A Project Management Agreement is a specific type of Service Agreement, whereby a client hires someone to oversee and manage a project for them (that person is called the project manager). This document is very similar to a traditional Service Agreement, but some of the terms are removed and others are adjusted to more closely conform to the project management relationship. This Project Management Agreement can cover any type of project, from a construction project to a simple business collaboration.

In this document, pertinent identifying details will be entered, such as whether the parties are individuals or businesses, and their respective addresses and contact information. Then, the most important characteristics of the agreement between the parties will be entered, like duration for the work (if it should continue indefinitely until the project is complete or end at a date certain), fee information, and of course, what exactly the project and project management services are.


Construction Project Management Contract Download Forms


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AIA Contract Administration and Project Management forms are generally useful for all project delivery methods. The variety of forms in this group includes qualification statements, bonds, requests for information, change orders, construction change directives, and payment applications and certificates. These forms can be used on small to large projects.

AIA Document G702S-2017, Application and Certificate for Payment, and G703S-2017, Continuation Sheet, provide convenient and complete forms on which the subcontractor can apply for payment. The forms require the subcontractor to show the status of the contract sum to date, including the total dollar amount of the work completed and stored to date, the amount of retainage (if any), the total of previous payments, a summary of change orders, and the amount of current payment requested. AIA Document G703S-2017 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the subcontractor as required by the general conditions.

AIA Document G702-1992, Application and Certificate for Payment, and G703-1992, Continuation Sheet, provide convenient and complete forms on which the contractor can apply for payment and the architect can certify that payment is due. The forms require the contractor to show the status of the contract sum to date, including the total dollar amount of the work completed and stored to date, the amount of retainage (if any), the total of previous payments, a summary of change orders, and the amount of current payment requested. G703-1992 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the contractor as required by the general conditions.

AIA Document G702S-2017, Application and Certificate for Payment, and G703S-2017, Continuation Sheet, provide convenient and complete forms on which the subcontractor can apply for payment. The forms require the subcontractor to show the status of the contract sum to date, including the total dollar amount of the work completed and stored to date, the amount of retainage (if any), the total of previous payments, a summary of change orders, and the amount of current payment requested. G703S-2017 breaks the contract sum into portions of the work in accordance with a schedule of values prepared by the subcontractor as required by the general conditions.

The contractor submits this affidavit with the final request for payment, stating that all payrolls, bills for materials and equipment, and other indebtedness connected with the work for which the owner might be responsible has been paid or otherwise satisfied. AIA Document G706-1994 requires the contractor to list any indebtedness or known claims in connection with the construction contract that have not been paid or otherwise satisfied. The contractor may also be required to furnish a lien bond or indemnity bond to protect the owner with respect to each exception.

This is a standard form for use when a surety company is involved and the owner/contractor agreement contains a clause whereby retainage is reduced during the course of the construction project. When duly executed, AIA Document G707A-1994 assures the owner that such reduction or partial release of retainage does not relieve the surety of its obligations.

This form is used to obtain price quotations required in the negotiation of change orders. AIA Document G709-2018 is not a change order or a direction to proceed with the work. It is simply a request to the contractor for information related to a proposed change in the construction contract. G709 provides a clear and concise means of initiating the process for changes in the work.

AIA Document G710-2017 is used by the architect to issue additional instructions or interpretations, or to order minor changes in the work. It is intended to assist the architect in performing its obligations as interpreter of the contract documents in accordance with the owner/architect agreement and the general conditions of the contract for construction. G710 should not be used to change the contract sum or contract time. It is intended to help the architect perform its services with respect to minor changes not involving adjustment in the contract sum or contract time. Such minor changes are authorized under Section 7.4 of AIA Document A201-2017.

AIA Document G714-2017 is a directive for changes in the work for use where the owner and contractor have not agreed on proposed changes in the contract sum or contract time. G714 should be used to direct changes in the work which, if not expeditiously implemented, might delay the project. Upon receipt of a completed G714, the contractor must promptly proceed with the change in the work described therein.

AIA Document G804-2001 serves as a log for bid documents while they are in the possession of contractors, subcontractors, and suppliers during the bidding process. The form allows tracking by bidder of documents issued, deposits received, and documents and deposits returned. G804-2001 is particularly useful as a single point of reference when parties interested in the project call for information during the bidding process.

AIA Document G810-2001 allows for the orderly flow of information between parties involved in the design and construction phase of a project. It serves as a written record of the exchange of project information and acts as a checklist reminding the sender to tell the recipient what exactly is being sent, how the material is being sent, and why it is being sent.

In this article, you will find a roundup of the top construction Excel templates to help you plan, track, and manage your construction projects from start to finish. We've also included the option to try Smartsheet templates which are infused with best practices so you can automate and standardize processes, optimize resources, and seamlessly scale your construction projects.

Included on this page, you'll find a construction timeline template, a construction budget template, a construction documentation tracker, a project punchlist template, and many more helpful templates.

Construction projects can have multiple phases and numerous tasks that are dependent on each other. If a task is not completed on time, it could delay dependent tasks and result in delayed completion of the entire project. Using a construction project timeline template can help create a work breakdown structure, track the progress of your project, allow you to identify risk early, and ensure that the project is completed within the time specified in the contract. In this template you can list all of the tasks necessary to complete the project, as well as track the beginning and completion dates, and estimated duration.

The construction budget template is helpful for both building and remodeling projects. This template enables you to create a comprehensive construction project budget and ensure that you account for all important items on the list. Additionally, while the construction project is underway, use this spreadsheet as a baseline to track and control your project's budget.

Depending on the type of construction project, a contractor may need to provide their own estimate for work. This simple construction estimator template will help to provide an initial assessment of the labor and costs associated with a project. Use this template to list the work items needed, along with associated costs, and a total estimate at the bottom.

Construction projects often require a significant amount of documentation be tracked throughout the project duration. From plans and specifications to inspection reports and weekly progress schedules, keeping these details organized could help expedite the project closeout and delivery process. Using a construction documentation tracker template will ensure that you request and receive all required documentation, and enable you to quickly locate items when needed.

On projects that extend over a period of time, you will likely pay contractors and subcontractors on a regular schedule, based on the amount of work that is completed during the payment period. This contractor progress payment template helps to determine the payment amount based on the percentage of work completed to date with adjustments made for change orders, previous payments and retainage (if required) for each payment period. Additionally, it includes a second sheet to track the amount of work completed on each task to easily calculate the total completed to date.

During a construction project it may be necessary to make changes to the original contracted dollar amount or time-to-completion depending on certain changes like site conditions, scope or unforeseen circumstances. This contractor change order request summary template will allow the contractor to provide a description and breakdown of the requested change, and enable you to make an informed decision on whether the change is necessary and who should be responsible for the impact to the overall project budget and timeline. 17dc91bb1f

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