrical Locksets, Grade 2 (Extra-Heavy Duty): ANSI 156.2 Series 4000,
Grade 1 certified cylindrical (bored) locksets able to withstand 3000 inch pounds
of torque applied to the locked lever without gaining access. Locksets to fit a
standard 2 1/8” bore without the use of through-bolts. Lever handles to be made
of solid material with no plastic fillers and latch-bolt head to be one-piece
stainless steel construction encased within the lock body. Furnish with standard
2 ¾” backset, ½” throw latch-bolt (3/4” at rated paired openings), and universal
non-handed. Lock trim design as indicated in hardware schedule below.
2.06 MORTISE LOCKSETS
A.
Mortise Locksets: See hardware schedule at the end of this section.
B. Locking Functions: As defined in BHMA A156.13 and as follows:
2.07 FLUSHBOLTS
ANSI/BHMA Standard
ANSI/BHMA Standard
ANSI/BHMA Standard A156.13 Mortise
Locks & Latches (Series 1000)
Impact Testing
Mortise
Latch and/or
Deadbolt
Impact Test
Grade 1
Grade 2
Grade 3
Grade 2
plus
2 Blows of
150 ft-lb
(200J)
Grade 3
plus
2 Blows
of 120 ftlb (160J)
2 Impacts
of 60 ft-lb
(80J) & 2
Blows of 90
ft-lb (120J)
1 lb
1 ft
1 Pound falling a distance 1 Foot = 1 ft-lb
ANSI/BHMA Impact Testing
Above and Beyond Testing
• ANSI/BHMA is the standard used by Most
Manufacturers,
• Some manufacturers test to the ASTM Impact
Standards
ASTM F1577 - 05 Standard Test Methods for Detention Locks for Swinging Doors
• ASTM F1577 Level 1 Impact Test requires 600
Blows in 60 min with a force of 200 lbf-ft (271.2 J)
• ASTM F1577 Level 3 Impact Test requires 200
Blows in 20 min with a force of 200 lbf-ft (271.2 J)
• Here is the comparison again
• ANSI/BHMA Grade 1 requires 2 Blows with a force
of 150 lbf-ft (200J) including Grade 2 & 3
Requirements
166.5 Pounds swung into the
Door with a force of 200 ft lbs
600 Blows in 60 minutes
1 Blow every 6 seconds
The Striking
Surface must be
C1010-C1020
Steel with a
surface area of 4
inches squared
Sample specification language
1. Mortise Locks and Latches: BHMA
Certified Grade 1, Series 1000.
2. Certified to meet or exceed ASTM
F1577-95b paragraph 6.2 Level 1
Impact testing for doors with Deadbolt.
3. Must have 3rd party certification of
testing to 3,000,000 cycles.
Prior to the Door Hardware Schedule, you should always include a note similar
to the one below:
DOOR HARDWARE SCHEDULE
A. The hardware set represents the design intent
and direction of the owner and architect. They are a
guideline only and should not be considered a detailed
hardware schedule. Discrepancies, conflicting hardware
and missing items should be brought to the attention of
the architect with corrections made prior to the bidding
process. Omitted items not included in a hardware set
should be scheduled with the appropriate additional
hardware required for proper application and
functionality.
Architect’s Notes
4. Explain industry changes affecting the way hardware
specifications are written and utilized. Review new tools for writing
hardware specifications and adding information to modeling
software.
So what should a opening consultant using current
tools be able to provide?
They should be able to assist with
adding “information parameters”
to your Revit models.
Door Information
Frame Information
Costing Information
So what should a opening consultant using current
tools be able to provide?
They should
be able to
provide door
and frame
families for
your use in
Revit models
These should
include all the
information from the
previous slide.
(Cost, Type, Frame,
Etc.) but also
provide visual clues
as to what is being
provided.
They should be able to assist you with incorporating this
information into the Revit models and provide you access
to cut sheets regarding door, frame and hardware product
selections without searching.
So what should a opening consultant using current
tools be able to provide?
They should
provide you with
the means to go
“Paperless”
In 3-D
Or Plan View
So what should a opening consultant using current
tools be able to provide?
