Project Management Forms

FORMS

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TO GO TO THIS SPREADSHEETCOST BREAKDOWNCost Breakdown Form1Cost Breakdown FormACCIDENT REPORTAccident Report by Supervisor Form2Accident Report by Supervisor FormADJUSTMENTSAccounting Adjustments Form3Accounting Adjustments FormCHANGE ORDERChange Order Form4Change Order FormINVOICEContractor's Invoice Form5Contractor's Invoice FormPROGRESS BILLProgress Billing Form6Progress Billing FormBID FORMBid Form7Bid FormBID LOGBid Log Form8Bid Log FormCASH C.O.Cash Change Order Form9Cash Change Order FormCASH PAIDCash Paid Out Form10Cash Paid Out FormC.O. # 2Another Change Order Form11Another Change Order FormC.O. LOGChange Orders Log Form12Change Orders Log FormCHANGE TRANSMITTALChange Transmittal Form13Change Transmittal FormCOMPANY EVALUATIONCompany Evaluation Form14Company Evaluation FormCONTRACT STATEMENTContract Statement Form15Contract Statement FormCONTRACT TRANSMITTALContract Transmittal Form16Contract Transmittal FormCONTRACTOR QUESTIONNAIREContractor/Supplier Questionnaire Form17Contractor/Supplier Questionnaire FormINVOICEContractor's Invoice Form No.218Contractor's Invoice Form No. 2COST BOOKCost Book Form19Cost Book FormCONTRACT COST PLUS FIX FEECost Plus Fix Fee Contract Form20Cost Plus Fix Fee Contract FormCONTRACT COST PLUS PERCENTAGECost Plus Percentage Contract Form21Cost Plus Percentage Contract FormCUSTOMER SATISFACTIONCustomer Satisfaction Survey Form22Customer Satisfaction Survey FormDAILY REPORTDaily Construction Report Form23Daily Construction Report FormEQUIPMENT REPORTDaily Equipment Report Form24Daily Equipment Report FormDAILLY WORKSHEETDaily Worksheet Form25Daily Worksheet FormDEFICIENCY NOTICEDeficiency Notice Form26Deficiency Notice FormDELAY NOTICEDelay Notice Form27Delay Notice FormDOCUMENT SUBMITTALDocument Submittal Form28Document Submittal FormDRIVING RECORDDriving Record Verification Form29Driving Record Verification FormROSTERRoster Form30Roster FormEMPLOYEE DATA SHEETEmployee Data Sheet Form31Employee Data Sheet FormEMPLOYEE EVALUATIONEmployees Evaluation Form32Employees Evaluation FormTIME CARDEmployee Time Card Form33Employee Time Card FormEQUIPMENT LEDGEREquipment Ledger Sheet Form34Equipment Ledger Sheet FormESTIMATE CHECKLISTEstimate Checklist Form35Estimate Checklist FormESTIMATE RECAPEstimate Recap Sheet Form36Estimate Recap Sheet FormEXPENSE/TRAVEL REPORTExpense and Travel Report Form37Expense and Travel Report FormFAX CHANGE ORDERFax Change Order Form38Fax Change Order FormFAX COVER SHEETFax Cover Sheet Form39Fax Cover Sheet FormFAX P.O.Fax Purchase Order Form40Fax Purchase Order FormFAX QUOTATIONFax Quotation Form41Fax Quotation FormFIELD CHANGEField Change Report Form42Field Change Report FormFIELD DIRECTORYField Directory Form43Field Directory FormFIELD PROBLEM REPORTField Problem Report Form44Field Problem Report FormFINAL PAYMENT Final Payment Release Form45Final Payment Release FormPUNCH LIST Final Project Punch List Form46Final Project Punch List FormFINISH SCHEDULEFinish Schedule by Room Form47Finish Schedule by Room FormINTEROFFICE MEMOInteroffice Memo Form48Interoffice Memo FormJOB COST REPORTJob Cost Report Form49Job Cost Report FormJOB INFORMATIONJob Information Form50Job Information FormJOB INVOICEJob Invoice Form51Job Invoice FormJOB PROGRESSJob Progress Chart Form52Job Progress Chart FormSAFETY CHECKLISTSite Safety Checklist Form53Site Safety Checklist FormBID FOLLOW UPLetter Bid Follow up Form54Letter Bid Follow up FormLABOR WAIVER OF LIENLabor Waiver of Lien Form55Labor Waiver of Lien FormMATERIAL REQUISITION CONTROLMaterial Requisition Control Form56Material Requisition Control FormMATERIAL SCHEDULEMaterials Schedule Form57Materials Schedule FormNO RESPONSIBILITYNon-responsibility Notice Form58Non-responsibility Notice FormOVERHEAD CALCULATIONSOverhead Calculations Form59Overhead Calculations FormBACKCHARGE NOTICEPotential Backcharge Notice Form60Potential Backcharge Notice FormCLOSEOUT CHECHLISTProject Close Out Checklist Form61Project Close Out Checklist FormPM CONTRACTProject Management Contract Form62Project Management Contract FormREQUEST CLARIFICATIONRequest for Clarification Form63Request for Clarification FormREQUEST INFORMATIONRequest for Information Form64Request for Information FormREQUEST INSPECTIONRequest for Inspection Form65Request for Inspection FormSAFETY AGREEMENTPersonal Safety Agreement Form66Personal Safety Agreement FormSCHEDULE SHEETSchedule Sheet Form67Schedule Sheet FormSHOP DRAWINGS SUBMITTALShop Drawings Submittal Form68Shop Drawings Submittal FormSHOP DRAWINGS CONTROLShop Drawings Control Form69Shop Drawings Control FormSPECIALTY SELECTIONSpecialty Selection Sheet Form70Specialty Selection Sheet FormSPECS CHANGESpecification Change Request Form71Specification Change Request FormSTATEMENT OF CONTRACTStatement of Contract Form72Statement of Contract FormSUBCONTRACTSubcontract Agreement Form73Subcontract Agreement FormSUBCONTRACT POLICYSubcontract Policy Form74Subcontract Policy FormSUBCONTRACT WORK ORDERSubcontractor Work Order Form75Subcontractor Work Order FormINSURANCE VERIFICATIONSubcontractor Insurance Verification Log Form76Subcontractor Insurance Verification Log FormTIME & MAT. ITEMIZED PROP.Time and Materials Itemized Proposal Form77Time and Materials Itemized Proposal FormT&M BILLING SHEETTime and Materials Billing Sheet Form78Tiime and Materials Billing Sheet FormT&M LOGTime and Materials Log Form79Time and Materials Log FormT&M PROPOSALTime and Materials Proposal Form80Time and Materials Proposal FormTIME CARD CATEGORIESTime Card Categories81Time Card CategoriesTIME MANAGEMENTTime Management Worksheet Form82Time Management Worksheet FormTOOL LISTTool List Form83Tool List FormTOOL RECEIPTTool Receipt Form84Tool Receipt FormTRUCK INSPECTIONTruck Inspection Sheet Form85Truck Inspection Sheet FormWARRANTYWarranty Form86Warranty FormEMPLOYEE PAYROLLEmployee Payroll Summary Sheet Form87Employee Payroll Summary SheetPROJECT CHARTERProject Charter Form88Project Charter FormMASTER CODEMaster Cost Breakdown Form89Master Cost Breakdown FormBUDGET FORMBudget Form90Budget FormRISK REGISTERRisk Register Form91Risk Register FormISSUES LOGIssues Log Form92Issues Log FormSPOT LIGHT REPORTSpot Light Report Form93Spot Light Report FormDELIVERABLE MILESONESDeliverable Milestones Form94Deliverable Milestones FormWBS Work Breakdown Structure Form95Work Breakdown Structure FormROLES & RESPONSIBILITIESRoles and Responsibilities Form96Roles and Responsibilities FormRESOURCE ASSIGNMENTResource Assignment Matrix Form97Resource Assignment Matrix FormCO CONTROLChange Control Log Form98Change Control Log FormDELIVERABLE ACCEPTANCEDeliverable Acceptance Form99Deliverable Acceptance FormRESOURCE LOADINGResource Loading Form100Resource Loading FormQUALITY METRICSProject Quality Metrics Form101Project Quality Metrics FormPM SCOPEProject Management Scope102Project Management ScopeSTART UP CHECKLISTProject Start Up Checklist103Project Start Up ChecklistPROCUREMENT ACTION PLANProcurement Action Plan Form104Procurement Action Plan FormMEETING GROUND RULESMeeting Ground Rules Form105Meeting Ground Rules FormORGCHART PMTOrganization Chart PMT Construction106Organization Chart PMT ConstructionNCRNon Conformance Report Form107Non Conformance Report FormBASIC INFORMATIONProject Basic Information Form108Project Basic Information FormASSUMPTIONS & CONSTRAINTSAssumptions and Constraints Form109Assumptions and Constraints FormDECISION LOGDecision Log Form110Decision Log FormCOMMUNICATIONS PLANCommunications Plan Form111Communications Plan FormSTAKEHOLDERSStakeholders Analysis Form112Stakeholders Analysis

