The

Construction
Policies & Procedures
Supplement

How to Manage and Run

Construction Contractor Operations
More Efficiently With Easily Editable
Policies and Procedures

Copyright © 2003
Bizmanualz, Inc.
St. Louis, Missouri
All rights reserved.
Construction Policies & Procedures Supplement Bizmanualz.com

TRADEMARKS
Bizmanualz™ is a Trademark of Bizmanualz, Inc.

This publication is sold with the understanding that the publisher is not engaged in
rendering legal, accounting, or other professional services. If legal advice or other expert
assistance is required, the services of a competent professional should be sought. The
Publisher cannot in any way guarantee the forms, agreements and statements in this
manual are being used for the purpose intended and therefore assumes no responsibility
for their proper and correct use.
Copyright © 1994 - 2003 Bizmanualz, Inc.
All rights reserved.
Printed in the United States of America.

ISBN 1-931591-20-2
Reproduction or translation of any part of this work beyond that permitted by section 107
or 108 of the 1976 United States Copyright Act without the permission of the copyright
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be reproduced by the purchaser for use in connection with his or her company records or
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enforced. Requests for permission or further information should be addressed to the
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permissions@bizmanualz.com.

Other Products From Bizmanualz, Inc. Include:

ABR31 Bizmanualz Accounting Policies, Procedures, & Forms ISBN 1931591-059
ABR32 Bizmanualz Security Planning Policies, Procedures, & Forms ISBN 1931591-024
ABR33 Bizmanualz Disaster Recovery Policies, Procedures, & Forms ISBN 1931591-016
ABR34 Bizmanualz Computer & Network Policies, Procedures, & Forms ISBN 1931591-067
ABR41 Bizmanualz Human Resources Policies, Procedures, & Forms ISBN 1931591-008
ABR42 Bizmanualz Finance Policies, Procedures, & Forms ISBN 1931591-083
ABR43 Bizmanualz Production Policies, Procedures, & Forms ISBN 1931591-040
ABR44 Bizmanualz Sales & Marketing Policies, Procedures, & Forms ISBN 1931591-032
ABR211 Bizmanualz ISO 9001 QMS Policies, Procedures, & Forms ISBN 1931591-075
A490 Bizmanualz Business Sampler Policies, Procedures, & Forms ISBN 1931591-148

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Construction Policies & Procedures Supplement Bizmanualz.com

Construction
Policies & Procedures Supplement
Table of Contents

SECTION 1 INTRODUCTION.....................................................................................13
SECTION 2 INSTALLATION INSTRUCTIONS.......................................................15
Read this entire section carefully before proceeding! ..................................................15
Editing Files....................................................................................................................15
Word Processing (Text) Files: ....................................................................................15
File Properties And Style Formats: .............................................................................15
Printing Files ...............................................................................................................16
Technical Support...........................................................................................................16
Consulting.......................................................................................................................17
Assessment through Gap Analysis..............................................................................18
Engagement Plan.........................................................................................................19
Engagement Consultants.............................................................................................20
Engagement Proposals ................................................................................................20
SECTION 3 YOUR SUPPLEMENT ............................................................................21
Style and Format: ...........................................................................................................21
Considerations in writing your manual: .........................................................................22
Sources of additional Information ..................................................................................23
SECTION 4 EFFECTIVE COMMUNICATION........................................................25
Communication and Addressing Your Audience...........................................................25
Sexism in Writing...........................................................................................................25
Number Usage ................................................................................................................26
Organizing Your Thoughts.............................................................................................26
Outlining Technique.......................................................................................................26
Defining the Format and Organization of Your Manual ................................................27
Design Features...........................................................................................................28
Style and Mechanics ...................................................................................................28
Sources of additional Information ..................................................................................29
SECTION 5 OFFICE PROCEDURES ..........................................................................31
Format.............................................................................................................................31
Heading Information ...................................................................................................31
Title And Introduction.................................................................................................33
The Body Of The Procedure Statement ......................................................................34
Attachments.................................................................................................................34
Authorization..................................................................................................................35
Production And Distribution ..........................................................................................36
Revising And Updating Statements................................................................................36

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SECTION 6 PROCEDURES (Note: each procedures resides in a separate WORD document.)

