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®

Presents:

The Big Book of


Construction Forms

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Thank you for downloading our Ebook!

NoteVault CEO Peter Lasensky, collected these forms to operate his construction
startup, before he sold it to focus on construction software solutions.

Proper documentation is essential in construction. Benefits include:

• Efficient management of day-to-day activities


• Easy tracking of RFIs and change requests
• Recorded history of deliveries and shortages
• Protection against litigation

Unfortunately, litigation is common in construction. Different participants may have


varying recollections and you often end up in "he said, she said" situations. You can avoid
construction litigation with proper documentation. Check out our free Ebook with best
practices for daily reporting that you can download here.

Unfamiliar with NoteVault?


With NoteVault, users simply talk and post. Notes are time and date stamped with GPS
location and weather conditions. Human transcribers with construction industry
backgrounds type and format notes. NoteVault generates a professional PDF daily
report at the end of each day and automatically sends it to the recipients of your choice.

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Description  of  Subcontractor  &  Owner Change  Order  Form  
A  Change  Order  represents  a  mutual  agreement  between  the  parties  on  a  change  to  the  
work,  price,  schedule,  or  some  other  term  in  the  contract.  And,  because  it  represents  a  
mutual  agreement,  a  Change  Order  is  usually  the  best,  and  least  controversial,  way  to  
make  changes.    

Change  Orders  are  not  only  necessary,  but  also  very  useful.  Some  things  to  remember:  
• Identify  exactly  what  your  Change  Order  is  changing,  especially  changes  to  the
work,  the  price,  and  deadlines  for  completion.
• Make  sure  each  party  to  the  contract  (the  original  parties,  plus  others  who  have
joined  under  previous  amendments)  sign.  In  addition,  if  there  are  others  who  are
affected  by  this  contact  you  are  changing  (e.g.,  guarantors,  sureties),  we
recommend  that  you  get  their  approval  and  consent  too.

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Subcontractor Change Order
Job Name Job #

Change Order No. Initiation Date


Arch. Project No. Contract Date
Contract For

Company
Name
Address
City, State & Zip

You are directed to make the following changes in this contract:


1. $
2. $
3. $
4. $
Sub Total $
Base Contract Amount $
Total of Previous Change Orders $
Total Amount of This Change Order
Total Contract Amount to Date
Above additional work to be performed under same conditions as specified in original contract, unless otherwise stipulated.

We hereby agree to furnish labor and materials-complete in accordance with the above stated price.
General Contractor Subcontractor

Company Company

Name Name

Title Title

Signature Signature

Date Date

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Owner Change Order
Job Name

Change Order No. Initiation Date


Arch. Project No. Contract Date
Contract For
Contractor
Company
Name
Address
City, State & Zip

You are directed to make the following changes in this contract:


1. $
2. $
3. $
4. $
Sub Total $
Profit & Overhead % $
Total $

The original _________________________(Contract Sum or Guaranteed Maximum Cost) was $

Net change by previously authorized Change Orders $

The _________________________(Contract Sum or Guaranteed Maximum Cost) prior to this


change order $

The Contract Sum will be _________________(increased, decreased, or unchanged) by this


Change Order $

The new _________________________(Contract Sum or Guaranteed Maximum Cost) with this


Change Order will be $

The new Contract Time will be _________________ (increased, decreased, or unchanged) by Days

The date of Substantial Completion as of this Change Order therefore is Date

Signature of the General Contractor indicates this agreement herewith, including any adjustments in the contract sum or contract time.

Architect Contractor Owner


Company Company Company

Name Name Name

Address Address Address

Signature Signature Signature

Date Date Date

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Description  of  Limited  One  Year  Guarantee  Form    


 
This  form  guarantees  the  overall  construction  of  your  job  from  any  defects  in  materials  
of  workmanship  for  a  period  of  one  year  from  the  date  of  substantial  completion.  
However,  the  guarantee  is  limited  and  does  not  include  parts  of  construction  that  has  
been  altered  or  repaired  outside  of  your  company  or  its  sub  trades.  It  also  does  not  
guarantee  areas  of  work  that  have  been  subjected  to  misuse,  abuse,  neglect,  accident,  or  
acts  of  nature.    
 
Owners  and  general  contractors  frequently  expect  construction  guarantees.  It  is  good  
business  practice  to  offer  them  on  your  construction  projects,  but  they  also  help  you  
legally  prevent  future  claims.  
 