PROJECT MANAGEMENT FORMSSPREADSHEETS DESCRIPTIONTO GO TO THIS SPREADSHEET

COST BREAKDOWN

Cost Breakdown Date: Sponsor:RETURN Building ID: Project name:Info!A1Location:

LDTrade itemCostTrade description13Concrete24Masonry35Metals46Rough carpentry56Finish carpentry67Waterproofing77Insulation87Roofing97Sheet metal108Doors118Windows128Glass139Lath & plaster149Drywall159Tile work169Acoustical179Wood flooring189Resilient flooring199Painting & decorating2010Specialties2111Special equipment2211Cabinets2311Appliances2412Blinds & shades, artwork2512Carpets2613Special construction2714Elevators2815Plumbing & hot water2915Heat & ventilation3015Air conditioning3116Electrical32Subtotal (Structures)33Accessory structures34Total (Lines 32 & 33)352Earthwork362Site utilities372Roads & walks382Site improvements392Lawns & planting402Unusual site conditionsNon Residential & Special Offsite Costs41Total land improvementsExterior Land Improvement(Not inc. in trade item breakdown)42Tl struct & land improvementsDescriptionEst. costDescriptionEst. cost431General requirements44Subtotal (Lines 41 and 42)45Builder's overhead46Builder's profit TOTAL: $ _____________47Subtotal (Lines 44 thru 46) Other fees TOTAL: $ _____________48Demolition49Other fees(Not inc. in trade item breakdown)50Bond premiumDescriptionEst. cost51Total for all improvements52Builder's profit paid by means other than cash53Total all improvements (Less #52) TOTAL: $ _____________ TOTAL: $ _____________

Mortgagor: _________________________________By: _________________Date: ________________

Contractor: _________________________________By: _________________Date: ________________

FHA: _______________________________________________________Date: ________________ Processing Analyst

FHA: _______________________________________________________Date: ________________ Chief Underwriter

FHA: _______________________________________________________Date: ________________ Chief, Cost Branch or Cost Analyst

ACCIDENT REP

Accident Report by Supervisor Date:RETURN Owner: Contractor:Info!A1 Project name:Name of injuredSoc. Sec. no:Home address of injuredCompanyAge ______( ) M ( ) FDate of injuryTime( ) AM ( ) PMOccupation How longType of injuryPart injuredWhat 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

ACCOUNT ADJUST

Accounting AdjustmentsDate: Owner:RETURN Contractor: Project no:Info!A1 Project name:Customer:Vendor name: AmountAccount no.Account nameDebitCredit

TotalsExplanation:

CHANGE ORDER

Change Order

Date:RETURN Owner: Contractor:Info!A1 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: ( ) DaysThe date of completion as of the date of this change order is:

Contractor:Owner:

Company nameCompany name

AddressAddress

City, State, ZipCity, State, ZipBy:By:Date:Date:

CONTRACTOR INVOICE

Contractor's Invoice Date: Owner: Address: City, State, Zip:RETURNProject name:Invoice number:Architect:Architect's project no:Info!A1

Change order summaryAdditions DeductionsChange orders approved in previous months:Approved this monthNumberDate Approved

Subtotal change orders approved this month:Total change orders to date:1.Original contract sum2.Net change by change orders (Total additions - deductions above)3.Contract sum to date (line 1+2)4.Total completed and stored to date5. Retainage:a. ____% of completed workb. ____% of stored materialTotal 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 due9.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 hasbeen completed in accordance with the Contract Documents. Contractor:

By:Date:

State of:County of:Subscribed and sworn to before me this month and day:of 19____.Notary Public:My Commission expires:

Architect's verification of invoice:In accordance with the Contract Documents and based on on-site observations, the Architect certifiesto 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 topayment of the amount approved below.

Amount approved:(Attach explanation if amount differs from the amount applied for)

Architect:By:Date:

PROGRESS BILLING

Progress BillingDate: Owner: Contractor:RETURN Project no: Project name:Info!A1

Item Contract itemBudgetRevisedPreviousThis Balance% no. (task description)amountbudgetbillingbillingto finishComplete1234567891011121314151617181920212223242526272829Totals:

BID FORM

Bid Form Date: Project no:RETURN Phone number: Contact person:Info!A1

Item #____Bid price:Includes:Tax ( ) Job site delivery ( )Installation ( )Item includes:

Item excludes:

Alternate:Alternate price:included in price above ( ) not included ( )


Item excludes:



Item excludes:


BID LOG

Bid Log Date: Project: Project no:RETURN Sheet no:_____ of _____Info!A1Type/Bid packageModificationBidBidBiddivisionBiddersentno./dateduereceivedpriceComments

CASH CO

Cash Change Order

Date:RETURN Owner: Project no:Info!A1 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 andworkmanlike manner.The owner(s) agree to pay the sum:As follows:Cash (today)Cash (on completion)Owner:Contractor:

Company nameCompany name

AddressAddress

City, State, ZipCity, State, ZipBy:By:Date:Date:

CASH PAID OUT

Cash Paid Out

Date: Owner: Contractor:RETURN Project no: Project name:Info!A1

Date paid:Check #:Amount:

Paid to:

Job:

Explanation:

CO FORM 2

Change Order

Date:RETURN Owner: Project no:Info!A1 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 accordanceAbove 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 ContractorDateOwnerDate Note: This change order becomes part of and in accordance with the original contract.

