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Packaged Rooftop Units Submittal Checklist

CSI 23 74 13 · Division 23 — HVAC

Project: __________________________

Submittal #: ____________________

Spec section(s): _________________

Date: __________________________

1 · Package document set

Every submittal package includes these, in this order.

  • Cover sheet — project, submittal number, spec section(s), date, and the submitting company
  • Transmittal — item list keyed to the schedule, with the reviewer/GC and the type (partial or full)
  • Table of contents / section dividers so the reviewer can navigate
  • Product data — manufacturer cut sheets marked to the exact model, options, and finish being furnished (strike what doesn't apply)
  • Shop drawings for anything fabricated or custom, matched to the drawings and schedules
  • Samples or physical mock-ups where the specification requires visual approval
  • Certifications & test reports the spec calls up (listings, ratings, compliance letters)
  • O&M data and warranties where required at this stage
  • Substitution request forms for any product not on the approved-manufacturer list

2 · 23 74 13 Packaged Rooftop Units — what reviewers expect

Highlight the scheduled operating point on every fan curve and capacity table. Reviewers reject packages where they have to find it themselves — marked curves get approved.

  • Equipment data keyed to schedule tags with capacities at the scheduled conditions
  • Electrical characteristics (MCA, MOCP, voltage) matching the electrical drawings
  • Fan curves with the operating point plotted
  • Diffuser/register/grille schedule with sizes, throws, and NC ratings
  • Duct construction standards and insulation data (R-value, jacket, thickness)
  • Vibration isolation and seismic restraint details where specified
  • Controls sequence compatibility — points list matching the BAS spec

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