Guide to Sample Documents

1.0 Before Construction Begins

Draw Register and Issue Tracking Log
Project Status Report 1
CCAC Project Status Report 2
Telephone Notes
Transmittal

iii) Schedule of Values
Example Schedule of Values Template

1.2 Regulatory Requirements

Conditional Permit Letter to Building Dept.

1.4 Holding the Project Kick-off Meeting

Documents Required for Application for Payment to GC
Example Schedule of Values Template
Meeting Notes 1
Meeting Notes 2
Pre-Construction Meeting Guide

2.0 Procedures During Construction

Field Memo
Project Status Report 1
Project Status Report 2
Site Report
Submittal Review Cover Sheet

2.1 Attending Site Meetings

Agenda

2.2 Construction Reviews

Field Memo
Site Report

2.3 Responding to Requests for Information

CHOP Excerpt RFIs
RFI Question & Response Form
Sample Supplementary Conditions for CCDC 2 RFIs
Spec section RFIs CCDC 2
Spec section RFIs Construction Management CCDC 5B

2.4 Reviewing Submittals

Sample Review Log
Shop Drawing Log
Shop Drawing Transmittal
Submittal Review Cover Sheet

2.6 Reviewing Substitutions and Alternates

Change Quote Review
Design/Sketch Drawing Log
Quotation Request
Substitution Request Form

2.8 Certifying Payment

Application for Payment Review Request to Subconsultant
Certificate for Payment (General) Letter to Owner
Consultant Not Payment Certifier Letter to Owner
Documents Required for Application for Payment to GC
Example Schedule Of Values Template

3.1 Certifying Substantial Performance

Substantial Performance Letter to GC
Substantial Performance Letter to Owner
Substantial Performance Review to Subconsultant

i) Construction Lien Act
Certificate for Payment (Holdback Release - General) Letter to Owner
Certificate for Payment (Holdback Release - No Substantial Performance) Letter to Owner
Tarion Schedule G

3.2 Managing Requests for Occupancy or Partial Occupancy

Bldg Dept Conditional Permit Letter
Partial Occupancy Letter to Bldg Dept
Your Guide to Requesting Occupancy Authorization for an Unfinished Building - CITY OF MARKHAM

3.3 Conducting Deficiency Reviews

Deficiency Report
Deficiency Review Letter to GC

3.4 Project Closeout Procedures

Closeout Checklist Template
EABO Final General Review

i) Condominium Registration
Tarion Schedule G

3.5 Completion Certificate for Payment (Completion) Letter to Owner

Completion Review Request to Subconsultant
Deemed Completion (CA) Letter to Owner
General Review Clearance Letter to Bldg Dept
Notice of Completion (OBC) to Owner
Occupancy Review Letter to Bldg Dept