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Forms & Templates: Project Management

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Description

Project management is the practice of leading a team to achieve goals and meet success criteria at a specified time. The primary challenge of project management is to achieve the project goals within the given constraints such as scope of service, time, quality and budget.

These project management forms and templates are provided as a starting point to help accomplish the project goals using the skills, tools and to meet the project requirements.

The published sample documents are intended as supportive tools. For the best and most effective use of each document, it is recommended that new Project Management forms and templates be reviewed by your legal counsel for compliance with federal and state laws and regulations and modified to suit your organization’s culture, industry, and practices.

Index of Forms

 

Name of Form

Description

Architectural Revisions-CA Log

A project administrator can use this spreadsheet to track architectural revisions by drawing number, date, and status.

ASI-CA Log

The log records Architectural Supplemental Information for a project, by number, description, and status.

Bid Tabulation

Used to calculate multiple bidders’ base bid and alternates.

Bid Tabulation by Division

Compares multiple construction bids by division.

Change Order-CA Log

Lists change orders on a project with calculations to show total revisions to contract dollars.

Completed Project Evaluation

For use by the principal and project manager on a project to measure project success from the viewpoint of the client and the project team.

Conditional Waiver Release Final Payment

Releases lien rights on a project, conditional upon payment received.

Conditional Waiver Release Progress Payment

Releases lien rights on a project, conditional upon payment received.

Contract Review Checklist

Used when reviewing a contract written by another party to confirm understanding of scope, payment, insurance requirements, etc.

Design Professional Scope of Services

To record project responsibilities by discipline, and scope included in/excluded from services.

Electronic Media Agreement

Agreement to allow contractor use of architect’s electronic media for a project.

Field Report

Used for periodic site visits to observe the progress of a project.

Minutes of Meeting – Conference Notes

To record the minutes of owner/architect/contractor/subcontractor project meetings.

Mutual Nondisclosure Agreement

An agreement to protect proprietary information regarding a client or a project, signed by the discloser and the disclosee.

Pay Application Calculation

Can be used in lieu of the AIA pay application form. Note: this form is typically created and submitted by the contractor.

Pay Application Instructions

Instructions to complete Excel spreadsheet PayAppCalc

RFI CA Log

Project log to record all Requests for Information, including critical dates.

Shop Drawing Log

To list shop drawings and samples with dates and required actions.

Signature Specimen Affidavit

Notarized form affirming an individual’s signature.

Submittal CA Log

Log used to list submittals with dates and required actions.

Substantial Completion Punchlist

Form used at the end of a project to list construction items that need to be completed, repaired, or replaced, usually prior to occupancy.

Terms & Conditions – Short Form

Fourteen standard contract clauses for use in short form contracts

Unconditional Waiver Release Progress Payment

Release of rights to lien, stop notice, or bond notice on receipt of payment. This is signed after receipt of payment.

 

 

 

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