AGREEMENT AND CONTRACT FOR INDEPENDENT OR SUBCONTRACTOR

Transcription

1 AGREEMENT AND CONTRACT FOR INDEPENDENT OR SUBCONTRACTOR KNOW ALL MEN BY THESE PRESENTS: That this Contract made by and between Party of the first part, and, address Party of the second part, for the purpose of establishing an independent contract relationship and contractual agreement between the parties hereto absolutely excluding any employeeemployer style relationship. That the Contract entered into by the parties hereto expressively recognizes as its basis the Constitution of the United States and the Constitution of the State of and the Common Law; and further that each of the parties hereto demand their independent sovereign rights as secured by the Declaration of Independence and rely upon their natural God-given rights to freely enter into an independent contractual relationship with each other unconditioned by any unconstitutional or illegal governmental interference. That the party of the first part and the party of the second part do covenant and agree as follows: 1. That the party of the second part will provide the following kinds of services: 2. That the party of the second part will be compensated as follows: per or payable in cash or check, at the option of the first part. 3. All equipment, tools or supplies will be provided by the second party except as follows: 4. The party of the second part states and affirms that he is acting as a free agent and independent contractor, holding himself out to the General Public as an independent contractor for other work or contracts as he sees fit; that he runs ads in the newspapers offering services to the General Public, maintains his office and principle place of business at his address above stated and carries business cards; that this contract is not exclusive. First party possesses no right hereunder to discourage or inhibit the second party s rights to enter any other contracts as he sees fit. 5. This contract shall run from day to day or until the project second party is hired for is completed, thereby making it impossible for the first party to fire second party; both parties are equally bound to this contract; second party s pay may be received at any time upon reasonable demand for work or performance of the contract up to the time of the demand; all of the amounts shall be paid in full with no deductions of any kind. 6. Second party may start work or cease work at will as long as the contract is performed and accomplished satisfactorily and promptly; no supervision of second party Copyright 1998, Collier Consulting Group Page 1

2 will be made by first party in the details of the work to be performed after the initial period of introduction to the object of the contract described herein. 7. Second party agrees to accept full responsibility for any and all taxes that may be lawfully due to any governmental unit and to hold party of the first part harmless from any liability from the non-payment of taxes due from second party to any governmental unit. 8. Second party waives any and all claim from first party to any form of Worker s Compensation Insurance coverage or compensation provided under Federal, State or Local compulsion or compulsory legislation which affects Employees and Employers, and agrees to carry and provide his own insurance for injury or sickness or retirement, whether in the form of Social Security or otherwise as and for a consideration for entering into this agreement. In Witness Whereof, the parties hereto set their hands this date. Witness Witness First Party Second Party Copyright 1998, Collier Consulting Group Page 2

3 VEHICLE MAINTENANCE REPORT DATE: / / MILEAGE: MOBILE # DRIVER WORK DONE IN PAST TWO WEEKS TIRE PRESSURE LEFT FRONT LEFT REAR RIGHT FRONT RIGHT REAR SPARE TIRE JACK & HANDLE All items below have been checked and are working at this time. The checked items need repair: Battery Battery Cables Body Brakes Fan Belts Filters Fire Extinguisher Fuel Injection Horn Lights Mirrors Radiator Radio Safety Belts Steering Transmission Wheels Wipers First Aid Kit Items Needed DESCRIBE PROBLEMS: TRUCK WAS CLEANED AND WASHED: Copyright 1998, Collier Consulting Group Page 3

4 DAILY TIME CARD NAME: DATE: INVOICE # JOB NAME START TIME FINISH TIME HOURS DEPT TO BE FILLED IN UPON COMPLETION OF EACH JOB TOTAL HRS. TOTAL O/T HRS. AUTHORIZED BY Copyright 1998, Collier Consulting Group Page 4