CON101 Change Orders CON107 Project Planning

Activities Activities
1.0 Initiation and Approval of Change 1.0 Review of Estimate
Orders 2.0 Project Planning Meeting
2.0 Change Index 3.0 Preparation of the Plan
3.0 Extension of Time 4.0 Analysis of Construction Methods
4.0 Lump Sum Changes 5.0 Standard Plans
5.0 Unit Price Changes 6.0 Job Start Checklist
6.0 Cost Plus Changes
7.0 Arbitration CON108 Construction Purchasing
8.0 Acceptance of Change Orders Activities
1.0 Purchasing Overview
CON102 Development Contracts 2.0 Requisition for Material Order
1.0 Contract Documents 3.0 Order Placement
2.0 Contract Documents Log 4.0 Recordkeepng and Matching
3.0 Performance and Payment Bonds 5.0 Orders and Arrivals
4.0 Title Search 6.0 Purchase Order Follow-Up
5.0 Financial Status Check 7.0 Material Transfers
Forms 8.0 Sundry Purchases
Ex1 Contract Documents Log Forms
Ex1 Purchase Requisition
CON103 Cost Control Ex2 Purchase Order
Activities Ex3 Purchase Order Log
1.0 Project Data Sheet Ex4 Receiving & Inspection Report
2.0 Initial Budgets Ex5 Order and Arrival Log
3.0 Reports Ex6 Purchase Order Follow-up
Ex7 Daily Sundry Payables Log
CON104 Equipment Control
Activities CON109 Construction Quality Control
1.0 Company Owned Equipment and Activities
Small Tools 1.0 Physical Quality Guidelines
2.0 Rented Equipment 2.0 Government Inspection, Approval and
Certification
CON105 Construction Estimating 3.0 Test and Inspection Certificates
Activities 4.0 Non-Destructive Testing
1.0 Definitive Estimates 5.0 Load Tests
2.0 Conceptual Estimates 6.0 Pressure Tests
7.0 Deflection and Camber
CON106 Progress Billing 8.0 Performance Specifications
Activities 9.0 Visual Quality
1.0 Contract Types
2.0 Breakdown of Contract Amount
3.0 Progress Claims
4.0 Release of Holdback

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CON110 Construction Safety

Activities
1.0 Worksite Safety Analysis
2.0 Hazard Prevention and Control
2.1 Safe Work Procedures
2.2 Protective Equipment
2.3 Fire Prevention
2.4 Safety Violations
3.0 Hazard Communication Program
4.0 Medical Emergencies
5.0 Worksite Safety Training
6.0 OSHA Reporting and Recordkeeping
7.0 Additional Information Resources
Forms
Ex 1 Safety Suggestion Sheet
Ex 2 Worksite Safety Self-Inspection
Checklist
Ex 3 Worksite Safety Action Plan
Ex 4 Worksite Safety Rules
Ex 5 Index of Hazardous Chemicals &
MSDS
Ex 6 Safety Orientation Checklist

CON111 Scheduling
Activities
1.0 Pre-Tender Schedule
2.0 Constructions Schedule
3.0 Manual Precedence Network

CON112 Sub Contracts

Activities
1.0 Nominated Sub Contractor List
2.0 Pre-Award Meeting
3.0 Sub Contractor Performance and
Payment Bonds
4.0 Letter of Intent
5.0 Subcontract
6.0 Coordination
7.0 Subcontract Revisions
8.0 Sub Contractor’s Progress Claims
9.0 Backcharges

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SECTION 1
INTRODUCTION
This Construction Policies and Procedures Supplement was developed to assist
organizations in preparing a Standard Operating Procedures Manual for a small to
medium size construction contractor. It can be custom tailored to fit one's individual
company concerns and operations.
The Construction Policies and Procedures Supplement includes one section
consisting of the following ten files:
• CON101 Change Orders
• CON102 Development Contracts
• CON103 Cost Control
• CON104 Equipment Control
• CON105 Construction Estimating
• CON106 Progress Billing
• CON107 Project Planning
• CON108 Construction Purchasing
• CON109 Construction Quality Control
• CON110 Construction Safety
• CON111 Scheduling
• CON112 Sub Contracts
The files above also include 70 Construction activities along with the following
14 forms:
1. Safety Suggestion Sheet
2. Worksite Safety Self-Inspection Checklist
3. Worksite Safety Action Plan
4. Worksite Safety Rules
5. Index of Hazardous Chemicals & MSDS
6. Safety Orientation Checklist
7. Contract Documents Log
8. Purchase Requisition
9. Purchase Order

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10. Purchase Order Log

11. Receiving & Inspection Report
12. Order and Arrival Log
13. Purchase Order Follow-up
14. Daily Sundry Payables Log
The Construction Policies and Procedures Supplement provides sample
Construction Policies and Procedures as a guide, but it does not intend to imply these are
the "best" or "recommended" text for your specific purposes. They can be used as a
"minimum" documentation set for you to use to address the management of a construction
contractor.
The language style and usage is generally representative of practices in
companies in the United States. In some cases information may be used which is not
applicable to every business.
When you edit and construct a policy it should be easy to read, to the point and
convey a message that is clearly understood by both the employee and the management
staff.
When you have completed your Construction Policies and Procedures, have your
team review them and make appropriate comments.
This publication is sold or distributed with the understanding that the publisher is
not engaged in rendering legal, accounting, or other professional services. If legal advice
or other expert assistance is required, the services of a competent professional person
should be sought to review the final manual.
The corrected and finished product is then ready for distribution. But remember,
building Construction Policies and Procedures is not an event; it is a continuous process
so revisions will be required from time to time.

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