quality-management

name	quality-management
description	Formal Quality Management System (QMS) with three-phase inspection checklists (pre-installation, installation, post-installation) organized by CSI division and trade. Provides specification compliance verification, Inspection and Test Plans (ITP), corrective action tracking, and quality metrics reporting. Integrates with inspection-tracker, sub-performance, and daily reports. Triggers: "quality checklist", "QMS", "pre-install checklist", "three-phase inspection", "quality verification", "ITP", "inspection test plan", "quality control", "quality assurance", "QA/QC", "pre-install", "post-install", "quality report", "first-time quality", "rework tracking".
version	1.0.0

Quality Management System (QMS)

Overview

The Quality Management System is a formal, three-phase construction quality framework organized by CSI division and trade. It ensures specification compliance, minimizes rework costs, and creates comprehensive, auditable quality records for every phase of construction.

Primary Purpose: Convert design intent and specifications into built reality with zero defects and full documentation.

Scope: Applies to all trades and materials from foundation through final punch-list closeout.

Key Outcomes:

• Reduction in rework cost (target: <2% of contract value)
• First-Pass Inspection Rate (FPIR) above 90%
• Zero code violations at final inspection
• Complete digital quality trail for O&M handoff

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QMS Philosophy: Three Pillars

1. Prevention (Pre-Installation)

Quality built in from the beginning. Before any work starts:

• Verify all materials meet specification
• Confirm crews understand acceptance criteria
• Complete prep work to documented standards
• Ensure MEP coordination is resolved
• Review and approve all submittals
• Identify and resolve clashes before installation

Prevention Cost: Investment in planning, verification, and coordination = lowest cost to quality.

2. Conformance (Installation Monitoring)

Real-time quality control during construction:

• Daily observation by field leadership and trade foremen
• In-progress measurements and testing
• Immediate corrective action when non-conformance detected
• Photo documentation of critical phases
• Hold points verified before proceeding
• Test data recorded and trended

Conformance Cost: Active supervision and testing = moderate cost, prevents rework.

3. Documentation (Post-Installation)

Permanent quality record:

• Final inspection checklists signed and filed
• Test reports and material certs retained
• Deficiencies resolved and verified
• As-built data verified
• Warranty and startup documentation complete
• O&M team trained on quality standards

Documentation Cost: Low (mostly administrative), enables warranty support and operations.

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Three-Phase Inspection Structure by Trade

Each major trade follows a standardized three-phase inspection protocol: Pre-Installation (setup), Installation (monitoring), and Post-Installation (verification).

CONCRETE (CSI 03 30 00)

Phase 1: Pre-Installation Inspection

Item	Acceptance Criteria	Method	Spec Ref
Formwork alignment	±1/4" plumb/level (ACI 117)	Laser level / sight	03 30 00
Formwork bracing	Adequate for loads, no deflection	Visual / load calc review	03 30 00
Rebar spacing	Within ±1/4" of dimensions	Measurement / template	03 20 00
Rebar cover	Min cover per plans verified	Measurement at corners	03 20 00
Embedments	Location within 1" of plan	Measurement / photo	03 20 00
Mix design approval	Wells Concrete formula approved	Documentation review	03 30 00
Weather check	Min 40F rising, no rain forecast	Weather forecast / thermometer	03 30 00
Concrete source	Mill cert on file, slump range known	Documentation review	03 30 00
Reinforcing placement	Clear of formwork, secured	Visual / photo	03 20 00
Curing compound staged	Material on site, application plan ready	Visual	03 30 00

Phase 2: Installation Checklist

Item	Acceptance Criteria	Method	Frequency
Slump test	Within ±1" of target (typically 4-5")	Slump cone per ASTM C143	Each truck
Air content	4-6% per mix design ±1%	Pressure meter per ASTM C173	Each truck
Temperature	Above 40F, below 90F	Thermometer in truck	Each truck
Vibration pattern	No segregation, full consolidation	Visual observation	Continuous
Surface leveling	No excessive settlement before set	Straightedge / laser	After placement
Curing initiation	Misting started or compound applied	Visual	Immediately
Test cylinder casting	1 set per 50 CY (2 cylinders at 7d, 1 at 28d)	Per ASTM C31	Each 50 CY
Honeycombing check	None visible, minor voids <0.5"	Visual inspection	Continuous
Formwork removal timing	No removal until strength verified	Test cylinder break schedule	Per ACI
Cure duration	Min 7 days moist cure (or as calculated)	Project calendar	Monitored

