Project Management Forms

COST BREAKDOWN
ACCIDENT REPORT
ADJUSTMENTS
CHANGE ORDER
INVOICE
PROGRESS BILL

BID FORM
BID LOG
CASH C.O.
CASH PAID
C.O. # 2
C.O. LOG
CHANGE TRANSMITTAL
COMPANY EVALUATION
CONTRACT STATEMENT
CONTRACT TRANSMITTAL
CONTRACTOR
QUESTIONNAIRE
INVOICE
COST BOOK
CONTRACT COST PLUS FIX
FEE
CONTRACT COST PLUS
PERCENTAGE
CUSTOMER SATISFACTION
DAILY REPORT
EQUIPMENT REPORT
DAILLY WORKSHEET
DEFICIENCY NOTICE
DELAY NOTICE
DOCUMENT SUBMITTAL
DRIVING RECORD
ROSTER
EMPLOYEE DATA SHEET
EMPLOYEE EVALUATION
TIME CARD
EQUIPMENT LEDGER
ESTIMATE CHECKLIST
ESTIMATE RECAP
EXPENSE/TRAVEL REPORT
FAX CHANGE ORDER
FAX COVER SHEET
FAX P.O.
FAX QUOTATION
FIELD CHANGE
FIELD DIRECTORY
FIELD PROBLEM REPORT
FINAL PAYMENT
PUNCH LIST
FINISH SCHEDULE
INTEROFFICE MEMO
JOB COST REPORT
JOB INFORMATION
JOB INVOICE
JOB PROGRESS
SAFETY CHECKLIST
BID FOLLOW UP
LABOR WAIVER OF LIEN
MATERIAL REQUISITION
CONTROL
MATERIAL SCHEDULE
NO RESPONSIBILITY
OVERHEAD CALCULATIONS
BACKCHARGE NOTICE
CLOSEOUT CHECHLIST
PM CONTRACT
REQUEST CLARIFICATION
REQUEST INFORMATION
REQUEST INSPECTION
SAFETY AGREEMENT
SCHEDULE SHEET
SHOP DRAWINGS
SUBMITTAL
SHOP DRAWINGS CONTROL
SPECIALTY SELECTION
SPECS CHANGE
STATEMENT OF CONTRACT
SUBCONTRACT
SUBCONTRACT POLICY
SUBCONTRACT WORK
ORDER
INSURANCE VERIFICATION
TIME & MAT. ITEMIZED
PROP.
T&M BILLING SHEET
T&M LOG
T&M PROPOSAL
TIME CARD CATEGORIES
TIME MANAGEMENT
TOOL LIST
TOOL RECEIPT
TRUCK INSPECTION
WARRANTY
EMPLOYEE PAYROLL
PROJECT CHARTER
MASTER CODE
BUDGET FORM
RISK REGISTER
ISSUES LOG
SPOT LIGHT REPORT
DELIVERABLE MILESONES
WBS
ROLES &
RESPONSIBILITIES
RESOURCE ASSIGNMENT
CO CONTROL
DELIVERABLE
ACCEPTANCE
RESOURCE LOADING
QUALITY METRICS
PM SCOPE
START UP CHECKLIST
PROCUREMENT ACTION
PLAN
MEETING GROUND RULES
ORGCHART PMT
NCR
BASIC INFORMATION
ASSUMPTIONS &
CONSTRAINTS
DECISION LOG
COMMUNICATIONS PLAN
STAKEHOLDERS
Cost Breakdown Form
Accident Report by Supervisor Form
Accounting Adjustments Form
Change Order Form
Contractor's Invoice Form
Progress Billing Form

PROJECT MANAGEMENT FORMS
SPREADSHEETS DESCRIPTION
Bid Form
Bid Log Form
Cash Change Order Form
Cash Paid Out Form
Another Change Order Form
Change Orders Log Form
Change Transmittal Form
Company Evaluation Form
Contract Statement Form
Contract Transmittal Form
Contractor/Supplier Questionnaire Form
Contractor's Invoice Form No.2
Cost Book Form
Cost Plus Fix Fee Contract Form
Cost Plus Percentage Contract Form
Customer Satisfaction Survey Form
Daily Construction Report Form
Daily Equipment Report Form
Daily Worksheet Form
Deficiency Notice Form
Delay Notice Form
Document Submittal Form
Driving Record Verification Form
Roster Form
Employee Data Sheet Form
Employees Evaluation Form
Employee Time Card Form
Equipment Ledger Sheet Form
Estimate Checklist Form
Estimate Recap Sheet Form
Expense and Travel Report Form
Fax Change Order Form
Fax Cover Sheet Form
Fax Purchase Order Form
Fax Quotation Form
Field Change Report Form
Field Directory Form
Field Problem Report Form
Final Payment Release Form
Final Project Punch List Form
Finish Schedule by Room Form
Interoffice Memo Form
Job Cost Report Form
Job Information Form
Job Invoice Form
Job Progress Chart Form
Site Safety Checklist Form
Letter Bid Follow up Form
Labor Waiver of Lien Form
Material Requisition Control Form
Materials Schedule Form
Non-responsibility Notice Form
Overhead Calculations Form
Potential Backcharge Notice Form
Project Close Out Checklist Form
Project Management Contract Form
Request for Clarification Form
Request for Information Form
Request for Inspection Form
Personal Safety Agreement Form
Schedule Sheet Form
Shop Drawings Submittal Form
Shop Drawings Control Form
Specialty Selection Sheet Form
Specification Change Request Form
Statement of Contract Form
Subcontract Agreement Form
Subcontract Policy Form
Subcontractor Work Order Form
Subcontractor Insurance Verification Log Form
Time and Materials Itemized Proposal Form
Time and Materials Billing Sheet Form
Time and Materials Log Form
Time and Materials Proposal Form
Time Card Categories
Time Management Worksheet Form
Tool List Form
Tool Receipt Form
Truck Inspection Sheet Form
Warranty Form
Employee Payroll Summary Sheet Form
Project Charter Form
Master Cost Breakdown Form
Budget Form
Risk Register Form
Issues Log Form
Spot Light Report Form
Deliverable Milestones Form
Work Breakdown Structure Form
Roles and Responsibilities Form
Resource Assignment Matrix Form
Change Control Log Form
Deliverable Acceptance Form
Resource Loading Form
Project Quality Metrics Form
Project Management Scope
Project Start Up Checklist
Procurement Action Plan Form
Meeting Ground Rules Form
Organization Chart PMT Construction
Non Conformance Report Form
Project Basic Information Form
Assumptions and Constraints Form
Decision Log Form
Communications Plan Form
Stakeholders Analysis Form
TO GO
TO THIS
SPREAD
SHEET
1
Cost Breakdown Form
2
Accident Report by Supervisor Form
3
Accounting Adjustments Form
4
Change Order Form
5
Contractor's Invoice Form
6
Progress Billing Form
TO GO TO THIS
SPREADSHEET
7
Bid Form
8
Bid Log Form
9
Cash Change Order Form
10
Cash Paid Out Form
11
Another Change Order Form
12
Change Orders Log Form
13
Change Transmittal Form
14
Company Evaluation Form
15
Contract Statement Form
16
Contract Transmittal Form
17
Contractor/Supplier Questionnaire Form
18
Contractor's Invoice Form No. 2
19
Cost Book Form
20
Cost Plus Fix Fee Contract Form
21
Cost Plus Percentage Contract Form
22
Customer Satisfaction Survey Form
23
Daily
Constructi
on Report
Form
24
Daily
Equipmen
t Report
Form
25
Daily
Workshee
t Form
26
Deficiency
Notice
Form
27
Delay Notice Form
28
Document
Submittal
Form
29
Driving
Record
Verificatio
n Form
30
Roster
Form
31
Employee
Data
Sheet
Form
32
Employee
s
Evaluation
Form
33
Employee
Time Card
Form
34
Equipmen
t Ledger
Sheet
Form
35
Estimate
Checklist
Form
36
Estimate
Recap
Sheet
Form
37
Expense
and
Travel
Report
Form
38
Fax
Change
Order
Form
39
Fax Cover
Sheet
Form
40
Fax
Purchase
Order
Form
41
Fax
Quotation
Form
42
Field
Change
Report
Form
43
Field
Directory
Form
44
Field
Problem
Report
Form
45
Final
Payment
Release
Form
46
Final
Project
Punch List
Form
47
Finish
Schedule
by Room
Form
48
Interoffice
Memo
Form
49
Job Cost
Report
Form
50
Job
Informatio
n Form
51
Job
Invoice
Form
52
Job
Progress
Chart
Form
53
Site
Safety
Checklist
Form
54
Letter Bid
Follow up
Form
55
Labor
Waiver of
Lien Form
56
Material
Requisitio
n Control
Form
57
Materials
Schedule
Form
58
Non-
responsibi
lity Notice
Form
59
Overhead
Calculatio
ns Form
60
Potential
Backchar
ge Notice
Form
61
Project
Close Out
Checklist
Form
62
Project
Managem
ent
Contract
Form
63
Request
for
Clarificatio
n Form
64
Request
for
Informatio
n Form
65
Request
for
Inspection
Form
66
Personal
Safety
Agreemen
t Form
67
Schedule
Sheet
Form
68
Shop
Drawings
Submittal
Form
69
Shop
Drawings
Control
Form
70
Specialty
Selection
Sheet
Form
71
Specificati
on
Change
Request
Form
72
Statement
of
Contract
Form
73
Subcontra
ct
Agreemen
t Form
74
Subcontra
ct Policy
Form
75
Subcontra
ctor Work
Order
Form
76
Subcontra
ctor
Insurance
Verificatio
n Log
77
Time and
Materials
Itemized
Proposal
78
Tiime and
Materials
Billing
Sheet
79
Time and
Materials
Log Form
80
Time and
Materials
Proposal
Form
81
Time Card
Categorie
s
82
Time
Managem
ent
Workshee
83
Tool List
Form
84
Tool
Receipt
Form
85
Truck
Inspection
Sheet
Form
86
Warranty
Form
87
Employee
Payroll
Summary
Sheet
88
Project
Charter
Form
89
Master
Cost
Breakdow
n Form
90
Budget
Form
91
Risk
Register
Form
92
Issues
Log Form
93
Spot Light
Report
Form
94
Deliverabl
e
Milestone
s Form
95
Work
Breakdow
n
Structure
96
Roles and
Responsi
bilities
Form
97
Resource
Assignme
nt Matrix
Form
98
Change
Control
Log Form
99
Deliverabl
e
Acceptanc
e Form
100
Resource
Loading
Form
101
Project
Quality
Metrics
Form
102
Project
Managem
ent Scope
103
Project
Start Up
Checklist
104
Procurem
ent Action
Plan Form
105
Meeting
Ground
Rules
Form
106
Organizati
on Chart
PMT
Constructi
107
Non
Conforma
nce
Report
108
Project
Basic
Informatio
n Form
109
Assumptio
ns and
Constraint
s Form
110
Decision
Log Form
111
Communi
cations
Plan Form
112
Stakehold
ers
Analysis
Cost Breakdown
Date:
Sponsor:
Building ID:
Project name:
Location:
L D Trade item Cost Trade description
1 3 Concrete
2 4 Masonry
3 5 Metals
4 6 Rough carpentry
5 6 Finish carpentry
6 7 Waterproofing
7 7 Insulation
8 7 Roofing
9 7 Sheet metal
10 8 Doors
11 8 Windows
12 8 Glass
13 9 Lath & plaster
14 9 Drywall
15 9 Tile work
16 9 Acoustical
17 9 Wood flooring
18 9 Resilient flooring
19 9 Painting & decorating
20 10 Specialties
21 11 Special equipment
22 11 Cabinets
23 11 Appliances
24 12 Blinds & shades, artwork
25 12 Carpets
26 13 Special construction
27 14 Elevators
28 15 Plumbing & hot water
29 15 Heat & ventilation
30 15 Air conditioning
31 16 Electrical
32 Subtotal (Structures)
33 Accessory structures
34 Total (Lines 32 & 33)
35 2 Earthwork
36 2 Site utilities
37 2 Roads & walks
38 2 Site improvements
39 2 Lawns & planting
40 2 Unusual site conditions Non Residential & Special
41 Total land improvements Exterior Land Improvement
42 Tl struct & land improvements Description
43 1 General requirements
44 Subtotal (Lines 41 and 42)
45 Builder's overhead
46 Builder's profit TOTAL: $ _____________
47 Subtotal (Lines 44 thru 46) Other fees
48 Demolition
49 Other fees (Not inc. in trade item breakdown)
50 Bond premium
51 Total for all improvements
52 Builder's profit paid by
means other than cash
53 Total all improvements (Less #52) TOTAL: $ _____________
Mortgagor: _________________________________ By: _________________
Contractor: _________________________________ By: _________________
FHA: _______________________________________________________
Processing Analyst
FHA: _______________________________________________________
Chief Underwriter
FHA: _______________________________________________________
Chief, Cost Branch or Cost Analyst
RETURN
Project name:
Info!A1
Trade description
Non Residential & Special Offsite Costs
Exterior Land Improvement (Not inc. in trade item breakdown)
Est. cost Description Est. cost
TOTAL: $ _____________
Other fees TOTAL: $ _____________
Demolition
(Not inc. in trade item breakdown)
Description Est. cost
TOTAL: $ _____________ TOTAL: $ _____________
By: _________________ Date: ________________
By: _________________ Date: ________________
FHA: _______________________________________________________ Date: ________________
FHA: _______________________________________________________ Date: ________________
FHA: _______________________________________________________ Date: ________________
Accident Report by Supervisor
Date:
Owner:
Contractor:
Project name:
Name of injured Soc. Sec. no:
Home address of injured
Company Age ______ ( ) M ( ) F
Date of injury Time ( ) AM ( ) PM
Occupation How long
Type of injury
Part injured
What was employee doing at time of injury?
Where and how did the accident occur?
Specify machine tool, substance or object that directly injured employee:
Was medical treatment sought? Yes ( ) No ( )
Where and by whom?
Was employee unable to work after injury ?
If yes, for how long was he absent from job ?
List names and addresses of witnesses:
This report filed by _________________________ Date:
Corrective action taken:
Describe any unsafe acts or conditions contributing to accident
Explain specifically the corrective action taken
RETURN
Info!A1
( ) M ( ) F
( ) AM ( ) PM
Accounting Adjustments
Date:
Owner:
Contractor:
Project no:
Project name:
Customer:
Vendor name:
Amount
Account no. Account name Debit
Totals
Explanation:
RETURN
Info!A1
Amount
Credit
Date:
Owner:
Contractor:
Project name:
Original contract date: Change order no:
You are directed to make the following changes in this contract:
The original contract sum was:
Net amount of previous change orders:
Total original contract amount plus or minus net change orders:
Total amount of this change order:
The new contract amount including this change order will be:
The contract time will be changed by:
The date of completion as of the date of this change order is:
Contractor: Owner:
Company name Company name
Address Address
City, State, Zip City, State, Zip
By: By:
Date: Date:
Change Order
RETURN
Info!A1
Change order no:
You are directed to make the following changes in this contract:
$
( ) Days
Date:
Owner:
Address:
City, State, Zip:
Project name: Invoice number:
Architect: Architect's project no:
Additions
Change orders approved in previous months:
Approved this month
Number Date Approved
Subtotal change orders approved this month:
Total change orders to date:
1. Original contract sum
2. Net change by change orders (Total additions - deductions above)
3. Contract sum to date (line 1+2)
4. Total completed and stored to date
5. Retainage:
a. ____% of completed work
b. ____% of stored material
Total retainage
6. Total earned less retainage (line 4 less total of line 5)
7. Less previous invoices for payment (line 6 from prior invoice)
8. Current payment due
9. Balance to finish, plus retainage (line 3 less line 6)
The Contractor certifies that to the best of his/her knowledge the work covered by this invoice has
been completed in accordance with the Contract Documents.
Contractor:
By: Date:
State of: County of:
Subscribed and sworn to before me this month and day:
Contractor's Invoice
Change order summary
Notary Public:
My Commission expires:
Architect's verification of invoice:
In accordance with the Contract Documents and based on on-site observations, the Architect certifies
to the Owner that to the best of the Architect's knowledge, the work has progressed as indicated, the
quality of the work is in accordance with the Contract Documents, and the Contractor is entitled to
payment of the amount approved below.
Amount approved:
(Attach explanation if amount differs from the amount applied for)
Architect:
By: Date:
City, State, Zip: RETURN
Invoice number:
Architect's project no: Info!A1
Deductions
The Contractor certifies that to the best of his/her knowledge the work covered by this invoice has
of 19____.
Change order summary
In accordance with the Contract Documents and based on on-site observations, the Architect certifies
to the Owner that to the best of the Architect's knowledge, the work has progressed as indicated, the
quality of the work is in accordance with the Contract Documents, and the Contractor is entitled to
Progress Billing

Project name:
Item Contract item Budget
no. (task description) amount
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
Totals:
Date:
Owner:
Contractor:
Project no:
Project name:
Revised Previous This Balance %
budget billing billing to finish Complete
RETURN
Info!A1
Date:
Project no:
Phone number:
Contact person:
Item #____
Bid price:
Includes: Tax ( ) Job site delivery ( ) Installation ( )
Item includes:
Item excludes:
Alternate:
Alternate price: included in price above ( )
Item #____
Bid price:
Item includes:
Item excludes:
Alternate:
Item #____
Bid price:
Item includes:
Item excludes:
Alternate:
Bid Form
RETURN
Info!A1
Installation ( )
not included ( )
Installation ( )
not included ( )
Installation ( )
not included ( )
Bid Form
Bid Log
Date:
Project:
Project no:
Sheet no:
Type/ Bid package Modification Bid
division Bidder sent no./date due
RETURN
_____ of _____
Info!A1
Bid Bid
received price Comments
Date:
Owner:
Project no:
Change order no:
Original contract date:
Description of change:
Contractor agrees to furnish and supply all labor and material necessary to do the work in a neat and
workmanlike manner.
The owner(s) agree to pay the sum:
As follows:
Cash (today)
Cash (on completion)
Owner:
Company name
Address
City, State, Zip
By:
Date:
Cash Change Order
RETURN
Project no:
Info!A1
Change order no:
Original contract date:
Contractor agrees to furnish and supply all labor and material necessary to do the work in a neat and
Contractor:
Company name
Address
City, State, Zip
By:
Date:
Cash Change Order
Date:
Owner:
Contractor:
Project no:
Project name:
Date paid: Check #: Amount:
Paid to:
Job:
Explanation:
Cash Paid Out
RETURN
Info!A1
Date:
Owner:
Project no:
Change order no:
Change (add or delete) the following work to the original contract:
Change the original contract amount by: $
Payment to be made as follows:
We agree to furnish labor & materials complete in accordance Above additional work to be performed under the same conditions
with the above specifications at above stated price. as specified in original contract unless otherwise stipulated.

