CFOS TOOLKIT · CHAPTER 6 · STEP 06
PM standards pack
The written standards your project managers follow so billing dates hold without you following up on them.
WHAT IS IN IT
The template covers
ITEM 01
Billing calendar with dates, owners and cutoffs
ITEM 02
Change order clock: directed, priced, submitted, approved, billed
ITEM 03
Notice requirements pulled forward so they don't get missed
ACCESS ยท KEY REQUIRED
This one is gated
Scanning the QR code in chapter 6 opens it with nothing to type. If you typed the address yourself, enter the key printed under that code. It's the same key on every chapter, so one look at any of them opens all 6.
No key? Get CONTROL. The key's printed inside it, under the QR code at the end of 6 of the 8 chapters.
GET CONTROLTHE CHAPTER BEHIND IT
Step 06: Project management
Billing dates, change orders, and notices, written as standards that work without anyone following up on them.
CHAPTER 6
Project management
What the chapter covers and what has to be in place before it works.
STEP 06
Billing and change orders that hold without follow up
The working reference: dependencies, what it supplies, and how to tell it's installed.
TOOLKIT
All 6 templates
Every template, and why two chapters have none.
GO DEEPER
PM training
The standards tell your PMs what to do. These teach them why it works.
COURSE
Foundations: Construction Management Fundamentals
A new PM, or a coordinator you are bringing up. Start here.
COURSE
Execution: Project Delivery & Control
A PM already managing jobs who is still getting surprised by them.
COURSE
Leadership: Operational Leadership & Impact Decisions
The person you want making the call when you are not in the room.
COURSE
Advanced Blueprint & Specs Reading Certification Course
Anybody whose rework keeps tracing back to something that was on the drawings all along.
COURSE
Construction Contracts: Business & Operations
The PM sending the notices in the standards pack. This is the one that pairs with chapter 6.
THE PAPERWORK THIS CALLS FOR
Every template listed in the standards
The IF/THEN table calls each of these out. Here they are.
DOCX
Change order letter
The letter that turns a directed change into a priced, dated, submitted change order.
DOCX
Notice of delay
Puts a delay on the record the week it happens, which is the only week it's worth anything.
DOCX
Notice of nonpayment
The written step that has to exist before any lien or bond claim goes anywhere.
DOCX
Notice to stop work
Stops the work in writing, on terms, without giving up your position on the contract.
DOCX
Notice of termination
Ends the agreement on the record, with the dates and the cure period stated.
XLSX
Request for information
One RFI log with a number, a date asked, a date answered, and the cost impact beside it.
XLSX
Submittal cover
The cover sheet that starts the approval clock and gives you a date to point at later.
XLSX
Document control log
Every drawing revision, submittal, and RFI in one register, so no crew builds off a superseded sheet.
XLSX
Job safety analysis
The task-by-task hazard sheet the crew signs before the work starts.
PDF
Jobsite map and contact info
Gate, laydown, parking, and every phone number on one page the crew can read from a truck.
THE OTHER FIVE
More templates
CHAPTER 1
Job cost code template
Two separate cost code structures, one built for a subcontractor and one built for a general contractor, because the two trades sort cost differently.
CHAPTER 2
Equipment and vehicle cost basis worksheet
Ownership, maintenance and insurance in one sheet, so every machine and truck gets charged to the job that used it.
CHAPTER 3
Overhead calculator
Enter your indirect costs at whatever frequency you pay them, and get the overhead rate your bids have to cover.
CHAPTER 4
Estimating alignment meeting agenda
The agenda that gets estimating and accounting using the same cost codes.
CHAPTER 7
Cash flow, WIP and the CEO report
Three separate downloads: the 13 week forecast, the WIP schedule a bank will accept, and the CEO report skill with the spreadsheet it reads.