preparing cutsheet packages

[Tensor2]

I am looking for best practices when submitting equipment cutsheets for your HVAC designs. Do you reference each cutsheet to an equipment number on a drawing in an organized package? Do you use special pdf editing software or manually assemble it? Thanks.

Randy Berg

http://www.tensorsoftware.com

 

[willard3]

Read the project specification for submittal requirements

 

[lukaiENG]

As Willard states, a product specification will normally call out the required documentation, as a baseline, follow this format. Larger projects will have a set of general requirements specifications which will include submittal requirements. For specifications that follow the AIA Master Specs, submittal procedures are documented in section 013300. As a rule, the project General Contractor should provide direction if these modify or add to the requirements in the product specification.

In broad brush terms, the core submittal requirements should not change dramatically from one project to the next, You should be able to get to a point where generally 80% of the documentation is pre-prepared with the other 20% tweaked to the project requirements.

In terms of PDF software, a lot of engineers/contractors use Bluebeam these days as it is pretty powerful and has a toolset geared towards the construction industry. I can't comment on if this is suitable for your corner of the industry.

 

[Tensor2]

Thanks for both the AIA Master Specs and Bluebeam software suggestions.

Randy Berg

http://www.tensorsoftware.com

 

[GT-EGR]

Aside from following the spec, which in the front section tells you what you are contractually obligated to provide, generally speaking you want to include following

The detailed physical dimensions, a drawing of what it is - specific to the actual item being provided, not a catalogue

Performance data, demonstrating that what you are submitting meets what the drawings required performance wise

Specific accessories and construction details or materials that are included associated with this unit

A coherent way to determine what specific item the submittal is covering - maybe just mark the unit tags on each sheet, or on the cover page make a table of what all the following documentation covers.

 

[dbill74]

As one who frequently reviews submittal packages I will tell you this.

If you're submitting a printed package, follow the binding requirements in the specifications.

Group similar equipment into tabs or sections. I.E. AHU's together, terminal boxes in a separate tab, pumps, tanks, fans, etc. For items such as ductwork, insulation, piping; one submittal for the all ductwork, insulation, piping is usually sufficient provided you include each type of duct, insulation or pipe.

Do clearly identify what piece of equipment your submittal is for. If this is not done, I will not hesitate to return the submittal marked "REJECTED".

If the submittal sheet you are providing includes multiple models of a particular item, highlight the model or include notes to clarify what exactly you are submitting. This may also result in a Rejected submittal if not done.

There is no rule or standard to an order in which to organize the tabs/sections. However, I have grown accustomed to having large equipment (AHUs, chillers, condensers, etc) first followed by terminal boxes, fans, pumps and other ancillary equipment. Bringing up the end of the submittal is typically minor equipment such as ductwork, insulation, valves, dampers, etc.

Including a table of contents is invalueable as a cross check that everything is included.

As for software, Adobe Acrobat Pro has all the tools you need. There is probably other software available, but I do not know what it is.

(The more you do identify what you are submitting and make the package easier to navigate using tabs and bookmarks, the more likely I am to give you the benefit of the doubt if you accidently miss something. I'm more like to give you an "Approved as Noted")