General Contractor Date Owner
Note: This change order becomes part of and in accordance with the original contract.
Change Order
RETURN
Project no:
Info!A1
Change order no:
Change (add or delete) the following work to the original contract:
Above additional work to be performed under the same conditions
as specified in original contract unless otherwise stipulated.
Date
Note: This change order becomes part of and in accordance with the original contract.
Change Order
Change Order Log
Date:
Owner:
Contract amt:
Project name:
Description Amount C.O. No.
RETURN
Info!A1
No:
S =Submitted A =Approved R =Rejected
S A R
Page of
Status Schedule
Change
Date:
Owner:
Contractor:
Project no:
Project name:
Dear ___________________:
Enclosed please find two copies of our Change Order Number_____ for the project referenced above.
Please sign both copies and return them to this office. A countersigned copy will be forwarded to you
upon receipt of your signed copies. Thank you.
Sincerely,
Enclosures
Change Transmittal
Contractor: RETURN
Project no:
Project name:
Info!A1
Enclosed please find two copies of our Change Order Number_____ for the project referenced above.
Please sign both copies and return them to this office. A countersigned copy will be forwarded to you
Change Transmittal

1. How did you find out about our company?
2. Do you feel our crew and subcontractors respected your property?
If no, please explain any difficulties you might have had:
3. How would you rate our company's overall construction performance?
( ) bad ( ) good ( ) excellent
4. How would you rate our administrative performance?
5. How would you rate our professionalism?
6. How did you feel we handled the day-to-day phases of your job?
7. What could we have done to make your project run more smoothly?
8. Are you happy with your completed project?
What, if anything, would you have done differently?
9. How effectively and timely were problems dealt with?
10. May we use you as a telephone reference?
Please feel free to include any additional comments.
Thank you very much for your valuable input.
Company Evaluation
Date:
Client: RETURN
Address:
City, State, Zip:
Info!A1
Project name:
( ) Yes ( ) No
( ) Yes ( ) No
( ) Yes ( ) No
Company Evaluation
Date:
Owner:
Address:
City, State, Zip:
Project name:
Change order record:
Number of change orders to date
Change order increase
Change order decrease
Net change
Statement of contract:
Original contract amount
Net change orders (see above)
Adjusted contract amount
Billing history:
Adjusted contract amount billed to date
Less _____% retainage
Total adjusted contract less retainage
Current invoice amount
Less ______% retainage
Current invoice amount less retainage
Pay this amount
Certified by:
The undersigned certifies that to the best of his/her knowledge the work covered by this statement
has been completed in accordance with the contract documents, that previous invoices were issued
and the current payment shown is now due.
Date
Contract Statement
RETURN
Info!A1
The undersigned certifies that to the best of his/her knowledge the work covered by this statement
has been completed in accordance with the contract documents, that previous invoices were issued

Contract Statement
Date:
Owner:
Contractor: RETURN
Project no:
Project name: Info!A1
Dear________________:
Enclosed please find two copies of our contract for the project referenced above.
Please sign both copies and return them to this office with your certificate of insurance. A counter-
signed copy will be forwarded to you upon our receipt of your signed copies.
Please note your project name and number for future reference. To expedite administration of the
contract, please make reference to this project number in all your written correspondence to this
office.
Thank you.
Sincerely,
Enclosures
Contract Transmittal
LC\SITE2.XLS
Date:
Owner:
Contractor: RETURN
Project name:
Info!A1
Company name: Telephone no:
Address: Fax no:
Contact person: Mobile no:
Type of business
Contractor (specify) License no:
Supplier (specify) Workman's comp. no:
Other (specify) Liability ins. no:
Type of organization (check one)
Individual ( ) Limited partnership ( ) General partnership ( )
Names of partners:
Joint venture ( ) Names of participants:
Corporation ( ) Officer's names:
General
1. Do you qualify as a "small business"? Yes ( ) No ( )
As qualified by:_______________________________________________
2. Is your company or joint-venture "woman-owned"? Yes ( ) No ( )
3. Is your company or joint-venture "minority-owned"? Yes ( ) No ( )
If "minority-" or "woman-owned" complete the following ownership interest box.
Ownership or joint venture interest (please circle one):
Alaskan Native Hispanic Asian White
Black American Indian Pac. Islndr. Woman
Number of owners:
% asset owned:
Contractor/Supplier Questionnaire
LC\SITE2.XLS

Application #: RETURN
Application date:
Invoice period: Info!A1
A B C D E F G H I
Materials Total Balance
From presently completed to finish
previous stored & stored (C - G)
application (not D or E) to date
(D + E) (D + E + F)
Totals
Contractor's Invoice
Work Description Item No.
Work completed
Scheduled
Value
This
Period
% (G/C) Retainage
LC\SITE2.XLS
RETURN

Info!A1
Date:
Task Materials Labor Subs Notes
No. description unit cost unit cost bid allowances/alternates
Cost Book
LC\SITE2.XLS
Date:
Owner: RETURN
Address:
City, St, Zip: Info!A1
Project name:
This agreement is made this __________________________ day of ______________, 19_____
between , the owner, and
, the contractor. The owner and the contractor agree as set
forth below:
1 The contractor accepts the relationship of trust and confidence established between his company
and the owner by this agreement. He covenants with the owner to furnish his best skill and
judgement in furthering the interest of the owner. He agrees to furnish efficient business admin-
istration and supervision and to use his best efforts to furnish at all times an adequate supply of
workers and materials, and to perform the work in a most expeditious, economical and workman-
like manner.
2 The work to be performed under this contract shall start on the date .
The contractor shall use his best efforts to complete said work of improvement on or before
.
3 The owner agrees to reimburse the contractor for the direct "cost of the work" as defined in
paragraph 6 below. Such reimbursement shall be in addition to the contractor's fee stipulated in
paragraph 4.
4 In consideration of the performance of the contract, the owner agrees to pay the contractor as
compensation for his services a contractor's fee as follows:
All costs incurred over total project length paid as per paragraph 11, plus a fixed fee of
per .
5 The scope of the work shall consist of the "categories of work" described on the estimate attached
hereto. The estimate is attached solely for the purpose of describing the category of work. The
pricing on the estimate shall have no bearing on the cost of the work.
6 The term "cost of work" shall mean costs necessarily and reasonably incurred in the performance
of the work and actually paid by the Contractor, including all costs incurred due to changes and
extras not listed on the attached estimate.
7 The contractor shall procure the necessary permits for the work of improvement. Owner shall
pay the governmental fees and contractor's charges for said permits.
8 All portions of the work that contractor's employees cannot perform directly shall be performed
under subcontracts. Unless owner has agreed in advance all subcontracts shall be on a fixed price
basis. The contractor shall secure the owner's consent before entering into any subcontracts.
9 The contractor shall keep full and detailed accounts as may be necessary for proper financial
management under this agreement. The owner shall be afforded access to all the contractor's
records, books, correspondence, instructions, drawings, receipts, vouchers, memoranda and
similar data relating to this contract, and the contractor shall preserve all such records for a period
of three years after the final payment.
10 The owner agrees to pay a twenty-five percent deposit upon obtaining permits or start of job,
whichever occurs first.
11 The contractor shall, every two weeks during the course of work, deliver to the owner a state-
ment showing in complete detail all costs incurred by his company in the execution of this
contract for the preceding two week period. Accompanying said statement shall be a copy of all
back-up documentation including material procurement invoices, payrolls for all the labor and all
receipted bills for which payment is due. The owner shall review the statement and shall remit
such amount within three days of the owner's receipt of the statement. The final payment,
constituting the unpaid balance of the cost of the work and the final contractor's fee, shall be paid
by the owner to the contractor when the work has been completed and the contract fully per-
formed.
12 The contractor agrees to maintain workers' compensation and liability insurance in effect
throughout the course of the work.
13 The contractor hereby agrees to hold the owner harmless and to indemnify the owner against any
and all claims which may arise during the course of the work as a consequence of the negligent
acts or deliberate omissions of the contractor, its agents or employees.
This agreement is executed the day and year first written above.
Owner: Contractor:
License no:
Date: Date:
Cost Plus Fixed Fee Contract
LC\SITE2.XLS
Date: RETURN
Owner:
Address: Info!A1
City, State, Zip:
Project name:
This agreement is made this____________________________ day of ______________ 19_______
between , the owner, and
, the contractor. The owner and the contractor agree as
set forth below:
1 The contractor accepts the relationship of trust and confidence established between his comp-
any and the owner by this agreement. He covenants with the owner to furnish his best skill and
judgment in furthering the interest of the owner. He agrees to furnish efficient business
administration and supervision and to use his best efforts to furnish at all times an adequate
supply of workers and materials, and to perform the work in a most expeditious, economical
and workmanlike manner.
2 The work to be performed under this contract shall commence .
The contractor shall use his best efforts to complete said work of improvement on or before
.
3 The owner agrees to reimburse the contractor for the direct "cost of the work" as defined in
paragraph 6 below. Such reimbursement shall be in addition to the contractor's fee stipulated
in paragraph 4.
4 In consideration of the performance of the contract, the owner agrees to pay the contractor as
compensation for his services a contractor's fee as follows:
% (percent) of all costs incurred over total project length paid as per paragraph 11.
5 The scope of the work shall consist of the "categories of work" described on the estimate
attached hereto. The estimate is attached solely for the purpose of describing the category of
work. The pricing on the estimate shall have no bearing on the cost of the work.
6 The term "cost of work" shall mean costs necessarily and reasonably incurred in the perform-
ance of the work and actually paid by the contractor including all costs incurred due to changes
and extras not listed on attached estimate.
7 The contractor shall procure the necessary permits for the work of improvement. Owner shall
pay the governmental fees and contractor's charges for said permits.

8 All portions of the work that contractor's employees cannot perform directly shall be performed
under subcontracts. Unless owner has agreed in advance all subcontracts shall be on a fixed
price basis. The contractor shall secure the owner's consent before entering into any subcon-
tracts.
9 The contractor shall keep full and detailed accounts as may be necessary for proper financial
management under this agreement. The owner shall be afforded access to all the contractor's
records, books, correspondence, instructions, drawings, receipts, vouchers, memoranda and
similar data relating to this contract, and the contractor shall preserve all such records for a
period of three years after the final payment.
10 The owner agrees to pay a twenty-five percent deposit upon obtaining permits or start of job,
whichever occurs first.
11 The contractor shall, every two weeks during the course of work, deliver to the owner a state-
ment showing in complete detail all costs incurred by his company in the execution of this
contract for the preceding two week period. Accompanying said statement shall be a copy of
all back-up documentation including material procurement invoices, payrolls for all the labor
and all receipted bills for which payment is due. The owner shall review the statement and
shall remit such amount within three days of the owner's receipt of the statement. The final
payment, constituting the unpaid balance of the cost of the work and the final contractor's fee,
shall be paid by the owner to the contractor when the work has been completed and the
contract fully performed.
12 The contractor agrees to maintain workers' compensation and liability insurance throughout the
course of the work.
13 The contractor hereby agrees to hold the owner harmless and to indemnify the owner against
any and all claims which may arise during the course of the work as a consequence of the
negligent acts or deliberate omissions of the contractor, its agents or employees.
This agreement is executed the day and year first written above.
Owner: Contractor:
License no:
Date: Date:
Cost Plus Percentage Contract
LC\SITE2.XLS
Date:
Client:
Address: RETURN

City, State, Zip: Info!A1
Project name:
Dear___________________:
Thank you for the opportunity to work on your project. We are glad you called upon us
and hope that if future needs arise you will call us again.
We hope the quality of our work pleased you. Any input you have regarding our performance
would be greatly appreciated. Your comments are an important part of our quality assurance
program. Would you please take the time to fill out this form so that future clients will
gain from your and our experience?
Were your needs met promptly? Did we fulfill our agreements?
Before the job ( ) Yes ( ) No ( ) Yes ( ) No
During the job ( ) Yes ( ) No Did you receive the value you expected?
After the job ( ) Yes ( ) No ( ) Yes ( ) No
Did the project... Was the quality of the work as expected?
start on time? ( ) Yes ( ) No ( ) Yes ( ) No
complete on time? ( ) Yes ( ) No Will you consider us for future projects?
finish cleanly? ( ) Yes ( ) No ( ) Yes ( ) No
Were our workers/subs courteous?
( ) Yes ( ) No
Please write in any additional comments...
May we use your name as a reference on future jobs? ( ) Yes ( ) No
Signature __________________________ Date ______________________
Customer Satisfaction Survey
LC\SITE2.XLS
Daily Construction Report
Date:
Owner: RETURN
Weather:
Project no: Info!A1
Project name:
Task description Code Quantity Remarks
Subcontract description Code Quantity Remarks
LC\SITE2.XLS
Daily Equipment Report
RETURN
Date:
Prepared by: Info!A1
Contractor:
Project name:
Weather:
I = Idle
W =Working
Machine Rate W Cost code Total Total
no. Machine per hr. I hours cost
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
W
I
Total cost
LC\SITE2.XLS
Daily Work Sheet
Change order no:
Date:
Owner: RETURN
Project name:
Location:
Info!A1

Labor
Remarks Labor classification Weather
Temperature
8 A.M.
1 P.M.
Employee name Description of work Check classification Hours Rate Amount
Labor burden
Total labor
Material used
Quantity Item Units Amount Total Where purchased
Total material
Total labor and material
Overhead expense
Total
LC\SITE2.XLS
Deficiency Notice
Date:
To: RETURN
From:
Owner:
Info!A1
Project no:
Project name:
The following items have not been submitted to us. Return by:
( ) Contract ( ) Warranty ( ) Minority compliance form
( ) Purchase order ( ) Shop drawings ( ) Product literature
( ) Certificate of insurance( ) As-built drawings ( ) Other: _________________
( ) Sub-schedule ( ) Samples
( ) Submittals ( ) Colors/textures
( ) Cost breakdown ( ) Materials list
Please forward this material immediately for our review.
Note:
LC\SITE2.XLS
Date:
Owner: RETURN
Contractor:
Project no:
Info!A1
Project name:
To: Notice no:
Attention: Contract date:
It is apparent that you are causing delay to the project. We request that you do whatever is necessary
to get back on schedule, including but not limited to:
Overtime work
Adding additional crew
Better organization of efforts
Using more experienced personnel
Supplying needed tools and materials
Note:
By: Copy to:
Delay Notice
LC\SITE2.XLS
Document Submittal
From: RETURN
Contract No.: Description: Info!A1
To: Subject:
Attention:
DS No. Revision No.
No. of Sheets: Date:
I certify that the item submitted here below is correct and in strict conformance with the contract.
Any deviation from contract requirements? Yes No
(if yes, fill out the technical specifications proposed changes form (TSPC))
Drawing reference:
Specification reference:
BOQ reference:
Inspection Day: Inspection Time:
Approval Status: Received by:
(mark one only) A As inspected (signature and stamp)
B Approved as noted
C Revise and resubmit
D Rejected
Contractor receipt response:
(signature and stamp)
Description of Document:
Inspection Remarks and Comments:
LC\SITE2.XLS
Date:
Employee:
Address: RETURN

