Along with some of the documented recommendations from CSI and ASHRAE, there are some practical experience factors that can enhance the chances of getting what you specify. These include nontangible issues like good communication, documentation, knowing your client, managing the client, current codes and standards that impact product selection, today’s bidding environment, and various project delivery methods.

Get the owners to “sign off” on important design criteria that affect product selections. Sometimes at the bidding phase or construction phase, you’ll need to revisit this documentation to ensure that what the contractor is proposing to install meets the goals of the client. The reasons behind all of the product features and attributes called for in the specifications are not usually documented in the contract documents; therefore, the contractors do not readily realize and understand why the engineer rejects certain submittals and substitution requests.