Phase 3: Post-Installation Verification

Item	Acceptance Criteria	Method	Spec Ref
Curing duration verified	7-day cure complete per ACI 308	Documentation / calendar	03 30 00
Surface finish	No honeycombing, texture per plans	Visual / photo	03 30 00
Tolerances verified	Flatness/levelness per ACI 117	Straightedge / laser transit	03 30 00
Embedded items	All penetrations sealed, sleeves verified	Visual / checklist	03 20 00
Test results	28-day cylinder strength ≥ spec (4000 PSI)	Break report review	03 30 00
Rebar exposure	None visible, no rust staining	Visual	03 20 00
Final acceptance	Superintendent and GC approval	Signature on checklist	—

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STRUCTURAL STEEL / PEMB (CSI 05)

Phase 1: Pre-Installation

Item	Acceptance Criteria	Method	Spec Ref
Anchor bolt survey	All bolts within 1/2" of template	Transit survey by surveyor	05 12 00
Material certs	Mill test reports for all structural steel	Review MMIS / certs	05 12 00
Connection detail approval	All details reviewed by architect	Document review	05 12 00
Lift plan approval	Lift plan stamped by PE, reviewed	Plan review	Safety
Bolt type / grade verification	F1554 Gr36 (anchor), A325/A490 (connections)	Cert review / tagging	05 12 00
Hoist equipment staged	Crane tested, certified, on site	Visual / cert review	Safety
Weather clearance	Wind forecast <25 mph, no rain	Weather service	Safety
Site access verified	Staging area clear, access established	Visual	Safety
Personnel training	Ironworkers and hoistmen briefed	Sign-in sheet	Safety

Phase 2: Installation

Item	Acceptance Criteria	Method	Frequency
Bolt torque	Wrench value per F1554 spec chart	Calibrated torque wrench	Each bolt
Connection alignment	±1/4" plumb/level, within tolerance	Transit / laser level	Per frame
Bolt snugness	Hand-tight on all bolts before tension	Visual / torque check	Staged
Weld quality (if SJI deck)	Per AISC D1.1 / AWS D1.3	Visual / UT if required	Per weld
Member plumbness	Columns within 1:500	Transit/laser	Per frame
Connection tightness	No movement when tapped	Tap test / torque check	Per connection
Paint curing	No interference with bolting	Visual	If wet paint
Bracing sequence	Erected per lift plan sequence	Observation	Progressive

Phase 3: Post-Installation

Item	Acceptance Criteria	Method	Spec Ref
Final bolt inspection	All bolts tight, thread visible	Torque spot check (10%)	05 12 00
Plumbness verification	±1/4" overall building plumb	Transit survey	05 12 00
Paint touch-up	All connections and damaged areas	Visual inspection	05 12 00
Fireproofing applied (if req'd)	Full coverage per spray plan	Visual / thickness probe	Division 07
Hardware attachment	All trim, wind bracing secured	Visual checklist	05 12 00
Final acceptance	SE sign-off on structural completion	Plan review / letter	05 12 00

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CFS FRAMING & GYPSUM BOARD (CSI 09)

Phase 1: Pre-Installation

Item	Acceptance Criteria	Method	Spec Ref
Stud spacing layout	16" OC verified per plans	Measurement / marking	09 22 00
Stud grade / gauge	20-gauge minimum, 3-5/8" or 6"	Mill cert / label review	09 22 00
Board type verification	Type X fire-rated in required areas	Review purchase orders	09 29 00
Backing/blocking installed	All locations ready for MEP	Visual checklist	09 22 00
MEP rough-in clearance	All MEP complete or approved to proceed	Punch-out walk	Division 21-28
Weather protection	No exposed board, site enclosed	Visual	09 29 00
Material staging	Board stored flat, elevated off deck	Visual	09 29 00
Moisture meter on hand	Baseline moisture readings documented	Meter calibration check	09 29 00

