Project Documents
by shawna jiang
1. Request for information
1.1. Log
1.2. requests
2. Photographs
2.1. Construction Photographs
2.2. Monthly Progress Photographs
3. Site Instructions
3.1. log
4. Subcontractor
4.1. Quotations & Buyouts
4.2. Payment Packages
4.3. Master Subcontract documents
4.4. Bonding and insurance
4.5. Contracts
4.5.1. Subcontracts
4.5.2. Trade Contracts
4.6. Drawing Distribution - Transmittals
4.7. Correspondence
5. Owner and Consultants
5.1. Prime contract
5.2. Allowances
5.3. Meetings
5.4. Contract bond and insurance
5.5. Owner LOC/Proof of financing
5.6. Correspondence
6. ESTIMATE
6.1. Project estimate
6.2. Bid packages
6.3. Preconstruction Services
7. Start Up + Plans
7.1. Site Utilization Plan
7.2. Risk Assessment
7.3. Local authority documentation
7.4. Material Handling Plan
7.5. Project Turnover & Kickoff checklists
7.6. New Job Set up form
7.7. Project Award Summary
7.8. Meetings
7.9. Project Directory
7.10. Budget Upload
7.11. Permits & Licenses
8. SCHEDULE + JOB PROGRESS
8.1. Bid Schedule
8.2. 3-Week Look Ahead Schedules
8.3. Finishing Schedules
8.4. Permits & Licences
8.5. Project Schedule
8.6. As-Built Schedules
8.7. City By-Laws
8.8. Schedule Updates
8.9. Daily Reports
8.10. Lane Street Closures
9. CHANGES
9.1. Owner
9.2. Cash Allowance Changes
9.3. Non-Contract
9.4. Backcharges
9.5. Change Directives
9.6. Internal
10. PROJECT CLOSE OUT
10.1. Project Closeout Checklists
10.2. Certificate of Substantial Performance
10.3. As-Builts
10.4. Occupancy Requirements Status Report
10.5. Certificate of Total Performance
10.6. O&M manuals
10.7. Occupancy Permits
10.8. Warrant Inspection Reports
10.9. Warranties & Guarantees
11. LEED
11.1. Letter Templates
11.2. Erosion & Sedimentation Plan
11.3. IAQ Plan
11.4. Correspondence
11.5. Construction Waste Management Plan
11.6. Material Documentation
12. Project Management
13. Meetings
14. Submittals
14.1. Shop Drawings status report
14.2. Shop drawings
15. THIRD PARTY ENGINEERING
15.1. Surveying
15.2. Other contractual documents
15.3. Critical Foreign Products
15.4. Design services
15.5. Correspondence
15.6. Mold/Water Ingress
15.7. Test Reports
15.8. Utility plans
15.9. Agreement documents
15.10. Insurance
15.11. Inspections
16. Safety
16.1. Env. Hazard Assessment (Form 13A)
16.2. Correspondence
16.3. Meetings
16.4. Security Assessement (Form 19A)
16.5. Safework Procedures
16.6. Toolbox Minutes
16.7. PSSP
16.8. Safework Procedures & Training Records
17. DRAWINGS & SPECS
17.1. Contract Specifications
17.2. Bid Drawing Set
17.3. Contrac Drawings Log
17.4. IFC - Issued for Construction Set
18. QUALITY
18.1. PQP
18.2. Quality Reports (QRs)
18.3. Non Conformance documentation
18.4. Template Checklists
18.5. Project Quality Reports
18.6. Deficiency list documentations
18.7. Completed checklists (QCS)
18.8. Lessons Learned
18.9. SQP
19. JOB COST
19.1. Progress Claims
19.2. Cost Transfers
19.3. Forecast input back up documents
19.4. Cost Reports
19.5. Budget Adjustments
20. PURCHASING, EQUIPMENT MATERIALS
20.1. PO Log
20.2. Small Tools Files
20.3. Rental Status Report
20.4. Vendor Files: Pos, Invoice, Receiving info
20.5. Concrete Log
20.6. Equipment Files: COI, Rental Agreements
20.7. Contract Purchases
20.8. Material Report
20.9. Correspondence
21. LEGAL
21.1. Insurance claims
21.2. Liens
21.3. CDI claims
21.4. Correspondence