What about a numbering system to make finding
sets within your project easier to find?
There are a lot of examples for this and it usually
quite different firm by firm but the set numbering
system should allow you to:
-keep your exterior door sets first
-allow you to identify electrified openings
-allow you to sort by lock function, door
type, etc.
So what should a opening consultant using current
tools be able to provide?
So what should a opening consultant using current
tools be able to provide?
A. BHMA A156.1 - American National Standard for Butts and Hinges; Builders Hardware
Manufacturers Association, Inc.; 2006 (ANSI/BHMA A156.1).
B. BHMA A156.2 - American National Standard for Bored and Preassembled Locks & Latches;
Builders Hardware Manufacturers Association; 2011 (ANSI/BHMA A156.2).
C. BHMA A156.3 - American National Standard for Exit Devices; Builders Hardware Manufacturers
Association; 2008 (ANSI/BHMA A156.3).
D. BHMA A156.4 - American National Standard for Door Controls - Closers; Builders Hardware
Manufacturers Association, Inc.; 2008 (ANSI/BHMA A156.4).
E. BHMA A156.5 - Cylinders and Input Devices for Locks; Builders Hardware Manufacturers
Association; 2010 (ANSI/BHMA A156.5).
F. BHMA A156.6 - American National Standard for Architectural Door Trim; Builders Hardware
Manufacturers Association; 2010 (ANSI/BHMA A156.6).
G. BHMA A156.7 - American National Standard for Template Hinge Dimensions; Builders Hardware
Manufacturers Association; 2003 (ANSI/BHMA A156.7).
H. BHMA A156.8 - American National Standard for Door Controls - Overhead Stops and Holders;
Builders Hardware Manufacturers Association, Inc.; 2010 (ANSI/BHMA A156.8).
I. BHMA A156.12 - American National Standard for Interconnected Locks; Builders Hardware
Manufacturers Association; 2005 (ANSI/BHMA A156.12).
J. BHMA A156.13 - American National Standard for Mortise Locks & Latches Series 1000; Builders
Hardware Manufacturers Association; 2012 (ANSI/BHMA A156.13).
K. BHMA A156.15 - American National Standard for Release Devices - Closer Holder,
Electromagnetic and Electromechanical; Builders Hardware Manufacturers Association; 2011
(ANSI/BHMA A156.15).
L. BHMA A156.16 - American National Standard for Auxiliary Hardware; Builders Hardware
Manufacturers Association; 2008 (ANSI/BHMA A156.16).
M. BHMA A156.18 - American National Standard for Materials and Finishes; Builders Hardware
Manufacturers Association, Inc.; 2012 (ANSI/BHMA A156.18).
So what should a opening consultant using current
tools be able to provide?
They should be able to provide you with tools such as an “Egress
Calculator” to assist with generating exiting information for the AHJ.
So what should a opening consultant using current
Finally, they
tools be able to provide?
should provide
editable
specification
documents
indicating
changes made
for your review
and comment.
Don’t forget other services available from
consultants
When choices are available, use
consultants with Credentials
CSI
CDT
CCS
CCCA
CCPR
AIA
AIA
FAIA
DHI
AHC
CDC
EHC
AOC
We need more architects aware and able to work
with these critical portions of the projects.
CSI
CDT
CCS
CCCA
CCPR
AIA
DHI
AHC
CDC
EHC
AOC
AIA - American Institute of Architects
As always, the AIA is the glue that holds all of these associations,
manufacturers, spec writers, etc. accountable for what they promote for use
in the industry.
As Architects, our role is to continue to encourage the use of qualified
consultants to prepare schedules and specifications, as well as consult on
alternative solutions. Credentials offered by AIA, CSI, DHI, LEED and other
organizations earned and offered by consultants will only increase the
architect’s ability to assist our clients and provide clear, concise, correct and
complete specifications.
This concludes The American Institute of Architects
Continuing Education Systems Course
AIA Iowa
Robert A. Schoenleber, AIA, CDT, LEED AP
402 430-2384
rschoenleber@assaabloydss.com