Submittal Checklist
Submittal Checklist
Quick Summary
A submittal checklist helps contractors organize and submit required project documents before materials are ordered or installed. A complete submittal package reduces approval delays, avoids rework, and helps keep the project schedule on track. This checklist is useful for project managers, estimators, office staff, foremen, and subcontractors responsible for project documentation.
When to Use This Checklist
- Before ordering project materials.
- At project startup and planning stages.
- When preparing shop drawings or product data.
- Before submitting samples for approval.
- When responding to contract document requirements.
- Before fabrication or installation begins.
- Whenever revised submittals are required.
Before You Start
- Review contract documents and specifications.
- Identify all required submittal items.
- Review project deadlines and approval timelines.
- Confirm latest project drawings and revisions.
- Coordinate with suppliers and manufacturers.
- Gather supporting product and technical information.
- Verify submittal format requirements.
Safety Checks
- Verify selected products are appropriate for intended use.
- Review manufacturer safety information when available.
- Confirm installation requirements are understood.
- Identify any special handling or storage requirements.
- Review equipment or access requirements related to installation.
- Confirm any project-specific safety requirements have been addressed.
Tools, Equipment, and Materials
- Project plans and specifications.
- Submittal log or tracking sheet.
- Shop drawings.
- Product data sheets.
- Material samples if required.
- Manufacturer literature and specifications.
- Project correspondence and approval requirements.
Submittal Checklist
- Review specification sections for submittal requirements.
- Confirm the submittal package is complete.
- Verify product selections match project requirements.
- Review shop drawings for accuracy and completeness.
- Verify dimensions, quantities, and project references.
- Confirm manufacturer information is included.
- Attach required product data sheets.
- Include samples if required by the project.
- Verify revision numbers and drawing dates.
- Review the package internally before submission.
- Obtain required company review or approval.
- Submit the package to the appropriate reviewer.
- Record the submission date in the submittal log.
- Track review status and follow up as needed.
- Review returned comments and required revisions.
- Resubmit corrected documents when required.
- Distribute approved submittals to field personnel and suppliers.
Documentation Needed
- Submittal cover sheet.
- Shop drawings and supporting details.
- Product data sheets and manufacturer information.
- Samples and sample tracking records if required.
- Submittal log and review status records.
- Approval comments and revision history.
Common Mistakes to Avoid
- Submitting incomplete packages.
- Using outdated drawings or specifications.
- Failing to review documents before submission.
- Ordering materials before approval is received.
- Ignoring reviewer comments or revision requests.
- Failing to track approval status and deadlines.
End-of-Day / Final Review
- Submittal package has been reviewed for completeness.
- Required approvals have been received or tracked.
- Submittal log has been updated.
- Revision requests have been assigned and scheduled.
- Approved documents have been distributed to the team.
- All submittal records have been saved in the project file.
Checklist Completion
Project / Job Name
Jobsite / Location
Completed By
Role / Title
Completed Date
Completed Time
Signature
Reviewed / Approved By, if needed
Notes / Follow-Up Items
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