5 EMPLOYEE PERFORMANCE EVALUATION Date Of This Evaluation: Date of Previous Evaluation: Reason For Evaluation: General Performance Salary Increase Promotion Name Job Title Soc. Sec. No. Dept. Date Hired Current Wage Date of Last Increase Days Absent ATTENDANCE RECORD Total Tardiness WORK PERFORMANCE Ability To Do Job: Exceeds Standards Meets Standards Below Standards Comments on knowledge of work, understanding basic techniques and procedures, product knowledge, self improvement: Comparison To Previous Evaluation: Improved No Change Negative Productivity: Exceeds Standards Meets Standards Below Standards Comments on quality, quantity, accuracy, organization: Comparison To Previous Evaluation: Improved No Change Decreased Level of Responsibility: Exceeds Standards Meets Standards Below Standards Comments on ability to assume all duties: Comparison to Previous Evaluation: Improved No Change Negative Comparison To Previous Evaluation: Cooperation Excellent Good Poor Improved No Change Negative Willingness to do more to help others Attitude Excellent Good Poor Improved No Change Negative Enthusiasm, pride in work, tact, poise Initiative Excellent Good Poor Improved No Change Negative Resourcefulness, self reliance Work Habits Excellent Good Poor Improved No Change Negative Personal appearance, neatness, energy Comments on cooperation, attitude, initiative and work habits: Copyright 1998, Collier Consulting Group Page 5

6 Workman s Daily Time Card CHARGE MATERIAL USED ON CHARGE TICKET Workman Total Hours Date TOTAL TIME NAME AND LOCATION OF JOB HOURS JOB NAME & NUMBER 5538 S/M 8742 SHOP 5183 PLBG GAS & OIL 5190 ELEC. A/C Form 106 Copyright 1998, Collier Consulting Group Page 6

7 THIS AGREEMENT, made and entered into this day of, 19 by and between with its principal office at, hereninafter known as Employer, and now residing at, in the City and State of hereinafter known as Employee, WITNESSETH: WHEREAS, the Employer is engaged in operating a in the City and State of and desires to engage the Employee to render services for and on behalf of the Employer, also as hereinafter more fully set out; and out: WHEREAS, the Employee desires to render such services for the Employer, also as hereinafter more fully set NOW, THEREFORE, in consideration of the benefits that will inure to each of the parties hereto, as hereinafter set out, it is agreed by and between the parties hereto as follows: 1. The Employer agrees to employ and does hereby employ the Employee in the capacity of and in such other capacity as may hereafter be agreed upon by and between the parties, and the Employee agrees to be so employed all, however, upon the terms and conditions hereinafter set out. 2. The period of time during which this agreement shall be in force and effect shall begin on the day of, 19 and shall continue thereafter until terminated by either of the parties hereto as hereinafter provided. 3. The services to be rendered hereunder by the Employee shall be such place or places as may be designated from time to time by the Employer. 4. The services to be performed by the Employee shall consist of 5. During the term of this agreement, the Employee agrees to devote his entire time to the business of the Employer and also agrees to use his best efforts and endeavors to promote the interest and welfare of the Employer. During the term of his agreement the Employee will not, without first obtaining the written permission of the Employer, carry on or actively or otherwise engage in any business or occupation other than that of his employment with the Employer as herein provided; nor shall said Employee, without first obtaining the written permission of the Employer, either directly or indirectly deal in the shares of or have any interest whatsoever in any other business, company, association, partnership or corporation carrying on a business; provided, however, this phrase shall not be construed to prevent the Employee from owning stock in a company which company is not in direct competition with the Employer. 6. The compensation which the Employer agrees to pay unto the Employee and which the Employee agrees to accept of and from the Employer in full compensation for his services hereunder and which shall serve as the consideration for the execution of this agreement. The compensation which the Employer shall pay to the Employee under the Employment Agreement shall be as follows: (Fill in agreed upon terms) Copyright 1998, Collier Consulting Group Page 7