CO LOG

Change Order Log

Date:RETURN Owner: Contract amt:Info!A1 Project name:No:

S = Submitted A = Approved R = RejectedC.O. No.DescriptionAmountSchedule Change StatusSAR

Pageof

CHANGE TRANSM

Change Transmittal

Date: Owner: Contractor:RETURN Project no: Project name:Info!A1

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

COMPANY EVAL

Company EvaluationDate: Client:RETURN Address: City, State, Zip:Info!A1 Project name:

1. How did you find out about our company?

2. Do you feel our crew and subcontractors respected your property?( ) Yes ( ) No If no, please explain any difficulties you might have had:

3. How would you rate our company's overall construction performance? ( ) bad ( ) good ( ) excellent4. How would you rate our administrative performance? ( ) bad ( ) good ( ) excellent5. How would you rate our professionalism? ( ) bad ( ) good ( ) excellent6. How did you feel we handled the day-to-day phases of your job? ( ) bad ( ) good ( ) excellent7. What could we have done to make your project run more smoothly?

8. Are you happy with your completed project?( ) Yes ( ) No 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?( ) Yes ( ) No

Please feel free to include any additional comments.

Thank you very much for your valuable input.

CONTRACT STATEM

Contract Statement

Date:RETURN Owner: Address:Info!A1 City, State, Zip: Project name:

Change order record:Number of change orders to dateChange order increaseChange order decreaseNet change

Statement of contract:Original contract amountNet change orders (see above)Adjusted contract amount

Billing history:Adjusted contract amount billed to dateLess _____% retainageTotal adjusted contract less retainage

Current invoice amountLess ______% retainageCurrent 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 statementhas been completed in accordance with the contract documents, that previous invoices were issuedand the current payment shown is now due.Date

CONTRACT TRASM

Contract Transmittal

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 thisoffice.

Thank you.

Sincerely,

Enclosures

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VENDOR QUESTIONNAIRE

Contractor/Supplier Questionnaire

Date: Owner: Contractor:RETURN Project name:Info!A1Company name:Telephone no:Address:Fax no:Contact person:Mobile no:

Type of businessContractor (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:

General1. 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 NativeHispanicAsianWhiteBlack American IndianPac. Islndr. Woman

Number of owners:% asset owned:

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CONTR INVOICE

Contractor's Invoice Application #:RETURN Application date: Invoice period:Info!A1

ABCDEFGHIItem No.Work Description Work completedMaterialsTotal% (G/C)BalanceRetainageScheduled ValueFromThis Periodpresentlycompletedto finishpreviousstored& stored(C - G)application(not D or E)to date(D + E)(D + E + F)

Totals

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COST BOOK

Cost Book RETURN Info!A1 Date:

Task Materials LaborSubsNotesNo.descriptionunitcostunitcostbidallowances/alternates

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COST PLUS FF

Cost Plus Fixed Fee Contract

Date: Owner:RETURN Address: City, St, Zip:Info!A1Project 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:

1The 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.

2The 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.

3The 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.

4In 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.

5The 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. Thepricing on the estimate shall have no bearing on the cost of the work.

6The 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.

7The contractor shall procure the necessary permits for the work of improvement. Owner shall pay the governmental fees and contractor's charges for said permits.

8All 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.

9The 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 andsimilar data relating to this contract, and the contractor shall preserve all such records for a period of three years after the final payment.

10The owner agrees to pay a twenty-five percent deposit upon obtaining permits or start of job, whichever occurs first.

11The 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 thiscontract 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 remitsuch 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.

12The contractor agrees to maintain workers' compensation and liability insurance in effect throughout the course of the work.

13The 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:

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COST PLUS %

Cost Plus Percentage Contract

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:

1The 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 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.

2The 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.

3The 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.

4In 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.

5The 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.

6The 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.

7The contractor shall procure the necessary permits for the work of improvement. Owner shall pay the governmental fees and contractor's charges for said permits.

8All 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.

9The 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'srecords, books, correspondence, instructions, drawings, receipts, vouchers, memoranda andsimilar data relating to this contract, and the contractor shall preserve all such records for a period of three years after the final payment.

10The owner agrees to pay a twenty-five percent deposit upon obtaining permits or start of job, whichever occurs first.

11The 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 thecontract fully performed.

12The contractor agrees to maintain workers' compensation and liability insurance throughout the course of the work.

13The 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 thenegligent 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:

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CUSTOMER SATISF

Customer Satisfaction Survey

Date: Client: Address:RETURN City, State, Zip:Info!A1Project 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 ( ) NoDid you receive the value you expected? After the job ( ) Yes ( ) No( ) Yes ( ) NoDid the project...Was the quality of the work as expected? start on time?( ) Yes ( ) No( ) Yes ( ) No complete on time? ( ) Yes ( ) NoWill you consider us for future projects? finish cleanly?( ) Yes ( ) No( ) Yes ( ) NoWere 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 ______________________

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DAILY CONST

Daily Construction Report Date: Owner:RETURN Weather: Project no:Info!A1Project name:

Task descriptionCodeQuantityRemarks

Subcontract descriptionCodeQuantityRemarks

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DAILY EQUIP REP Daily Equipment ReportRETURNDate: Prepared by:Info!A1 Contractor: Project name: Weather: I = Idle W =WorkingMachineRateWCost codeTotalTotalno.Machineper hr.Ihourscost WIW IWIW IWIWIWIWIWIWIWIWIWIWIWIWIWIWIWIWITotal cost

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DAILY WORKSHEET

Daily Work SheetChange order no: Date: Owner:RETURN Project name: Location:Info!A1 LaborRemarks Labor classificationWeather

Temperature8 A.M.1 P.M.Employee nameDescription of workCheck classificationHoursRateAmount

Labor burdenTotal labor

Material usedQuantityItemUnitsAmountTotal Where purchased

Total materialTotal labor and materialOverhead expenseTotal

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DEFICIENCY NOTICE

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:

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DELAY NOTICE

Delay Notice

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 workAdding additional crewBetter organization of effortsUsing more experienced personnelSupplying needed tools and materialsNote:

By:Copy to:

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DOCUMENT SUBMIT

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:

Description of Document:

Inspection Day:Inspection Time:

Inspection Remarks and Comments:

Approval Status: Received by:(mark one only)AAs inspected(signature and stamp)BApproved as notedCRevise and resubmitDRejected

Contractor receipt response:(signature and stamp)

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DS

DRIVING RECORD VER

Driving Record Verification

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 If yes, please explain:

3. Have you received any moving violations within the past 3 years? ( ) Yes ( ) No If yes, please explain:

4. Have you been involved in any accidents within the past 3 years? ( ) Yes ( ) No If yes, please explain:

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:

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ROSTERRosterProjectProject #TO GET BACK TO MAIN MENU: Project managerSponsorProject artifactsUpdatedInfo!A1

NameCore/ Extended TeamTitleDept.PhoneCell PhoneE-MailProject Role000.000.0000000.000.0000

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EMPLOYEE DS

Employee Data Sheet

Date: Position: Start date: Interviewed by: RETURN

Employee name:Info!A1LastFirstAddress:

Telephone:Social security no:Birthdate:

In case of emergency contact:Primary contact:Secondary contact:Phone:Phone:Address:Address:

Emergency medical information:

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EMPLOYEE EVALUATE

Employee Evaluation

Date: Employee: Job title:RETURN Start date: Last review:Info!A1Evaluated by:

Rating:Instructions:1. Unsatisfactory performanceFill in the rating that best fits the employee's 2. Minimum requirements metoverall performance in relation to the category 3. Average, expected levellisted. The rating must be accompanied by 4. Consistently exceeds requirementsa narrative. The overall rating is the average5. Exceptional performanceof all the categories.

