Carter & Carter Construction, LLC
Collin's Template
Table of Contents
Carter & Carter Construction, LLC
Collin's Template
Carter & Carter Construction Policies and Procedures
Section 1 Company Organization and Quality Assurance Program
1.1 Section Description and Use
1.2 Company Statement of Operations
1.2.1 Company Purpose
1.2.2 Operational Objectives
1.3 Organizational Structure and Corporate Staff Functions
1.3.1 Corporate Office
1.3.2 Project Management Staff and Functions
1.3.3 Operational Objectives
1.4 Organization Charts
1.4.1 General Description
1.4.2 Corporate Organization Chart
1.5 Jobsite Structures—Large and Small Projects
1.5.1 General Description
1.5.2 Typical Project Organization Chart—Large Projects
1.5.3 Concept, Organization, and Attitude
1.5.4 The Project Manager
1.5.5 The Superintendent
1.5.6 The Project Engineer
1.5.7 The Project Accountant
1.5.8 Planning and Scheduling
1.5.9 Project Management Services, Staff, and Support
1.6 Document Generation, Signing Authorities, and Communication
1.6.1 Document Authority
1.6.2 Document Types and Signing Authorities
1.7 Quality Concept and Quality Policy
1.7.1 Quality Control versus Quality Assurance
1.7.2 Total Quality Management
1.7.3 Benchmarking
1.7.4 International Standards Organization
1.7.5 Six Sigma
1.7.6 Quality in the Construction Process
1.7.7 The Preconstruction Conference—QC and QA
1.7.8 Sample Panels and Mock-ups
1.7.9 Above-Ceiling Inspections
1.7.10 The Punchlist and Quality Assurance
1.7.11 Developing a Company Quality Control/Quality Assurance Program
1.7.12 The CQCP’s Four W Approach
1.7.13 Field Inspection Reports
1.7.14 Concrete Reinforcement Inspection Checklist
1.7.15 Concrete Placement Inspection Checklist
1.7.16 Finish Hardware—General and Butts and Hinges Inspection Checklist
1.7.17 Hollow Metal Doors and Frame Inspection Checklist
1.7.18 Metal Framing/Gypsum Drywall Inspection Checklist
1.7.19 A Few Quality Tips for Field Supervisors
1.7.20 Sample Notification to Subcontractor of Substandard Work (page 1.27)
1.7.21 Sample Notification to Subcontractor of Pre-Punch Out Work (page 1.28)
1.8 Business Development Approach and Project Participation
1.9 Marketing Services and Support
1.9.1 Marketing Ideals
1.9.2 The Corporate Brochure
1.9.3 Business Cards
1.9.4 Contacts
1.9.5 Some Dos and Don’ts
1.9.6 Suggested Proposal Index
Section 2 Company and Project Administration
2.1 Section Description
2.2 Use of the Operations Manual
2.2.1 Overall Approach
2.2.2 Procedure
2.3 Correspondence
2.3.1 Objectives of Effective Written Communication
2.3.2 Rules of Effective Project Correspondence
2.3.3 Correspondence Distribution
2.3.4 Correspondence Checklist and Desk Display (page 2.18)
2.4 Files and File Management
2.4.1 Overall File Structure
2.4.2 The Contract Documents
2.4.3 Setup and Maintenance of Plans, Specifications, and Changes
2.4.4 General Project File
2.4.5 The Chronological File
2.4.6 Clarification/Change Log
2.4.7 Subcontractor Summary and Telephone Log
2.4.8 Jobsite Subcontractor Performance Summary and Telephone Log
2.4.9 Submittal Log
2.5 Recovering a Letter Previously Mailed
2.6 Field Labor Time Reporting
2.6.1 General
2.6.2 Field Payroll Report Form
2.6.3 Procedure
2.7 Administrative Time Reporting
2.7.1 General
2.7.2 Procedure
2.7.3 Sample Weekly Administrative Time Sheet—Completed Example (page 2.43)
2.7.4 Sample Weekly Administrative Time Sheet—Blank Form (page 2.44)
2.8 Project Administrative Activity List
2.8.1 General
2.9 Expenses and Reimbursements
2.9.1 General
2.9.2 Allowable Items