8 EMPLOYEE WEEKLY RECORD OF TIME WORKED NAME: SOCIAL SECURITY #: WEEK OF: TO DAY TIME IN TIME OUT TOTAL TIME MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY MILEAGE: TOTAL HOURS FOR THE WEEK: EMPLOYEE WEEKLY RECORD OF TIME WORKED NAME: SOCIAL SECURITY #: WEEK OF: TO DAY TIME IN TIME OUT TOTAL TIME MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY MILEAGE: TOTAL HOURS FOR THE WEEK: Copyright 1998, Collier Consulting Group Page 8

9 T-CARD ADDRESS NAME SVC CONTR# FILTER SIZE: BELT SIZE: PLAN QUANTITY: QUANTITY: SCHEDULE: TIME REQUIRED: SPECIAL INSTRUCTIONS: EQUIPMENT MAKE MODEL SERIAL Copyright 1998, Collier Consulting Group Page 9

10 SERVICE CONTROL CARD PREPARED INVOICE HERE CALLED TO SM DATE SCHEDULED NAME ADDRESS PHONE BILL TO ADDRESS PHONE CB WAR SC TM COD CHGE NC CTS EQUIPMEN T INSTALLED BY SERVICE REQUEST SERVICE COOLING SYSTEM NO COOLING TRIPS CIRCUIT BREAKER HUMIDITY PROBLEM ELEC. AI CLNR. PROBLEM SERVICE HEATING NO HEATING PILOT OUT START UP OTHER STANDARD P.M. INSPECTION MODEL WARRANTY DATE FAN INOPERATIVE FAN ON AND OFF NOISY BLOWER BALANCE AIR ADJUST THERMO SERVICE FILTERS CHECK CAPACITY OTHER LIGHT UP BETWEEN WORK CAN BE DONE: ANY TIME CALL BEFORE TIME PROMISED TIME SCHEDULED TIME STARTED TIME COMPLETED ASSIGNED TO COMPLETE INVOICE Copyright 1998, Collier Consulting Group Page 10

11 DAILY TIME CARD NAME DATE INVOICE # JOB NAME START TIME FINISH TIME HOURS DEPT TO BE FILLED IN UPON TOTAL HRS. AUTHORIZED BY COMPLETION OF EACH JOB TOTAL # HRS. DAILY TIME CARD NAME DATE INVOICE # JOB NAME START TIME FINISH TIME HOURS DEPT TO BE FILLED IN UPON TOTAL HRS. AUTHORIZED BY COMPLETION OF EACH JOB TOTAL # HRS. Copyright 1998, Collier Consulting Group Page 11

12 DAILY TIME RECORD EMPLOYEE S NAME NUMBER PAY PERIOD SERVICE INVOICE REGULAR OVERTIME DATE JOB NAME/NUMBER OPERATION HOURS HOURS TM Time & Material Total Hours CB Call Back Rate Per Hour W Warranty Pay SC Service Contract Total Pay I Installation CTS Check Test Start E Training UA Unapplied Labor Employee s Signature Supervisor s Signature Copyright 1998, Collier Consulting Group Page 12

13 Job Name CREW/JOB MATERIAL PREPARATION SHEET - (CONVENTIONAL) Outside Section Model No. Evaporator Coil Model No. Evaporator Coil Case Furnace/Air Handler Model No. Filter Grill Filter Rack S/A Plenum R/A Plenum Add l Plenum Flat Metal Thermostat Thermostat Subbase Thermostat Wire Liquid Line Copper Tubing Suction Line Copper Tubing Suction Line Armaflex Insulation Liquid Line Filter/Drier Refrigeration Fittings Gas Pipe & Fittings Silicon Caulk 2 x 4 Boards Plywood R-22 Gas Gauges Concrete Pad Flue Pipe Flue Pipe Fittings (cap, collar, flashing, ells, etc. QD Box QD Box Fuses Electric Wire Greenfield Conduit Conduit Connectors Brazing Rod Torch Setup Ductwork OTHER: Copyright 1998, Collier Consulting Group Page 13