Quality of workNarrative:

Quantity of work:

Attitude/relationships with others:

Initiative & self reliance:

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EMPLOYEE TIME CARD

Employee Time Card RETURN Period ending: Employee name:Info!A1

DateClient/job TaskHours

EQUIPMENT LEDGER

Equipment Ledger Sheet

Date: Equipment no:RETURN Description: Date acquired:Info!A1Initial cost:Estimated life:Estimated use per year:Est. salvage:Avg. annual investment:Annual deprec:

ChargeOperatingCumulativeCost perYearItemhourshourshourDepreciation1st Interest, taxes, insuranceyearFuel, oil, lubeRepairs, partsTiresOperating laborTotalDepreciation2ndInterest, taxes, insuranceyearFuel, oil, lubeRepairs, partsTiresOperating laborTotalDepreciation3rdInterest, taxes, insuranceyearFuel, oil, lubeRepairs, partsTiresOperating laborTotal

ESTIMATE CHECKLIST

Estimate Checklist RETURN Info!A1

TaskMaterialsLaborSub bids/TaskNotes/descriptionUnitAmt.CostTotalUnitAmt.CostTotalEquip. rentaltotalallowances

Planning & initializationBuilding permitsConstruction heatingInspection feesOffice trailer setupPlansSafety barriersSewer connection feeTemporary powerWater meter feesOther

Site workBackfill & gradingBasement excavationEarth imported/exportFootings excavationOff site improvementsSewer lateral/waterlineSite preparationSoil treatmentOther

ConcreteFlatworkFootingsFoundationAdditivesArea wellsBoltsChamfer stripsCold jointColumnsDrayageExpansion jointForm oil & cleanerForms & whalersForms, stakes, bracesPoly/visqueenRebar-1/2" @ft.Rebar-3/8" @ft.Rebar-5/8" @ft.Rebar-7/8" @ft.Rental equipmentStraw/hayTies & tie wireWaterproofing foundationWindow & door bucksWire meshOther

Rough lumberStuds 2 x 4Studs 2 x 6TrussesFir 2 x 8 x 8Fir 2 x 8 x10Fir 2 x 8 x12Fir 2 x 8 x14Fir 2 x10 x10Fir 2 x10 x12Fir 2 x10 x14Fir 2 x12 x10Fir 2 x12 x12Fir 2 x12 x14Fir 2 x12 x _________1 x 4 #2 Grade1 x 6 #2 Grade1 x 8 #2 Grade1 x 10 #2 GradePost-4 x 4"Post-6 x 6"GlulamPlywood 3/8"Plywood 1/2"Plywood 5/8"Plywood 3/4"Plywood T & G 5/8"Plywood T & G 3/4"FasciaSoffitFriezeCaulking & sealantsBuilders adhesiveScaffoldingEquipment rentalNails 16d boxNails 16d nail gunNails 8d boxNails 8d nail gunNails 16d duplexNails 8d duplexNails-finish (rough only)Bolts, washers, nutsFraming connectorsSaddlesStaples air gunOther

RoofingBuilt-upTileShakeCedarDrying-inFelt-#15Felt-#30Ice & water shieldFlashing & counter F.Drip edgeValley tin Roof jacks & ventsGalv. roof nails-3/4"Galv. roof nails-1-1/2"Simplex nailsRoofing cementOther

InsulationWallsCeilingMiscellaneous insulationRadiant barrierVapor barrier

DrywallCorner beadDrytite nails-@ lb.Hot mudJ-MetalKnife bladesMasking suppliesPerfa-tapeQuick-tapeTopping-boxesOther

Finish carpentryBase moldingChair rail Crown moldingDoorsDoor casingFront door3/0 Exterior2/8 ExteriorFire rated/self-closing 3/0 Hollow C. interior2/8 H. C. interior2/6 H. C. interior2/4 H. C. interior2/0 H. C. interiorBi-fold 7'Bi-fold 6'Bi-fold 5'Bi-fold 4'By-pass 7'By-pass 6'By-pass 5'By-pass 4'Pocket 3/0Pocket 2/8Pocket 2/6Pocket 2/4Specialty doorsGarage doorShelving 1 x12Shelving 1 x161 x 4" Pine1 x 6" Pine1 x12" Pine3/4" Ply/pressed woodShimsKeyed locksDeadboltsPrivacy locksPassage locksOther locks/latchesPulls & catchesDoor bumpers/stopsTowel bars/ringsPaper holdersSoap dishesCloset rodsRobe hooksOther bathroom hardw.Door viewerHouse numbersMail boxGarage door operatorThresholdsWeatherstrippingScreen doorsOther

Wall coveringsAcoustical ceiling tileCeramic tileMasking suppliesPaint rollers/brushesPaint-alcohol sealerPaint-latexPaint-oilPaint-PVAPaneling (sheets)Sandpaper, caulking, etc.Stain & varnishTextured paintsWainscotWallpaper tools/glueWallpaper/border (rolls)Other

Floor coveringArea rugsAsphalt/rubber tileBase (rubber)Carpet glueCarpet tool rentalCarpetsCeramic tileConcrete sealerCoveHardwoods/parquetLinoleumLinoleum glueMetal trimNails & glueOther exterior carpetsOther floor paintPaddingQuarry tileRockRoller & bladesSeam fillerSeam tapeStaplesSynthetic turfTack stripsOther

GlazingWindowsPatio sliding doorStained glassSandblast/etched glassOther glazing Specialty glassMirrorsMedicine cabinetsSkylightsOther

MasonryFireplace Fireplace faceVeneerMasonry sidewalks/pathsFenceOther

PlumbingRough FinishJacuzzi - spaShower stallTub - enclosureExtra water heatersFixture allowanceWater softenerSprinkling system/roughOther

HVACFurnace & distributionAttic ventsBathroom ventsKitchen ventOther ventsEvaporative coolerAir conditioningSpecial controlsArea heaterWood-burning stoveFireplace - gas logFireplace blowerBBQ grillHumidifierElectronic air purifierOther

ElectricalRoughFinishLight fixture allowanceLandscape light(s)Connect HVAC, etc.Doorbell/chimeSecurity systemTV/stereo system/antennaIntercom systemComputer systemSmoke/fire alarm systemTelephone installationOther

CabinetsKitchen cabinetsBath cabinetsLinen closetsBookshelvesPantryClothes chuteGarage - cabinetsGarage - workbenchOther

Hard surfaces/countersCeramic tileCorianExtra materialsPlastic laminate bidSynthetic marbleOther

AppliancesCountertop unitDishwasherDisposalFreezerMicrowave ovenRangeRange hoodRefrigeratorSeparate oven(s)Trash compactorUnder cabinet unitsOther

Exterior wall coveringsGutter & downspoutRockSidingStuccoOther

DecoratingDecorator feeModel home furnishingOther

LandscapingBark/gravel/rockBoxes/borders/potsFlowersFountainGradingIrrigatingShrubsSod/lawnTopsoilTreesYard lightOther

