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The spec-to-submittal checklist.

A practical, editable checklist for taking a project from spec book to submittal handoff without missing a requirement. Built by a construction PM. No email required, no signup, just download it and use it on your next job.

Download the checklist (XLSX) See a sample log
What it covers

Six phases, spec book to handoff.

The checklist walks the whole process so nothing slips between the specification and the submittal.

1. Before you start

Gather the spec book, addenda, and drawings, confirm the handoff location, and settle any data-handling requirements.

2. Read each section

Find the submittals article in every CSI section and list each required item with its type, responsible party, and source page.

3. Build the log

One row per requirement, with CSI section, type, party, status, due date, and flags for the rows that need a decision.

4. Assemble packages

Gather product data, safety data sheets, shop drawings, and samples, and build a cover for each package.

5. Review before handoff

Check each row against its source, resolve substitutions, and confirm nothing was missed.

6. Hand off clean

Export the log and schedule as XLSX, assemble the PDF packages, and deliver to the approved location.

Where SubPro helps

The checklist is the work. SubPro does the slow part.

You can run this checklist by hand on any project, and plenty of teams do. The steps that eat the most time are reading every section and building the log, phases 2 and 3, where a project engineer transcribes hundreds of requirements from the spec book into a spreadsheet. That is exactly the part SubPro drafts automatically, so your team starts from a source-backed log and spends its time on review instead of typing.

Use the checklist either way. If you want to see what the automated first pass produces, download a sample submittal log or read how SubPro works.

Related SubPro pages

From the checklist to the workflow it supports.