Phone no:
Info!A1
Drvrs. lic. no:
State:
Please answer the following questions:
1. Has your license ever been suspended or revoked? ( ) Yes ( ) No
If yes, please explain:

2. Have you ever been cited for driving under the influence? ( ) Yes ( ) No
3. Have you received any moving violations within the past 3 years? ( ) Yes ( ) No
4. Have you been involved in any accidents within the past 3 years? ( ) Yes ( ) No
I give my permission to allow a verification of my driving record to be performed.
I certify that the above information is true and correct.
Signed: Date:
Driving Record Verification
LC\SITE2.XLS
Project Project # TO GET BACK TO MAIN MENU:
Project manager Sponsor
Project artifacts Updated Info!A1
Name
Core/
Extended
Team
Title Dept. Phone Cell Phone E-Mail Project Role
000.000.0000 000.000.0000
Roster
LC\SITE2.XLS
Date:
Position:
Start date:
Interviewed by:
RETURN
Employee name: Info!A1
Last First
Address:
Telephone:
Social security no:
Birthdate:
In case of emergency contact:
Primary contact: Secondary contact:
Phone: Phone:
Address: Address:
Emergency medical information:
Employee Data Sheet
LC\SITE2.XLS
Date:
Employee:
Job title: RETURN
Start date:
Last review:
Info!A1
Evaluated by:
Rating: Instructions:
1. Unsatisfactory performance Fill in the rating that best fits the employee's
2. Minimum requirements met overall performance in relation to the category
3. Average, expected level listed. The rating must be accompanied by
4. Consistently exceeds requirements a narrative. The overall rating is the average
5. Exceptional performance of all the categories.
Quality of work Narrative:
Quantity of work:

Attitude/relationships with others:
Initiative & self reliance:
Employee Evaluation
LC\SITE2.XLS

Date Client/job
Employee Time Card
Period ending:
Employee name:
Task Hours
Employee Time Card
RETURN
Info!A1
Date:
Equipment no:
Description:
Date acquired:
Initial cost: Estimated life:
Estimated use per year: Est. salvage:
Avg. annual investment: Annual deprec:
Charge Operating
Year Item hours
Depreciation
1st Interest, taxes, insurance
year Fuel, oil, lube
Repairs, parts
Tires
Operating labor
Total
Depreciation
2nd Interest, taxes, insurance
Repairs, parts
Tires
Operating labor
Total
Depreciation
3rd Interest, taxes, insurance
Repairs, parts
Tires
Operating labor
Total
Equipment Ledger Sheet
Equipment no: RETURN
Date acquired:
Info!A1
Annual deprec:
Cumulative Cost per
hours hour
Equipment Ledger Sheet

Task Materials Labor
description Unit Amt. Cost Total Unit
Planning & initialization
Building permits
Construction heating
Inspection fees
Office trailer setup
Plans
Safety barriers
Sewer connection fee
Temporary power
Water meter fees
Other
Site work
Backfill & grading
Basement excavation
Earth imported/export
Footings excavation
Off site improvements
Sewer lateral/waterline
Site preparation
Soil treatment
Other
Concrete
Flatwork
Footings
Foundation
Additives
Area wells
Bolts
Chamfer strips
Cold joint
Estimate Checklist
Columns
Drayage
Expansion joint
Form oil & cleaner
Forms & whalers
Forms, stakes, braces
Poly/visqueen
Rebar-1/2" @ft.
Rebar-3/8" @ft.
Rebar-5/8" @ft.
Rebar-7/8" @ft.
Rental equipment
Straw/hay
Ties & tie wire
Waterproofing foundation
Window & door bucks
Wire mesh
Other
Rough lumber
Studs 2 x 4
Studs 2 x 6
Trusses
Fir 2 x 8 x 8
Fir 2 x 8 x10
Fir 2 x 8 x12
Fir 2 x 8 x14
Fir 2 x10 x10
Fir 2 x10 x12
Fir 2 x10 x14
Fir 2 x12 x10
Fir 2 x12 x12
Fir 2 x12 x14
Fir 2 x12 x _________
1 x 4 #2 Grade
1 x 6 #2 Grade
1 x 8 #2 Grade
1 x 10 #2 Grade
Post-4 x 4"
Post-6 x 6"
Glulam
Plywood 3/8"
Plywood 1/2"
Plywood 5/8"
Plywood 3/4"
Plywood T & G 5/8"
Plywood T & G 3/4"
Fascia
Soffit
Frieze
Caulking & sealants
Builders adhesive
Scaffolding
Equipment rental
Nails 16d box
Nails 16d nail gun
Nails 8d box
Nails 8d nail gun
Nails 16d duplex
Nails 8d duplex
Nails-finish (rough only)
Bolts, washers, nuts
Framing connectors
Saddles
Staples air gun
Other
Roofing
Built-up
Tile
Shake
Cedar
Drying-in
Felt-#15
Felt-#30
Ice & water shield
Flashing & counter F.
Drip edge
Valley tin
Roof jacks & vents
Galv. roof nails-3/4"
Galv. roof nails-1-1/2"
Simplex nails
Roofing cement
Other
Insulation
Walls
Ceiling
Miscellaneous insulation
Radiant barrier
Vapor barrier
Drywall
Corner bead
Drytite nails-@ lb.
Hot mud
J-Metal
Knife blades
Masking supplies
Perfa-tape
Quick-tape
Topping-boxes
Other
Finish carpentry
Base molding
Chair rail
Crown molding
Doors
Door casing
Front door
3/0 Exterior
2/8 Exterior
Fire rated/self-closing
3/0 Hollow C. interior
2/8 H. C. interior
2/6 H. C. interior
2/4 H. C. interior
2/0 H. C. interior
Bi-fold 7'
Bi-fold 6'
Bi-fold 5'
Bi-fold 4'
By-pass 7'
By-pass 6'
By-pass 5'
By-pass 4'
Pocket 3/0
Pocket 2/8
Pocket 2/6
Pocket 2/4
Specialty doors
Garage door
Shelving 1 x12
Shelving 1 x16
1 x 4" Pine
1 x 6" Pine
1 x12" Pine
3/4" Ply/pressed wood
Shims
Keyed locks
Deadbolts
Privacy locks
Passage locks
Other locks/latches
Pulls & catches
Door bumpers/stops
Towel bars/rings
Paper holders
Soap dishes
Closet rods
Robe hooks
Other bathroom hardw.
Door viewer
House numbers
Mail box
Garage door operator
Thresholds
Weatherstripping
Screen doors
Other
Wall coverings
Acoustical ceiling tile
Ceramic tile
Masking supplies
Paint rollers/brushes
Paint-alcohol sealer
Paint-latex
Paint-oil
Paint-PVA
Paneling (sheets)
Sandpaper, caulking, etc.
Stain & varnish
Textured paints
Wainscot
Wallpaper tools/glue
Wallpaper/border (rolls)
Other
Floor covering
Area rugs
Asphalt/rubber tile
Base (rubber)
Carpet glue
Carpet tool rental
Carpets
Ceramic tile
Concrete sealer
Cove
Hardwoods/parquet
Linoleum
Linoleum glue
Metal trim
Nails & glue
Other exterior carpets
Other floor paint
Padding
Quarry tile
Rock
Roller & blades
Seam filler
Seam tape
Staples
Synthetic turf
Tack strips
Other
Glazing
Windows
Patio sliding door
Stained glass
Sandblast/etched glass
Other glazing
Specialty glass
Mirrors
Medicine cabinets
Skylights
Other
Masonry
Fireplace
Fireplace face
Veneer
Masonry sidewalks/paths
Fence
Other
Plumbing
Rough
Finish
Jacuzzi - spa
Shower stall
Tub - enclosure
Extra water heaters
Fixture allowance
Water softener
Sprinkling system/rough
Other
HVAC
Furnace & distribution
Attic vents
Bathroom vents
Kitchen vent
Other vents
Evaporative cooler
Air conditioning
Special controls
Area heater
Wood-burning stove
Fireplace - gas log
Fireplace blower
BBQ grill
Humidifier
Electronic air purifier
Other
Electrical
Rough
Finish
Light fixture allowance
Landscape light(s)
Connect HVAC, etc.
Doorbell/chime
Security system
TV/stereo system/antenna
Intercom system
Computer system
Smoke/fire alarm system
Telephone installation
Other
Cabinets
Kitchen cabinets
Bath cabinets
Linen closets
Bookshelves
Pantry
Clothes chute
Garage - cabinets
Garage - workbench
Other
Hard surfaces/counters
Ceramic tile
Corian
Extra materials
Plastic laminate bid
Synthetic marble
Other
Appliances
Countertop unit
Dishwasher
Disposal
Freezer
Microwave oven
Range
Range hood
Refrigerator
Separate oven(s)
Trash compactor
Under cabinet units
Other
Exterior wall coverings
Gutter & downspout
Rock
Siding
Stucco
Other
Decorating
Decorator fee
Model home furnishing
Other
Landscaping
Bark/gravel/rock
Boxes/borders/pots
Flowers
Fountain
Grading
Irrigating
Shrubs
Sod/lawn
Topsoil
Trees
Yard light
Other
Misc. & other structures
Breezeway
Decking
Fence - block @ ft.
Fence - chainlink @ ft.
Fence - other
Fence - prefab concrete
Fence - wood @ ft.
Final cleanup
Gazebo
Glass breakage allowance
Greenhouse
Interest incurred
Lattice
Ornamental iron
Railing
Shed
Signs
Theft
Vandalism
Other ___________
Other ___________
Other ___________
Subtotals:
RETURN
Info!A1
Labor Sub bids/ Task Notes/
Amt. Cost Total Equip. rental total allowances
Estimate Checklist
Contingency ______%
Overhead ______%
Profit ______%
Total estimate
Estimate Recap Sheet

Estimate no:
Project name:
Task Total Unit
description Quantity Unit material cost
Date:
Owner: RETURN
Estimate no:
Project name: Info!A1
Total Unit Total sub bids/ Unit
labor cost equip. rental cost
Expense and Travel Report

Sun Mon Tue Wed Thur Fri
Date:
Starting mileage
Ending mileage
Mileage/day
Reimburse/mile
Air/ground fare
Auto rental
Parking
Tolls
Lodging
Telephone
Meals
Signature: ________________________ Date:__________
Date: RETURN
Employee:
Period from:
Info!A1
To:
Sat Total
Details of
expense
items
Approved:
Date:
Company:
Attn:
Fax no:
Tele. no:
Project name:
Change order
Addition to contract Deletion from contract
Requested by:
Description:
Materials:
Total estimated materials cost:
Labor:
Estimated total hours:
Rate:
Total estimated labor cost:
Total change to contract:
Estimated effect on the project schedule: days.
Client approved
Please follow up with mailed hard copy Signature:
Fax Change Order
RETURN
Company:
Info!A1
Project name:
Deletion from contract
Total estimated materials cost:
Client approved
Signature:

Address Fax no. used:

Phone Return fax no:
Project name:
Number of pages including the cover sheet:
If any of these fax copies are illegible, or you do not receive the same number of pages stated above,
please contact us immediately at telephone number:
Remarks:
Fax Cover Sheet
Date: RETURN
To:
Attn:
Info!A1
Fax no. used:
From:
Return fax no:
Project name:
If any of these fax copies are illegible, or you do not receive the same number of pages stated above,
Fax Cover Sheet
Fax Purchase Order
Date:
Owner:
Contractor:
Project name:
Requisition no:
Vendor: Ship to:
Requisition by When ship Ship via FOB point
Qty ordered Qty received Stock no. and description
1. Please send______copies of your invoice.
2. Order to be entered in accordance with price, delivery, and specification shown above.
3. Notify us immediately if you are unable to ship as specified.
Total number of pages including this page_____.
If you do not receive all pages, please contact us.
RETURN
Info!A1
Requisition no:
Terms
Unit price Total
2. Order to be entered in accordance with price, delivery, and specification shown above.
Signature
Fax Quotation
Date:
Quotation no:
Contractor:
Project name:
To: Salesperson:
Estimated shipping date Shipped via FOB point
Quantity Description
We are pleased to submit the above quotation for your consideration. Should you place an order, be
assured it will receive our prompt attention. This quotation is valid for ______days. Thereafter it is
subject to change without notice.
By____________________ Accepted __________________
Total number of pages including this page______. Please confirm receipt of this fax by
If you do not receive all pages, please call us. ( ) Phone
Thank You
RETURN
Info!A1
Terms
Price Amount
We are pleased to submit the above quotation for your consideration. Should you place an order, be
assured it will receive our prompt attention. This quotation is valid for ______days. Thereafter it is
Date___________
Please confirm receipt of this fax by
( ) Fax ( ) Mail
Field Change Report

Reference data
Specification section no:_________________________
Drawing no:______________________
Sketch no:_____________________________
Description
1) Detailed identification of the problem:
2) Detailed solution proposed:
3) Is this a general problem or an isolated case?
4) See sketches on reverse side.
5) Affected contractor(s):
6) Cost and schedule impact:
By:
Date:
Project:
Project no:
Location:
Revision no:
Page no:____________ Paragraph no:
Details:__________________________________________
Dated:__________________________________ Other:_________________
( ) Yes ( ) No
Title:
RETURN
Info!A1
Field Directory
Date revised:
Project name:
Emergency numbers Phone number
Fire
Ambulance
Doctor
Hospital
Police
Gas company
Electric company
Water company
Telephone company
Public agencies
City or agency Contact Phone number
Architect/engineer
Contractors/suppliers
Company name Contact Phone number
RETURN
Info!A1
Phone number Fax number
Phone number Fax number
Date:
Owner:
Weather/temp:
Project no:
Project name:
To: Subs present at site:
The following was noted:
Copies to: Field Report
Signed:
Field Problem Report
RETURN
Weather/temp:
Project no:
Info!A1
Project name:
Subs present at site:
Field Report
Signed:
Field Problem Report
Date:
Owner:
Project no:
Project name:
Conditional Waiver and Release Upon Final Payment
Upon receipt by the undersigned of a check from
(Maker of check)
of $ payable to
(Amt. of check) (Payee or payees of check)
properly endorsed and has been paid by the bank upon which it is drawn, this document shall
become effective to release any mechanic's lien, stop notice, or bond right the undersigned has on the
job of located at
(Owner) (Job description)
This release covers the final payment to the undersigned for all labor, services, equipment or material
furnished on the job, except for disputed claims for additional work in the amount of $
Before any recipient of this document relies on it, the party should verify evidence of payment to the
undersigned.
I/We certify that all labor and/or laborers have been paid in full to the below referred date.
Dated:
(Company name)
By:
(Signature)
Unconditional Waiver and Release Upon Final Payment
The undersigned has been paid in full for all labor, services, equipment or material furnished to
on the job of
(Your customer) (Owner)
and does hereby waive and release any right to a mechanic's lien, stop notice, or any right against a
labor and material bond on the job, except for disputed claims for extra work in the amount of $ ______
Dated:
(Company name)
Final Payment Release
By:
(Signature)
Notice to persons signing this waiver: This document waives rights unconditionally
and states that you have been paid for giving up those rights. This document is
enforceable against you if you sign it, even if you have not been paid. If you have
not been paid, use a conditional release form.
RETURN
Project no:
Project name:
Info!A1
in the sum
(Maker of check)
and when the check has been
properly endorsed and has been paid by the bank upon which it is drawn, this document shall
become effective to release any mechanic's lien, stop notice, or bond right the undersigned has on the
(Job description)
This release covers the final payment to the undersigned for all labor, services, equipment or material
furnished on the job, except for disputed claims for additional work in the amount of $
Before any recipient of this document relies on it, the party should verify evidence of payment to the
(Company name)
(Signature)
The undersigned has been paid in full for all labor, services, equipment or material furnished to
located at ____________________
(Job description)
and does hereby waive and release any right to a mechanic's lien, stop notice, or any right against a
labor and material bond on the job, except for disputed claims for extra work in the amount of $ ______
(Company name)
Final Payment Release
(Signature)
Notice to persons signing this waiver: This document waives rights unconditionally
and states that you have been paid for giving up those rights. This document is
enforceable against you if you sign it, even if you have not been paid. If you have
Final Project Punch List

Date:
Owner:
Project name:
Item
no. Description
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
Contractor: ________________________
Final Project Punch List
RETURN
Info!A1
Owner's approval
Date complete (initial)
Owner: ________________________
Finish Schedule by Room
RETURN