Misc. & other structuresBreezewayDeckingFence - block @ ft.Fence - chainlink @ ft.Fence - otherFence - prefab concreteFence - wood @ ft.Final cleanupGazeboGlass breakage allowanceGreenhouseInterest incurredLatticeOrnamental ironRailingShedSignsTheftVandalismOther ___________Other ___________Other ___________Subtotals:Contingency______% Overhead______% Profit______% Total estimate

ESTIMATE RECAP SHEET

Estimate Recap Sheet Date: Owner:RETURN Estimate no: Project name:Info!A1

TaskTotalUnitTotalUnitTotal sub bids/UnitdescriptionQuantityUnitmaterialcostlaborcostequip. rentalcost

EXPENSE & TRAVEL REP

Expense and Travel ReportDate:RETURN Employee: Period from:Info!A1 To:

SunMonTueWedThurFriSatTotalDetails of expense itemsDate:Starting mileageEnding mileageMileage/dayReimburse/mileAir/ground fareAuto rentalParkingTollsLodgingTelephoneMeals

Signature: ________________________Date:__________Approved:

FAX CHANGE ORDER

Fax Change Order

Date:RETURN Company: Attn:Info!A1 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 copySignature:

FAX COVER SHEET

Fax Cover SheetDate:RETURNTo: Attn:Info!A1 Address Fax no. used: From: 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 PURCHASE ORDER

Fax Purchase Order

Date: Owner:RETURN Contractor: Project name:Info!A1 Requisition no:

Vendor:Ship to:

Requisition byWhen ship Ship viaFOB point Terms

Qty orderedQty received Stock no. and descriptionUnit priceTotal

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.

SignatureTotal number of pages including this page_____.If you do not receive all pages, please contact us.

FAX QUOTATION

Fax Quotation Date:RETURN Quotation no: Contractor:Info!A1 Project name:To:Salesperson:

Estimated shipping date Shipped viaFOB point Terms

Quantity DescriptionPriceAmount

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 __________________Date___________

Total number of pages including this page______.Please confirm receipt of this fax byIf you do not receive all pages, please call us.( ) Phone( ) Fax( ) Mail Thank You

FIELD CHANGE REPORT

Field Change ReportDate:RETURN Project: Project no:Info!A1 Location: Revision no:

Reference dataSpecification section no:_________________________Page no:____________Paragraph no:Drawing no:______________________Details:__________________________________________Sketch no:_____________________________Dated:__________________________________Other:_________________

Description1)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. ( ) Yes( ) No5)Affected contractor(s):

6)Cost and schedule impact:

By:Title:

FIELD DIRECTORY

Field Directory

Date revised:Project name:RETURN

Emergency numbersPhone numberInfo!A1FireAmbulanceDoctorHospitalPoliceGas companyElectric companyWater companyTelephone company

Public agenciesCity or agencyContactPhone numberFax number

Architect/engineer

Contractors/suppliersCompany nameContactPhone numberFax number

FIELD PROBLEM REP

Field Problem Report

Date: Owner:RETURN Weather/temp: Project no:Info!A1 Project name:

To:Subs present at site:

The following was noted:

Copies to: Field Report Signed:

FINAL PAYMENTT RELEASE

Final Payment Release

Date: Owner:RETURN Project no: Project name:Info!A1

Conditional Waiver and Release Upon Final Payment

Upon receipt by the undersigned of a check from in the sum (Maker of check)of $payable toand when the check has been(Amt. of check)(Payee or payees of check)properly endorsed and has been paid by the bank upon which it is drawn, this document shallbecome effective to release any mechanic's lien, stop notice, or bond right the undersigned has on thejob of located at(Owner)(Job description)

This release covers the final payment to the undersigned for all labor, services, equipment or materialfurnished 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 theundersigned.

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 PaymentThe undersigned has been paid in full for all labor, services, equipment or material furnished toon the job oflocated at ____________________(Your customer)(Owner) (Job description)and does hereby waive and release any right to a mechanic's lien, stop notice, or any right against alabor and material bond on the job, except for disputed claims for extra work in the amount of $ ______I/We certify that all labor and/or laborers have been paid in full to the below referred date.

Dated:(Company name)By:(Signature)

Notice to persons signing this waiver: This document waives rights unconditionallyand states that you have been paid for giving up those rights. This document isenforceable against you if you sign it, even if you have not been paid. If you havenot been paid, use a conditional release form.

FINAL PROJECT PUNCH LIST

Final Project Punch List Date:RETURN Owner: Project name:Info!A1

ItemOwner's approvalno. DescriptionDate complete(initial)1.2.3.4.5.6.7.8.9.10.11.12.13.14.15.16.17.18.19.20.21.22.23.Contractor: ________________________Owner: ________________________

FINISH SCHEDULE BY ROOM Finish Schedule by RoomRETURN Date: Owner:Info!A1 Revision no:Date: Sheet no: ofProject name:No:

Room#Flooring PaintCeilingWindowA/CElectricalNotes

INTEROFFICE MEMO

Interoffice MemoDate:RETURN To: From:Info!A1 Subject: Project no:Project name:Please:

Review and recommendShop drawings attachedApprove

Follow up and reportReturnFor your information

Note:

Reply:

REQUEST FOR INFORETURNRequest for InformationInfo!A1From:

Contract No.: Description:


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:Specification reference:BOQ reference:

Information needed

Received by:(signature and stamp)

RFI

REQUEST FOR INSPECTIONRETURNRequest for InspectionInfo!A1From:



RFI No.Revision No.

Date:

We request inspection and approval of the following site works and we confirm that work referenced here below havebeen executed according to contract specifications and approved drawings.

Drawing No. Detailed work for inspection/approval

Inspection Day:Inspection Time:

Inspection Remarks and Comments:

Approval Status: Received by:(mark one only)AApproved as inspected(signature and stamp)BApproved as notedCRe-inspection RequiredDDisapprovedContractor receipt response:(signature and stamp)

RFI

PERSONAL SAFETY AGREE Personal Safety Agreement

Date:RETURN Employee: Soc. sec. no:Info!A1 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 otherequipment 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 understandit, 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: ________________________

SCHEDULE SHEET

Schedule Sheet Date: RETURN Info!A1Job name:1Plans/permits2Tearout/demo3Excavation4Concrete5Masonry6Floor/wall/roof framing7Ext. trim, porch, deck8Siding/stucco9Doors, trim10Windows, trim11Plumbing12Heat/cooling13Electrical14Insulation15Int. wall covering16Ceiling covering17Interior trim18Cabinets, appliances19Tile, countertops20Specialties21Floor covering22Paint, decorating23Cleanup

JOB COST REP Job Cost ReportRETURN Date: Total estimate:Owner:Info!A1 Actual:Project no: Variance:Project name:

DateDescriptionLaborMaterialsEquip. rentSubsOtherTotal to date

Sheet no.______ of _____

JOB INFO

Job Information Bid date:RETURN Bid time: Project location:Info!A1 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 datedurationfinish date

