Navigating the Truss Review Process

Tools for a Collaborative Approach

A successful and streamlined truss review process means early planning, clear communication, and collaboration among all involved parties. The Framer Summit education session, A Collaborative Approach to the Truss Review Process, presented by panelists Geris Kraus, Bobby Meiners, Tim Aspinwall, and Tony Acampa, shared tools and insights to improve the review process, overcome challenges, and achieve successful project outcomes.  

Early planning by the framer in the process was a key takeaway. The pre-submittal preparation segment includes defining both the scope and phasing plans and using a pre-submittal review checklist, which is a tool used to align expectations on diagrams, shop drawings, and metal connections. Another essential tool is the NFC Standard Vendor Bid Checklist, aiding with accuracy and fair comparisons when submitting bids; access it at https://bit.ly/NFCSVBC. Both checklists can help avoid challenges that can occur during the review process, such as partial submittals (i.e., incomplete or missing information like rough opening dimensions). It is noted that solving issues in the pre-construction phase is far less costly than doing so in the field during construction.  

Reading truss design drawings is a key element to the truss review process. Check out SBCA’s How to Read a Truss Design Drawing for more information, www.sbcacomponents.com/how-to-read-a-truss-design-drawing.

It’s also important to know how to manage Requests for Information (RFIs) and design changes. Throughout this process, if there is missing information or further clarification is needed, framers should direct questions to the truss designer or technician to avoid delays (Visit https://bit.ly/SBCAtruss for info regarding truss designers and technicians differences). If any design changes are made, however, it is essential to review them with all stakeholders, including the customer, construction managers, and material supplier. This allows everyone to update their pricing and labor estimates and prevent surprises for all parties down the road.  

Furthermore, setting timelines for submittals, review, and approval is essential for timely and accurate work. Dividing submittals by floors or sections is one way to maintain clarity and ensure that each step of the review process is efficient. Bobby emphasized the importance of coordinating with the truss designer or technician and using placement diagrams in the early stages of the review process to help prevent issues such as layout or MEP clashes. In showing this early-on in the process, it will help to ensure that all the components fit together and provide time for any necessary revisions or adjustments prior to fabrication.  

It’s recommended the process starts at least six weeks before the scheduled delivery, with no revisions within the final two weeks leading up to delivery, as last-minute changes can cause significant setbacks and disrupt the entire project schedule. Utilizing a submittal timeline creates accountability and awareness for not only the framer, but all those involved in the process, leading to greater success from start to finish. 

Beyond that, framers should engage and maintain consistent communication with vendors, including component manufacturers, project designers, the contractors, and any construction managers. This creates trust, a reliable supply chain, and project support for the job. One valuable tool highlighted was a schedule tracker email that goes out weekly to all parties involved in the project. This email includes submittal status, project progress, and any updates, ensuring that everyone is kept in the loop.  

Early planning, clear communication, and collaboration with all involved stakeholders through the truss review process is crucial to a successful, efficient, and accurate job. By utilizing these tools and strategies, framers can improve the efficiency and effectiveness of their pre-construction process, ultimately benefiting all involved.