Info!A1

Room # Flooring Paint Ceiling
Finish Schedule by Room
Date:
Owner:
Revision no: Date:
Sheet no: of
Project name: No:
Window A/C Electrical Notes
Interoffice Memo
Date:
To:
From:
Subject:
Project no:
Project name:
Please:
Review and recommend Shop drawings attached
Follow up and report Return
Note:
Reply:
RETURN
Info!A1
Project no:
Project name:
Approve
For your information
Request for Information
From:
Contract No.: Description:
To: Subject:
Attention:
DS No. Revision No.
Discipline: Date:
This document is intended to address specific project owner need for information on a specified subject
This is not a bid request and there will be no commitment out of this information request.
Drawings reference:
BOQ reference:
Information needed
Received by:
Information needed
RETURN
Info!A1
Description:
Subject:
Revision No.
This document is intended to address specific project owner need for information on a specified subject
This is not a bid request and there will be no commitment out of this information request.
Information needed
Information needed
Request for Inspection
Contract No.:
To:
Attention:
RFI No.
We request inspection and approval of the following site works and we confirm that work referenced here below have
been executed according to contract specifications and approved drawings.
Inspection Day: Inspection Time:
Approval Status:
(mark one only) A Approved as inspected
B Approved as noted
C Re-inspection Required
D Disapproved
Drawing No. Detailed work for inspection/approval
RETURN
Info!A1
From:
Description:
Subject:
Revision No.
Date:
We request inspection and approval of the following site works and we confirm that work referenced here below have
been executed according to contract specifications and approved drawings.
Inspection Time:
Received by:
Detailed work for inspection/approval
Personal Safety Agreement
Date:
Employee:
Soc. sec. no:
Project no:
Project name:
I have been shown the location of the first-aid kit, emergency telephone numbers and fire
extinguisher.
I have received instruction in the use of the fire extinguisher, safety goggles, hard hat, and other
equipment particular to my trade.
I have been issued a hard hat and will wear it at all times when working on the job site.
I have received a copy of the Job Site Accident Prevention Program; I have read it, I understand
it, and will comply with each and every provision.
In case of injury, I will report it either to the superintendent or foreman.
I will report any unsafe conditions to the superintendent or foreman.
Signed: ________________________
RETURN
Info!A1
I have been shown the location of the first-aid kit, emergency telephone numbers and fire
I have received instruction in the use of the fire extinguisher, safety goggles, hard hat, and other
I have been issued a hard hat and will wear it at all times when working on the job site.
I have received a copy of the Job Site Accident Prevention Program; I have read it, I understand
Schedule Sheet
Date:

Job name:
1 Plans/permits
2 Tearout/demo
3 Excavation
4 Concrete
5 Masonry
6 Floor/wall/roof framing
7 Ext. trim, porch, deck
8 Siding/stucco
9 Doors, trim
10 Windows, trim
11 Plumbing
12 Heat/cooling
13 Electrical
14 Insulation
15 Int. wall covering
16 Ceiling covering
17 Interior trim
18 Cabinets, appliances
19 Tile, countertops
20 Specialties
21 Floor covering
22 Paint, decorating
23 Cleanup
RETURN
Info!A1
Job Cost Report
Date:
Total estimate: Owner:
Actual: Project no:
Variance: Project name:
Date Description Labor Materials Equip. rent
RETURN
Info!A1
Subs Other Total to date
Sheet no.______ of _____
Job Information
Bid date:
Bid time:
Project location:
Legal description:
Projected budget: Project name:
Owner: Contact person:
Billing address: Telephone no:
Project funding:
Drawings/specifications:
Architect
Architect's phone no.
_____complete ____incomplete ____ latest revision date
Schedule:
start date duration
finish date
Site information:
good access Yes ( ) No ( ) water available
on-site obstructions Yes ( ) No ( ) power available
poor soils Yes ( ) No ( ) telephone available
drainage problems Yes ( ) No ( ) natural gas available
high security risk Yes ( ) No ( ) office available
demolition needed Yes ( ) No ( ) debris service available
comment: miles from disposal area
miles from home office
Building permit:
date filed:
issued on:
anticipated:
cost by others:
cost on bid:
Special requirements:
Bond:
required
not required
optional
Insurance:
typical ( ) yes ( ) no
part of bid( ) yes ( ) no
special type:
Miscellaneous:
Signed:
RETURN
Info!A1
____ latest revision date
Yes ( ) No ( )
Yes ( ) No ( )
Yes ( ) No ( )
Yes ( ) No ( )
Yes ( ) No ( )
Yes ( ) No ( )
Job Invoice

Name
Address
City, State, Zip
Quantity Materials

Hours Labor classification
Trade Subcontractor
Job Invoice
Date:
Owner:
Contractor:
Project name:
Materials Unit price Amount
Total materials
Rate Amount
Total labor
Item Amount
Total subcontract
Subtotal: labor, materials and subcontracts
_____% overhead
_____% profit
Total amount
RETURN
Info!A1
Job Progress Chart
Week ending:
Report no:
Sheet no:
Contractor:
Project name:
Est. Act. %
No Description start start comp 10% 20% 30%
Job Progress Chart
Week ending: RETURN
Report no:
Sheet no: of
Info!A1
Contractor:
Project name: No:
40% 50% 60% 70% 80% 90% 100%
Job Site Safety Checklist
Date:
Owner:
Contractor:
Project name:
Inspected by:
Personal protection Yes
1. Hard hats worn by all employees and visitors
2. Hearing protective devices worn by workers
where noise levels are high
3. Eye and face protection worn by workers
exposed to potential eye or face injury
Housekeeping
4. Passageways and stairs clear of debris
5. Sidewalks free of construction materials
and debris
6. Toilet facilities maintained
7. Adequate illumination in work areas and
stairways
General
8. Job site accident prevention program posted
9. OSHA official notice poster posted
10. Employee injury logs kept current
11. Fire extinguishers provided
12. First-aid kit provided
13. Emergency telephone numbers posted
14. Warning signs posted near hazardous work
areas
Floors and wall openings
15. Barrier guards provided where there is
a drop more than 4 feet at a wall opening
16. Floor and roof edges 4 ft. or more above
floor or ground level provided with
railings
Scaffolding Yes
17. Railings provided when a platform is 7-1/2 ft
or more from floor or ground level
18. Scaffolding set plumb with adequate
foundation bearing plates
19. Scaffold guyed or tied to structure
20. Platform planks laid tightly together to
prevent material and tools from
falling through
21. Platform planks extend over end supports
not less than 6 inches
Yes No Location
Ladders
22. Ladders in good condition
23. Proper-height ladders in use
24. Access ladders extend 3 ft. beyond floor
or roof and are secured against slipping
Machinery and tool guarding
25. Saw blade guards in place and operating
properly
26. Pulley belts and wheels enclosed with
guards
27. Cut-off saws provided with automatic
blade returns
Welding
28. Valve protection caps in place except
when cylinders are in use
29. Cylinders in upright position while in use
30. Cylinder valves closed when work is
finished
31. Cylinders secured to prevent being
knocked over
32. Proper eye protection worn by welders
Electrical
33. Differing receptacles and attachment
plugs not interchanged
34. Cords free of cuts exposing wiring
35. Cords out of vehicular paths
Electrical Yes
36. Male plug ends unmodified
Other
The above checklist is not all-inclusive. Reference shall be made to the OSHA Construction Safety
Orders for complete requirements.
Comments
By: Copy to:
RETURN
Info!A1
No Location
No Location
Yes No Location
No Location
The above checklist is not all-inclusive. Reference shall be made to the OSHA Construction Safety
Letter - Bid Follow Up
Date:
Owner:
Contractor:
Project name:
Project no:
Dear ______________________:
On our company submitted a bid for your __________________________ for the
amount of $ _____________.
I am following up to inquire if you have made a decision on our bid.
We are planning new projects now and would like to include your job on our schedule. If you have
any questions, or if I can clarify anything regarding our bid, please call me. I look forward to
hearing from you.
Sincerely,
Letter - Bid Follow Up
RETURN
Info!A1
our company submitted a bid for your __________________________ for the
We are planning new projects now and would like to include your job on our schedule. If you have
any questions, or if I can clarify anything regarding our bid, please call me. I look forward to
Labor Waiver of Lien
Date:
Owner:
Contractor:
Project no:
Project name:

State of:
County of:
To whom it may concern:
has been employed by
to furnish
for the building with the address of: City of:
County: State of:
Lot no. Section Township
Now that
the undersigned, has received the sum of
dollars and other good and valuable considerations, receipt acknowledged, we waive and release
any and all lien, or right to lien on above described building and premises under the statutes of the
state of relating to mechanic's liens, on account of labor or materials, or both,
furnished or to be furnished, by the undersigned to or on account of
for said building or premises.
Witnessed this day of
Signature Witness
RETURN
Info!A1
Range
dollars and other good and valuable considerations, receipt acknowledged, we waive and release
any and all lien, or right to lien on above described building and premises under the statutes of the
relating to mechanic's liens, on account of labor or materials, or both,
19
Material Requisition Control

Project name:
Project number:
Unit Qty.
Date Description price ordered
Material Requisition Control
Date: RETURN
Project name:
Project number:
Info!A1
Cost Supplier Date Back
($) contact order received
Material Schedule
Window schedule
Door schedule
Appliance schedule
Other:
Item/description Location
RETURN
Info!A1
Nonresponsibility Notice
Date:
Owner:
Contractor:
Project no:
To whom it may concern:
Notice is hereby given that the undersigned is the Owner of
the premises situated at
, State of ______________ , more particularly described
as follows:
legal description of property
That the name of the Lessee of the premises is
residing at
That the first date on which the undersigned obtained knowledge that construction or repairs were
being made on the above described property was on the ____________day of _____________ 19____
and notice is posted in compliance with the Laws of the State of ___________ within ten (10) days of
acquiring such knowledge, and copy of the same has been filed in the Office of the County Recorder
where the above-described property is situated.

And that the undersigned disclaims any liability or responsibility, either express or implied, for any
work, including the furnishing of materials or the performance of labor, that has been done, or is
being done, or will be done, on the above-described premises.
Dated this ______day of _______________, 19______
Name:
Address:
Signature:
State of __________________
County of _______________ ss.
On this _________ day of , in the year 19 before me,
Notary Public, personally appeared
personally known to me (or proved to me on the basis of satisfactory evidence) to be the person that
executed this instrument on behalf of the __________ and acknowledged to me that the ___________
executed it.
Notary public in and for said State of _________________
RETURN
Info!A1
, State of ______________ , more particularly described
That the first date on which the undersigned obtained knowledge that construction or repairs were
being made on the above described property was on the ____________day of _____________ 19____
and notice is posted in compliance with the Laws of the State of ___________ within ten (10) days of
acquiring such knowledge, and copy of the same has been filed in the Office of the County Recorder
And that the undersigned disclaims any liability or responsibility, either express or implied, for any
work, including the furnishing of materials or the performance of labor, that has been done, or is
personally known to me (or proved to me on the basis of satisfactory evidence) to be the person that
executed this instrument on behalf of the __________ and acknowledged to me that the ___________

Gross income last year:
Gross income this year:

Last year
Owner's salary
Office personnel wages
Employer's payroll tax expense (on above)
Office rent
Utilities
Office supplies
Telephone, incl. business at home
Mobile phone/pagers
Advertising, all types
Legal, accounting and professional fees
Licenses and dues
Office equipment, lease and rental
Computer hardware and software
Insurance, liability and auto
Medical insurance
Travel, hotels & meals
Truck expense, gas, oil, maint./repairs
Associations and publications
Education and seminars
Business entertainment
Business meals
Bad debts, __%
Small tools and equipment
Depreciation
Other:___________________________
Total:
Overhead %: (Total overhead/gross income) %
Overhead Calculations
Date:
Gross income last year: RETURN
Gross income this year:
Info!A1
Last year This year
This year month average month average
% % %
Overhead Calculations
Potential Backcharge Notice
Date:
To:
Notice no:
Contract no:
Project no:
Project name:
It is apparent that we will incur additional expense due to the following:
Correcting defective work Debris removal
Finishing uncompleted work Other:
Damage to finished surfaces Other:
Please complete the work noted in accordance with the Contract so backcharges can be avoided.
Estimated backcharge cost $
Please refer to Article _______ of the Contract
Note:
RETURN
Info!A1

Please complete the work noted in accordance with the Contract so backcharges can be avoided.