Site information:good accessYes ( ) No ( )water availableYes ( ) No ( )on-site obstructionsYes ( ) No ( )power availableYes ( ) No ( )poor soilsYes ( ) No ( )telephone availableYes ( ) No ( )drainage problemsYes ( ) No ( )natural gas availableYes ( ) No ( )high security riskYes ( ) No ( )office availableYes ( ) No ( )demolition neededYes ( ) No ( )debris service availableYes ( ) No ( )comment:miles from disposal areamiles from home office

Building permit:date filed:issued on:anticipated:cost by others:cost on bid:

Special requirements:

Bond:requirednot requiredoptional

Insurance:typical( ) yes ( ) nopart of bid( ) yes ( ) nospecial type:

Miscellaneous:

Signed:

JOB INVOICE

Job Invoice Date:RETURN Owner: Contractor:Info!A1 Project name:NameAddressCity, State, Zip

QuantityMaterialsUnit priceAmount

Total materials

HoursLabor classificationRateAmount

Total labor

TradeSubcontractorItemAmount

Total subcontract

Subtotal: labor, materials and subcontracts _____% overhead _____% profitTotal amount

JOB PROGRESS CHARTJob Progress ChartWeek ending:RETURN Report no: Sheet no:ofInfo!A1 Contractor: Project name:No:

Est.Act.%NoDescriptionstartstartcomp10%20%30%40%50%60%70%80%90%100%

JOB SITE SAFETY CHLST

Job Site Safety Checklist

Date:RETURN Owner: Contractor:Info!A1 Project name: Inspected by:

Personal protectionYesNoLocation1. Hard hats worn by all employees and visitors2. Hearing protective devices worn by workers where noise levels are high3. Eye and face protection worn by workers exposed to potential eye or face injuryHousekeeping4. Passageways and stairs clear of debris5. Sidewalks free of construction materials and debris6. Toilet facilities maintained7. Adequate illumination in work areas and stairwaysGeneral8. Job site accident prevention program posted9. OSHA official notice poster posted10. Employee injury logs kept current11. Fire extinguishers provided12. First-aid kit provided13. Emergency telephone numbers posted14. Warning signs posted near hazardous work areasFloors and wall openings15. 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 railingsScaffoldingYesNoLocation

17. Railings provided when a platform is 7-1/2 ft or more from floor or ground level18. Scaffolding set plumb with adequate foundation bearing plates19. 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 inchesYes No LocationLadders22. Ladders in good condition23. Proper-height ladders in use24. Access ladders extend 3 ft. beyond floor or roof and are secured against slippingMachinery and tool guarding25. Saw blade guards in place and operating properly26. Pulley belts and wheels enclosed with guards27. Cut-off saws provided with automatic blade returnsWelding28. Valve protection caps in place except when cylinders are in use29. Cylinders in upright position while in use30. Cylinder valves closed when work is finished31. Cylinders secured to prevent being knocked over32. Proper eye protection worn by weldersElectrical33. Differing receptacles and attachment plugs not interchanged34. Cords free of cuts exposing wiring35. Cords out of vehicular paths

ElectricalYesNoLocation36. Male plug ends unmodifiedOther

The above checklist is not all-inclusive. Reference shall be made to the OSHA Construction Safety Orders for complete requirements.Comments

By:Copy to:

LETTER BID FUP

Letter - Bid Follow Up

RETURNDate: Owner:Info!A1 Contractor: Project name: Project no:

Dear ______________________:

Onour company submitted a bid for your __________________________ for theamount 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 haveany questions, or if I can clarify anything regarding our bid, please call me. I look forward tohearing from you.

Sincerely,

LABOR WAIVER OF LIEN Labor Waiver of Lien

Date:RETURN Owner: Contractor:Info!A1 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.SectionTownshipRangeNow thatthe undersigned, has received the sum of dollars and other good and valuable considerations, receipt acknowledged, we waive and releaseany and all lien, or right to lien on above described building and premises under the statutes of thestate 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 offor said building or premises.Witnessed thisday of19

SignatureWitness

MATERIAL REQ CTRL Material Requisition Control Date:RETURN Project name: Project number:Info!A1

UnitQty. Cost SupplierDateBackDateDescriptionpriceordered ($)contactorderreceived

MATERIAL SCHEDULE Material Schedule

Window scheduleRETURN

Door scheduleInfo!A1

Appliance schedule

Other:

Date:Revised:Project name:

Item/descriptionLocation

NON RESPONS NOTICE Nonresponsibility Notice

Date: Owner:RETURN Contractor: Project no:Info!A1

To whom it may concern:

Notice is hereby given that the undersigned is the Owner ofthe premises situated at , State of ______________ , more particularly describedas follows:legal description of propertyThat 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 appearedpersonally 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 _________________

OH CALCULATIONS Overhead Calculations Date: Gross income last year:RETURN Gross income this year: Info!A1Last yearThis yearLast yearThis yearmonth averagemonth averageOwner's salaryOffice personnel wagesEmployer's payroll tax expense (on above)Office rentUtilitiesOffice suppliesTelephone, incl. business at homeMobile phone/pagersAdvertising, all typesLegal, accounting and professional feesLicenses and duesOffice equipment, lease and rentalComputer hardware and softwareInsurance, liability and autoMedical insuranceTravel, hotels & mealsTruck expense, gas, oil, maint./repairsAssociations and publicationsEducation and seminarsBusiness entertainmentBusiness mealsBad debts, __% Small tools and equipmentDepreciationOther:___________________________Total:Overhead %: (Total overhead/gross income)%%%%

POTENTAIL BACKCHARGEPotential Backcharge Notice

Date:RETURN To: Notice no:Info!A1 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 ContractNote:

PROJECT CLOSEOUT Project Closeout Checklist


The following is a checklist of items that shouldConstructionSiteoccur when finalizing a project:managersuperintendentForeman

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.15. Obtain and store spare parts and materials as required.

ConstructionSitemanagersuperintendentForeman16. 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. __________________________________________________________________________

PM CONTRACT Project Management Contract

Date: Owner:RETURN Project name: Project number:Info!A1

This agreement is made this ______ day of ________________, 19____ by and between______________________________________, hereinafter called the Owners, whose address is ______________________________________, and __________________________, hereinaftercalled 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 phase1 .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 phaseGoal: 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 bythe 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 aGeneral 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 isnot to be held liable for any unpaid bills;4 .Sign all contracts with each subcontractor upon the recommendations of the ProjectManager;5 .Clear through Project Manager any work or changes on the project;6 .Maintain an account for incidental purchases (petty cash)--Project Manager willkeep track of these expenses;7 .Provide a job site phone upon commencement of rough grading (cost included in theconstruction loan);8 .Provide a temporary construction field office available to the Project Manager uponcommencement 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 scheduleIn consideration for the above services rendered by the Project Manager, the Ownersagree to pay the Project Manager a Base Fee of 10% of the cost of construction, basedon the amount of the construction loan, plus, as an incentive to bring the Project in underbudget, 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 constructionloan is completed.

The Base Fee is to be computed based on the total hard construction costs approvedin the construction loan, including permit costs, appliances and fixtures. Any soft costsincluded in the construction loan, such as design, engineering, interior design as well asfurniture 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:

REQUEST FOR CLARIFICATIONRequest for ClarificationRETURNFrom: Info!A1



DS No.Revision No.

