Turn MasterFormat, UniFormat, and OmniClass into a Living, Edition-Aligned
Lifecycle Backbone
Replace static handover binders with an edition-aligned system that carries scope, numbers, titles, and classifications cleanly from planning through operations—so you cut RFIs and change orders, speed commissioning, and get asset data your CMMS can actually use.
For Owners & Facility Managers
Our Platform
For owners and FM teams measured on uptime, safety, and total cost of ownership, CSI Dynamic Standards is the subscription that turns CSIs classifications into practical, project-ready workflows. Use UniFormat for early planning and capital budgeting, map forward to MasterFormat as design matures, and tag assets in OmniClass so turnover packages drop cleanly into your CMMS—without brittle spreadsheets or stale PDFs.
You Are The Guardian of
Building Performance
Your job is continuity: from Owner's Project Requirements (OPR) to day-two maintenance. You need deliverables that stay consistent across architects, contractors, and vendors—and data that survives the handoff into real operations.
The problem: Inconsistent editions, homegrown numbering systems, and unstructured turnover create gaps—missed warranties, change orders, and asset data your systems can't ingest.
One trusted taxonomy, kept current and consistent.
Work from a consensus-governed source for MF/UF/OC—with access to current and historical editions—so standards in your front-end, guides, and turnover packages stay aligned without manual rework.
Decisions that carry forward without friction.
Start OPR/capital planning in UniFormat, then use governed crosswalks to surface the corresponding MasterFormat sections as projects move into CDs—preserving alternates and allowances logic.
Quality control that reduces COs.
Run pre-issue checks (via integrations through enterprise solutions) to catch missing sections, obsolete numbers, keynote-to-TOC conflicts, and Division 01 mismatches before they land in bids or construction.
Coordination that spans the full lifecycle.
Use OmniClass to tag equipment, spaces, and systems so asset lists, submittals, and O&M binders import cleanly into CMMS (e.g., Maximo, Archibus) and support benchmarking across your portfolio.
A clear record and a clear return.
Edition-aware snapshots preserve milestone context, simplify audits, and speed renovations. One avoided re-bid or CO can cover months of per-seat cost.
What You'll Be Able
To Do
every phase verifiably consistent.
Program & Plan — UniFormat = decisions with momentum
Define OPR and elemental budgets in UniFormat; filter by building type to generate a first-pass TOC, assign accountable parties, and export to your contract templates
Design & Document — MasterFormat = precision on demand
Verify the MasterFormat section list against your owner standards; apply SectionFormat/PageFormat discipline and ensure Part 1/Division 01 taxonomy aligns with AIA A201 and your front-end
Construction Documents — Where errors get expensive
Pre-bid validation surfaces missing sections, obsolete numbers, and keynote/TOC conflicts; keep BIM/CAD keynotes synced to current MasterFormat lists through checks or connected workflows
Procurement — Clean, comparable, fair
Treat the TOC as a living checklist; share deep links so proposals line up section-by-section. Maintain continuity from UniFormat allowances to MasterFormat packages for apples-to-apples bids
Commissioning & Handover — Ready for CMMS
Deliver an asset register with MasterFormat and OmniClass tags, serials, and warranty terms; export in formats your CMMS ingests so day-two maintenance starts on day one
Operations & Capital Planning — Portfolio intelligence
Search past projects by standard categories, compare like-for-like systems, and plan replacements with confidence
Common Questions
We have the PDF (or used the legacy web lookup).
Earlier single-user PDFs were sold and the old web lookup existed, but neither provides crosswalks, pre-issue validation, tool integrations, or edition/milestone context. The value is preventing errors before they cost you—capabilities a static file or legacy lookup can't deliver.
We leave standards to the A/E/C team.
You still own the outcome. Providing access and structure ensures you receive usable, compliant turnover—every time.
Projects use different editions.
Edition-aware data preserves exactly which version applied at each milestone—no ambiguity during claims, audits, or renovations.
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