Date:
Owner:
Contractor:
Project no:
Project name:
The following is a checklist of items that should Construction
occur when finalizing a project: manager
1. Coordinate final utility and service
connections.
2. Complete acceptance checklists.
3. Arrange for final agency inspection.
4. File Notice of Completion.
5. Thoroughly clean the project.
6. Conduct an acceptance walk-through with
contractors and with the client.
7. Process final payment from client or
lender.
8. Assist in systems start-up.
9. Obtain warranties and lien releases from
subs.
10. Create owner's manual with warranties
and project literature.
11. Procure as-built drawings.
12. Obtain maintenance and operating
instructions.
13. Initiate preventive maintenance program
as appropriate.
14. Assist in teaching operating and
maintenance staff when needed.
Project Closeout Checklist
15. Obtain and store spare parts and
materials as required.
Construction
manager
16. Dispose of excess materials.
17. Remove temporary facilities, tools and
equipment.
18. Recap the actual schedule and job costs
for the data bank.
19. Remove data from computer memory after
all cost entries have ceased.
20. Transfer and obtain sign-off for keys.
21. Obtain letter of recommendation from
client.
22. Follow up with client survey 30 days
after close of job.
23. ___________________________________
_______________________________________
24. ___________________________________
_______________________________________
25. ___________________________________
_______________________________________
26.____________________________________
_______________________________________
27. ___________________________________
_______________________________________
28. ___________________________________
_______________________________________
29. ___________________________________
_______________________________________
30. ___________________________________
_______________________________________
31. ___________________________________
_______________________________________
RETURN
Info!A1
Site
superintendent Foreman
Project Closeout Checklist
Site
superintendent Foreman
Project Management Contract
Date:
Owner:
Project name:
Project number:
This agreement is made this ______ day of ________________, 19____ by and between
______________________________________, hereinafter called the Owners, whose address is
______________________________________, and __________________________, hereinafter
called the Project Manager, Contractor's License No. ___________, whose address is___________
___________________________________________________________________________________
The parties above hereby agree as follows:
The Project Manager agrees to manage and see to completion in an excellent and substantial
manner, the construction of a single family residence (herein called the "Project") for
_________________________ upon the real property located at __________________.
The Project Manager's roles and responsibilities are to be as follows:
Pre-construction phase
1 . Assist in finding a lender;
2 . Obtain all necessary permits and handle all interface with the building department
(general, grading, electrical, mechanical, plumbing, etc.);
3 . Provide a complete materials takeoff (bill of materials) for lumber and framing
hardware;
4 . Coordinate the bidding process with at least three bids per each major craft;
5 . Act as the clearing house for information to bidding subs;
6 . Check up on the references of each subcontractor;
7 . Assemble presentation to the lender;
8 . Provide a detailed cost breakdown sheet for the lender;
9 . Develop a critical path time line with completion of the living space targeted for
;
10 . Act as the contractor of record with the lender;
11 . Recommend to the Owners the most qualified and reasonably priced subcontractor
for each phase of construction based on the bids submitted;
12 . Finalize the contract documents with each sub, making sure everything is
"spelled out";
13 . Develop a list of contract addenda covering areas of payment disbursment, safety,
worker's compensation, cleanup, and craftmanship standards.
Construction phase
Goal: Make sure something progresses on the job site every working day in
order to get the _________________ into their new home by ____________.
The Project Manager will see to it that the Project is constructed and completed in strict
conformance with the plans and specifications and that all laws, ordinances, rules, and
regulations of the applicable governmental authorities are adhered to. Further, he agrees to:
1 . Be the Owners' "eyes and ears in the field";
2 . Meet with Owners on a regular basis to review progress;
3 . Coordinate all utilities hookups;
4 . Coordinate with the geologist and/or soils engineer;
5 . Coordinate with the grader;
6 . Supervise day-to-day construction, making sure the Project is built as intended by
the Owners and the Designer as per plans;
7 . Make sure neighbors' property is respected;
8 . Ensure subs maintain the highest degree of craftsmanship;
9 . Schedule subs and suppliers;
10 . Review workers' comp. of each sub--have a Certificate of Workers' Comp. sent
to Project Manager by their carrier;
11 . Coordinate incidental day labor;
12 . Keep track of change orders;
13 . Verify lumber and materials deliveries to make sure we get what we ordered;
14 . Authorize payment of subs based upon ongoing review of their work;
15 . Obtain lien releases;
16 . Provide on-site problem-solving with subs;
17 . Coordinate with interior designer's installation;
18 . Call for and handle inspections and interface with Building Department;
19 . Make sure the job site is cleaned on a regular basis (Owners to provide manpower or
funds for labor);
20 . Insist that all workers maintain the highest safety standards;
21 . Pass along to the Owners any discounts the Project Manager is entitled to as a
General Contractor without charging any markups.
The Owner's roles and responsibilities are to be as follows:
1 . Finalize negotiations with a lender and secure the construction loan;
2 . Apply for and pay for the General Building Permit. All other permits are to be paid
for and taken out by each respective subcontractor;
3 . All construction expenses are to be borne by the Owners. The Project Manager is
not to be held liable for any unpaid bills;
4 . Sign all contracts with each subcontractor upon the recommendations of the Project
Manager;
5 . Clear through Project Manager any work or changes on the project;
6 . Maintain an account for incidental purchases (petty cash)--Project Manager will
keep track of these expenses;
7 . Provide a job site phone upon commencement of rough grading (cost included in the
construction loan);
8 . Provide a temporary construction field office available to the Project Manager upon
commencement of rough grading (cost included in the construction loan);
9 . Accept the liability for theft or destruction of building materials;
10 . Provide ALL the appropriate insurances (public liability, course of construction, fire,
theft, etc.);
11 . Provide a chain-link fence around the Project area;
12 . File Notice of Completion within 5 days of substantial completion of the Project.
Fee schedule
In consideration for the above services rendered by the Project Manager, the Owners
agree to pay the Project Manager a Base Fee of 10% of the cost of construction, based
on the amount of the construction loan, plus, as an incentive to bring the Project in under
budget, a Final Draw of 50% of any unused loan funds that exist when the Notice of
Completion is filed by the Owners and all construction budgeted for in the construction
loan is completed.
The Base Fee is to be computed based on the total hard construction costs approved
in the construction loan, including permit costs, appliances and fixtures. Any soft costs
included in the construction loan, such as design, engineering, interior design as well as
furniture and drapery costs, are not to be considered in determining the Base Fee.
The Base Fee is to be broken down into installments as follows:
* An initial retainer of $_______ to be paid by ______________________, to
cover the first month of pre-construction services.
* A monthly installment of 1/12th of the base fee to be paid on the 1st of each
following month up to __________________________.
The final draw is to be paid within 15 days of filing the Notice of Completion, based
on the following:
* As a mutually-beneficial incentive to finish the construction in a timely manner and to
meet the completion goal stated above, the Project Manager shall receive the full
50% final draw as stipulated above if construction of the living space is completed
to warrant a Certificate of Occupancy from the City by ______________________
enabling the Owners to move in by ______________________________.
* If Certificate of Occupancy is not granted by _______________________, 10%
shall be deducted from the Project Manager's final draw for each 15 calendar day
increment beyond ____________________________.
* If progress is delayed for any reason beyond the Project Manager's control, the time
frame for computing the final draw shall be shifted beyond __________________ by
the amount of the delay. Examples of such delays include: unseasonably rainy
weather, earthquakes, fire, work stoppages and unreasonable delays in city approvals
(defined as requests that may delay rough grading beyond ______________).
* Cost overruns, in any particular construction budget category or allowance, made by
the Owners during construction that are a result of changes or upgrades not called out
in the plans and specs, are not to be considered as part of any remaining construction
funds for purposes of determining the final draw.
We hereby execute this Agreement in ________________________on __________________.
Owner (s): Project Manager:
Project Management Contract
RETURN
Info!A1
This agreement is made this ______ day of ________________, 19____ by and between
______________________________________, hereinafter called the Owners, whose address is
______________________________________, and __________________________, hereinafter
called the Project Manager, Contractor's License No. ___________, whose address is___________
___________________________________________________________________________________
The Project Manager agrees to manage and see to completion in an excellent and substantial
manner, the construction of a single family residence (herein called the "Project") for
_________________________ upon the real property located at __________________.
Obtain all necessary permits and handle all interface with the building department
Provide a complete materials takeoff (bill of materials) for lumber and framing
Coordinate the bidding process with at least three bids per each major craft;
Develop a critical path time line with completion of the living space targeted for
Recommend to the Owners the most qualified and reasonably priced subcontractor
Finalize the contract documents with each sub, making sure everything is
Develop a list of contract addenda covering areas of payment disbursment, safety,
Goal: Make sure something progresses on the job site every working day in
order to get the _________________ into their new home by ____________.
The Project Manager will see to it that the Project is constructed and completed in strict
conformance with the plans and specifications and that all laws, ordinances, rules, and
regulations of the applicable governmental authorities are adhered to. Further, he agrees to:
Supervise day-to-day construction, making sure the Project is built as intended by
Review workers' comp. of each sub--have a Certificate of Workers' Comp. sent
Verify lumber and materials deliveries to make sure we get what we ordered;
Authorize payment of subs based upon ongoing review of their work;
Call for and handle inspections and interface with Building Department;
Make sure the job site is cleaned on a regular basis (Owners to provide manpower or
Pass along to the Owners any discounts the Project Manager is entitled to as a
Finalize negotiations with a lender and secure the construction loan;
Apply for and pay for the General Building Permit. All other permits are to be paid
All construction expenses are to be borne by the Owners. The Project Manager is
Sign all contracts with each subcontractor upon the recommendations of the Project
Clear through Project Manager any work or changes on the project;
Maintain an account for incidental purchases (petty cash)--Project Manager will
Provide a job site phone upon commencement of rough grading (cost included in the
Provide a temporary construction field office available to the Project Manager upon
commencement of rough grading (cost included in the construction loan);
Provide ALL the appropriate insurances (public liability, course of construction, fire,
File Notice of Completion within 5 days of substantial completion of the Project.
In consideration for the above services rendered by the Project Manager, the Owners
agree to pay the Project Manager a Base Fee of 10% of the cost of construction, based
on the amount of the construction loan, plus, as an incentive to bring the Project in under
budget, a Final Draw of 50% of any unused loan funds that exist when the Notice of
Completion is filed by the Owners and all construction budgeted for in the construction
The Base Fee is to be computed based on the total hard construction costs approved
in the construction loan, including permit costs, appliances and fixtures. Any soft costs
included in the construction loan, such as design, engineering, interior design as well as
furniture and drapery costs, are not to be considered in determining the Base Fee.
* An initial retainer of $_______ to be paid by ______________________, to
* A monthly installment of 1/12th of the base fee to be paid on the 1st of each
The final draw is to be paid within 15 days of filing the Notice of Completion, based
* As a mutually-beneficial incentive to finish the construction in a timely manner and to
meet the completion goal stated above, the Project Manager shall receive the full
50% final draw as stipulated above if construction of the living space is completed
to warrant a Certificate of Occupancy from the City by ______________________
enabling the Owners to move in by ______________________________.
* If Certificate of Occupancy is not granted by _______________________, 10%
shall be deducted from the Project Manager's final draw for each 15 calendar day
* If progress is delayed for any reason beyond the Project Manager's control, the time
frame for computing the final draw shall be shifted beyond __________________ by
the amount of the delay. Examples of such delays include: unseasonably rainy
weather, earthquakes, fire, work stoppages and unreasonable delays in city approvals
(defined as requests that may delay rough grading beyond ______________).
* Cost overruns, in any particular construction budget category or allowance, made by
the Owners during construction that are a result of changes or upgrades not called out
in the plans and specs, are not to be considered as part of any remaining construction
We hereby execute this Agreement in ________________________on __________________.
Request for Clarification
Contract No.:
To:
Attention:
DS No.
Discipline:
This document is intended to address specific contractor's technical questions and queries related to the contract
documents and/or field conditions. This document together with the consultant's reply does not constitute changes
or variation to the contract nor can be considered as a change or variation order document to the contract.
Drawing reference:
BOQ reference:
Clarification needed
Received by:
Request for Clarification RETURN
From: Info!A1
Description:
Subject:
Revision No.
Date:
This document is intended to address specific contractor's technical questions and queries related to the contract
documents and/or field conditions. This document together with the consultant's reply does not constitute changes
or variation to the contract nor can be considered as a change or variation order document to the contract.
Shop Drawing Submittal
Contract No.:
To:
Attention:
SDS No.
Discipline:
Any deviation from contract requirements? ( Yes) ( No)
Shop Drawing No.
Approval Status:
(mark one only) A Approved
B Approved as noted
C Revise and Resubmit
D Rejected
Contract Drawing Reference
Shop Drawing Submittal RETURN
From: Info!A1
Description:
Subject:
Revision No.
Date:
(if yes, fill out the technical specifications proposed
changes form (TSPC))
Status
Received by:
Description of Shop Drawing
RETURN
Info!A1
SHOP DRAWINGSS SUBMITTAL AND APPROVAL CONTROL
ORIGINAL R1 R2
A = Approved, B = Approved as noted, C = Re-submission Required, D = Disapproved
DRAWING
ID
PLANNED
SUBMISSION
DATE
ACTUAL SUBMISSION DATE
SHOP DRAWINGSS SUBMITTAL AND APPROVAL CONTROL
ORIGINAL R1 R2 A B C D
REMARKS
ACTUAL RETURN DATE STATUS
REMARKS
Specialty Selection Sheet
Date:
Name:
Phone number:
Project name:
Project no:
Room Description Number Color
Roofing
Siding
Kitchen Cabinets
Countertop
Flooring
Appliances
Bath 1 Fixtures
Countertop
Flooring
Bath 2 Fixtures
Countertop
Flooring
Laundry
Carpet
I agree to the selections made above and understand that if I wish to make any changes, the Builder has the right to
deny the request or add a service charge to the cost of the project to cover any costs incurred in making the changes.
Client:
Signed:
RETURN
Phone number:
Info!A1
I agree to the selections made above and understand that if I wish to make any changes, the Builder has the right to
deny the request or add a service charge to the cost of the project to cover any costs incurred in making the changes.
Date:
Notes
Specification Change Request
Date:
Owner:
Contractor:
Project name: Number:
Specification number:
Detail sheet/number:
Received specification change from: Project address:
Name:
Company:
Phone:
Specification change information:
Specification Change Request
RETURN
Info!A1
Statement of Contract

Original contract amount Net change orders to date
Change order record
Change # Date In reference to
Invoice
no.
Totals

Description
Statement of Contract
Date:
Owner: RETURN
Contractor:
Project no: Info!A1
Net change orders to date Adjusted contract amount
Change order record
Decrease Increase
Totals
Net change
Amount this Previous Balance to Percent to
invoice invoices complete complete
Total billed to date:
Less total retainage to date:
Plus amount this invoice:
Less _____ % retainage:
Pay this amount>
This agreement is between Contractor:
Date:
Owner:
Project name:
Project address:
and Subcontractor: Insurance co. & policy #:
Amount of insurance:
Subcontractor federal ID#:
Subcontractor license no:
Description of work to be performed:
Payment schedule: due on or before
due on or before
due on or before
due on or before
for the total price of $:
Work shall start on: and shall be complete within ______number of days.
Contractor's signature: Subcontractor's signature:
Date: Date:
Subcontract Agreement
RETURN
Info!A1
Insurance co. & policy #:
Amount of insurance:
Subcontractor federal ID#:
Subcontractor license no:
and shall be complete within ______number of days.
Subcontractor's signature:
Subcontract Agreement
Subcontract Policy
Date:
Subcontractor:
Address:
City, State, Zip:
We welcome your association with our company. This agreement lists our subcontractor
policies. Please sign and return one copy.
1. As a subcontractor of our company, you have become part of our team. We look to you to
help our jobs run smoothly. If you anticipate a problem not addressed in our plans, or find
any code violation or technical problem, please notify us promptly. Acceptance of all bids
should be based on a job site visit. Any problem caused by conflicting conditions becomes
your problem and your responsibility.
2. All your personnel on our job should support our company and speak well of it. You
are an integral part of our marketing program. Both of our businesses stand to lose or
gain by your job behavior.
3. Referrals:If any of our clients request work directly from you, such as extras or
future work, you will need written permission to do the work. According
to our original contract with the client, if any neighbor or passerby asks
you to do a job, you must refer them to our office. Any subcontractor
who takes such a job directly shall be in direct violation of this agreement.
4. Changes:All changes must be approved by our superintendent or our office. If
time is a problem, you may proceed with our verbal approval, but you
must follow up with a written change order. No prices may be given
directly to the client.
5. Insurance: Our company carries a blanket insurance policy. If a copy of your
general liability or workers' compensation coverage is not in our hands
prior to any and all payouts, we shall deduct ___% from the amount due
you for the general liability and ___% for the workers' compensation.
6. Job schedule: If for any reason you go to a job and additional work is needed before you
can proceed, please call our office immediately. We can often solve the
immediate problem and avoid such work stoppages in the future.
7. Client relations: Don't talk to the clients except to be cordial. Problems go to the
contractor.
Contractor: ______________________ Subcontractor: ______________________
RETURN
Info!A1
We welcome your association with our company. This agreement lists our subcontractor
As a subcontractor of our company, you have become part of our team. We look to you to
help our jobs run smoothly. If you anticipate a problem not addressed in our plans, or find
any code violation or technical problem, please notify us promptly. Acceptance of all bids
should be based on a job site visit. Any problem caused by conflicting conditions becomes
All your personnel on our job should support our company and speak well of it. You
are an integral part of our marketing program. Both of our businesses stand to lose or
If any of our clients request work directly from you, such as extras or
future work, you will need written permission to do the work. According
to our original contract with the client, if any neighbor or passerby asks
you to do a job, you must refer them to our office. Any subcontractor
who takes such a job directly shall be in direct violation of this agreement.
All changes must be approved by our superintendent or our office. If
time is a problem, you may proceed with our verbal approval, but you
must follow up with a written change order. No prices may be given
Our company carries a blanket insurance policy. If a copy of your
general liability or workers' compensation coverage is not in our hands
prior to any and all payouts, we shall deduct ___% from the amount due
you for the general liability and ___% for the workers' compensation.
If for any reason you go to a job and additional work is needed before you
can proceed, please call our office immediately. We can often solve the
immediate problem and avoid such work stoppages in the future.
Don't talk to the clients except to be cordial. Problems go to the
Subcontractor: ______________________
Date:
Owner:
Contractor:
Project no:
To:
Work order no.
Completion required by:
You are requested to perform the work listed below.
Payment shall be made by: Warranty ( ) Contractor ( ) Owner ( )
Location:
Lot:
Phone: Office phone:
Location Description

Comments
Date completed: By:
Customer's signature:
Subcontractor Work Order
RETURN
Info!A1
Completion required by:
Owner ( )
Description Complete
Subcontractor's Insurance Verification Log
Date:
Owner:
Contractor:
Project no:
Project name:
Verification of receipt of subcontractor's insurance certificates:
(Check off when received and fill in expiration date, certificate number, and insurance carrier)
Workers'
compensation
( ) Expires: ( ) Expires:
Certificate #: Certificate #:
Ins. carrier: Ins. carrier:
Subcontractor General liability
Subcontractor's Insurance Verification Log

