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Materials and project coordination

Submittal & Material Delivery Coordination Kit

Connect submittal references, review status and delivered-material records. This kit records evidence; it does not determine material acceptance or replace the project’s approval process.

Submittal & Material Delivery Coordination Kit cover

What’s inside

Submittal planning

Use the status stated by the authorized reviewer. Keep planned, submitted and reviewed dates distinct.

  • Project / submittal ID / package description
  • Specification section / drawing / revision
  • Supplier / preparer / responsible coordinator
  • Required-on-site date / source / lead-time assumption
  • Planned submission / actual submission / transmittal reference
  • Reviewer / response due date / dependencies

Review and revision record

Keep superseded references visible and link each resubmission to its predecessor. Do not translate an ambiguous review stamp into approval.

  • Submittal ID / revision / prior revision
  • Review response / date / document reference
  • Reviewer’s stated status / conditions
  • Resubmission actions / owner / due date
  • Current revision distributed to / date
  • Outstanding restrictions / next review

Delivery record

Record what was observed and where supporting documents are retained. Follow project procedures for concerns and disposition.

  • Project / delivery ID / date / time / location
  • Supplier / ticket / purchase reference / vehicle reference if needed
  • Material description / quantity / units as documented
  • Related submittal ID / revision / certificates / batch references
  • Observed condition / missing records / photographs
  • Reported to / date / storage location / disposition reference

A worked example

Fictional example: Delivery D-014 lists 24 units of a specified fitting. The coordinator links the ticket to submittal S-021 revision 2 and records that the certificate reference is missing. The record identifies the storage location and the person notified. It does not state that the materials are accepted merely because they were delivered or because a prior revision was reviewed.

Fits your workflow when…

You need a consistent place to record references, responsibility and follow-up. Keep using any forms mandated by your project; these worksheets supplement your process.

Format and requirements

ZIP download containing START-HERE.html, README.txt and LICENSE.txt. Current desktop browser with JavaScript enabled. No installation or internet required after download. No Excel, Word or pre-made PDF file included. Print to PDF using your browser.