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Limited One Year Guarantee

Job Name

Description

Job Address

Job City, State & Zip

___________________________ (Company Name) hereby warrants and guarantees the overall construction of your
job from any defects in materials or workmanship for a period of one year from the date of substantial completion, which
shall be considered __________________ (date). This guarantee shall not apply to any part or parts of construction
which have been altered or repaired outside of ___________________________ (Company Name) or
___________________________ (Company Name) subtrades under their given warranties or to any areas of work
which have been subjected to misuse, abuse, neglect, accident or acts of God.

Contractor

Company

Name

Title

Signature

State License #

Corporate Seal

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Description  of  Notice  of  Completion  Form    


 
The  recording  of  a  Notice  of  Completion  is  one  of  many  ways  to  trigger  the  time  period  
for  the  recording  of  mechanic’s  liens  and  service  of  stop  payment  notices.  Although  this  
procedure  is  not  absolutely  required  on  any  given  project,  its  significance  should  be  
understood.  Owners  can  protect  themselves  with  the  proper  use  of  a  valid  Notice  of  
Completion  by  accelerating  the  time  frame  for  filing  mechanic’s  liens  and  stop  payment  
notices.    
 

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Notice of Completion
When Recorded Mail To: )
)
)
)
)
Recording Requested By: )
)
)
)
) Space Above for Recorder

Notice is hereby given that:


1. The undersigned is an owner of an interest or estate in the hereinafter described real property, the nature of which interest or estate
is: _____________________ (Job Name)
2. The full name and address of the undersigned owner and of any and all co-owners:

3. A work of improvement on the hereinafter-described real property was completed on or about the ______ day of ___________,
______ (Month, year).
4. The name of the original contractor for the work of improvement was: ________________________ (Company Name)

5. The real property herein referred to is situated in the City of ______________________, County of ________________________,
_________________ (State), and is more particularly in Exhibit “A” attached hereto and incorporated herein by reference. The
street address of said property:

Dated

Verification
I, ____________________________ , declare under penalty of perjury under the laws of the State of _____________________ that the
forgoing is true and correct as of my own knowledge.

Executed this _____ day of _____________ (Month), ________ (Year) at _______________ (City), ______________________ (State).

Contractor

Company

Name

Title

Date

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Description  of  Request  for  Information  Form    


 
Requests  for  Information,  or  RFI’s,  are  commonly  used  to  clarify  construction  plans,  
specifications,  or  contract  documents.  The  success  of  an  RFI  that  identifies  problematic  
construction  documents  depends  on:  
• Knowing  administrative  procedures  for  RFIs  (which  should  be  established  in  the  
preconstruction  phase  of  the  project)  
• Citing  the  specific,  exact  portions  of  plans,  specifications,  or  both  that  are  the  
subject  of  the  request  
• Quoting  excerpts  from  industry  standards  or  guides  needed  to  clarify  unclear  
portions  or  better  define  the  owner’s  expectations  
 

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Request For Information

Date of Request

Job Name

Job Address

Architect Sent Via

Company RFI No.

Name Cost Impact

Address Time Impact


Outstanding
City, State & Zip RFI’S

Responses to the following questions are requested by at AM / PM.

Request

Reply

Project
Manager

Signature

Cc:

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Description  of  Request  for  Quotation  Form    


 
A  Request  for  Quotation,  or  RFQ,  is  a  process  in  which  a  person  on  a  construction  
project  is  requested  to  provide  a  dollar  (or  other  currency)  estimate  for  their  scope  of  the  
project,  or  in  other  words,  any  work  they  will  be  responsible  for  fulfilling  on  the  
construction  project.    
 

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Request for Quotation

Date
Company
To
Address
City, State
& Zip
Phone Fax

Job

Name Number

Address
City, State
& Zip

Estimator Phone Fax


Sub Quote
Due Date Job Bid Date Time
Scope of
Work

Plans in
Office Yes No Alternates will will not be considered.
Plans &
Specs
Job Walk
Date Time Mandatory Yes No
Additional
Information

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Description  of  Contractor/Subcontractor  Submittal  Transmittal  


Form    
 
Transmittals  are  sent  to  any  or  all  parties  involved  on  a  construction  project,  including  
project  managers,  owners,  architects,  engineers,  inspectors,  local  government  permitting  
agencies,  etc.  The  two  reasons  to  use  transmittals  are  to:  
• Keep  track  of  communications  sent  and  received  between  parties  involved  so  
nothing  “falls  through  the  cracks”  in  complicated  communication  processes  
• Maintain  a  record  of  all  communications  for  liability  purposes,  in  case  legal  
disputes  arise  in  the  future  
Submittals  are  documents  that  accompany  items  being  sent,  such  as  plans,  sample  
materials,  etc.  Submittals  usually  require  a  response  from  the  recipient,  so  you  can  track  
whether  a  response  has  been  received  and  when.    
 