RETURN
Contractor:
Project no:
Info!A1
Project name:
(Check off when received and fill in expiration date, certificate number, and insurance carrier)
( ) Expires:
Certificate #:
Ins. carrier:
( ) Expires:
Certificate #:
Ins. carrier:
( ) Expires:
Certificate #:
Ins. carrier:
( ) Expires:
Certificate #:
Ins. carrier:
( ) Expires:
Certificate #:
Ins. carrier:
( ) Expires:
Certificate #:
Ins. carrier:
( ) Expires:
Certificate #:
Ins. carrier:
( ) Expires:
Certificate #:
Ins. carrier:
General liability Federal ID #
Time and Material Itemized Proposal
Date:
Owner:
Telephone:
Address:
City, State, Zip:
Description Notes
Contractor will furnish all labor and materials to construct and complete, upon
the project, in a good workmanlike manner, only the work described above.
Subtotal
Contingency _____%
Overhead & supervision _____%
Profit _____%
Total estimate
RETURN
Info!A1
Cost
Time and Material Billing Sheet
Invoice no:
Date:
Owner:
Address:
City, St, Zip:
Job no/name:
Qty. Description
Invoice no:
RETURN
Info!A1
Job no/name:
Price Amount
Total amount:
Time and Material Log
Date:
Owner:
Contractor:
Project no:
Project name:
Description of work performed:
Labor
Name Trade Classification
Material
Description Quantity Unit Description
Comments:
Signed:______________________________ Date:
RETURN
Info!A1
Straight time Overtime
Equipment
Quantity Unit
Time and Material Proposal
Proposal date:
Submitted to:
Address:
City, St, Zip:
Project name:
We propose to:
Not including:
We propose to perform the above work on an hourly basis plus expenses as outlined below:
1.
Category Rate
2.
3.
4.
Acceptance: The above prices, specifications and conditions are satisfactory and are accepted.
You are authorized to do the work as specified. Payments will be made using the rates above.
Contractor:
By: By:
Date: Date:
RETURN
Info!A1
We propose to perform the above work on an hourly basis plus expenses as outlined below:
Acceptance: The above prices, specifications and conditions are satisfactory and are accepted.
You are authorized to do the work as specified. Payments will be made using the rates above.
Time Card Categories
Date:
PE Permits DE Decks IN Insulation EL Electrical
Misc. Foundation Rigid Prep.
SP Site Prep Framing Walls R11 Rough
Layout Decking Roof R30 Finish
Clear & grub Railing Floor R19 PL Plumbing
Survey Benches Title 24 Prep.
Floor protection Trellis SR Sheetrock Rough
EX Excavation Gate RC1 Channel Finish
Rough grade Flashing Hanging MEMechanical
Piers or postholes Stairs Taping Ducts
Drainage/footings FE Fences DO Doors Flues
Backfill Set posts Prehang Furnace
Haulage Frame Set Hood
DE Demolition Finish Weatherstrip Misc.
Temp. bracing Gate Locks FL Floors
Demo roofing RF Roofing Make door Underlayment
Demo framing Tarpaper IT Interior Trim Patching
Demo concrete Asphalt shingles Window Vinyl
Demo stucco Flashing Door CL Cleanup
Demo misc. 1x4 skip sheath Base Dump runs
DR Drainage Wood shingles Stair base Site cleanup
Membrane Gutters Shelves MI Misc.
Filter cloth Downspouts Paneling (Describe)
Gravel EPDM membrane Ceiling moldings
Drainpipe WI Windows Handrails MAManagement
CO Concrete Set Interior stairs Supervisor
Forming walls Flashing Misc. Bidding
Forming slab Skylights PA Painting Drafting
Form misc. ET Exterior Trim Caulking & prep. Misc.
Tieing rebar Windows Painting EWExtra Work
Pouring Doors CA Cabinets Attach separate sheet
Stripping forms Fascia Milling
Rebolt exist. fdtn. Soffit Sanding
FR Framing Misc. Hardware
Mudsills SI Siding Kicks
Holdowns Tarpaper Installation
Walls Flashing Finishing
Straps Wood (specify) CT Countertops
Roof rafters Shingles Underlayment
Trusses Plywood Fabricate
Soffit framing Wall lattice Install
Misc. beams ST Stucco TI Tile
Subfloor Paper Furring
Shearwall ply Wire Wonderboard
Roof ply Metal FI Finish Work
Stair framing Stucco Set appliances
Misc. framing FP Fireplace Hardware
Scafolding Fireplace Misc.
Skylight framing Chimney
RETURN
Electrical
Info!A1
Plumbing
Mechanical
Underlayment
Dump runs
Site cleanup
(Describe)
Management
Supervisor
Extra Work
Attach separate sheet

Date: Mon. Tue. Wed. Thu. Fri. Sat. Sun.
Time Appointments
06:00
07:00
08:00
09:00
10:00
11:00
Noon
01:00
02:00
03:00
04:00
05:00
06:00
07:00
Goals 1
for the 2
week: 3
4
Time Management Worksheet
Mon. Tue. Wed. Thu. Fri. Sat. Sun.
Action record Time
Time Management Worksheet
RETURN
Info!A1
Tool List

G = Good
F = Fair
B = Bad
Serial Number No. Tool
Date:
Owner: RETURN
Contractor:
Project no:
Info!A1
Project name:
Condition
G F B
Serial Number Value
Tool Receipt
Date:
Tool ID no:
Description:

Taken from Delivered to
Project/shop: Project/shop:
Project no: Project no:
Delivered by: Delivered by:
Comments:
Tool ID no: RETURN
Description:
Info!A1
Delivered to
Project/shop:
Project no:
Delivered by:
Truck Inspection Sheet
Date:
Vehicle type:
Vehicle make:
License no:
Mileage:
Condition
Body OK Marginal Repair Remarks
Windshield
Paint
Lights
Turn signals
Motor OK Marginal Repair Remarks
Air cleaner
Battery
Engine operation
Hoses
Oil filter
Horn
Ammeter
Fuel gauge
Oil pressure
Temperature gauge
Condition
Chassis OK Marginal Repair
Hand brake
Foot brake
Clutch
Shocks
Tires
Spare tire
Fire extinguisher
Seat belts
Flashlight/flares
Other
Spare keys in place ( ) Yes ( ) No
Accident instructions in glove box ( ) Yes ( ) No
Log up to date ( ) Yes ( ) No
Registration ( ) Yes ( ) No
Evidence of insurance ( ) Yes ( ) No
Submitted by:
RETURN
Vehicle type:
Vehicle make:
Info!A1
License no:
Remarks
Remarks
Remarks
Warranty
Date:
Owner:
Contractor:
Project no:
Project name:
We hereby guarantee to the above named Owner the
which we have installed in the above-named project for _______ years use starting __________.
We agree to repair or replace, to the satisfaction of the Owner, any or all such work that may
prove defective in workmanship or materials within that period, ordinary wear and tear and
unusual abuse or neglect excepted, together with any other work which may be damaged or
displaced in so doing. If we fail to comply with the above-mentioned conditions within a
reasonable time after being notified in writing, we collectively and separately do hereby authorize
the Owner to proceed, have the defects repaired and made good at our expense, and we will pay
the costs and charges, including reasonable attorney's fees, upon demand. This warranty covers
and includes any special terms, including time periods, specified for this work or materials in the
plans, specifications and contract documents for this project.
Signature: Type of business:
( ) Corporation ( ) Partnership
In the capacity of: ( ) Sole proprietorship
Date:
Notary Stamp:
RETURN
Info!A1
( ) Corporation ( ) Partnership
Payroll Employee Summary
Employee:

City,State,Zip:
S.S. Number:
Period Rate Total Deductions from earnings
ending per hr earnings
Total for quarter
Year to date
Hrs Regular OT
Total for quarter
Year to date
Payroll Employee Summary
Date: RETURN
Employee:
Address:
Info!A1
City,State,Zip:
S.S. Number:
Deductions from earnings Net Check
paid #
Project
Project manager
Project artifacts
Background
Business need and
business benefits
Objectives
In Scope
Deliverable
Scope
Schedule
Cost
Signatures
Project manager
Signature
Sponsor
Signature
Printed name
Date
Success criteria 1 -
2 -
3 -
4 -
5 -
Key considerations
Assumptions & Constraints
Flexibility matrix
Deliverables
Project Charter
Scope
Project manager
Printed name
Date
Project #
Sponsor RETURN
Updated
Info!A1
Category Risk Description
Signature
Signature
Printed name
Date
1 -
2 -
3 -
4 -
5 -
Risks
Due Date
Project Charter
Out of Scope
Printed name
Date
CLASS
100 Land/Property Acquisition None
110 Acquisition Expenses None
150 Development Costs None
160 Lot Mowing/Maintenance None
170 Carrying Costs - Loan Interest None
180 Carrying Costs - Property Taxes None
190 Carrying Costs - HOA Fees None
CLASS
200 Site Surveys L-M-S-R
201 Property Inspections L-M-S-R
202 Soils Exploration L-M-S-R
205 Design Costs L-M-S-R
206 Engineering Fees L-M-S-R
207 Estimating Costs L-M-S-R
210 Construction Financing None
220 Project Insurance None
221 Builders Risk Insurance None
230 Building Permits/Fees None
231 Radon Gas Fee None
232 Arborist Fee None
233 Inspector Training Fee None
238 Other Permit Fees None
239 Reinspections None
240 Utility Deposits None
241 Water Connection Fee None
242 Sewer Connection Fee None
245 Utility Service Fee None
250 Impact Fees None
251 City Impact Fee None
252 Road Impact Fee None
253 Sewer Impact Fee None
254 Water Impact Fee None
255 School Impact Fee None
DIVISION 200 PRE-CONSTRUCTION
MASTERCODE COST CODE SYSTEM
GENERAL NOTES
1. L-M-S-RLabor - Material - Subcontract - Rental.(Category II)
2. Labor = Payroll Labor and Subcontract Labor (optional).(Category I)
3. Materials = Material only, including delivery and taxes.(Category I)
4. Subcontract = Labor & Material Subcontracts and Subcontract Labor (optional). (Category I)
5. Rental = Rental only, including delivery and taxes.(Category I)
6. None = Not Classified / Unclassified / No Class Assigned
7. N/A = Not Applicable
8. List Status = Account status in the Template File when 1st installed.(may be changed by user)
DIVISION 100 LAND & PROPERTY
256 Police/Fire/Rescue Impact Fee None
257 Drainage Impact Fee None
258 Parks/Recreation/Library Imp Fee None
259 Solid Waste Impact Fee None
260 Field Office/Storage L-M-S-R
261 Job Signs L-M-S-R
262 Site Security & Safety L-M-S-R
265 Temporary Fencing L-M-S-R
266 Temporary Storage L-M-S-R
270 Temporary Utilities L-M-S-R
271 Temporary Electric L-M-S-R
272 Temporary Water L-M-S-R
273 Temporary Phone L-M-S-R
274 Temporary Gas Service L-M-S-R
275 Temporary Toilets L-M-S-R
280 Demolition L-M-S-R
281 Demolition Materials* Materials
282 Demolition Labor* Labor
283 Demolition Equipment Rental Rental
284 Saw Cutting L-M-S-R
285 Demolition Hauling / Dump Fees L-M-S-R
286 Existing Finish Protection L-M-S-R
288 Oil Tank Removal L-M-S-R
289 HazMat Removal L-M-S-R
290 Site Clearing L-M-S-R
291 Site Clearing Materials L-M-S-R
292 Site Clearing Labor L-M-S-R
293 Site Clearing Equip Rental L-M-S-R
295 Tree Trim & Removal L-M-S-R
296 Erosion Control L-M-S-R
CLASS
300 Excavating & Grading L-M-S-R
301 Excavation Blasting L-M-S-R
302 Dirt Hauling & Dumping L-M-S-R
303 Shoring & Pilings L-M-S-R
304 Soil Stabilization L-M-S-R
305 Fill Dirt / Gravel Materials
306 Compaction L-M-S-R
307 Compaction Testing L-M-S-R
308 Soil Treatment/Pest Control L-M-S-R
309 Radon Gas Abatement L-M-S-R
310 Concrete Form/Prep L-M-S-R
311 Concrete Form/Prep Materials* Materials
312 Concrete Form/Prep Labor* Labor
315 Concrete Reinforcing L-M-S-R
DIVISION 300 STRUCTURAL
316 Concrete Reinforcing Materials* Materials
317 Concrete Reinforcing Labor* Labor
320 Concrete Work Contract
321 Concrete TruckMix Materials
322 Concrete Labor* Labor
323 Concrete Equip Rental* Rental
324 Concrete Crane Rental L-M-S-R
325 Concrete Pumping L-M-S-R
326 Concrete Precast L-M-S-R
327 Concrete Special Finishes L-M-S-R
329 Concrete Testing L-M-S-R
330 Concrete Structures L-M-S-R
331 Concrete Footers L-M-S-R
332 Concrete Foundations L-M-S-R
333 Concrete Columns
334 Concrete Decks L-M-S-R
335 Concrete Monolithic Slabs L-M-S-R
336 Concrete Floor Slabs L-M-S-R
337 Concrete Walls L-M-S-R
338 Concrete Tilt Up L-M-S-R
340 Masonry Contract
341 Masonry Materials* Materials
342 Masonry Labor* Labor
343 Masonry Equip Rental* Rental
344 Masonry Scaffolding L-M-S-R
345 Parging L-M-S-R
348 Foundation Waterproofing L-M-S-R
349 Foundation Drainage/Sump L-M-S-R
350 Masonry Structures L-M-S-R
351 Masonry Foundation Walls L-M-S-R
352 Masonry Retaining Walls L-M-S-R
353 Masonry Walls L-M-S-R
354 Masonry Columns L-M-S-R
355 Masonry Chimney L-M-S-R
356 Masonry Modifications L-M-S-R
360 Structural Steel L-M-S-R
361 Structural Steel Materials* Materials
362 Structural Steel Labor* Labor
364 Structural Steel Crane L-M-S-R
365 Steel - Shop Fabrications L-M-S-R
366 Steel - Field Welding L-M-S-R
370 Steel Structures L-M-S-R
377 Steel/Metal Stairs L-M-S-R
380 Rough Carpentry Contract
381 Rough Carpentry Materials* Materials
382 Rough Carpentry Labor* Labor
383 Rough Carpentry Tool Rental* Rental
384 Rough Carpentry Crane L-M-S-R
385 Special Wood Beams Materials
386 Structural Hardware Materials
387 Floor Trusses Materials
388 Roof Trusses Materials
390 Rough Carpentry Structures L-M-S-R
391 Wood Beams & Girders L-M-S-R
392 Floor Framing L-M-S-R
393 Exterior Wall Framing L-M-S-R
394 Roof Framing L-M-S-R
395 Interior Partitions & Blocking L-M-S-R
396 Wall Furring L-M-S-R
397 Stair/Landing Framing L-M-S-R
CLASS
400 Roofing L-M-S-R
401 Roofing Materials* Materials
402 Roofing Labor* Labor
403 Roofing Equip Rental* Rental
404 Asphalt Shingle Roofing L-M-S-R
405 Concrete/Clay Tile L-M-S-R
406 Slate Roofing L-M-S-R
407 Cedar Shake Roofing L-M-S-R
408 Metal Roofing L-M-S-R
409 Membrane/Built-up Roofing L-M-S-R
410 Exterior Swing Doors L-M-S-R
411 Sliding Glass Doors L-M-S-R
413 Basement Doors L-M-S-R
414 Special Doors L-M-S-R
415 Garage Doors L-M-S-R
416 Garage Door Opener L-M-S-R
419 Access Panels L-M-S-R
420 Windows L-M-S-R
421 Greenhouse Windows L-M-S-R
422 Glazing L-M-S-R
423 Stained/Etched Glass L-M-S-R
424 Entrances/Storefront L-M-S-R
425 Glass Block Windows L-M-S-R
429 Skylights/Roof Windows L-M-S-R
430 Building Wrap L-M-S-R
431 Exterior Millwork L-M-S-R
432 Molded Foam Trim L-M-S-R
435 Wood Siding & Trim L-M-S-R
436 Wood Siding & Trim Materials* Materials
437 Wood Siding & Trim Labor* Labor
440 Face Brick L-M-S-R
441 Face Brick Materials* Materials
DIVISION 400 EXTERIOR FINISHES
442 Face Brick Labor* Labor
444 Brick Tuckpointing L-M-S-R
445 Stonework L-M-S-R
446 Stonework Materials* Materials
447 Stonework Labor* Labor
449 Precast Ornamental Concrete L-M-S-R
450 Stucco L-M-S-R
451 Stucco Materials* Materials
452 Stucco Labor* Labor
455 Textured Coatings L-M-S-R
456 Water & Damproofing L-M-S-R
457 Special Caulking L-M-S-R
460 Exterior Painting L-M-S-R
461 Exterior Painting Materials* Materials
462 Exterior Painting Labor* Labor
465 Spraytech Coatings L-M-S-R
470 Aluminum Siding L-M-S-R
471 Alum Soffit & Fascia L-M-S-R
475 Aluminum Railings L-M-S-R
476 Aluminum Screen Doors L-M-S-R
479 Gutters & Downspouts L-M-S-R
480 Vinyl Siding L-M-S-R
481 Vinyl Soffit & Fascia L-M-S-R
485 Shutters L-M-S-R
489 Awnings L-M-S-R
490 Ornamental Iron L-M-S-R
491 Chimney Cap L-M-S-R
CLASS
500 Insulation L-M-S-R
504 Fireproofing L-M-S-R
505 Metal Stud L-M-S-R
506 Metal Stud Materials* Materials
507 Metal Stud Labor* Labor
509 Soundproofing L-M-S-R
510 Drywall L-M-S-R
511 Drywall Materials* Materials
512 Drywall Labor* Labor
515 Fiberglass Panels L-M-S-R
516 Lath & Plastering L-M-S-R
517 Ornamental Plaster L-M-S-R
520 Finish Carpentry L-M-S-R
521 Finish Carpentry Materials* Materials
522 Finish Carpentry Labor* Labor
525 Interior Doors L-M-S-R
526 Fire Doors L-M-S-R
530 Wood Mouldings L-M-S-R
DIVISION 500 INTERIOR FINISHES
531 Wood Shelving L-M-S-R
535 Wood Stairs & Rails L-M-S-R
536 Attic Stairs L-M-S-R
537 Paneling/Planking L-M-S-R
539 Fireplace Mantle/Trim L-M-S-R
540 Cabinets & Vanities L-M-S-R
541 Cabinetry Materials* L-M-S-R
542 Cabinetry Labor* L-M-S-R
544 Special Millwork L-M-S-R
545 Formica Countertops L-M-S-R
546 Solid Surface Countertops L-M-S-R
547 Stone Countertops L-M-S-R
548 Cultured Marble Tops L-M-S-R
549 Cultured Marble Work L-M-S-R
550 Painting L-M-S-R
551 Painting Materials* Materials
552 Painting Labor* Labor
554 Faux Finishes L-M-S-R
555 Wallpaper L-M-S-R
556 Wallpaper Materials* Materials
557 Wallpaper Labor* Labor
560 Suspended Ceilings L-M-S-R
561 Suspended Ceiling Materials* Materials
562 Suspended Ceiling Labor* Labor
565 Acoustical Ceilings L-M-S-R
566 Metal Ceilings L-M-S-R
569 Illuminated Ceilings L-M-S-R
570 Ceramic Tile L-M-S-R
571 Ceramic Tile Materials* Materials
572 Ceramic Tile Labor* Labor
574 Tile Counters L-M-S-R
575 Glass Block L-M-S-R
578 Tile/Marble Window Sills L-M-S-R
579 Ceramic Fireplace Finishes L-M-S-R
580 Tile Flooring L-M-S-R
581 Vinyl Flooring L-M-S-R
582 Wood Flooring L-M-S-R
583 Wood Floor Refinishing L-M-S-R
584 Marble Flooring L-M-S-R
585 Stone/Slate Flooring L-M-S-R
586 Terrazzo Flooring L-M-S-R
587 Brick/Paver Flooring L-M-S-R
588 Concrete Floor Refinishing L-M-S-R
589 Carpeting L-M-S-R
590 Door Hardware L-M-S-R
591 Mirrors L-M-S-R
592 Medicine Cabinets L-M-S-R
593 Shower Enclosures L-M-S-R
594 Bath Accessories L-M-S-R
595 Wire Shelving L-M-S-R
596 Metal Shelving L-M-S-R
597 Closet Systems L-M-S-R
598 Fabricated Plastics L-M-S-R
599 Finish Metals L-M-S-R
CLASS
600 Plumbing System L-M-S-R
601 Plumbing Fixtures Material
602 Special Tubs Material
603 Water Heater Material
604 Plumbing Utility Connections Material
605 Solar Water Heating Sys L-M-S-R
606 Gas Transmission System L-M-S-R
607 Boiler/HW Heating System L-M-S-R
610 HVAC System L-M-S-R
611 Oven/Dryer/Bath Venting L-M-S-R
612 Attic/Whole House Fans L-M-S-R
614 Electrostatic Filter System L-M-S-R
615 Sheet Metal Work L-M-S-R
616 Duct Cleaning L-M-S-R
619 Prefab Fireplaces L-M-S-R
620 Electrical System L-M-S-R
621 Lighting Fixtures Material
622 Ceiling Fans Material
624 Electrical Utility Connections Material
625 Door Chime System Material
626 CATV/Antenna System L-M-S-R
627 Telephone/PBX System L-M-S-R
628 Computer Wiring L-M-S-R
629 Low Voltage Lighting L-M-S-R
630 Security System L-M-S-R
631 Safes & Vaults L-M-S-R
632 Intercom/Sound System L-M-S-R
634 Lightning Protection System L-M-S-R
635 Smoke Detection System L-M-S-R
636 Fire Extinguishers L-M-S-R
637 Fire Alarm System L-M-S-R
638 Fire Sprinkler System L-M-S-R
639 Central Vacuum System L-M-S-R
640 Appliances L-M-S-R
641 Refrigerator/Freezer L-M-S-R
642 Stove/Range L-M-S-R
643 Range Hood L-M-S-R
644 Garbage Disposal L-M-S-R
DIVISION 600 MECHANICAL & CSI
645 Dishwasher L-M-S-R
646 Microwave Oven L-M-S-R
648 Clothes Washer L-M-S-R
649 Clothes Dryer L-M-S-R
650 SPECIALTIES (Div 10) L-M-S-R
660 EQUIPMENT (Div 11) L-M-S-R
670 FURNISHINGS (Div 12) L-M-S-R
671 Window Treatments L-M-S-R
672 Manufactured Casework L-M-S-R
673 Rugs & Mats L-M-S-R
680 SPECIAL CONST (Div 13) L-M-S-R
681 Greenhouses L-M-S-R
682 Gazebos L-M-S-R
690 CONVEYING SYSTEMS (Div 14) L-M-S-R
691 Residential Elevator L-M-S-R
692 Dumb Waiter L-M-S-R
693 Wheelchair Lifts L-M-S-R
CLASS
700 Septic System L-M-S-R
701 Well & Pump L-M-S-R
702 Water Meter L-M-S-R
705 Drainage System L-M-S-R
710 Concrete Curb/Gutter L-M-S-R
715 Asphalt Paving L-M-S-R
716 Pavement Marking L-M-S-R
720 Final Grading L-M-S-R
730 Concrete Flatwork L-M-S-R
731 Concrete Flatwork Materials* L-M-S-R
732 Concrete Flatwork Labor* L-M-S-R
735 Driveways/Aprons L-M-S-R
736 Patios/Sidewalks L-M-S-R
737 Special Concrete Finishes L-M-S-R
738 Brick Pavers L-M-S-R
739 Flagstone L-M-S-R
740 Exterior Wood Structures L-M-S-R
741 Ext. Wood Structure Materials* L-M-S-R
742 Ext. Wood Structure Labor* L-M-S-R
750 Exterior Sundeck L-M-S-R
751 Exterior Wood Stairs L-M-S-R
752 Exterior Wood Railings L-M-S-R
753 Wood Patios/Walkways L-M-S-R
759 Dune Crossovers L-M-S-R
760 Fencing L-M-S-R
765 Mailboxes L-M-S-R
766 Signage / House Numbers L-M-S-R
DIVISION 700 SITE IMPROVEMENTS
770 Landscaping L-M-S-R
771 Landscaping Materials* L-M-S-R
772 Landscaping Labor* L-M-S-R
775 Irrigation System L-M-S-R
776 Landscape Plantings L-M-S-R
777 Sod & Seeding L-M-S-R
779 Landscape Lighting L-M-S-R
780 Pool/Spa Construction L-M-S-R
783 Pool/Spa Re-Decking L-M-S-R
784 Pool/Sap Re-Marcite L-M-S-R
785 Pool/Spa Deck Coatings L-M-S-R
786 Chattahoochee/River Rock L-M-S-R
790 Screening / Screen Rooms L-M-S-R
CLASS
800 Site Supervision L-M-S-R
801 Supervision Bonus L-M-S-R
802 Associate Bonus L-M-S-R
805 Project Management L-M-S-R
810 Rough Cleanup L-M-S-R
811 Trash Removal/Dumpster L-M-S-R
812 Dump Fees L-M-S-R
815 Final Cleaning L-M-S-R
816 Material Protection L-M-S-R
817 Special Testing L-M-S-R
819 General Purpose Scaffolding L-M-S-R
820 Builders Risk Insurance None
821 Liability Insurance Impact None
822 Worker's Comp Impact None
823 Licensing Cost Impact None
830 Bonding Costs None
831 Warranty Program None
832 Legal Expenses (project only) None
833 Accounting Costs (project only) None
834 Administration & Clerical None
835 Blueprints / Copies None
836 Photography None
840 Travel Expenses None
845 Vehicle Expenses None
850 Materials Acquisition & Dist. L-M-S-R
855 Off Site Storage (project only) L-M-S-R
860 Minor Medical None
865 Refreshments / Ice None
870 Consumable Tools None
880 Final Punchout L-M-S-R
885 Final Move-in & Set-up L-M-S-R
890 Warranty Service L-M-S-R
DIVISION 800 PROJECT OVERHEAD
891 Warranty-Materials* Material
892 Warranty-Labor* Labor
893 Warranty-Rental* Rental
CLASS
900 Marketing / Advertising L-M-S-R
901 Promotional Signage L-M-S-R
902 Decorating L-M-S-R
905 Buyers Incentives None
906 Permanent Utilities (for buyer) None
910 Closing Costs None
911 Title Insurance None
912 Final Appraisal None
913 Foundation Check L-M-S-R
914 Final Inspections L-M-S-R
915 Final Surveys L-M-S-R
916 Bank Inspections None
918 Permanent Loan Points None
919 Other Closing Costs None
920 Sales Commissions - In House None
921 Sales Commissions - Outside None
930 Construction Loan Points None
931 Construction Loan Interest None
932 Post Construction Interest None
935 Investor Profit Share None
940 Maintenance L-M-S-R
950 Late Completion Costs None
960 General Stock Materials None
970 Small Job Costs L-M-S-R
971 Small Jobs - Materials* Materials
972 Small Jobs - Labor* Labor
973 Small Jobs - Rentals* Rental
974 Small Jobs - Overhead None
980 Miscellaneous Job Cost L-M-S-R
981 Miscellaneous Materials* Materials
982 Miscellaneous Labor* Labor
983 Miscellaneous Rental* Rental
984 Miscellaneous Job Overhead None
990 Perm Uncategorized Costs L-M-S-R
991 Perm Uncategorized Materials* Materials
992 Perm Uncategorized Labor* Labor
993 Perm Uncategorized Rentals* Rental
994
Perm Uncategorized Job
Overhead None
999 Temp Unidentified Job Costs L-M-S-R
DIVISION 900 SALES & MARKETING
RETURN
Info!A1
LIST STATUS NOTES