Phase 2: Installation

Item	Acceptance Criteria	Method	Frequency
Fastener spacing	Screws 16" OC walls / 12" OC ceilings	Measurement / visual	Per 500 SF
Joint tape placement	Centered, wrinkle-free	Visual	Per 1000 SF
Joint compound application	Smooth feather, consistent thickness	Visual / straightedge	Per joint
Corner bead	Straight, no lips, fastened every 12"	Straightedge check	Per 500 SF
Fire-stopping installed	Caulk at all penetrations, per detail	Visual checklist	Continuous
Control joints	Installed per spec (typically 30' max)	Measurement	Per wall
Drying time observed	Minimum 24 hr between coats	Time log / observation	Between coats
Moisture monitoring	Readings <12% during application	Moisture meter	Daily
Sanding schedule	Smooth finish, dust collected	Observation	Per coat

Phase 3: Post-Installation

Item	Acceptance Criteria	Method	Spec Ref
Finish level	L3 or L4 (project spec requirement)	Rake light / photo	09 29 00
Fire rating cert	Documentation for fire-rated areas	Certificate file review	Division 07
Corner bead straight	Minimal lippage, no shadows	Rake light / visual	09 29 00
Surface smoothness	No ridges, uniform reflectance	Rake light	09 29 00
Penetration sealing	All outlets, pipes, ducts sealed	Visual	Division 07
Final touch-up	All dings/gouges repaired	Paint coverage verification	09 29 00
Acceptance	GC and drywall sub sign-off	Checklist signature	—

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ROOFING & BUILDING ENVELOPE (CSI 07)

Phase 1: Pre-Installation

Item	Acceptance Criteria	Method	Spec Ref
Substrate condition	Clean, dry, structurally sound	Visual / moisture test	07 15 00
Moisture test	Calcium chloride <3 lbs/1000 SF	ASTM F1869 test	07 15 00
Insulation installed	Per plan, joints staggered, no compression	Visual inspection	07 21 00
Flashing substrate prep	Substrate clean, primer ready	Visual	07 65 00
Weather window	3-day clear forecast, min 40F	Weather service	07 31 00
Manufacturer rep on hand	Inspection/warranty witness available	Sign-in	07 31 00
Membrane rolls staged	At room temp (>50F), labeled correctly	Visual staging check	07 31 00
SWPPP protection	Erosion control in place	Visual	—

Phase 2: Installation

Item	Acceptance Criteria	Method	Frequency
Membrane seam integrity	Seams sealed per mfr (hot mop / adhesive)	Visual / peel test	Per 500 SF
Flashing detail adherence	Detail drawings followed exactly	Visual / photo	Per detail
Expansion joint treatment	Flashing detail per drawing	Visual	Per joint
Fastener pattern	Pattern per mfr specification	Measurement	Per 1000 SF
Roof slope verification	Slope to drains per plan (1:12 typical)	Level check / observation	Continuous
Pipe boot installation	Sealed, no gaps, proper clearance	Visual	Per penetration
HVAC curb sealing	Flashing sealed, no voids	Visual / photo	Per curb
Weather protection	No rain on exposed membrane	Weather monitoring	Continuous

Phase 3: Post-Installation

Item	Acceptance Criteria	Method	Spec Ref
Flood test (if required)	Water retained for 24-48 hr, no leaks	Visual / inspection	07 31 00
Final walkdown	Mfr witness present, no punctures/damage	Visual / photo	07 31 00
Penetration sealing	All boots and flashing sealed	Visual checklist	07 65 00
Surface cleanliness	Debris removed, surface clean	Visual	07 31 00
Warranty documentation	Mfr warranty issued	Certificate file	07 31 00
Final acceptance	GC and mfr sign-off	Punch checklist	—

