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Job 02 · Project management

// Foodservice equipment dealers · Submittal packages

Equipment submittal books, assembled from cut sheets and checked against the schedule.

The kitchen is awarded and the consultant wants a book: a cut sheet for every item, in the order the section asks for, matching the schedule on voltage, gas, drains and clearances. A free AI proof of concept has AI build that book again from copies of 20 to 30 submittals your team already sent, with every mismatch listed by item number. Your reviewer, the project manager who knows these books best, lays each draft beside the one that went out.

Book a proof-of-concept call30 minutes with Rob
Past books
20 to 30, already sent
Submittals stamped or sent
None
Before the first cut sheet
An NDA

// The one job

From a stack of cut sheets to a book your project manager can release

Once the award comes in, a project coordinator works down the schedule. For each item number someone pulls the current cut sheet, marks the model and accessories, and compares voltage, phase, amps, gas type and water and drain sizes with what the plans show. Clearances and rough-in dimensions go onto the sheet or the drawings. Custom stainless has shop drawings of its own. Then the pages are put in the order the section wants and go to the consultant.

For the test, AI reads copies of those schedules, sections and cut sheets and drafts the book: the index by item number, each sheet in its place with the model and accessories marked, and a check sheet naming every line where a cut sheet and the schedule disagree or the section wants something the file doesn't hold. It marks nothing approved, and your reviewer sets it beside what your team sent.

Cut sheets and scheduleJob file
Item no.
Model
Volts, phase
Gas, waste
SheetAccessoriesRough-in
Made-up example file
Indexed and checked
item by item
Book index and check sheetDraft, not stamped
Items covered
Sheets missing
Listing marks
Mismatches
Item no.Schedule saysSheet says
Illustration, not a real submittal

// The hard parts

Why a submittal book takes longer than the takeoff did

Every consultant wants a different book. A North Carolina high school asks for a binder in numerical sequence by item number, and warns that leaving data out doesn't reduce the obligation to supply the item. An Oregon high school wants the sheets backed by a typed list of item number, description, quantity, maker's name and address, model and notes, delivered complete, because partial submittals won't be reviewed. A California community college says the reverse: nine separately tracked files, 11400.1 through 11400.9, from the product book to walk-ins, hoods, fire suppression and sneeze guards, and not one combined document. UNC Charlotte's 2022 dining renovation set rejects shop drawings with any line color but black. The draft follows the section it was given, and your reviewer scores the format along with the content.

A sheet has to match the schedule, not just the model. An Ohio elementary school's schedule puts a table under each item: volts, cycle, phase, connection type, height above the floor, NEMA configuration, amps, kilowatts, horsepower, MCA and MOCP, then hot, cold and filtered water, condenser lines, and indirect and direct waste. Its reach-in refrigerator reads 115 volts, single phase, 7.4 amps on a 5-15P plug, and its disposer reads 208 volts, three phase. One model number can cover several electrical options, so the check runs on the option actually marked. The North Carolina section sends any difference between site power and the contract documents to the architect before equipment is ordered, and writes its gas-fired items for natural gas. The Oregon section wants dimensions given left to right by front to back by height, as the operator faces the unit. The draft lists each mismatch with its page and changes nothing.

Marks differ by section, and sometimes by line. The Ohio section calls for an NSF Certification Mark or a UL Classification Mark and for electric and fuel-burning equipment to be UL certified, while the reach-in on its own schedule reads cETLus and NSF. The California college accepts NSF, UL Sanitation or ETL Sanitation marks, a listing from a nationally recognized testing laboratory as OSHA defines one, and AGA certification on gas appliances. New York's master section tells its specifiers to revise the UL paragraph where another testing agency's certification is acceptable. One book can involve NSF/ANSI 2, Food Equipment; NSF/ANSI 4, Commercial Cooking, Rethermalization and Powered Hot Food Holding and Transport Equipment; NSF/ANSI 7, Commercial Refrigerators and Freezers; and UL 197, Commercial Electric Cooking Appliances. The draft shows the mark on the sheet next to the mark the section names, and leaves any verdict to your project manager and the consultant.

Drains and clearances have public numbers. The FDA Food Code, 2026 edition, which each jurisdiction adopts in its own form, bars a direct connection between the sewage system and a drain from equipment where food or utensils are placed, with exceptions such as a warewashing machine within 5 feet of a trapped floor drain where the law allows it. That is why waste columns split indirect from direct, and why a Virginia Department of Health plan review guide asks about air gaps on ice bins, prep sinks and steam tables. The code also wants floor-mounted equipment that isn't easily movable sealed to the floor or raised on legs giving 6 inches of clearance, or 4 inches where no part of the floor underneath is more than 6 inches from the point of cleaning access, and fixed equipment spaced for cleaning, sealed, or within a thirty-second of an inch of its neighbor. The draft sets each sheet's data beside the schedule and offers no opinion on compliance; this page isn't code advice.