LIST STATUS NOTES

MASTERCODE COST CODE SYSTEM
GENERAL NOTES
1. L-M-S-RLabor - Material - Subcontract - Rental.(Category II)
2. Labor = Payroll Labor and Subcontract Labor (optional).(Category I)
3. Materials = Material only, including delivery and taxes.(Category I)
4. Subcontract = Labor & Material Subcontracts and Subcontract Labor (optional). (Category I)
5. Rental = Rental only, including delivery and taxes.(Category I)
6. None = Not Classified / Unclassified / No Class Assigned
7. N/A = Not Applicable
8. List Status = Account status in the Template File when 1st installed.(may be changed by user)
LIST STATUS NOTES
LIST STATUS NOTES
LIST STATUS NOTES
LIST STATUS NOTES
LIST STATUS NOTES
LIST STATUS NOTES
LIST STATUS NOTES

RETURN
Info!A1
Project Project #
Project artifacts Updated
Approved Budget Planned Expenditures to
Date
Actual
Expenditures to
Date
$0.00 $0.00 $0.00
Planned Remaining
Budget
Actual
Remaining
Budget
$0.00 $0.00
Additional $ needed
Salaries Hourly Rate # Hours
Type of resource $0.00 0.00
Total External Expenses
Total Budget
Total Internal Expenses
External Expenses
Consulting Costs
Type of consulting
Type of consulting
Type of consulting
Capital Expenditures
Type of expense
Type of expense
Type of expense
Budget Details
Internal Expenses
Other Internal Expenses
Type of expense
Type of expense
Type of expense
Budget
Budget Status
RETURN
Info!A1
Total Cost
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Total Cost
$0.00
$0.00
$0.00
$0.00
Total Cost
$0.00
$0.00
$0.00
Total Cost
$0.00
$0.00
$0.00
$0.00
$0.00
Total External Expenses
Total Budget
Total Internal Expenses
External Expenses
Budget Details
Internal Expenses
Budget

0
Budget Status
Variance
$0.00
Variance
$0.00
RETURN
Info!A1
ID Risk Description
P
r
o
b
a
b
i
l
i
t
y
I
m
p
a
c
t
D
e
t
e
c
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a
b
i
l
i
t
y
I
m
p
o
r
t
a
n
c
e
Category
Trigger
Event/Indicator
1 What is this risk? 0
What act or
event initiates
either the risk
occurrence or
precipitates the
response
strategy?
2 0
3 0
4 0
5 0
6 0
7 0
8 0
9 0
10 0
11 0
12 0
13 0
14 0
15 0
Project artifacts
Risk Management Matrix (Risk Register)
Project
Project manager
Project # RETURN
Sponsor
Updated Info!A1
Risk
Response and
Description
C
o
n
t
i
n
g
e
n
c
y

P
l
a
n
Owner Status
Date
Entered
Date to
Review
How will you
respond to this
risk and what
actions will you
take to match
that response?
If the risk
becomes a
reality, what
will you do in
response, as
a backup, or
alternative/
workaround?
Who
monitors
this risk?

Risk Management Matrix (Risk Register)

ID Issue Description Project Impact
Action
Plan/Resolution
1 What is the issue?
How will this impact
scope, schedule & cost?
How do you intend to
deal with this issue?
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Project artifacts
Issues Log
Project
Project manager
Project # RETURN
Sponsor
Updated
Info!A1
Owner
I
m
p
o
r
t
a
n
c
e
Date
Entered
Date to
Review
Date
Resolved
Who manages
this issue?

Issues Log

Project
Project manager
Project artifacts
1 2 3 4 5
Schedule
Scope
Cost
Risk
Issues
Planned completion
Est. completion
ID
ID
Planned
Completion
Date
Completed
Deliverables
1 6
2 7
3 8
4 9
5 10
Title/Description
Description of
Accomplishment
Accomplishments During Reporting Period
Deliverables
Management Alert
Situation Requiring Management Action Plan

Stoplight Report

RETURN
Project #
Sponsor Info!A1
Updated
6 7 8 9 10
Title/Description
Owner Comments
Accomplishments During Reporting Period
Deliverables
Management Alert
Action Plan Owner

Stoplight Report

ID Milestone Description
Planned
Completion
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Project artifacts
Deliverable Milestones
Project
Project manager
Project # RETURN
Sponsor
Updated
Info!A1
Actual
Completion
Objectives Assumptions Constraints
Deliverable Milestones
ID Task
D
e
p
e
n
d
e
n
c
i
e
s
Status
Effort
Hours
Cost
1
ID # of
task
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Project artifacts
Work Breakdown Structure
Project
Project manager
Project # RETURN
Sponsor
Updated
Info!A1
Start Date
Planned
Completion
Estimate to
Completion
Actual
Completion
Resource
Work Breakdown Structure
Project
Project manager
Project artifacts
Name
Core/
Extended
Team
%

A
s
s
i
g
n
e
d
Deliverables Leading
Roles and Responsibilities

Project #
Sponsor
Updated
Deliverables
Participating
On
Project Role Responsibility
Other Project
Assignments
Roles and Responsibilities

RETURN
Info!A1
B
u
s
i
n
e
s
s

E
n
d

U
s
e
r
s
B
u
s
i
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s
s

S
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s
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S
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B
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s
s

D
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e
r
B
u
s
i
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e
s
s

P
r
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j
e
c
t

L
e
a
d
Develop preliminary project scope
Identify business need
Develop preliminary budget
Identify preliminary return on investment
Complete project charter
Establish project identity
Identify project team/resources
Conduct stakeholder analysis
Prepare draft project schedule
Conduct project kickoff meeting
Gather detailed user requirements
Define current business processes (as is)
Revise project schedule
Develop project communication plan
Develop project organizational structure
Identify training plan
Develop project quality plan
Develop scope management plan
Develop risk management plan
Develop change management plan
Develop cost management plan
Develop schedule management plan
Develop technical specifications
Develop technical architecture
Conduct project procurement
Finalize project budget
Finalize return on investment
Ongoing project management
21
22
23
Execution
20
9
10
11
12
13
14
15
16
17
18
19
8
4
5
Planning
1
2
3
4
5
6
7
3
Project artifacts Updated
Project Task
Project Management and Requirements
Initiation
1
2
Resource Assignment Matrix
Project Project #
Develop training materials
Execute communication plan
Develop software
Develop new business processes (to be)
Deploy new software
Conduct training
Get deliverable acceptance
Close out contracts
Finalize budget
Finalize return on investment
Conduct closure survey
Conduct/document lessons learned
Archive project
Approves the deliverable A
Notified when the deliverable is complete N
Owns the deliverable upon completion O
Creates the deliverable C1: primary creator; C2: contributor
Input required I
Reviews the deliverable R
Legend:
Closing
1
2
3
4
5
6
7
6
1
2
3
4
5
RETURN
Info!A1
P
r
o
j
e
c
t

M
a
n
a
g
e
r
B
u
s
i
n
e
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S
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s
.