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MEP SYSTEMS (CSI 21-28)

Phase 1: Pre-Installation (Mechanical, Electrical, Plumbing)

Item	Acceptance Criteria	Method	Spec Ref
Routing per plans	2D/3D routing review complete	Drawing review / walk-down	21-28
Hanger spacing calculated	Per code and load (typically 4-6' for pipes)	Calc sheet review	21-28
Code review complete	MEP plans reviewed against IBC / NEC	Plan review	21-28
Penetration layout approved	Locations verified on structure	Drawing review / mark-up	21-28
Material specs verified	Pipe grade, fittings, wire gauge on site	Purchase order review	21-28
Coordination with GWB	Rough-in sequence planned before board	MEP/drywall meeting notes	09-21
Equipment staging	Major equipment on site or scheduled	Delivery tracking	21-28
Support / fastening ready	Hangers staged, fasteners available	Visual	21-28

Phase 2: Installation

Item	Acceptance Criteria	Method	Frequency
Line sizing	Per plans, no undersizing	Observation	Per run
Slope verification	DWV slopes 1/4" per ft, hot water to load	Level check	Per 50 ft
Hanger spacing	Per code, supports secured	Measurement / visual	Per 6 feet
Pressure testing	Hydrostatic test per code, no leaks	Pressure gauge / timer	Per 500 SF
Sealing at penetrations	Caulk/firestopping installed immediately	Visual	Per penetration
Ductwork seal	Duct sealed per SMACNA, no leaks	Visual / duct seal verification	Per connection
Insulation thickness	R-value per plans verified	Measurement	Per 500 ft
Labeling	Pipe labels, duct ID per drawings	Visual checklist	Continuous
Electrical clearances	Proper separation from other trades	Visual	Per run

Phase 3: Post-Installation

Item	Acceptance Criteria	Method	Spec Ref
System pressure test	Final pressure hold, documented	Test gauge / report	21-28
Functional testing	All systems operate per spec	Operation verification	21-28
Balancing report	HVAC balanced, airflow per plan	Balance contractor report	21-28
Start-up documentation	Equipment manuals, settings documented	O&M manual verification	21-28
Commissioning prep	Systems ready for handoff	Checklist completion	21-28
Final acceptance	Trade contractor and GC sign-off	Punch completion	—

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FLOORING (CSI 09 65 00)

Phase 1: Pre-Installation

Item	Acceptance Criteria	Method	Spec Ref
Substrate moisture test	Calcium chloride <3 lbs/1000 SF (wood), <4 (concrete)	ASTM F1869	09 65 00
Levelness check	FF/FL per spec (typically 3/10" in 10 ft)	Self-leveling floor check	09 65 00
Acclimation period	Material at room temp (68-75F), 48+ hours	Observation / documentation	09 65 00
Adhesive compatibility	Confirmed with substrate and material	Mfr spec review	09 65 00
Subfloor prep	Clean, no dust, imperfections filled	Visual inspection	09 65 00
Pattern layout	Layout marked, seams planned	Mark-up / photo	09 65 00
Primer applied (if req'd)	Substrate primed per mfr spec	Visual	09 65 00

Phase 2: Installation

Item	Acceptance Criteria	Method	Frequency
Pattern layout	Seams placed per plan, cuts planned	Visual observation	Per 500 SF
Adhesive spread rate	Per mfr spec (typically 1/16" or 1/8" notch)	Trowel observation / documentation	Per 1000 SF
Seam placement	No bunching, pattern consistent	Visual / measurement	Per seam
Roller weight	Per mfr spec (typically 100-150 lbs)	Observation	Per 500 SF
Ambient conditions	Temperature 65-85F, humidity 30-60%	Thermometer / hygrometer	Continuous
Material temperature	At room temp, not cold	Touch check	Continuous
Walking time	Observed before foot traffic allowed	Observation / signage	As required

