I have used several approaches to this, depending on office set-up and project type:
When I was in a firm with in-house Interior Designers, we had all colors/patterns in the Project Manual. When MasterSpec had their “Product Data Sheet” format, it worked quite well for us-if a color or pattern changed, we just issued an updated Product Data Sheet via Addendum or contract modification where appropriate. We were doing primarily private work, so the spec could be proprietary.
When I was with a firm that did public school work, we selected all the colors and patterns during the submittal process. The spec would identify products as Basis Of Design, and indicate a number of colors for each product, with an approximate percentage breakdown of distribution. Drawings and schedules would show extent of different colors by use of keynotes (Tile-Color A, Tile-Color B, etc.). We’d prepare sample boards based on the manufacturers whose products were accepted during the submittal process, either the basis of design product or an accepted alternate manufacturer.
Now, I am in a firm doing health care work, largely for private clients. I am working with outside ID consultants, so coordination is extremely important. Lately our primary ID consultant has expressed interest in using an Excel format for Finish Schedules, along with what they call a “Color and Material Schedule”, which is basically a finish legend. I’d be interested in seeing any examples of Excel format schedules that you are willing to share-we put one together ourselves, but that doesn’t mean we can’t improve it.
I always like to have some input and control over this process, especially with interior work. You need to work closely with your ID consultants, and not just accept what they give you unless you have worked through a few specs with them and developed a good relationship and understanding of document coordination.
Unfortunately, 90 percent of the “Finish Legends” I’ve seen contain a lot of information which really should be in a specification (and which most specifiers could document in a better way). Just as junior architects sometimes get specs and shop drawings dumped on them without proper instruction, many entry-level and junior interior designers are assigned the “finish specs”. I have found that once most interior designers understand what goes in a spec, they are happy to let the specifier take some of the load, as well as coordinate their work more closely.