14 NEW INSTALLATION WORKSHEET DATE CUSTOMER NAME Equipment Furnace: $. Model # Coil: Air Conditioner Heat Pump: Package Unit: $ with Tax (#1) MATERIAL LABOR # Elect 110 Volt $ Pickup/Delivery hrs Supply Plenum $ Shop Sheet Metal hrs Return Plenum $ Set Furnace hrs Copper $ Set Coil hrs Pad $ Set Air Conditioner hrs Thermostat $ Copper hrs Permit $ Thermostat hrs Elect 220 Volt $ Flue Pipe hrs Fresh Air $ PVC hrs Caulk/Tar $ Duct Supply hrs Flue Piping $ Tear Out hrs Gas Piping $ Carpentry hrs Duct Board $ Duct Return hrs Sheet Metal $ Concrete Work hrs Copper Fittings $ Insulation hrs Coupler Kit $ Gas Pipe hrs PVC $ EQUIP: $ Strapping hrs Freon $ MATLS: $ Auxiliary Drain Pan hrs Duct Supply $ LABOR: $ Boom Service hrs Duct Return $ MARGIN: $ Meet Inspector hrs Armoflex $ TOTAL: $ Paper Work hrs Insulation $ DSCNT: $ Boots & Grills hrs Filter Grill $ TOTAL: $ Clean Up hrs Filters $ ASSYS: $ Loading Materials hrs Strapping $ TOTAL: $ Unapplied Time hrs Aux. Drain Pan $ Bookkeeping hrs Plywood $ Filter Walls hrs Boots & Grills $ Platforms hrs Welding Materials $ Rebate $ TOTAL: hrs Financing $ (hrs x $ 22.00) Miscellaneous $ TOTAL: $ w/tax (#2) TOTAL: $ (#1) TOTAL JOB COST: $.67 33%.65 35%.65 38%.60 40% Copyright 1998, Collier Consulting Group Page 14

15 WORK ORDER Name Work Description: Address Phone No. Date Job Location Qty. Materials Used Amt. Qty. Materials Used Amt. Job No. Date LABOR Date LABOR Copyright 1998, Collier Consulting Group Page 15

16 INSTALLATION AND QUALITY CONTROL REPORT JOB NAME ADDRESS PHONE DESCRIBE WORK TO BE DONE EQUIPMENT & ACCESSORIES TO BE INSTALLED CREW Item 1 Furnace(s) Set & Leveled 2 Evaporator Coil(s) Leveled & Sealed 3 Gas Piping Completed/Gas Line Sealed (if in return) 4 Gas Cutoff Installed in Proper Location 5 Furnace(s) Venting/Roofjack 6 Combustion Air Intake 7 All Pilot Lights Lit 8 Minimum Clearances On Indoor Section 9 Condenser(s) Leveled 10 Refrigerant Piping Installed and Leak Tested 11 Condensate Drain(s) Installed & Sealed 12 Refrigerant Line Insulated 13 Thermostats Installed & Checked Out 14 All Refrigerant and Electrical Piping Strapped 15 New Platform/Slab 16 Sealed Where Door Meets Platform 17 Correct Fuses and/or Breaker Installed 18 Float Switch Installed, Drain Pan Installed & Leveled 19 Filters Installed 20 Air Distribution Balanced 21 Outlets Sealed With Tape or Silicone 22 Collars & Dampers Installed 23 Registers/Diffusers Installed 24 Ductwork Wrapped 25 Low Voltage Wiring 26 Line Voltage Wiring 27 Furnace(s) Started Up & Checked Out 28 Air Conditioner(s) Started Up & Checked Out DATE Not Required Complete Incomplete Approximate Time Required To Complete UNIT NO CONDENSING UNIT MODEL NO. SERIAL NO. AIR TEMP ENTERING LEAVING REF. PRES. (LBS.) SUCTION DISCHARGE 29 All Work & Foundation Penetrations Sealed 30 All Work Areas Cleaned & Trash Removed 31 Homeowner Given All Homeowner Manuals 32 Homeowner Instructed On How To Operate 33 Company Stickers On Thermostat, Furnace (Air Handler) 34 Paperwork (Job Sheets) Completed 35 OPEN ADDITIONAL COMMENTS: The above job is completed with the exceptions noted in ADDITIONAL COMMENTS above. The above job is completed and all items have been quality audited by the following personnel: SIGNED: DATE: Copyright 1998, Collier Consulting Group Page 16