Phase 3: Post-Installation

Item	Acceptance Criteria	Method	Spec Ref
Seam integrity	Seams bonded, no lifting or curling	Pull test / visual	09 65 00
Transition strips	All transitions installed correctly	Visual / fit check	09 65 00
Cleaning protocol	Residual adhesive removed per mfr	Visual inspection	09 65 00
Protection plan	Material protected from traffic	Signage / observation	09 65 00
Color consistency	No shade variation	Visual / photo	09 65 00
Final acceptance	Flooring contractor and GC sign-off	Checklist signature	—

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DOORS & HARDWARE (CSI 08)

Phase 1: Pre-Installation

Item	Acceptance Criteria	Method	Spec Ref
Frame plumb/level/square	±1/8" in height and width	4-foot level / square	08 11 00
Hardware blocking installed	All blocking in place for hardware	Observation against blocking chart	08 70 00
Finish wall complete	Surrounding wall finished before door	Visual (drywall prime/paint complete)	09 29 00
Clearances verified	ADA clearances confirmed if required	Measurement per ADA guidelines	08 11 00
Frame material certs	Metal frame mill certs on file	Documentation review	08 11 00
Door slab certification	Fire rating certs for fire-rated doors	Certificate file	08 14 00
Hinges and closer staging	Correct type/function staged	Observation / count	08 70 00

Phase 2: Installation

Item	Acceptance Criteria	Method	Frequency
Frame installation	Plumb/level, shims tight, fastened every 16"	4-foot level / observation	Per frame
Door slab hang	Aligned, hinges torqued correctly	Visual / swing test	Per door
Hardware template alignment	Drill holes per template, no deviation	Template use observation	Per opening
Closer adjustment	Closing speed and latching verified	Function test (close/latch/release)	Per closer
Lock function test	Keyless/key operation smooth	Operation test	Per lock
ADA compliance	Lever handles, no stiff hinges if required	Operational test per ADA	Per opening
Fire-rated assembly	Gaskets and seals installed	Visual / detail verification	Per fire-rated door

Phase 3: Post-Installation

Item	Acceptance Criteria	Method	Spec Ref
Operation smooth	Door swings freely, closes smoothly	Operation test	08 11 00
Fire-rated assembly complete	Gaskets, seals, closers all in place	Visual checklist	Division 07
Keying schedule verified	All locks keyed per master key system	Key test / documentation	08 70 00
Hardware functional	All hardware operates per spec (openers, stops, holders)	Operation test	08 70 00
Finish unblemished	No scratches, dents, or damage	Visual inspection	08 14 00
Final acceptance	Door hardware contractor and GC sign-off	Checklist signature	—

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PAINT & COATINGS (CSI 09 91 00)

Phase 1: Pre-Installation

Item	Acceptance Criteria	Method	Spec Ref
Surface prep complete	Sanding, filling, sanding complete to L3/L4	Visual / sand/fill verification	09 91 00
Primer compatibility	Primer type matches substrate and topcoat	Spec/mfr documentation review	09 91 00
Temperature check	Between 50-90F, ideally 60-75F	Thermometer	09 91 00
Humidity check	Between 30-85% RH	Hygrometer	09 91 00
Masking complete	All trim, glass, hardware protected	Visual inspection	09 91 00
Material temperature	Paint at room temp (>50F)	Observation	09 91 00
Surface wetness	Surface completely dry, no condensation	Touch / observation	09 91 00

Phase 2: Installation

Item	Acceptance Criteria	Method	Frequency
Mil thickness	Wet mil per plan, typically 3-4 mils	Wet mil gauge	Per 1000 SF
Coverage uniformity	No thin spots, consistent color	Visual observation	Per 500 SF
Cut lines	Straight lines, no bleed-through	Straightedge / visual	Per edge
Drying time observed	Minimum between coats per mfr (typically 4-8 hrs)	Time log / observation	Between coats
No runs/sags	Surface smooth, no sagging paint	Visual	Per 500 SF
No holidays	Complete coverage, no bare spots	Visual inspection under light	Per 500 SF
Brush marks minimal	Smooth finish per spec level	Visual / rake light	Per 500 SF
Ventilation adequate	Paint fumes evacuated, workspace safe	Observation / fan use	Continuous

