Construction Forms for Contractors - Craftsman Book Company

1 $ by Karen Mitchell & Craig Savage Includes inside the back cover: A CD-ROM with the Forms in RTF, PDF and Excel formats to customize for your own use. Turn your estimate into a bid. Turn your bid into a contract.. Craftsman Book Company 6058 Corte del Cedro / Box 6500 / Carlsbad, CA 92018. Acknowledgments To the staff at Craftsman Book Company , for their diligence, for their hard work and determination to get this book done, and for being our interpreters. They made our written word understandable what we turned in and what came out are very different. Most wouldn't have attempted to start what they somehow accomplished. And to Nancy, for her participation and contribution. The sample Company Policy on page 259 is based on one developed over many years by Jud Motsen- bocker, of Indiana, for use in his own Construction Company .

2 Mr. Motsenbocker was inducted into the NAHB Remodelers Council Hall of Fame, and has been twice named Remodeler of the Year. Now a nationally-recognized Construction industry speaker, he gives seminars sharing what he's learned during his nearly half-century in the trade. The Company policy is included in his seminars, and we are happy that he has permitted us to share a version of it with our readers as well. Looking for other Construction reference manuals? Craftsman has the books to fill your needs. Call toll-free 1-800-829-8123. or write to Craftsman Book Company , Box 6500, Carlsbad, CA 92018 for a FREE CATALOG of over 100 books, including how-to manuals, annual cost books, and estimating software. Visit our Web site: Library of Congress Cataloging-in-Publication Data Mitchell, Karen, 1962- Construction Forms for Contractors / by Karen Mitchell & Craig Savage.

3 P. cm. Includes index. ISBN 978-1-57218-222-6. 1. Construction industry--Records and correspondence-- Forms . 2. Business-- Forms . 3. Form letters. I. Savage, Craig, 1947- II. Title. 2010. 651'.29--dc22. 2010022719. 2010 Craftsman Book Company Contents CD File Names 5. 3 Contracts 73. Introduction 7 Cost Plus Fixed Fee Contract .. 77. Cost Plus Percentage Contract .. 89. What You'll Find in This Book .. 9. Time & Materials Contract .. 95. The Blank (PDF) 10. Prime Construction 107. The Word Processing (RTF) Forms .. 11. Project Management 112. The Spreadsheet (XLS) 14. Subcontract Agreement .. 119. 1 Accounting Forms 17. Contract Transmittal Letter .. 124. Warranty .. 127. Expense Report .. 19. Journal Entry Worksheet .. 23. Hourly Labor with Burden Rates .. 26. 4 Client Forms 131. Over/Under Billings Report.

4 31 First Contact Sheet .. 133. Product Invoice .. 35 Job Information Form .. 138. Profit & Loss Report .. 38 Acknowledgement of Proposal Time & Materials 46 Acceptance .. 141. Vendor IRS Letter & W-9 Form .. 49 Neighborhood Notification Letter .. 143. Bid Follow-up 146. 2 Change Order Forms 53. Losing Bid Feedback Form .. 148. Client Satisfaction Survey Change Order .. 56 & Company 151. Subcontractor Change 60 Thank You Letter .. 155. Time & Materials Change 64. Change Order 67. Change Order Transmittal .. 70. 5 Estimating Forms 157 9 Office Forms 285. Bid Submittal Log .. 159 Master Tool List .. 287. Quantity Sheet .. 163 Field Directory .. 290. New Home Estimate and Memorandum .. 294. Remodel Estimate .. 167 Jobsite Emergency Telephone Material Schedule .. 193 Directory .. 296. Fax Cover Sheet.

5 298. 6 Job-Related Forms 197 Transmittal 300. 10 Bids & Proposals Project Startup 200. Safety Agreement .. 203 303. Jobsite Safety Checklist .. 205 Bid Comparison Sheet .. 304. Jobsite Tool List .. 208 Project Proposal .. 308. Vehicle Inspection Sheet .. 211 Time & Materials Proposal .. 313. Weekly Equipment Usage Log .. 216. Field Change Report .. 219. Memorandum of Delay .. 223 11 Subcontractor Forms 319. Potential Backcharge Notice .. 226 Subcontractor Policy .. 321. Delay Notice .. 229 Subcontractor/Supplier Field Problem Report .. 232 Questionnaire .. 326. Project Closeout Checklist .. 235 Subcontractor Insurance Project Closeout 238 & W-9 Log .. 329. final Project Punch List .. 240 Reminder Notice .. 331. Accident Report .. 242 Rejection Letter .. 334. 7 Human Resource 12 Timesheets 337.