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Contractor Submittal Transmittal
Date
Job Name Job #

Architect
Company
Contact
Address
City, State & Zip
Phone Fax

The attached items are submitted for your review. Please note any corrections, and return to us as soon as possible, so that we may pass
on to our subcontractor.

Date Number Description

If you have any questions, please call the Project Manager of this specific job.

Project Manager Phone

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Subcontractor Submittal Transmittal
Date
Job Name Job #

Contractor
Company
Contact
Address
City, State & Zip
Phone Fax

The attached items are submitted for your review. Please note any corrections, and return to us as soon as possible.

Date Number Description

If you have any questions, please call the Project Manager of this specific job.

Project Manager Phone

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Description  of  Letter  of  Transmittal    


 
A  Letter  of  Transmittal  is  a  document  that  dates  and  records  when  a  specific  document  
or  item  was  sent  to  another  party.  It  is  necessary  to  prove  the  piece  of  information  you  
sent  was  sent,  but  it  does  not  prove  that  the  piece  of  information  you  sent  was  received.  
To  ensure  an  item  or  document  was  received,  you  can  require  a  signature  upon  delivery,  
and  request  a  return  card  from  a  certified  mail  carrier  showing  the  signature  of  the  
recipient.  Some  examples  of  items  you  might  use  a  Letter  of  Transmittal  include:  
• Contracts  
• Time-­‐sensitive  documents  (ex:  change  order  documents)  
• Payment  documents  
• Security  items  (ex:  keys)  
 

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Letter Of Transmittal
Date Job #

Company Re:

Name

Address

City, State & Zip

We are sending you Attached Under separate cover via the following items:

Shop Drawings Prints Plans Samples

Specifications Copy of Letter Change Order Other

Copies Date No. Description

These are transmitted as checked below:

For Approval Approved as Submitted Resubmit Copies for Approval


For Your Use Approved as Noted Submit Copies for Distribution
As Requested Returned for Corrections Return Corrected Prints
For Review and Comment

For Bids Due , AM / PM Other

Remarks

Company Cc: Date

Name

Signature

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Description  of  Field  Work  Authorization  Form  –  Owner  &  
Subcontractor  
This  is  another  name  for  a  Change  Order.  Sometimes  this  form  is  an  intermediate  step  
because  a  Field  Work  Authorization  can  be  formalized  as  a  Change Order  by  
management.    

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Field Work Authorization-Owner

Date Work Authorization #


Job
Name Job #

Contractor Owner

Company Company

Name Name

Address Address
City, State City, State
& Zip & Zip

Existing Date of
Contract # Contract

You are authorized to perform the following specifically described additional work.

This revision becomes part of, and is in conformance with existing contract. We agree to furnish labor and material complete in
accordance with the above stated price. Above additional work to be performed under same conditions as specified in original contract,
unless otherwise stipulated.

Contractor Owner

Company Company GEN. COND. $

Name Name SUB TOTAL $

Signature Signature PROFIT & O/H $


Additional charge
Date Date for above work is: $

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Field Work Authorization-Subcontractor

Date Work Authorization #


Job
Name Job #

Contractor Subcontractor

Company Company

Name Contact

Address Address
City, State City, State
& Zip & Zip

Existing Date of
Contract # Contract

You are authorized to perform the following specifically described additional work.

This revision becomes part of, and is in conformance with existing contract. You agree to furnish labor and material complete in
accordance with the above stated price. Above additional work to be performed under same conditions as specified in original contract,
unless otherwise stipulated.

