What is a submittal form?

What is a submittal? Construction submittals are documents provided by a contractor to an architect for an approval of use. The submittal log includes information provided to the architect asking for approval for certain materials and equipment before they’re fabricated and sent to the project site.

What are the three types of submittals?

Submittals can be categorized as follows: Preconstruction Submittals. Construction Submittals. Closeout and Maintenance Submittals.

What is an example of a submittal?

Submittal items include schedules, meeting minutes, product data, shop drawings, test data, product samples, warranties, and operations and maintenance (O&M) data. A large project, with dozens of subs, may have 500 or more individual submittals.

What is required in a submittal?

Submittals in construction management can include: shop drawings, material data, samples, and product data. Submittals are required primarily for the architect and engineer to verify that the correct products will be installed on the project.

How do I create a submittal?


  1. Navigate to the project’s Submittals tool.
  2. Click + Create > Submittal.
  3. Create a new submittal as follows: Add General Information. Update the Delivery Information. Create a Distribution List. Calculate Submittal Schedule Information (If Enabled) Apply a Submittal Workflow Template. Add Users to the Submittal Workflow.

What is the difference between an RFI and a submittal?

Submittals go into more details than contracts and assure that subcontractors understand the design intent of the general contractor. RFIs, on the other hand, are used to clarify, ask and precise the design intent of the project.

What is included in a submittal package?

A submittal package is best defined as a set of items, ideally from a single spec section, along with the documents that support them. The items themselves come from the requirements in the specs: schedules, meeting minutes, safety plans, product data, shop drawings, test data, mix designs, samples etc.

What are the types of submittals?

There are generally four types of submittals used in construction:

  • Product or materials data.
  • Shop drawings.
  • Samples.
  • Mock-ups.

What is the purpose of submittals?

Purpose: Submittals are required by the contract in order to regulate the timely flow of materials to be incorporated into work. They are necessary to demonstrate that the proposed materials, etc., are in compliance with the contract.

What is a technical submittal?

Submittals in construction are sometimes referred to as construction submittals. These are broadly defined as documents submitted by the responsible supplier to the appropriate design professional fto obtain approvals.

Which comes first RFI or RFP?

An RFP, “Request for Proposal,” is a document that asks vendors to propose solutions to a customer’s problems or business requirements. An RFP is usually what follows an RFI; in fact, it’s rare that a company will go from an RFI to an RFQ (for reasons that will become clear below).

What is in a submittal package?

A submittal package represents a collection of submittals that will be sent to a series of reviewers for feedback. A designated manager of the package reviews the feedback and makes a final determination on each item in the package when he or she completes the package.

What is the difference between a submittal and a submittal package?

Answer. A submittal package is a container that stores one or more submittals. Typically, a general contractor creates submittal packages that list all of the individual submittals specific to a particular trade or subcontractor.

Is an RFI legally binding?

Oftentimes, request for information is issued to obtain general information from various suppliers before the project starts to find out if there is any supplier who can help in problem solving. An issuance of an RFI does not constitute a legally binding contract.

What RFQ means?

request for quote

A request for quote (RFQ), also known as an invitation for bid (IFB), is a process in which a company solicits select suppliers and contractors to submit price quotes and bids for the chance to fulfill certain tasks or projects.

How do I create a submittal package?


  1. Navigate to the project’s Submittals tool.
  2. Click +Create > Submittals Package.
  3. In the ‘General’ tab, complete the data entry in the ‘General Information’ area as follows:
  4. If you want to add one or more existing submittals to this package, see Add an Existing Submittal to a Submittal Package.

What is difference between RFI and RFQ?

The RFI is a request for information, the RFP is a request for proposal, and the RFQ is a request for price quotation. They are official documents issued by a government contracting body that’s getting ready to purchase a product or service, but not all are suitable for every vendor to pursue.

How do I create a submittal log?


  1. Navigate to the company’s Admin tool. This reveals the Company Settings page.
  2. Under “Tool Settings,” click Submittals.
  3. Under Custom Submittal Log Statuses, do the following: Name. Enter a name for the new custom submittal log status in the box provided. For example, Awaiting Approval, Rejected, or Approved.

When should you use an RFQ instead of an RFP?

Generally, businesses use an RFQ when they already know the exact product or service they need, and all they are looking for is the price. An RFP may be used when a business isn’t entirely sure what they need. They’re requesting vendors to send in a proposal outlining how they would solve the given problem.

What is a submittal log?

Submittal logs are generally created at the beginning of the project as a tracking mechanism to ensure that all materials and final designs are approved by the design team prior to installation. This can be a very important step in the construction process.

What is a submittal register?

Submittal register defined:
The submittal register is a list of the submittals required or desired to be provided for a particular project. A submittal register item includes the CSI number and description as well as the submittal type and the due date.