Discipline: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 changesor variation to the contract nor can be considered as a change or variation order document to the contract.Drawing reference:Specification reference:BOQ reference:

Clarification needed

Received by:(signature and stamp)

Contractor receipt response:(signature and stamp)

RFC

SHOP DRAW SUBMITTALShop Drawing SubmittalRETURNFrom: Info!A1



SDS No.Revision No.

Discipline: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))

Shop Drawing No.Contract Drawing ReferenceDescription of Shop DrawingStatus

Approval Status: Received by:(mark one only)AApproved(signature and stamp)BApproved as notedCRevise and ResubmitDRejectedContractor receipt response:(signature and stamp)

SDS

SHOW DRAWINGS CONTROLRETURNInfo!A1SHOP DRAWINGSS SUBMITTAL AND APPROVAL CONTROLDRAWING IDPLANNED SUBMISSION DATEACTUAL SUBMISSION DATEACTUAL RETURN DATESTATUSREMARKS

ORIGINALR1R2ORIGINALR1R2ABCD

A = Approved, B = Approved as noted, C = Re-submission Required, D = Disapproved

SPECIALTY SELECTION Specialty Selection Sheet

Date: Name:RETURN Phone number: Project name:Info!A1 Project no:

RoomDescriptionNumberColorNotesRoofingSiding

KitchenCabinetsCountertopFlooringAppliances

Bath 1FixturesCountertopFlooring

Bath 2FixturesCountertopFlooring

Laundry

Carpet

I agree to the selections made above and understand that if I wish to make any changes, the Builder has the right todeny the request or add a service charge to the cost of the project to cover any costs incurred in making the changes.Client:Signed:Date:

SPEC CHANGE REQUEST Specification Change Request

Date: Owner:RETURN Contractor: Project name:Number:Info!A1 Specification number: Detail sheet/number:

Received specification change from:Project address:Name:Company:Phone:

Specification change information:

STATEMENT OF CONTRACT

Statement of Contract

Date: Owner:RETURN Contractor: Project no:Info!A1

Original contract amountNet change orders to dateAdjusted contract amount

Change order recordChange #Date In reference toDecreaseIncrease

Totals Net change

InvoiceDescriptionAmount thisPreviousBalance toPercent tono.invoiceinvoicescompletecomplete

Totals

Total billed to date:Less total retainage to date:Plus amount this invoice:Less _____ % retainage: Pay this amount>

SUBCONTRACT AGREEMENT

Subcontract Agreement

This agreement is between Contractor: Date:RETURN Owner: Project name:Info!A1 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 beforedue on or beforedue on or beforedue on or beforefor 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 POLICY

Subcontract Policy

Date:RETURN Subcontractor: Address:Info!A1 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 findany 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. Youare an integral part of our marketing program. Both of our businesses stand to lose orgain 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 givendirectly 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 handsprior to any and all payouts, we shall deduct ___% from the amount dueyou 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: ______________________

SUBCONTRACTOR WO

Subcontractor Work Order

Date:RETURN Owner: Contractor:Info!A1 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:

LocationDescriptionComplete

Comments

Date completed:By:Customer's signature:

SUB INSURANCE VERIFICATION Subcontractor's Insurance Verification Log

Date: Owner:RETURN Contractor: Project no:Info!A1Project name:

Verification of receipt of subcontractor's insurance certificates:(Check off when received and fill in expiration date, certificate number, and insurance carrier)

Subcontractor Workers' General liabilityFederal ID # compensation( ) Expires:( ) Expires:Certificate #:Certificate #:Ins. carrier:Ins. carrier:( ) Expires:( ) Expires:Certificate #:Certificate #:Ins. carrier:Ins. carrier:( ) Expires:( ) Expires:Certificate #:Certificate #:Ins. carrier:Ins. carrier:( ) Expires:( ) Expires:Certificate #:Certificate #:Ins. carrier:Ins. carrier:( ) Expires:( ) Expires:Certificate #:Certificate #:Ins. carrier:Ins. carrier:( ) Expires:( ) Expires:Certificate #:Certificate #:Ins. carrier:Ins. carrier:( ) Expires:( ) Expires:Certificate #:Certificate #:Ins. carrier:Ins. carrier:( ) Expires:( ) Expires:Certificate #:Certificate #:Ins. carrier:Ins. carrier:

TIME & MATERIAL PROPOSALTime and Material Itemized Proposal

Date: Owner:RETURN Telephone: Address:Info!A1 City, State, Zip:

DescriptionNotesCost

Contractor will furnish all labor and materials to construct and complete, upon the project, in a good workmanlike manner, only the work described above. SubtotalContingency _____%Overhead & supervision _____%Profit _____%Total estimate

T&M BILLING

Time and Material Billing Sheet

Invoice no: Date:RETURN Owner: Address:Info!A1 City, St, Zip:Job no/name:

Qty. DescriptionPriceAmount

Total amount:

T & M LOG

Time and Material LogRETURN

Date:Info!A1 Owner: Contractor: Project no: Project name:

Description of work performed:

Labor NameTradeClassificationStraight timeOvertime

MaterialEquipmentDescriptionQuantityUnit DescriptionQuantityUnit

Comments:

Signed:______________________________Date:

T & M PROPOSAL

Time and Material Proposal

Proposal date:RETURN Submitted to: Address:Info!A1 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.Labor rates: All time spent by personnel shall be compensated at the following rates:Category Rate

2.Materials: All materials furnished on this project shall be reimbursed at cost.3.Overhead & profit: Weekly invoices shall include _____% overhead charge & _____% profit.4.Invoices: All invoices shall be due immediately. Any invoices not paid within 10 days will be charged a late charge of 2% per month.

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.

Owner:Contractor:By:By: Date:Date:

TIME CARD CAT

Time Card Categories

Date:RETURNPEPermitsDEDecksINInsulationELElectricalMisc.FoundationRigidPrep.Info!A1SPSite PrepFramingWalls R11RoughLayoutDeckingRoof R30FinishClear & grubRailingFloor R19PLPlumbingSurveyBenchesTitle 24Prep.Floor protectionTrellisSRSheetrockRoughEXExcavationGateRC1 ChannelFinishRough gradeFlashingHangingMEMechanicalPiers or postholesStairsTapingDuctsDrainage/footingsFEFencesDODoorsFluesBackfillSet postsPrehangFurnaceHaulageFrameSetHoodDEDemolitionFinishWeatherstripMisc.Temp. bracingGateLocksFLFloorsDemo roofingRFRoofingMake doorUnderlaymentDemo framingTarpaperITInterior TrimPatchingDemo concreteAsphalt shinglesWindowVinylDemo stuccoFlashingDoorCLCleanupDemo misc.1x4 skip sheathBaseDump runsDRDrainageWood shinglesStair baseSite cleanupMembraneGuttersShelvesMIMisc.Filter clothDownspoutsPaneling(Describe)GravelEPDM membraneCeiling moldingsDrainpipeWIWindowsHandrailsMAManagementCOConcreteSetInterior stairsSupervisorForming wallsFlashingMisc.BiddingForming slabSkylightsPAPaintingDraftingForm misc.ETExterior TrimCaulking & prep.Misc.Tieing rebarWindowsPaintingEWExtra WorkPouringDoorsCACabinetsAttach separate sheetStripping formsFasciaMillingRebolt exist. fdtn.SoffitSandingFRFramingMisc.HardwareMudsillsSISidingKicksHoldownsTarpaperInstallationWallsFlashingFinishingStrapsWood (specify)CTCountertopsRoof raftersShinglesUnderlaymentTrussesPlywoodFabricateSoffit framingWall latticeInstallMisc. beamsSTStuccoTITileSubfloorPaperFurringShearwall plyWireWonderboardRoof plyMetalFIFinish WorkStair framingStuccoSet appliancesMisc. framingFPFireplaceHardwareScafoldingFireplaceMisc.Skylight framingChimney