Contractor Subcontractor

Company Company GEN. COND. $

Name Name SUB TOTAL $

Signature Signature PROFIT & O/H $


Additional charge
Date Date for above work is: $

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Description  of  Letter  of  Intent  


 
A  Letter  of  Intent  is  a  good  way  to  get  a  head  start  on  a  construction  project.  It  will  allow  
people  to  begin  instructing  subcontractors,  or  to  begin  the  design  process.  The  letter  
usually  is  from  an  employer  to  a  contractor,  or  from  a  contractor  to  a  subcontractor.  The  
letter  usually  contains  the  employer’s  intentions  to  enter  into  a  formal  writer  contract  for  
works  described  in  the  letter,  in  addition  to  asking  the  recipient  to  begin  on  the  project  
before  the  formal  contract  has  been  executed.  

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Letter Of Intent
Date

Job Name

Owner
Company
Contact
Address
Owner City, State & Zip

This is a letter of intent to enter into a contract for work at the above referenced project as per
plans drawn by _________________________________________.

This contract will be between ____________________ (Company Name) (Contractor) and


____________________. (Company Name) (Subcontractor).

Upon acceptance of this letter of intent, ______________________ (Company Name) will expect
your firm to proceed with work as needed as though a Subcontract has been issued. In the event that
a contract is not issued, ______________________ (Company Name) will be liable for the exact
cost of the work performed to date of stoppage.

Contractor Subcontractor

Company Company

Name Name

Signature Signature

Date Date

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Description  of  Owner  Verification  Form  


 
This  is  a  form  to  verify  who  actually  owns  the  building  or  property  you  plan  to  do  work  
on.  The  form  will  ensure  that  you  know  the  client  you  are  working  for  has  the  
authorization,  and  that  they  are  not  a  fraud.  
 

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Owner Verification

Date
To Company
Phone Fax

From Company
Phone Fax

Job

Please provide ownership verification on the following job:

Name

Address

City, State & Zip

Fax

Owner Information

Company

Name

Address

City, State & Zip

Phone

Please return via fax when complete. Thank You!

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Description  of  California  Preliminary  20-­‐Day  Notice  


 
Subcontractors  or  material  suppliers  use  this  form  to  file  with  the  Clerk-­‐Recorder  
Department  to  formally  inform  a  property  owner,  direct  contractor,  project  lender,  or  
other  interested  parties  that  you  are  working  on  a  project  and  have  the  right  to  file  a  
Mechanic’s  Lien  in  the  event  that  you  are  not  paid.  Preliminary  Notices  must  be  filed  20  
days  from  first  furnishing  labor  or  materials.  The  Preliminary  Notice  requires  delivering  a  
notice  in  person  or  by  certified,  registered,  or  express  mail,  or  overnight  delivery  to  the  
property  owner.  You  can  then  get  a  receipt  of  the  mailing  as  proof.    
 

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California Preliminary 20-Day Notice
(Private and/or Public Works)
NOTICE TO PROPERTY OWNER If bills are not paid in full for the labor, services, equipment, or materials furnished or to be furnished, a mechanic's lien leading
to the loss, through court foreclosure proceedings, of all or part of your property being so improved may be placed against the property even though you have paid
your contractor in full. You may wish to protect yourself against this consequence by (1) requiring your contractor to furnish a signed release by the person or firm
giving you this notice before making payment to your contractor or (2) any other method or device that is appropriate under the circumstances.
IN ACCORDANCE WITH SECTION 3097 AND 3098, CALIFORNIA CIVIL CODE • THIS IS NOT A LIEN, THIS IS NOT A REFLECTION ON THE INTEGRITY OF
ANY CONTRACTOR OR SUBCONTRACTOR

! You are hereby notified that (Company Name, Address, City,


State & Zip):
Owner, Reputed Owner or Public Agency
(Company Name, Address, City, State & Zip)

has furnished or will furnish labor, services, equipment or


materials of the following general description:

! The building, structure or other work improvement is located


at (Address, City, State & Zip):

! An estimate of the total price of the labor, services, equipment


or materials furnished or to be furnished is:

! The name and address of the person who contracted for the
purchase of, or who will furnish such labor, services,
equipment or materials furnished or to be furnished is
(Company Name, Address, City, State & Zip):

! If this notice is given by a subcontractor who is required under


a collective bargaining agreement to pay fringe benefits, the
Original Contractor or Reputed Contractor names and addresses of the fringe benefits trusts follow
(Company Name, Address, City, State & Zip) (Company Name, Address, City, State & Zip):

! Jobsite is Federal Public Work Title 40 USC Sec. 270A-270E.


Contract #
Bond Co.:

Proof of Service Affidavit


I, _____________________________
declare that I served copies of the above PRELIMINARY NOTICE by First
Class Certified or Registered Mail service, postage prepaid, addressed to
each of the parties at the address shown above on the 29th day of March,
2016.

