Project Manager Resources

FORMS

A

Accubid Setup Form

B

Back Charge Form

Baseline Budget Meeting Prep Checklist

Baseline Budget Meeting Prep Checklist MEP

PM Plan (Baseline) Presentation Template MEPS

PM Plan (Baseline) Presentation Template Electrical Only

PM Plan (Baseline) Presentation Tables

Bill of Sale

Billing for Stored Materials Request Email

Bloodborne Pathogens Policy

Bluebeam Construction Tool Sets

Bluebeam - PDI PROFILE

Budget Adjustment Details Report (Sample)

Busduct Certification Form

​

C

cBOM Release Report (Sample)

Certificate of Insurance (COI) 2024 - 2025

Check Request Form

Closeout Documents Letter (template)

Closeout Documents Follow Up Email (template)

Confined Space Entry Permit

Competent Person Identification Form

Compliance Plans (Sample)

Container Request Form and Guidelines

Contract Review Guide

Coordination Work Program

Coordination Request for Information Letter

Corporate Safety Manual

​​

D

Daily Report Template

               -located in Fieldwire

Danger High Voltage Keep Out Sign

Danger High Voltage Sign

Danger Do Not Enter Sign (bilingual)

Delay Claim Form Template

Delay of Approved Submittal Email Template

Delay of Approved Submittal Letter

Dog House Order Form - Mechanical

Draw Letter Template (Email)

Dropped Object Prevention Plan

Drug and Alcohol Policy

Draw Summary Cover Sheet (Sample)

Duct Drop Order Form - Mechanical

 ​

E

Egnyte Folder Structure

Electrical Safety Guide

Emergency Action Plan

Employee Disciplinary Form

Energization Procedure Checklist 

               -located in Fieldwire

Energization Procedure Workflow

Engineering Kick Off Meeting Agenda

Engineering Work Request

Evaluation and Training Request Form

​

F

Fall Rescue Plan & Procedures

Feeder Take-off Verification Form

Field Training Request Form

Fieldwire Issues Report (Sample) 

Final Lien Waiver - Conditional

Final Lien Waiver - Unconditional

Fire Alarm End User Acceptance

Follow Up Re-submittal Email (template)

Follow Up Submittal Email (template)

FRM Scopes & Jobs

FRM Summary Report (Sample)

G

Generator Start Up Form

​​

H

Hand and Foot Injury Prevention Policy

Hand and Foot Injury Prevention Policy (Spanish)

Heat & Illness Prevention

Hot Work Operations

​

I

​Information to Record in Daily Reports

Initial Walk through Checklist

Internal Purchase Order (IPO) Report (Sample)

J

Jobsite Checklist

Jobsite Hazard Analysis

Jobsite Safety Inspection Form

             -located in Forms in Fieldwire

Jobsite Safety Inspection Form Instructions

Jobsite Theft Protection Best Practices

​​​​

K

KPI Updates 2021

KPI Definitions

​

​​

L

Labor Forecast (Sample)

Labor Look Ahead Tips & Tricks

Labor Tracker Template & Sample

Labor vs. Material KPI Tool

Lien Release Email Template

Lighting Control Kickoff Meeting Agenda - NEW!

Lighting Control Pre-Rough Meeting Agenda - NEW!

Lighting Package Definitions

Lockout/Tagout Activity Logbook

Lockout/Tagout PDI Policy (English and Spanish)

- located in Forms section of Fieldwire

 ​

M

Master Material Purchase Order Agreement

Master Subcontract Agreement 

Material Buyout Process Flowchart

Material Standards

Ductwork

Plumbing

Refrigerant Piping

Material Transfer Request Form

Medium Grade Letter Template

Mobilelock Request Form

 ​

N

NECA Manual of Labor Units 2021-2022

New ITR Vendor Request Form

New Project Introduction- Email Template

New Project Introduction- Org Chart Template

New Vendor Request Form

Notice of Delay Letter (Email version)

