Handbook of Forms and Letters for Design Professionals

Preface

Acknowledgments

Chapter One: The Writing Process

Example of Standard Guidelines

Sample Letter

Chapter Two: Administration

Interim Proposal

Agreement for Design Services

Standard Terms and Conditions of Contract

Meeting/Conference Notes

Memorandum

Telephone Conversation Report

Transmittal Letter

Letter of Transmittal

Fax Transmittal

Sign-in Sheet

Routing Template

Assignments Worksheet: Project/General

Travel and Reservations Information Check List

Sales Representative's Registry

Application for Employment

Welcome Letter, New Employee

Orientation Check List

Employee Information

Employee Goal-Setting and Implementation Strategies

Employee Evaluation

Employee Termination Check List

Absence Request Form

Vacation Request Form

Proposal Request Form

Go/No-Go Evaluation

Business Development Matrix

Chapter Three: Accounting

Cash Receipts

Cash Out Monthly

Cash Position Worksheet

Checkbook Ledger

Check Request Form

Direct Deposit Agreement

Billing Schedule--Staff Hours Projection

Project Budget Worksheet--Residential

Project Budget Worksheet--General

Project Budget--Bottom-Up

Project Report--Actual to Budget Spreadsheet

Reimbursable Expenses Log

Employee Expense Form

Consultant Tracking Spreadsheet

Simple Timesheet

Simple Timesheet Codes

Weekly Timesheet with Codes

Chapter Four: Prebid Project Administration

Project Directory

Contract Administration

Project Information Start-up Check List

Certificate of Insurance Request

Certificate of Insurance Log

Meeting Minutes Template

Travel Log

Code Research and Requirements

Programming Report

Finish Specifications

Progress and Billing Reports Log

Electronic Information Release

Chapter Five: Bidding and Negotiation

Advertisement for Bids

Notice to Bidders

Instruction to Bidders

Preliminary Pricing: Standard Procedure