Signed at _______________________ (City and State) this ____ day of


________________ (Month), ________ (Year).

Signature

MAILING INSTRUCTIONS 1) If the person resides in California, the notice may be


served by first class registered or certified mail, postage prepaid, addressed to the
person at his or her residence, or place of business address, or at the address
shown by the building permit on file, or at the address shown on a recorded
Construction Trust Deed. 2) When service is made by first class registered or
certified mail, service is complete at the time of the deposit of mail.

Fold this form at the appropriate place to display the desired mailing address in the
Construction Lender or Reputed Construction Lender envelope window.
(Company Name, Address, City, State & Zip)

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Forms by Pacific DataVision ©2000 www.pacificdatavison.com


Description  of  Project  Report  Card  Form  
Project Report Cards are used as a quality check to quantify the performance of a
project against criteria your company has set. It is a way to rate a project and
compare to your criteria to ensure your project objectives are met.    

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Project Report Card
Project
Superintendent Date

Job Name Job #

Project Type Final $ of Project

Project Manager

A = Excellent C = Average
B= Above Average D = Unsatisfactory

Project Pre-planning A B C D
Value Engineering
Writing ‘Sub’ Contracts
Scheduling
Ordering Job-Site Services On-Time
Identifying Lead Time Items
Job Progress
Job Logs
Job Within Budget
Quality of Subcontractor Workmanship
Monitoring Sub’s Performance
Keeping to Schedule
Planning Labor Needs
Completion of Paperwork
Reporting of Accidents, Injuries
Tenant/Owner Relations
Relationship with Subcontractors
Returning Equipment to Shop
Returning Rentals
Cleanliness of Site
Project Close Out
Timely Completion of Job
Punch list
Lessons Learned
Closing Out Jobs
Assistance in Acquiring Samples
Relationship with Clients
Client Satisfaction
Customer Referrals

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Description  of  Punch  List  &  Owner/Tenant  Final  Acceptance  


Report  
 
When  a  project  has  come  to  a  substantial  completion,  Punch  Lists  are  used  to  list  items  
still  not  completed.  Acceptance  Reports  are  used  to  sign  off  and  confirm  that  all  items  on  
the  Punch  List  were  finished.  Sometimes  your  customer  might  not  want  to  pay  you  until  
all  of  the  punch  list  items  have  been  completed.  

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Punch List and Owner/Tenant Final Acceptance Report

Date

Job Name Job #

Prepared By

No. Description Completed Initials

The above items have been completed.

General Contractor Tenant Owner

Company Company Company

Name Name Name

Signature Signature Signature

Date Date Date

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Subcontractor’s Application for Payment

Date

Subcontractor Job

Company Name

Address Address
City, City,
State & Zip State & Zip

Job # Cost Code Sub. Inv. #

Subcontractor-Please Complete The Following


§ Progress Billing § Final Billing § Warranty Attached
§ Conditional Release Attached § Conditional Final Release § Suppliers’ Releases Attached

Original Contract Amount $ OK?

Approved Change Orders (ref. W/A no.) $ OK? W.A. No.

Current Contract Amount $ OK?

Times % complete $ OK?

Less Prior Billings (include prior retentions) $ OK?

Current Billing $ OK?

Less % retention $ OK?

Total $ OK?

Name Signature

Accounting Use Only Do Not Write In The Area Below.

Preliminary Notice Received Subcontract Signed Workers Comp. Certificate OK


Supplier Lien Release Received Change Orders Signed Liability Certificate OK
Lien Releases Unconditional Suppliers Releases OK
Lien Releases Conditional

OK To Post For Payment Date Entered

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Description  of  Tenant  Improvement  Pre-­‐Drywall  Inspection  Form  


 
This  form  is  used  for  quality  assurance.  Before  covering  a  wall  with  drywall,  it  should  be  
inspected  to  ensure  things  like  all  the  speaker  wires  are  present,  correct  fasteners  were  
used,  and  the  wall  is  ready  to  be  covered.  The  document  also  allows  you  to  ensure  all  
work  is  done  and  complies  with  the  requirements.    
 