17 COMMERCIAL SERVICE AGREEMENT WORKSHEET DATE: NAME: ADDRESS: PHONE: SERVICER: ADDRESS: PHONE: EQUIPMENT Typ e Make Model/Serial # Capacit y In Warranty Y/N Economizer Y/N Pkg. Split Condition Remarks: Parts/Service Necessary: EQUIPMENT Typ e Make Model/Serial # Capacit y In Warranty Y/N Economizer Y/N Pkg. Split Condition Remarks: Parts/Service Necessary: EQUIPMENT Typ e Make Model/Serial # Capacit y In Warranty Y/N Economizer Y/N Pkg. Split Condition Remarks: Parts/Service Necessary: Totals Tons in Systems Splits Pkg = Economizes With Without = Compressors In warranty Out = warranty TOTAL Copyright 1998, Collier Consulting Group Page 17

18 JOB YOUR LABOR RATE* Adjusted Unit Count Total Tons Average Split % PKG Filter Inspection Inspection Filter Change Media Per Unit Per Ton Per Ton In Warranty Per Ton Time Time Minutes Out-of-Warranty /Ton *Includes Overhead INSPECTIONS (Including such preventative maintenance and cleaning as may be needed) Unit Count X Minutes = No. Tons X Minutes = Filter Changes During Inspections: No. Tons X Minutes = X Subtotal 60 = Subtotal Hours TRAVEL TIME Subtotal Hours Trips X Minutes = 7 = Trips (If less than one hour, use one) Total 60 = X = Filter Charges = Total Tons X = PER INSPECTIONS CHARGE = $ PARTS AND REPAIR LABOR CHARGES (Enter Company Gross Average Ratios) Parts % Labor % In-Warranty Tons X $ = Out-of-Warranty Tons X $ = Tons With Economizers X $ = Total = = $ Parts Ratio Parts & Labor Charge FILTER CHANGES WITH EQUIPMENT CHECKS Total Tons X Minutes = Travel Time, Trips X = Subtotal = 60 = X = Filter Charges = Total Tons X = INTERMEDIATE FILTER CHANGE CHARGE = $ CONTRACT SPECIFICATIONS CONTRACT PRICE Full maintenance for your No. Inspections Per Year X = $ cooling and heating system including parts, labor, and Parts and Labor Charge X = $ priority service. No. Inter. Filter Changes X = $ There will be annual Subtotal = $ preventative maintenance inspections and changes. The Split System Add: = X.1 = THANK YOU FOR YOUR Subtotal X Split System % BUSINESS. Reserve = Total Contract Price = $ (Yearly Charge Based on 4 Year Contract) /yr Copyright 1998, Collier Consulting Group Page 18

19 DATE WORK ORDER NUMBERS WORK ORDER NUMBER JOB NAME JOB DESCRIPTION FINISH DATE Copyright 1998, Collier Consulting Group Page 19