2.9.3 Guidelines for Expense Reporting
2.9.4 Sample Expense Report—Blank Form (page 2.47)
Section 3 General Contracts
3.1 Section Description
3.1.1 General
3.1.2 The “Conduit” Principle
3.2 Contract Structures, Relationships, and the Contracting Parties
3.2.1 General
3.2.2 Contract Structures
3.2.3 The Letter of Intent
3.2.4 The Cost Plus a Fee Contract
3.2.5 Labor Rate Breakdowns—Journeyman Carpenter—Regular Time and Premium Time (page 3.12)
3.2.6 List of Equipment Proposed for Costs to be Reimbursed (page 3.14)
3.2.7 The Cost Plus a Fee Contract with a Guaranteed Maximum Price (GMP)
3.2.8 Qualification or Exclusion and Clarification Exhibit (page 3.16)
3.2.9 Lump Sum, General Contracting (GC) (page 3.17)
3.2.10 Construction Management (CM)
3.2.11 Agency Construction Management (ACM) (page 3.18)
3.2.12 Construction Management with Guaranteed Maximum Price (CM w/GMP)
3.2.13 Design-Build
3.2.14 AIA Integrated Project Delivery and the ConsensusDOCS® Contracts
3.2.15 Comparison of Selected Articles from AIA A201™ and ConsensusDOCS®
3.3 Responsibilities of the Contracting Parties
3.3.1 Section Description
3.3.2 General Responsibilities of the Owner
3.3.3 General Responsibilities of the Architect
3.3.4 General Responsibilities of the Contractor
3.3.5 The Pass-Through Principle
3.4 General Principles of Contracts as Applied to Construction
3.4.1 General
3.4.2 Reasonable Expectations
3.4.3 Ambiguities Resolved against the Drafter
3.4.4 Right to Choose the Interpretation
3.4.5 Trade Custom
3.5 Key Principles of General Contracts
3.5.1 General
3.5.2 “General Scope of Work”
3.5.3 “Intent” versus “Indication”
3.5.4 “Reasonable Review”
3.5.5 Disclosure of Patent Errors
3.5.6 “Performance” and “Procedure” Specifications
3.5.7 Change Clause
3.5.8 Pass-Through Clause
3.5.9 Dispute Clause
3.5.10 Authority (Formal/Constructive)
3.5.11 Correlation of Contract Documents
3.5.12 Force Majeure
3.5.13 Impossibility and Impracticability
3.5.14 Termination
3.5.15 Notice
3.5.16 Proprietary Specifications
3.6 General Contract Bonds and Insurance
3.6.1 General
3.6.2 Bid Bonds
3.6.3 Performance Bonds
3.6.4 Payment Bonds
3.6.5 Insurance
3.6.6 Worker’s Compensation Insurance
3.6.7 Subcontractor Default Insurance
3.6.8 Controlled Insurance Programs (CIP)
3.7 Shop Drawing “Approval”
3.7.1 General
3.7.2 “Approval” Abuse
3.7.3 General Contractor Liability
3.7.4 Appropriate Contractor Action
3.7.5 Sample Letter #1 to the Owner Clarifying Shop Drawing “Approval” (page 3.75)
3.7.6 Sample Letter #2 to the Owner Clarifying Shop Drawing “Approval” (page 3.76)
3.8 Equals and Substitutions
3.8.1 General
3.8.2 Typical Contract Treatment
3.8.3 Application
3.8.4 Perspective
3.9 Responsibility to “Coordinate”: Use and Abuse
3.9.1 General
3.9.2 Operative Definition
3.9.3 Coordination Drawing Guidelines
3.9.4 Sample Letter to Owner Regarding Lack of Design Coordination (page 3.83)
3.10 The Schedule of Values
3.10.1 General
3.10.2 Principles
3.10.3 Level of Detail
3.11 Requisitions for Payment and Contract Retainage
3.11.1 General
3.11.2 Maintenance of Billing Accuracy
3.11.3 Correlation of Subcontractor Schedule of Values with the General Schedule of Values
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2.7.4 Sample Weekly Administrative Time Sheet—Blank Form (page 2.44)
2.7.3 Sample Weekly Administrative Time Sheet—Completed Example
2.7.3 Sample Weekly Administrative Time Sheet—Completed Example (page 2.43)
2.8 Project Administrative Activity List
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