A
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D
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M
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a

S
t
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D
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D
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T
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S
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y

A
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i
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T
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S
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S
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S
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P
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S
t
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a
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d
Q
A

A
n
a
l
y
s
t
Execution
Planning
Updated
Project Management and Requirements
Initiation
Sponsor
Resource Assignment Matrix
Project #
A
N
O
C1: primary creator; C2: contributor
I
R
Legend:
Closing
ID
Change
Description
P
r
i
o
r
i
t
y
Originator
Date
Entered
Date
Assigned
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Project Artifacts
Change Control Log
Project
Project Manager
RETURN
Project #
Sponsor
Info!A1
Updated
Evaluator Status
Date
Paid
Included in Rev.
#
Change Control Log
ID Deliverable Description Comments
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Deliverable Acceptance Log
Project
Project manager
Project artifacts
Project # RETURN
Sponsor
Updated
Info!A1
Evaluator Status
Date of
Decision
Deliverable Acceptance Log
Project
Project manager
Project artifacts
ID Names
Estimate of
Total Effort
Effort Hours Committed
Resource Loading
Total 0
RETURN
Project #
Sponsor Info!A1
Updated
Activity
Duration
Commitment
Level
Total
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Effort Hours Committed
Resource Loading
0
0
0 0 0
Project Project #
Project Manager Sponsor
Project Artifacts Updated
ID
Critical Success
Criteria
Project Quality Metrics
Potential
Quality Metric
RETURN
Info!A1
Priority
Metric
Target
Project Quality Metrics
Action Plan
RETURN
Info!A1
RETURN
Info!A1
Project Startup Checklist
Date:
Owner:
Contractor:
Project no:
Project name:

Estimator
1. Submit the new job info sheet.
2. Determine the basic organization
of the project.
3. Assign key staff members.
4. Review the prime contract.
5. Define the scope of work.
6. Introduce staff to the project.
7. Prepare the contract control sheet.
8. Define procurement authority.
9. Establish the project work and
cost code system.
10. Receive approval for and enter the
budget into the computer.
11. Make sure all participating
departments are aware of the new
project and are staffed to handle
the work load.
12. Safety insurance requirements.
13. Prepare the project and
procurement schedules.
14. Determine anticipated cash flow
pattern.
15. Set up office and job site project
files.
16. Publish the project meeting
schedule.
Estimator
17. Hold a pre-construction conference
with appropriate parties involved
in construction of the project.
18. Establish lines of communication
among project participants.
19. Resolve drawing and specification
questions.
20. Designate the field crew.
21. Reserve appropriate materials,
tools, and equipment from the
company inventory.
22. Make a visual and photographic
survey of existing conditions
before starting work. Verify
condition of adjacent off-site
items.
23. Verify physical boundaries of work.
24. Determine site logistics.
25. Prepare a job site accident
prevention program.
26. Post the job site accident
prevention program required
safety posters and emergency
phone numbers.
27. Arrange for temporary facilities.
28. Review quality control procedures,
including required tests and
inspections.
29. Review the job site security.
30. Install project sign.
31. Obtain a building permit.
Project Startup Checklist
RETURN
Info!A1
Project Manager Supervisor Foreman
Project Manager Supervisor Foreman
PROCUREMENT ACTION PLAN
Local
1 2 3 4 5
Sec SECTION 5 CONCRETE
1 Concrete 22MPA
Concrete 35MPA
Concrete 50MPA
Concrete 55MPA
Concrete 75MPA
2 Water Stop
3 Curing Material
4 Joint Filler Strips
5 Epoxy Joint Filler
6 Bonding agent
7 Reinforcement Steel
8 welded wire fabric ASTM A497
9 Chairs & spacers
10 joint dowel Bars
11 Light Weight concrete
12 concrete Topping, Screed
13 Sand cement screed
14
Galvanised steel welded
wire reinforcement ASTM
A185
15 Self Leveling screed
16 Grout
17
Glass Fiber Reinforced
Concrete (GFRC)
18
Precast Concrete
Specialities
18a
Steel Shapes &
Dowels(Hot Deep
Galvanised)
18b Epoxy Grout
SN Material Description BOQ Ref No
Responsible
Person
QTY
ESTIMATE
ORIGIN
19
Bituminous Damp
Proofing
19a Polyethylene .25mm
20 Water Proofing
21 Pile Head Treatment
21a cementitious
21b Resin Grout
22
Cementitious Water
Proofing
23
Cold fluid applied
Waterproofing
24 Water Repellent
25
Structural Precast
Concrete
26 Bored Piles
Sec SECTION 6 ROAD WORKS
27 Definition
27a Wearing coarse
27b Road base
27c Sub Base
27d Sub Grade
28 Traffic Signs & Markings
28a Speed guards
28b Wheel Stopper
28c Corners Guard
29 Parking Control & Equipment
30 Automatic Barrier Gate
31 Vehicle detectors
32
Access Control Units &
intercom to Security room
Sec SECTION 8 SEWERAGE
33 Definition
Sec SECTION 9
MECHANICAL &
ELECTRICAL
WORKS
34 Garbage Chutes
Sec SECTION 12
EARTH WORK
RELATED TO
BUILDINGS
35 Earthwork
36 Termite Control
Sec SECTION 13 MASONRY
37 Solid Concrete Masonry
37a Joint reinforcement
37b Ties & Anchors
37c Masonry accessories
37c1 Compressible Filler
37c2 Control Joint Gaskets
37c3 Joint Filler
37c4 Sealant
37c5 Fire Stopping
37c6
Embedded Flashing
Materials
38
Light weight Concrete
Masonry
38a Glue Mortar
38b Joint reinforcement
38b1 Galvanised Carbon steel Wire
38b2 Welded Wire
38c Ties & Anchors
38d Masonry accessories
38d1 Compressible Filler
38d2 Control Joint Gaskets
38d3 Joint Filler
38d4 Sealant
38d5 Fire Stopping
38d6
Embedded Flashing
Materials
Sec SECTION 14 ROOFING
39 Roofing
39a Light Weight concrete
39b Sand cement screed
39c Waterproofing
39d Rigid insulation
39e Polyethylene .25mm
39f Concrete pavers
39g PEA Gravel
39h Paver pedestal support
39i Metal flashing
39j Light weight concrete
39k Sand cement screed
39l Roof Tiles
39m Clay tiles
39n
Water proofing slopped
concrete
39o
AccessoriesWater
proofing slopped concrete
39p Fasteners
40 Composite Domes
Sec SECTION 15
THERMAL
INSULATION TO
BUILDINGS
41 Acoustic Insulation
42 Thermal Insulation
42a Mineral Fiber Insulation
42b Polyethylene insulation
42c Adhesive
42d Accessories
Sec SECTION 16
STRUCTURAL
STEEL WORKS
43 Structure Steel
43.1
Structural steel shapes
Plates & Bars ASTM
A572 Grade 50
43.2
Corrosion resistanct
Structural Steel ASTM
A588
43.3
Cold- Formed Steel
Tubing: ASTM A 500
Grade B
43.4
Hot- Formed Steel Tubing:
ASTM A 501
43.5
Steel Pipe ASTM A53
Grade B or ASTM A
501/Black
43.5a
Steel Pipe ASTM A53
Grade B/ Galvanized
43.6
Steel Casting ASTM A 27
Grade 63-35 (medium
strenght Carbon Steel)
43.7
Headed Stud-Type Shear
Connectors:ASTM A 108
Grade 1015or1020
43.8 Anchor Bolt ASTM A 307
43.9
Unfinished Threaded
Faststeners ASTM A 307
Grade A
43.10
High Strenght Threaded
Fasteners
43.11
Direct Tension Indicators:
Astm F959
43.12
Cables and Fitting: ASTM
A586 Galvanised
43.13
Electrodes of welding:
Comply wz AWS code
43.14
Structural Steel Primer
Paint SSPC - Paint 25
43.15 Grout
43.16
Structure Steel primer &
Paint
44 Steel Deck
45 Sprayed on Fire Proofing
45a Cementitious Fireproofing
Sec SECTION 17 METAL WORKS
46
Aluminum Doors &
Windows
47 Bronze Doors
48 Hardware
49 Steel Doors
50 Metal Fabrication
51 Metal Stairs
52 Railings
53
Expansion Joint Cover
Assemblies
54 Lockers
55 Green Wall
56 Overhead Coiling Doors
57 Aluminum Louvers
58 Rooh Hatches
59 Cast Aluminum
60 Over Head Coiling Grill
61 Swinging Automatic Entrance Doors
62 Metal Roof Pannels
Sec SECTION 18
CARPENTERY
JOINERY &
IRONMONGERY
63 Doors
63a Wooden Doors
63b Flush Doors
63c Stile & Rail Wood Doors
63d
Plastic Laminated Faced
Doors
64
Architectural Wood
Works
65 Unit Kitchen
66 Door Hardware
66.1 Furniture
67 Toilets Compartments
Sec SECTION 24
FINISHING TO
BUILDINGS
68 Skim Coat Plaster
68a Glass Mesh
68b Accessories
68c Corner Bead
68d Edge Bead
68e Metal Corner
69 Portland Cement Plaster
69a Lath
69b Corner Beads
70 Polished Plaster
71 External Rendering
71a Glass Fiber Mesh
71b Accessories
72 Cement Board
73 gypsum Partition & Lining
74 Interior Stone Work
74a Grout
74b Stone Accessories
75 Stone Flooring
76 Agglomarate Tiles
77 ceramic Tiles
78 Cork tiles
79 Sheet Rubber Flooring
80 Rubber Flooring
81 Vinyl Flooring
82 Wood Flooring
83 Terra Cotta Tiles
84 Traffic Coating
85 Epoxy Flooring
86
Gypsum Board Suspended
Ceiling
87 Gypsum Pannel Ceiling
88
Glass Fiber Reinforced
Gypsum (GRC)
88a Steel framing Components
88b Grout
88c Stone Accessories
89 Metal Ceiling
90 Wood Ceilings
91 Acoustical Panel Ceiling
92 Fabric Wall Covering
93 Joint Sealant
94 Access Panels
95 Exterior Stone Works
96
Fiber Glass Reinforced
Plastic
97 Cement Board Ceiling
98 Brick Masonry
98a Anchors & accessories
98b Expansion Joint
98c Sealant
99 Metal Fabric
100 Chemical Stain
Sec SECTION 25
GLASS &
GLAZING
101 Glazing
102
Aluminum Glazed Curtain
Wall
103 Glass Blocks Skylight
104 Frameless Glass Doors
105 Mirrors
106 Metal Framed Sky Light
Sec SECTION 26
PAINTING &
DECORATION
107 Painting
108 Vinyl Wall Coverings
109 Intumescent Paint
Sec SECTION 27
EXTERNAL
WORKS
110 Colored Texture Concrete
111 Concrete Pavers
112 Exterior stone Paving
113 Laminated Marble
114 Water feature
115 Site Furnishings
116
Environmental Graphic
Design
Sec SECTION 28
117 Landscaping Planting
118
Landscaping Irrigation
system
TO GET BACK TO MAIN MENU:
Info!A1
Imported ORDER Deliver Date Used Submittal Clear Status
6 7 8 9 10 11 12 13
Specified or
Alternative
SCHEDULE DATE OF ACTION ( DATE ) ORIGIN
Order ETA
Load/unload
Arrangements
Required Day
Time
Receipt
Confirmation
14 15 16 17 18 19
ACTION ( DATE ) DELIVERED TO SITE
Remarks
Meeting Ground Rules Checklist
Attendance/Absence
How to deal with absence Send a substitute? Send apologies? Send bagels?
Promptness
Expectations of promptness for the meeting leader as well as attendees
Meeting locations/set-up
Keep it tidy nothing to be left out when the meeting is over
Participation
Commitment to achieve outcomes
Define the decision-making process consensus? Majority vote? Executive fiat?
What is said in the room stays in the room
Do not say one thing in the meeting and something different outside
Open and honest dialogue avoid hidden agendas and obfuscating information
No side discussion, speak to all attendees
Process checks how and when to call one, who is permitted to call one
Task assignments
Share tasks fairly
Never assign action items to someone not present
Interruptions
No phone calls, cell or otherwise should phones be silenced?
Routine chores
Share & rotate responsibilities dont burden any one person
Agendas, minutes, and records
Creation when due, level of detail, who is responsible?
Distribution when and how, what channels, who is responsible?
Stick to the agenda
No agenda = no meeting
Meeting Ground Rules Checklist
Here are some items you may want to consider when proposing ground rules for
your meetings. Remember, this list is not supposed to be all encompassing, but
merely a guide or aide-memoir.
Attendance/Absence
Expectations of attendance when is it acceptable to miss a meeting? How
often?
How to deal with absence Send a substitute? Send apologies? Send bagels?
Promptness
Expectations of promptness for the meeting leader as well as attendees
Acceptable reasons for tardiness, and consequences e.g. "do not repeat for
latecomers"
Meeting locations/set-up
Using a dedicated room for project work is it permitted? Reservation
rules/procedures?
Keep it tidy nothing to be left out when the meeting is over
Participation
Full engagement/participation from everyone what does this mean in your
group?
When & how to check engagement (and when/how to call breaks, and who has
authority)
Commitment to achieve outcomes
Personal interactions and communication in and out of the
meeting
Treat each other with respect No zingers, no personal slurs, no shouting down
speaker, etc.
Define the decision-making process consensus? Majority vote? Executive fiat?
What is said in the room stays in the room
Do not say one thing in the meeting and something different outside
Open and honest dialogue avoid hidden agendas and obfuscating information
No side discussion, speak to all attendees
Process checks how and when to call one, who is permitted to call one
Task assignments
Who, how, when to assign tasks, and expectations for completing and reporting
status
Share tasks fairly
Never assign action items to someone not present
Interruptions
No phone calls, cell or otherwise should phones be silenced?
No texting, emailing, or web surfing during a meeting deal with other issues on
breaks
Routine chores
Who does what and when room and/or equipment reservation/prep, facilitation,
etc.
Share & rotate responsibilities dont burden any one person
Agendas, minutes, and records
Creation when due, level of detail, who is responsible?
Distribution when and how, what channels, who is responsible?
Stick to the agenda
Monitor time use use of facilitators? Guidelines for postponing or prolonging
discussions
No agenda = no meeting
RETURN
Info!A1

HHRR/DOCUMENT CTRL.
- CONSTRUCTION PROJECT MANAGEMENT TEAM Organization Chart
ADMINISTRATION

PMO
Reporting Office

Project Planner
Cost &
Schedule
Control

Electrical
Superintendent
Sr. Civil Engineer
Info!A1
TEAM Organization Chart
[PROJECT NAME]

PROJECT DIRECTOR
INFRASTRUCTURE SUBCONSULTANTS
TAIL ENGINEERING

Senior Mechanical

Senior Electrical
Engineer
ENGINEERING/ARCHITECTURE
Project Manager

CONSTRUCTION

Engineering
Department

HEADS OF DEPARTMENTS
SUPERVISORY AND CAD SUPPORT
QA/QC Engineer
Quantity Surveyor Sr. Architect
Electrical
Superintendent
Mechanical
Superintendent
INFRASTRUCTURE SUBCONSULTANTS

TAIL ENGINEERING

Senior Mechanical
Engineer

Senior Civil
Engineer

Mechanical
Engineering
Department

Civil /Structural
Engineering
Department

HEADS OF DEPARTMENTS
NON CONFORMANCE REPORT
(NCR)
Date:
Project: Deliverable Name:
Deliverable Specification:
Delivered Specification:
You are hereby informed the above-mentioned deliverable is out of the contractual specifications
and you are to correct the situation immediately.
Head of Quality Assurance and Quality Control
Project Manager
NON CONFORMANCE REPORT TO GET BACK TO MAIN MENU:
Info!A1
You are hereby informed the above-mentioned deliverable is out of the contractual specifications
Construction Manager
Project
Project #
Project manager
Sponsor
Project artifacts
Last updated
Designed by:
No. Architectural Drawings
No. Civil Drawings
No. Mechanical Drawings
No. Electrical Drawings
No. Interior Design Drawings
Architectural Specifications
Civil Specifications
Mechanical Specifications
Electrical Specifications
Interior Design Specifications
Traffic Studies
Soil Investigation
Accoustic Studies
BOQ
WBS
Cost Estimate
Feasibility Study
Schedule of Finishings
PROJECT BASIC INFORMATION
Project title here
Project # here TO GET BACK TO MAIN MENU:
Project manager name here
Sponsor name here
Location of project documents here
Date of update here
Last Revision
Info!A1
ID Description Comments
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Assumptions and Constraints
Project
Project manager
Project artifacts
Project # TO GET BACK TO MAIN MENU:
Sponsor
Updated
Info!A1
Type Status
Date
Entered
Assumptions and Constraints
ID Decision Description Comments
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Decision Log
Project
Project manager
Project artifacts
Project # TO GET BACK TO MAIN MENU:
Sponsor
Updated
Info!A1
Owner Status
Date
Entered
Decision Log
Project #
Sponsor
Updated
ID Communication Description Frequency Format
1
What type of
communication is this?
What is the description of
the contents/purpose of this
communication?
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
Communication Plan
Project
Project manager
Project artifacts
Info!A1
Owner Recipient/ Attendees
Who sends? Who gets?
Communication Plan
Project #
Sponsor
Updated
ID Stakeholder Role Impact Influence
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Stakeholder Analysis
Project
Project Manager
Project Artifacts
Info!A1
Risk
Tolerance
Needs Responsibility
Stakeholder Analysis

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