TIME MANAGE WORKS

Time Management Worksheet RETURN Info!A1 Date: Mon. Tue. Wed. Thu. Fri. Sat. Sun.TimeAppointmentsAction recordTime0.25

0.2916666666666667

0.3333333333333333

0.375

0.4166666666666667

0.4583333333333333

Noon

0.041666666666666664

0.08333333333333333

0.125

0.16666666666666666

0.20833333333333334

0.25

0.2916666666666667

Goals1for the2week:34

TOOL LISTTool List


No.Tool Serial NumberConditionValueG F B

G = GoodF = FairB = Bad

TOOL RECEIPTTool Receipt

Date: Tool ID no:RETURN Description: Info!A1

Taken fromDelivered to

Project/shop:Project/shop:Project no:Project no:Delivered by:Delivered by:

Comments:

TRUCK INSPECTION SHEETTruck Inspection Sheet

Date:RETURN Vehicle type: Vehicle make:Info!A1 License no: Mileage:

ConditionBodyOKMarginalRepairRemarks Windshield Paint Lights Turn signals

MotorOKMarginalRepairRemarks Air cleaner Battery Engine operation Hoses Oil filter Horn Ammeter Fuel gauge Oil pressure Temperature gauge

ConditionChassisOKMarginalRepairRemarks 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:

WARRANTYWarrantyRETURNDate: Owner:Info!A1 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 theplans, specifications and contract documents for this project.

Signature:Type of business:( ) Corporation ( ) Partnership In the capacity of:( ) Sole proprietorship

Date:

Notary Stamp:

PAYROLL SUM Payroll Employee Summary

Date:RETURN Employee: Address:Info!A1 City,State,Zip: S.S. Number:

PeriodHrsRateRegularOTTotalDeductions from earningsNetCheckendingper hrearnings paid#

Total for quarter Year to date

Total for quarter Year to date

PROJECT CHARTERProject CharterProjectProject # Project manager Sponsor RETURNProject artifacts Updated BackgroundInfo!A1Business need and business benefitsObjectivesScopeIn ScopeOut of Scope

DeliverablesDeliverableDue Date

Flexibility matrixScope
Ammarah Abbasi: Options are: Most flexible Moderately flexible Least flexibleSchedule
Ammarah Abbasi: Options are: Most flexible Moderately flexible Least flexibleCost
Ammarah Abbasi: Options are: Most flexible Moderately flexible Least flexibleKey considerationsAssumptions & Constraints
Ammarah Abbasi: Note A for assumptions, C for constraintsRisksCategory
Ammarah Abbasi: This is a field you can use to identify risks by categories such as technological, personnel, etc.Risk Description

Success criteria1 -2 - 3 - 4 - 5 - SignaturesSponsorSignature

Printed name

Date

Project manager

Signature

Printed name

Date

MASTER CODERETURNMASTERCODE COST CODE SYSTEMGENERAL NOTESRETURNInfo!A11. L-M-S-RLabor - Material - Subcontract - Rental.(Category II)2. Labor = Payroll Labor and Subcontract Labor (optional).(Category I)Info!A13. 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 Assigned7. N/A = Not Applicable8. List Status = Account status in the Template File when 1st installed.(may be changed by user)DIVISION 100 LAND & PROPERTYCLASSLIST STATUSNOTES100Land/Property AcquisitionNone 110Acquisition ExpensesNone 150Development CostsNone160Lot Mowing/MaintenanceNone170Carrying Costs - Loan InterestNone 180Carrying Costs - Property TaxesNone190Carrying Costs - HOA FeesNone DIVISION 200 PRE-CONSTRUCTIONCLASSLIST STATUSNOTES200Site SurveysL-M-S-R 201Property InspectionsL-M-S-R 202Soils ExplorationL-M-S-R205Design CostsL-M-S-R206Engineering FeesL-M-S-R207Estimating CostsL-M-S-R210Construction FinancingNone220Project InsuranceNone 221Builders Risk InsuranceNone230Building Permits/FeesNone231Radon Gas FeeNone 232Arborist FeeNone233Inspector Training FeeNone238Other Permit FeesNone239ReinspectionsNone240Utility DepositsNone241Water Connection FeeNone 242Sewer Connection FeeNone245Utility Service FeeNone250Impact FeesNone251City Impact FeeNone252Road Impact FeeNone253Sewer Impact FeeNone254Water Impact FeeNone255School Impact FeeNone256Police/Fire/Rescue Impact FeeNone257Drainage Impact FeeNone258Parks/Recreation/Library Imp FeeNone259Solid Waste Impact FeeNone260Field Office/StorageL-M-S-R261Job SignsL-M-S-R262Site Security & SafetyL-M-S-R265Temporary FencingL-M-S-R266Temporary StorageL-M-S-R270Temporary UtilitiesL-M-S-R271Temporary ElectricL-M-S-R272Temporary WaterL-M-S-R273Temporary PhoneL-M-S-R274Temporary Gas ServiceL-M-S-R275Temporary ToiletsL-M-S-R280DemolitionL-M-S-R281Demolition Materials*Materials282Demolition Labor*Labor283Demolition Equipment RentalRental284Saw CuttingL-M-S-R285Demolition Hauling / Dump FeesL-M-S-R286Existing Finish ProtectionL-M-S-R288Oil Tank RemovalL-M-S-R289HazMat RemovalL-M-S-R290Site ClearingL-M-S-R291Site Clearing MaterialsL-M-S-R292Site Clearing LaborL-M-S-R293Site Clearing Equip RentalL-M-S-R295Tree Trim & RemovalL-M-S-R296Erosion ControlL-M-S-RDIVISION 300 STRUCTURALCLASSLIST STATUSNOTES300Excavating & GradingL-M-S-R301Excavation BlastingL-M-S-R302Dirt Hauling & DumpingL-M-S-R303Shoring & PilingsL-M-S-R304Soil StabilizationL-M-S-R305Fill Dirt / GravelMaterials306CompactionL-M-S-R307Compaction TestingL-M-S-R308Soil Treatment/Pest ControlL-M-S-R309Radon Gas AbatementL-M-S-R310Concrete Form/PrepL-M-S-R311Concrete Form/Prep Materials*Materials312Concrete Form/Prep Labor*Labor315Concrete ReinforcingL-M-S-R316Concrete Reinforcing Materials*Materials317Concrete Reinforcing Labor*Labor320Concrete WorkContract321Concrete TruckMixMaterials322Concrete Labor*Labor323Concrete Equip Rental*Rental324Concrete Crane RentalL-M-S-R325Concrete PumpingL-M-S-R326Concrete PrecastL-M-S-R327Concrete Special FinishesL-M-S-R329Concrete TestingL-M-S-R330Concrete StructuresL-M-S-R331Concrete FootersL-M-

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