20 PROFIT AND LOSS STATEMENT SALES $ % TARGET Wholesale. Retail.. Total Sales.. Cost of Material.. Cost of Equipment... Cost of Labor Cost of Subcontractor.. Cost of Warranty.. Other Costs.. Total Direct Costs. GROSS MARGIN. OPERATING EXPENSES Variable Overhead Advertising Auto/Truck Gas & Oil.. Auto/Truck Repair & Maintenance Bad Debts. Equipment Expense Freight Interest & Bank Charges. Ins. (Work. Comp/Gen. Liability)... Office Expenses Payroll Taxes. Sales Commissions. Shop Supplies & Tools Travel & Entertainment Unapplied Labor... Unapplied Materials. Vacation, Holiday & Bonus Pay. Total Variable Overhead... Fixed Overhead Advertising Communication Contributions. Data Processing... Depreciation.. Dues & Subscriptions.. Employee Benefits... Legal & Professional Fees.. Licenses & Taxes. Repair & Maintenance. Rent Expense... Salaries Office... Salaries Officer.. Salaries Sales/Estimating Salaries Supervisory. Salaries Warehouse. Uniforms and Laundry. Utilities... Total Fixed Overhead.. TOTAL OVERHEAD EXPENSES... NET PROFIT BEFORE TAXES... Copyright 1998, Collier Consulting Group Page 20

21 ACCOUNT PAYABLES AGING WORKSHEET MAY JUNE JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER JANUARY FEBRUARY MARCH APRIL MAY JUNE Accounts Payable includes Material, Equipment, and Subcontractors. Copyright 1998, Collier Consulting Group Page 21

22 JOB DATE DEPT. INVOICE # ASSIGNED TO BY HRS. BID DAILY MATERIAL & LABOR TAKE-OFF JOB NAME JOB ADDRESS DESCRIPTION OF WORK JOB PHONE CONTACT MECHANIC/HELPER NAME BILLABLE HRS. WARRANTY HRS. OTHER HRS. MATERIAL LIST COST LIST MATERIAL LIST COST LIST SPECIAL/RENTED EQUIPMENT SUBCONTRACTED ITEMS SUPPLIER INVOICE # OUR P.O.# Copyright 1998, Collier Consulting Group Page 22

23 PERMIT # INSP: JOB MATERIAL LIST JOB NAME: CREW: PERSON: JOB # PERSON: JOB PO# PERSON: DATE: BEG END EST HEATING OFFICE USE EST AIR CONDITIONING OFFICE USE FURNACE MOD.# COND. MOD.# COIL MOD.# COIL MOD. # HUMIDIFIER MOD.# A-CLEANER MOD.# T-STAT MOD.# T-STAT MOD.# SUB-BASE MOD.# SUB-BASE MOD.# IN-TM-DEL-REL MOD.# IN-TM-DEL-REL MOD.# CONCRETE PAD EST *PIPE* & *ELLS* OFFICE USE EST *WYES* OFFICE USE x5x5 10x9x x6x5 10x9x x6x6 12x10x x7x5 14x12x x7x6 14x12x x7x6 16x12x x7x7 16x14x x8x x8x x7x x8x x9x x9x6 EST *MISC. DUCT FITTINGS* OFFICE USE EST *MISC. DUCT MATERIALS* OFFICE USE REDUCERS PLENUMS DUCTBOARD REDUCERS DAMPERS DUCT LINER BOOTS (ANGLE) DOUBLE WALL VENT 4x10 CAP x12 COLLAR x14 FLASH BOOTS (STRAIGHT) RECTANGULAR DUCT 4x10 FLEX DUCT 4x12 METAL 4x14 ARMOFLEX BOOTS (CEILING) VINYL INSULATION #BAGS( ) EST *REGISTER & GRILLS* OFFICE USE EST *MISC PLUMBING & PIPE* OFFICE USE FLOOR: 2x10 4x10 PIPE 2x10 4x12 NIPPLES 2x10 4x14 COUPLINGS CEILING 6x6 12x12 REDUCERS 8x8 14x14 UNIONS 10x10 TEE RET-AIR: 12x20 14x20 ELBOWS 12x24 14x24 GAS COCK 12x30 14x30 PRESSURE REG. FILTER GRILLS: PVC-PIPE (ETC.) EST *COPPER/COPPER FITTINGS * OFFICE USE EST *MISCELLANEOUS* OFFICE USE TUBING INSULATION COUPLINGS EQUIP. RENTAL RED. COUPLING TURBINES #( ) ELBOWS STAPLES ( ) SCREWS ( ) TAPE: FOIL ( ) DUCT ( ) EST *ELECTRICAL* OFFICE USE EST *LABOR* OFFICE USE WIRE PERSON: CONNECTORS DAY/HRS. (1) (2) (3) RELAY PERSON: TRANSFORMER DAY/HRS. (1) (2) (3) OTHER PERSON: ELEC. CONTRACTOR: DAY/HRS. (1) (2) (3) OTHER CONTRACTOR: PERSON: MISC. DAY/HRS. (1) (2) (3) COMMENTS Copyright 1998, Collier Consulting Group Page 23