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Tenant Improvement Pre-Drywall Inspection

Job Name Job #

1. Layout as per plan? (check ceiling grid)

2. Check electrical & telephone to plan.

3. Backing for plumbing & accessories?

4. Window & Door rough openings?

5. Recessed openings?

6. Wall channels & caps?

7. Thermostat location & wire?

8. Insulation?

9. Fire proofing & fire rated walls?

10. Caulking at sills or neoprene gasket?

Notes

Project
Superintendent Signature Date

Drywall Sub Signature Date

Electrical Sub Signature Date

Plumbing Sub Signature Date

HVAC Sub Signature Date

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Description  of  Tenant  Improvement  Pre-­‐Paint  Form  


 
This  is  another  quality  assurance  form  used  when  inspecting  the  drywall  and  the  finish  to  
ensure  all  work  is  approved  before  painting.    
 

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Tenant Improvement Pre-Paint

Job Name Job #

1. Check for electrical and phone outlets that didn't get covered.

2. Check to see that all boxes are taped around.

3. Check all walls at ceiling grid.

4. Check ceiling and all light lenses for over-spray.

5. Check texture for consistency and rough areas.

6. Scrape excess mud from floors.

7. Check all walls for marks or ink so they will be primed properly.

Notes

Project
Superintendent Signature Date

Drywall Sub Signature Date

Paint Sub Signature Date


Wall covering
Sub Signature Date

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Description  of  Verification  of  Funds  Form  


 
This  form  is  used  to  ensure  clients  have  funds  to  pay  for  a  job.  The  document  is  typically  
used  between  the  general  contractor  and  the  owner  of  the  project  or  the  lender.    
 

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Verification of Funds

Job Name Job #

This statement must be signed before commencement of work on the project.

I, the undersigned, declare that there are sufficient funds to take the job to
completion, including a contingency of 10% of the contract price, and that said funds
have been set aside, in an independent fund, for the specific and sole purpose of
making payments on the stated project.

The contract amount $ and the total amount of funds set aside
is
available to complete the $ and .
project is
This verification of funds shall not, in any way, limit Contractor's remedies against
Owner in the event that Owner defaults in any of his obligations under the contract.

Owner Lender

Company Company

Name Name

Signature Signature

Date Date

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Description  of  Bid  Scope  Form  


 
Project  scope  is  a  statement  of  work  to  be  completed.  The  project  could  be  an  office  
building,  but  your  “scope”  may  only  be  the  floor  covering.  The  floor  covering  would  be  
your  bid  scope.  The  general  contractor’s  bid  scope  would  be  the  entire  project.  The  
project  would  then  be  broken  down  into  individual  bid  scopes  for  every  participant  in  
the  project.    
 

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Bid Scope
Y N Y N
Demolition-02000 Painting-09900
Interior/Exterior Demo Furnish Wall Covering
Rubbish Removal Install Wall Covering
Hazardous Waste Removal Paint Walls (# Of Coats 1-2-3)
Mech./Electrical Demo Paint Ceilings
After hours Labor Stain Doors
Roofing Demo Paint/Seal Concrete Floors
Concrete-03000 Tape & Bed
Fill/Grade Fire Retardant Paint
Termite Protection Mechanical-1500
Mesh, Rebar, Dowell Supply Temp. Heat
Forms, Decking Furnish HVAC Unit/VAV
Vapor Barrier Furnish/Vent Exhaust
Pump Ductwork (Type:_____)
Finish Roof Curb (F/1)
Millwork-06400 Furnish HVAC Controls
Wood Blocking Backing Install Control Wiring
Install Bath Accessories (F/I) Fire Dampers
Install Doors & Frames (F/I) Smoke Detectors
Install Stockroom Air Balance (cert. Y/N)
Install Marlite Chilled Water Piping
Install Owner Millwork Condensate Drain Line
Unload Owner's Truck Cut/Patch Roof (LL Roof)
Glass/Glazing-8800 Demo Exist. Ductwork
Storefront Glass Demo Existing Unit
Interior Glass Permits
Polished Edges Plumbing-15400
Interior Mirrors Cut Remove/Patch Slab
Break Metal Core Slab
Bathroom Mirror(s) Trench & Backfill
Special Coatings/Finishes Cast Iron Piping
Drywall/Framing-09200 ABS Piping
Metal Framing Air Lines (PVC/Copper)
Wood Framing Roofing Cut/Patch
Drywall Gas Piping
Tape & Bed Condensate Drain Line
Texture/Stucco/Plaster Demolition
Door Frame Back. (F/I) Permit
Wood/Metal Back. (F/I) Fire Sprinkler-15500
Wall Insulation Modify Exist. System
Patch Existing Walls New Main/Branch Lines
Barricade (install/remove) Shutdown Fees #_____
Access Panels (#_____) Demolition
Steel/Welding After Hours Labor
Special Inspector (Req. Y / N) Relocate Mains
Ceilings-09500 Shop Drawings/Engineered?
Seismic Wires & Posts Permit Est. Time
Insulation Flow Switch
Light Fixture Wires Fire Watch
Hold Down Clips Electrial-16000
Flooring-09600 Supply Temp. Lights/Outlets
Major Floor Prep Temp Power Fees
Minor Floor Prep Inst. Owner Fixtures
Furnish/Install Carpet Furnish Fixtures/Bulbs
VCT/Vinyl Base Furn. Exit / Emrgcy. Fixtures
Sheet Vinyl Conduct/Wire (____LF)
Ceramic Tile Meter Fees
Match Mall Tile (F/I) Phone/Data & pull string
Reducer/Trans Strips HVAC Control/Conduct
Metal Angles Coring
Surfaces Flush? Concrete Cut Patch
Demolition
Permit

