Construction Management Forms

These disks contain several forms to assist you in managing your construction project.

These forms require Microsoft Word and Excel. There are four different file formats of various forms, including MS Word/Excel, MS Works, RTF, and Wordperfect.

• "Owner Builder & Subcontractor Standard Contract"
• "Construction Cash Flow Spreadsheet"
• "Construction Management Contracts"
• "Construction Checklist & Schedule"
• "Fill in Construction Specifications"
• "Mechanic's Lien release forms"
• "Change order forms"

This collection of construction management forms is unique. For years people have been asking us if something like this existed. You will not be disappointed, we guarantee it.

Although we have made reasonable effort to ensure the accuracy of these forms, some pages may contain typographical errors, or may not be right for your job. WE DO NOT PRACTICE LAW OR GIVE LEGAL ADVICE. WE RECOMMEND THAT YOU CONTACT LEGAL COUNCIL WHEN PREPARING CONTRACTS. WE EXPLICITLY DISCLAIM ANY AND ALL LIABILITY FOR ANY DAMAGES TO ANY PERSON OR ENTITY OF ANY KIND THAT OCCUR IN CONJUNCTION WITH THE USE OF THIS PRODUCT. BY OPENING THIS PACKAGE AND USING THESE FORMS YOU AGREE TO THIS.

This is an excellent five page contract which may be adapted for almost any construction contracting need. Articles of this contract include most of the items required by the owner managed project, including but not limited to the following:

• Description of the work
• Designers interpretation
• Payment schedule
• Start & finish dates
• Work delays
• Failure to prosecute work
• Inspections and cure for unsatisfactory work
• Guarantees
• Lien releases
• Change orders
• Insurance

One of the best choices for a busy owner builder is to hire a project manager. A project manager acts as the agent for the owner and creates a completely different relationship compared to hiring a general contractor on a lump sum contract.

This well thought out contract has been used for many years successfully by the Owner Builder Center. Specific duties and responsibilities of the manager and the owner are clearly stated, as well as many other necessary articles, such as:

• General intent of the contract, in plain and simple language
• Payment schedule
• Extras and change orders
• Use of managers accounts
• Project completion dates
• Insurance
• Rights to terminate contract

There are two versions of this construction management contract included, "Full project management", and " Project management through rough construction", or "Frame inspection".

This "construction checklist" contains over three hundred items which create an excellent form to assist you in managing your building or remodeling project. In addition to helping keep the project organized, this checklist will also create a job diary. People report that this list was invaluable to them while building. Our checklist may be used as either a spreadsheet or by your word processor software.

Without a doubt the largest source of complaints by both owners and contractors is the lack of clear understanding about exactly what is expected. The only cure for this problem is a clear set of specifications. Our easy to fill in 24 page specification form will go a long way to solve this problem.

While several of the items cover technical details, such as the required strength of concrete and lumber, there are also tables for entering finish schedule, appliances, plumbing fixtures etc. You will find our "Construction Specifications" to be complete and not only an aid to the contractor, but a good tool to assist you in making decisions.

The two hardest parts of managing any building or remodeling project are "Making the necessary decisions" and "Managing the cash flow". Our specifications form and checklist will help you with the decision making, and our "Cash flow spreadsheet" will help you project when you will be making payments and for how much.

If you are using a construction loan to build or remodel your home, the funds will be disbursed to you in draws tied to prescribed stages of completion. Our spreadsheet will help you balance the amount of payments due with the amount of the draws, and the funds available.

Your plumber, for example, will request payment after each phase of his work, rough-in, top out, and finish. Your first draw, from the construction lender, after the foundation is poured, will be about 15% of the construction loan. In addition to paying for the foundation, you may also be required to pay for the first plumbing installment, the HVAC rough-in payment, perhaps a portion of the lumber, and for the temporary electrical hookup. The trick is the make sure that the amounts you pay do not exceed the amount of money in the draw. Imagine how frustrating and stressful it could be if you are constantly short of funds.

This spreadsheet is also useful in creating a custom draw schedule to present to the construction lender, which we often do here at the Owner Builder Center.