24 Job Date Dept. Invoice # Assigned To By Hrs. Bid DAILY MATERIAL & LABOR TAKE-OFF JOB NAME JOB ADDRESS DESCRIPTION OF WORK JOB PHONE CONTACT Mechanic/Helper Name Billable Hrs. Warranty Hrs. Other Hrs. MATERIAL LIST COST LIST MATERIAL LIST COST LIST SPECIAL/RENTED EQUIPMENT SUB-CONTRACTED ITEMS SUPPLIER INVOICE # OUR P.O. # Copyright 1998, Collier Consulting Group Page 24

25 Name: ESTIMATE SHEET Code Quantity Description Price Quantity Description Price Galv. Lbs. Insulation Sq. Ft. Furnace Duct Board Sq. Ft. Heat Pumps Take Offs Air Conditioner Air Handler Heaters Collars Coil Thermostat Air Cleaner Pipe Humidifier Refrigeration Lines Stub Kits Flex Pipe Motor Misc. Material Elbows Boots Total Material Cost Boots Markup S.A. Register Sales Tax Total Sublet R.A. Grilles Total Labor Cost Dampers Labor Cost = Drain Material Shop Cost = Gas Vent Field Cost = Gas Piping (Total Labor) Wiring Material Labor Markup Total Relays Quoted Price Concrete Pad Copyright 1998, Collier Consulting Group Page 25

26 FURNACE MATERIAL PULL SHEET Name Date Address Job Number Short Model # Serial # Short Model # Serial # DESCRIPTION QTY SENT QTY RET QTY USED DESCRIPTION Flue Pipe Gas Pipe Flue Pipe Gas Pipe Flue Pipe 2100 ½ Ell Flue Ell 2110 ½ Ell Flue Ell 2120 ½ St. Ell Flue Ell 2140 ½ Cap x 4 x 3 Wye 2150 ½ Tee Flue Liner 2190 ½ Plug Cap Ell 90 Collar Tee ½ V.B ½ Coupling Flex Coupling Flex 2171 ½ x 1 Reducer Flex 2340 ½ Gas Cock Flex 2210 ½ Union Flex 2220 ½ x Clo Black Wire 2221 ½ x 1½ Nipple 1201 Duct Tape 2222 ½ x 2 Nipple 1242 Plumber Strap 2223 ½ x 2½ Nipple 1251 Panduit Strap 2224 ½ x 3 Nipple x 4 Brick 2225 ½ x 3½ Nipple 1455 Foil Tape 2226 ½ x 4 Nipple 9730 Black Tape 2227 ½ x 4½ Nipple 9705 Silicone 2228 ½ x 5 Nipple 3238 Red Wire Nut 2229 ½ x 5½ Nipple x 4 # ½ x 6 Nipple x 4 # ½ x 8 Nipple x 6 # ½ x 10 Nipple x 6 # ½ x 12 Nipple Pipe 2236 Pipe Dope degree Ell 2239 Cutting Oil Collar BX Cable 1074 #69 Damper 3076 ½ St. BX Clamp 3077 ½ 90 BX 3235 Orange Wire Nut Amp Fuse 3236 Yellow Wire Nut 3145 ½ EMT 3149 ½ EMT Conn. QTY SENT QTY RET QTY USED Copyright 1998, Collier Consulting Group Page 26