Rough-ins carry other people's work. The North Carolina section wants CAD-drafted rough-in drawings at quarter-inch scale, a separate drawing per discipline, covering services for scheduled equipment even when it isn't in your contract, and it holds you to relocations caused by your own errors. The California college adds refrigerant and syrup or beer lines, floor depressions, wall blocking and recesses, and bars any drawing from the job site without an Accepted or Accepted as Noted stamp. The Oregon section wanted hood seismic bracing stamped by a structural engineer licensed there. Oklahoma's State Fire Marshal, in a January 2026 checklist naming NFPA 96, wants each cooking device's type and surface dimensions, fryer dripboards, range backshelves and every appliance's energy source on hood suppression plans, and denies plans that leave anything out. So your reviewer will watch the index, every utility mismatch, each listing mark, and whether a changed appliance reached the rough-ins and the hood drawings.

// What you send

Copies from your project management desk

Books already sent
No system access
01

20 to 30 sent books

Each submittal as your team sent it, with the consultant's marked-up copy where you have one. Include a school or hospital job and a book that came back for resubmittal.

02

The schedule and the section

The equipment schedule, Section 11 40 00, the plan sheets and any addenda in force for those jobs, including the rough-in sheets if they were yours.

03

Cut sheets and shop drawings

The factory sheets your team pulled and marked, stainless shop drawings, walk-in and hood drawings, and the certificates that went with them.

04

After an NDA, copies alone

PDFs and exports do the job once the NDA is signed. We never log in to your quoting or ERP system, a factory portal or a project management site. Books that can't leave the office become look-alikes, built with your reviewer.

// Before it starts

Agreed before the first cut sheet moves

Your owner and your reviewer put these on paper first, so a check sheet is scored on terms that stay put.

Submittal test termsSet by the owner
Your reviewer
Chosen by the owner, often a senior project manager or project coordinator
Sample
Several consultants' formats, an institutional job and one resubmittal
What counts
Mismatches that stop a release, and notes that only need a second look
Who decides
Your project manager, on every sheet, equal and release
Success criteria
In writing: mismatches found, mismatches missed, false alarms
Price
A range for building books live
NDA
Signed before any schedule or cut sheet is copied

// How it's judged

Each drafted book beside the one your team sent

Item by item
against the consultant's marks
On the same 20 to 30 booksBook your team sentThe AI draft
Every schedule item has a sheet, and no sheet lacks an itemFilled in on your booksFilled in on your books
Order and format the section asks forFilled in on your booksFilled in on your books
Model and accessories marked as scheduledFilled in on your booksFilled in on your books
Voltage, phase and amps against the scheduleFilled in on your booksFilled in on your books
Gas type and input on gas-fired itemsFilled in on your booksFilled in on your books
Water, waste and rough-in dimensionsFilled in on your booksFilled in on your books
Clearances stated on the sheetFilled in on your booksFilled in on your books
Listing marks against the sectionFilled in on your booksFilled in on your books
Mismatches listed, beside those the consultant markedFilled in on your booksFilled in on your books
Left blank on purpose. Every cell waits for your own sent submittals to run.Your reviewer marks each row and decides.

// After a yes

About 30 days on newly awarded kitchens

If your reviewer says yes, newly awarded jobs get the same draft book for about 30 days.

A project manager releases every submittal, makes every call on a mismatch and answers the consultant's comments. Questions to a factory or a rep still come from your team.

The live month carries a fixed price settled before you sign. The next job is chosen and priced by itself, and monthly support comes later.

// Possible next jobs

After the book, if you want more

Ranked, not promised
Separate prices
  1. 01

    Resubmittal tracking

    The consultant's marks on a returned book tied to item numbers, with the sheets to replace listed for your project manager.

    Next
  2. 02

    Health department plan review sets

    The approved book cut down to the equipment list a county reviewer asks for, with your project manager checking it first.

    Then
  3. 03

    Closeout and O&M binders

    Serial numbers, warranty registrations and service agency lists gathered by item number for turnover.

    After that

// One hard limit

It never stamps a submittal or picks equipment.

Nothing connects to your quoting or ERP system, and no live submittal or bid is opened or changed. The draft never chooses equipment, swaps a model, stamps a sheet or says that an item complies. It lists what the documents show and what disagrees. A project manager on your team releases every submittal. Standards and rules named here are general information, not legal or code advice.

Submittal books are priced as one job: a range before the test, a fixed price before you sign.

The range depends on how many books your team builds in a month, how many items a typical schedule holds, and whether custom stainless shop drawings are part of the book.

// Questions

What project managers ask

Will it stamp or approve the book?
No. A book leaves your office only when your project manager releases it, and approval stays with the consultant and the architect. The draft is a review sheet for your team.
Can it tell us whether an item meets NSF or a local code?
No. It shows which mark the cut sheet carries and which one the section asks for. Whether that satisfies a health department, a fire official or the consultant is for your people to settle.
Where do the cut sheets come from?
From the job files you send. In the test it doesn't go to a factory site or a quoting database, so a sheet your team never pulled shows up as missing rather than being replaced with something else.
What about custom stainless and shop drawings?
The test doesn't draw them. If your fabricator's drawings are in the file, the draft indexes them to their item numbers and checks that gauge, size and utility notes match the schedule. Anything it can't read goes to your reviewer.
If a scheduled model has been discontinued, will it pick another?
No. The draft marks the item and notes what the file shows. Choosing a replacement stays with your project manager and the consultant, including any change it means for the rough-ins.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Bring a book that came back for resubmittal.

Half an hour with Rob covers your company, your role, the job you'd test first and about how many submittal books your team sends in a month. Keep cut sheets, schedules and rough-ins until the NDA is signed.

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