6 Forms 247. Time Management Worksheet .. 339. Employment Application .. 249 Timesheet Category List .. 342. Employee Data Sheet .. 252 Weekly Timesheet .. 344. Driving Record Verification .. 255 Timesheet Detail .. 347. Company Policy .. 257. Employee Evaluation .. 261. Index 351. 8 Liens 265. Preliminary Notice of Lien .. 267. waiver of Lien on Material or Labor .. 271. Nonresponsibility Notice .. 274. conditional waiver & release of Lien upon final Payment .. 279. Unconditional waiver & release of Lien upon final Payment .. 282. CD File Names 1 Accounting Forms 3 Contracts Cost Plus Fixed Fee CstPlusFix Expense Report.. ExpenseRpt Journal Entry Worksheet.. JrnalEntry Cost Plus Percentage CstPlusPct Hourly Labor with Burden HrLbrBurdn Time & Materials TM_Cntract Over/Under Billings OU_BilRprt Prime Construction PrimeConst Product Invoice.

7 ProductInv Project Management ProjctMgmt Profit & Loss Report (P&L).. ProfitLoss Subcontract Agreement.. SubAgreemt Time & Materials Log.. TM_Log Contract Transmittal Letter.. ContrTrans Vendor IRS Letter & Warranty W-9 VendorIRS. 4 Client Forms 2 Change Order Forms Change Order.. ChangeOrdr First Contact FirsContac Job Information JobInfo Subcontractor Change SubChgOrdr Acknowledgement of Proposal Time & Materials PropAccept Change Order.. TM_ChgOrdr Neighborhood Notification Change Order ChgOrdrLog Neighborhd Change Order ChgOrdTran Bid Follow-up Letter.. BidFolowUp Losing Bid Feedback LosingBid Client Satisfaction Survey &. Company Evaluation.. ClientEval Thank You ThankYou 5 Estimating Forms Bid Submittal BidSubLog 8 Liens Preliminary Notice of PreNtcLien Quantity QuantSheet waiver of Lien on New Home NewHomeEst Material or WavLien_ML.

8 Nonresponsibility NonRespble Remodel RemodelEst conditional waiver & release of Material Schedule.. MatlSched Lien upon final Payment.. CondLnRel Unconditional waiver & release of 6 Job-Related Forms Project Startup ProjStart Lien upon final Payment.. UncndLnRel Safety SafeAgree Jobsite Safety JobSafety 9 Office Forms Master Tool MasterTool Jobsite Tool JobTools Field Directory.. FieldDirct Vehicle Inspection VehInspect Memorandum.. Memo Weekly Equipment Jobsite Emergency Telephone Usage WkEquipUse JobEmergPh Field Change FieldChnge Fax Cover FaxCover Memorandum of MemoDelay Transmittal TransmitFm Potential Backcharge BkchrgNote Delay DelayNote Field Problem FieldProb 10 Bids & Proposals Bid Comparison BidCompare Project Closeout Checklist.. ProjClsList Project Proposal.. ProjecProp Project Closeout ProjClsLetr Time & Materials Proposal.

9 TM_Prop final Project Punch List.. FinalPunch Accident Report.. Accident 11 Subcontractor Forms Subcontract Policy.. SubPolicy 7 Human Resource Forms Employment EmplmntApp Subcontractor/Supplier Questionnaire.. SubSupQues Subcontractor Insurance &. Employee Data EmployData W-9 SubInsurW9. Driving Record Verification.. DrivRcdVer Reminder Notice.. RemindNote Company CompPolicy Rejection RejectLtr Employee EmployEval 12 Timesheets Time Management TimeManage Timesheet Category TimeCateg Weekly WeeklyTime Timesheet Detail.. TimeDetail Introduction Paperwork never built anything.. It's a waste of time! . The less, the better! . That's how some Contractors feel about keeping good records. If you agree and can't be convinced otherwise, there's not much we can do to help. But the fact that you're reading this page means there's hope a chance that you'll join the majority of experienced Construction professionals who understand what it takes to run a Construction contracting business.

10 Implementing Good Systems vs. Learning the Hard Way Most of us learn by watching others. For example, apprentice carpenters learn to set a nail before driving it. But for many, it takes a good whack on the thumb to bring the lesson home. Painful mistakes can be the best teachers. It's the same way with Construction contracting. The most painful lesson can be the most instructive. Here's an example. Every Construction contractor has been asked to take a verbal change order. Let's do it right. I don't care what it costs. Then when you've made the change, you may hear, Who authorized that? Not me. And certainly not at that price! . Lesson learned: A simple form, used at the right time, can save thousands. Introduction . Here's another example. Have you had an audit by your worker's compensa- tion carrier lately?