Submittal package review

Purpose

Determine whether a submittal contains the required evidence and conforms to the project requirements before approval.

Scope

Construction material, equipment, product-data, sample, and shop-drawing submittals. Excluded: engineering design certification, approval communication, and physical inspection.

Data basis

• Submittal package, specification section, drawings, addenda, project requirements, and submittal register.
• The fixed records, tables, or folders in the skill scope that hold the relevant history or schema.

Result

A review memorandum, deviation sheet, and register update with status recommendation, citations, and unresolved evidence gaps.

Quality criteria

• Every requirement is marked met, unmet, unclear, or not applicable.
• Every deviation cites the submittal page and the governing requirement.
• The recommendation is one of approved, approved with comments, revise and resubmit, or rejected.
• The review distinguishes missing evidence from technical nonconformance.
• The register row matches the review memorandum.

Instructions

Start with the requirements applicable to the submitted scope, including referenced standards and required certifications. Compare dimensions, materials, ratings, interfaces, finishes, and installation constraints exactly where stated. Do not invent acceptance criteria. Record conflicts between drawings and specifications as separate issues. Treat an absent required document as a finding, not as compliance.

Adapt before use

Keep the source trail close to every conclusion and preserve the difference between a source fact, a calculated value, an assumption, and a recommendation. Use stable identifiers across the document and sheet so a reviewer can move from a summary statement to the underlying row and source. Prefer a complete, transparent partial result over a confident answer built on missing evidence.

• Add the project specification, drawing index, and review status vocabulary.
• Define which roles may make technical approval recommendations.
• Set the citation convention for drawing sheets, details, and specification clauses.
• Add project-specific turnaround or escalation rules.