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Description  of  Change  Order  Summary  Form  


 
This  form  is  a  summary  of  all  the  changes  and  modifications  made  to  the  contract  (price,  
scope,  and  schedule  wise).  The  form  informs  what  the  current  contact  value  is,  what  the  
current  scope  is,  and  what  the  current  schedule  is,  and  keeps  the  entire  project  team  in  
the  loop.    
 

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Change Order Summary

Internal Owner Date

Job Name Job #

Cost Code Subcontractor Description Auth # Budget Change Contractor Change

Subtotal

Prepared By Date Profit & Overhead

Authorized By Date Total Change Order

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Description  of  Conversation  Record  Form  


 
This  form  contains  notes  of  a  call,  meeting,  or  any  sort  of  discussion  with  vendors,  
employees,  or  customers.    
 

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Conversation Record

Spoke With Date Time

Company Phone

Re: Job Name

Notes

Action Required / Follow-Up

Prepared By

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Description  of  Daily  Log  Form  


 
The  Daily  Log  is  a  record  of  events  for  the  day  on  a  construction  project.  It  includes  
labor,  equipment,  and  materials  used.  In  addition,  it  includes  work  performed  that  was  
supposed  to  be  done,  work  performed  that  was  not  supposed  to  be  done,  and  work  that  
was  not  done  that  should  have  been  completed.    
 

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Daily Log

Date

Job Name Job #


Point of
Contact Time

Work Performed Today

Problems / Delays

Subcontractor Progress

Notes

Weather Temp. Time

Safety Meeting

In-House Work Force Subcontractor Work Force


Employee Description Hours Company No. Of Employees

Click on View then Header and Footer.


Project Superintendent
Insert Your Logo in the left cell & your Address here.
Signature
See the DMHelp.txt to learn more about customizing this template.
C:\Program Files\CPAL\DMHelp.txt

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Description  of  Owner  &  Subcontractor  Change  Order  Log  Form  


 
This  log  is  a  record  of  all  the  changes  and  modifications  made  to  price,  scope,  and  
schedule  of  the  project  contract.    
 

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Owner / Subcontractor Change Order Log

Job Name Job #

Cumulative Rev.
CIO # Description of Work Original Contract Amount C/O Amount C/O Amount Contract Pend. Approved

Owner / Subcontractor Change Order Log

Job Name Job #

Cumulative Rev.
CIO # Description of Work Original Contract Amount C/O Amount C/O Amount Contract Pend. Approved

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Description  of  Billing  Instructions  Form  


 
This  form  should  contain  all  billing  information.  Billing  Instructions  inform  where  the  bill  
has  to  be  sent,  what  it  needs  to  look  like,  who  needs  to  approve  it,  who  gets  copied  on  
the  bill,  billing  terms,  and  how  the  bill  is  to  be  paid.    
 

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Billing Instructions

Date
To
Company
Address
City, State & Zip

Job Name Job #

Bill The Amount Of $ or bill %.

Bill It As Work Order Yes No

Attach Spreadsheet Yes No

AIA Form Yes No

Mail Yes No

Fax Yes No Fax #

Route Invoice To

Company

Name

Address

City, State & Zip

Please complete the above billing instructions and return this form to:

Company

Name

Address

City, State & Zip

Thank You!

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