​​

O

One Line

One Line Diagram (Sample)

Electrical One Line: Setup and Updating

​

OSHA

OSHA 300A 

OSHA Jobsite Visit Checklist

​

Oracle Shortcuts

Organizational Chart Templates

P

Panel Schedule Template

PDI Acronym Dictionary

PDI Electrical Room Access Log in Sheet

PDI Certificate of Insurance Renewal (COI)

PDI Certificate of Insurance Renewal by Certificate Holder

PDI Stored Materials Certificate of Insurance Renewal

PDI Letterhead

PDI Submittal Footer – With Disclaimer

PDI Sqft Pricing Worksheet

Permit Check Request Form

Performance Review-Field Employee

Performance Review-Foreman

Phenolic Label Request Form

PPE Poster

Print Request Form

Production Docs Set up in FW Checklist

Production Meeting Document Guidelines

Progress Billing Worksheet (Sample)

Project Budget Report (Sample)

Project Folder Structure

Project Hand-off Checklist

Project Plan Meeting Agenda - Electrical

Project Plan Meeting Agenda- MEP

Proposed Change Order (PCO) Checklist

Proposed Change Order (PCO) Email Template

Proposed Change Order (PCO) Follow Up Email Template

Proposed Change Order (PCO) Form

PCO Log (Sample)

Purchase Order Requisition (POR) Form

​

Q

Quality Control Evaluation - Distribution (HR, HD, MR)

Quality Control Evaluation- Distribution (Garden) 

Quality Control Evaluation - General

Quality Control Evaluation - Rough

Quality Control Evaluation – Safety

Quality Control Evaluation - Structure

Quality Control Evaluation - Trim

Quality Control Evaluation- Trim (Hotel)

Quality Control Program Overview

R

Rectangular Takeoff Form - Mechanical

Rental Equipment Request Form

Request for Notice of Building Dry-In Letter

Request for PDI to Install Moisture Sensitive Material Before Building Dry-In Email

Request to Store Time Sensitive Material Letter

Re-submittal Section Coversheets Template

Re-submittal Section Coversheets Template (NYC PROJECTS ONLY)

Re-submittal Presentation Letter (Email version)

Re-submittal Presentation Letter (NYC PROJECTS ONLY)

Retainage Reduction Request Letter Template

Retainage Reduction Request Email Template

Return of Goods Authorization (RGA) Form

​

S

5S Poster

Safety Pre-Task Plan

             -located in Forms in Fieldwire

Safety Boots Standards

Scrap Metal Recycling Locations

SDS Access Instructions

SDS Book

SDS Posters

Site Specific Safety Plan

Service Project Request Form

Silica Exposure Control Plan (English & Spanish)

-located in Forms in Fieldwire

Silica Exposure Control Policy

Silica Exposure Control Policy (Spanish)

Silica Safety Train the Trainer Guide

Silica Safety Train the Trainer Guide (Spanish)

Soft Letter Template

SOV Template- ELECTRIAL

SOV Template- MECHANICAL

SOV Template- PLUMBING- CENTRAL PLANT - NEW!

SOV Template- PLUMBING- UNIT WATER HEATERS - NEW!

SOV Template- ENERGY

Spanish Conversation Take Home

Staging Report (Sample)

Standard Wire Sizes

Stored Material Affidavit

Stored Material Invoice

Subcontract General Conditions (Sample)

Subcontractor Certificate of Insurance (COI) sample

Submittal and Material Procurement Log Template

Submittal Presentation Letter (Email version)

Submittal Presentation Letter (NYC PROJECTS ONLY)

Submittal Table of Contents & Coversheets Template

Submittal Table of Contents & Coversheets Template (NYC PROJECTS ONLY)

Submittal MEP Template Links

Submittal Vendor Template (Sample)

Sunbelt Rentals 2020 Rate Guide​​​​​