Phase 3: Post-Installation

Item	Acceptance Criteria	Method	Spec Ref
Touch-up complete	All dings from construction touchup done	Visual checklist	09 91 00
Color match verified	Final color matches approved samples	Side-by-side visual	09 91 00
Sheen consistent	Uniform gloss across all surfaces	Visual raking light	09 91 00
No runs/sags/holidays	Final surface uniform and complete	Final visual inspection	09 91 00
Surface cleanliness	Dust removed, surface clean	Visual	09 91 00
Final acceptance	Painter and GC sign-off	Checklist signature	—

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Project Intelligence Integration

When project intelligence is loaded, auto-populate QMS checklists, hold points, and inspection requirements from extracted project data instead of requiring manual lookup.

Spec-Based Checklist Generation

Generate trade-specific checklists from specifications:

• Read specs-quality.json → spec_sections[] → for each CSI division, pull testing requirements, acceptance criteria, and QC checkpoints
• Auto-populate Phase 1/2/3 checklist items with spec-specific tolerances and methods
• Example: Division 03 spec requires 4000 PSI 28-day strength → auto-set concrete Phase 3 acceptance criteria to "28-day cylinder strength >= 4000 PSI"

Hold Point Awareness

Auto-populate pre-installation verification requirements:

• Read specs-quality.json → hold_points[] → identify mandatory hold points for the current work phase
• Flag upcoming hold points that require Building Official or third-party inspection sign-off before proceeding
• Cross-reference inspection-log.json → verify hold point inspection status (scheduled/pass/fail)
• Example: HP-007 (anchor bolt survey) must clear before PEMB erection → flag if not yet passed

Location Mapping

Resolve inspection locations to structured references:

• Read plans-spatial.json → room_schedule[] + building_areas[] → resolve inspection area to grid references and floor levels
• Auto-populate the inspection location field with structured grid/area/room data
• Example: "Kitchen area" → Grid C-4, Level 1, Building Area: West Wing, Room 103

Subcontractor QC Contact

Identify the responsible QC representative for each trade:

• Read directory.json → subcontractors[] → for the trade being inspected, pull the sub's QC contact and foreman information
• Auto-populate the "Responsible Party" field on inspection checklists
• Example: CFS framing inspection → EKD QC rep: contact info from directory.json

Historical Quality Data

Pull trending data to inform current inspections:

• Read quality-data.json → quality_metrics → pull FPIR (First-Pass Inspection Rate) trends per trade
• Read quality-data.json → corrective_actions[] → surface recurring corrective actions for the current trade
• Flag trades with FPIR below 85% for increased inspection frequency
• Example: W Principles FPIR trending at 82% → recommend additional pre-pour inspection checkpoints

Drawing Reference

Link QC inspections to relevant construction documents:

• Read plans-spatial.json → sheet_cross_references[] → match the inspection location and trade to relevant detail drawings
• Auto-populate "Reference Drawing" field on inspection checklists
• Example: Foundation rebar inspection at Grid X-2 → Reference Sheet S-1.1 (Foundation Plan), Detail 3/S-1.2

Material Test Result Verification

Read quality-data.json → test_results[]

• Before approving any inspection involving concrete, steel, soil, or welding, check quality-data.json → test_results[] for the relevant material/trade
• Concrete: Verify 7-day and 28-day compressive strength results meet spec requirements from specs-quality.json → acceptance_criteria[]
• Steel: Verify mill test reports (MTRs) on file with correct grade and heat lot traceability
• Soil: Verify compaction test results meet specified percent compaction before proceeding with foundation work
• Welding: Verify NDT inspection results for structural connections before cover-up
• Cross-reference test specimen IDs against procurement-log.json → delivery_tickets[] to confirm material traceability
• Flag any test failures or pending results that could affect inspection approval

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Extended reference: Detailed examples, templates, scoring rubrics, and best practices are in references/skill-detail.md.