27 A/C MATERIAL PULL SHEET Name Address Date Job Number Short Model # Serial # Short Model # Serial # DESCRIPTION QTY SENT QTY RET QTY USED DESCRIPTION 2750 ¼ Copper Wire /16 Copper Wire /8 Copper Wire 2753 ½ Copper W/G Wire /8 Copper 3187 ½ Sealtite 2755 ¾ Copper 3188 ½ St. Conn /8 Copper degree Conn /8 Copper Amp. Disc. Copper Ell 3284 General Breaker Copper Ell Clamp Copper Coupling 3235 Orange Wire Nut Copper Coupling 3236 Yellow Wire Nut 7275 Freon R Red Wire Nut 7260 Sill Floss x4 #421 Armaflex x4 #661 Liquid Line Dryer x6 #650 Suction Line Filter x6 # ¾ PVC Pipe Pipe 2621 ¾ PVC degree Ell 2636 ¾ PVC Tee Collar 2642 ¾ PVC Coupling 1074 #69 Damper 2653 ¾ Male Adap x24 Pad 2651 ¾ Female Adap x30 Pad 2670 ¾ PVC Trap x32 Pad 2673 ½ Drain Hose x36 Pad 2663 PVC Glue x42 Pad 2665 PVC Cleaner 2872 Armaflex Tape 1200 Black Wire 2873 Cork Tape 1201 Duct Tape 9730 Black Tape 1242 Plumber Strap 9705 Silicone 1251 Panduit Strap QTY SENT QTY RET QTY USED Copyright 1998, Collier Consulting Group Page 27

28 JOB COSTING MATERIALS FOR DUCT (TALLY SHEET) SUPPLY DUCT PACKAGES SIZE TOTAL FT OF DUCT X PRICE PER LIN. FT = PRICE PACKAGE X PRICE PKG. = PRICE RETURN DUCT TOTAL + A RETURN BOOTS PKG. # X QTY. = PRICE TOTAL B. TOTAL COST OF SUPPLY & RETURN DUCT 1 C. MISC. DUCT ITEMS PANNING METAL Duct Pins (BLOCK 1) X % = SQ. FT X $ PER SQ FT S & Drives (BLOCK 1) X % = Turning Vanes #X$ ea = D. Quandrant Damper #X$ ea = TOTAL MISC. DUCT ITEMS E. 2. ADDITIONAL R.A. SUPPLY FLEX OR HARD PIPE SIZE QUANTITY X PRICE = AIR HANDLER BOXES PKG # X PKG PRICE = PRICE TOTAL F. TOTAL 3 G. ACCESSORIES ITEM QUANTITY X PRICE TOTAL 4 H. ADD A,B,C,D,E,F,G,H TOTAL DUCT COST $ Copyright 1998, Collier Consulting Group Page 28

29 COST SHEET DATE / / JOB NAME JOB DATE EQUIPMENT NET COST a. b. MATERIAL NET COST (900) DUCT SYSTEM c. (910) ELECTRICAL d. (940) REFRIGERATION e. (920) GAS PIPING f. (930) GAS VENTING g. (960) CONCRETE PAD h. (950) CONDENSATE DRAIN i. (970) OTHER j. SUBTOTAL MATERIALS NET k. l. TOTAL SELLING PRICE MATERIALS & EQUIPMENT (add b & l) m. TAXES ON MATERIAL AND EQUIPMENT (800) LINE m. x l. n. PERMIT (820) NET o. p. FREIGHT (729) NET q. r. LABOR NET COST (300) HOURS SETTING EQUIP (310) HOURS SHOP (320) HOURS FIELD (330) HOURS REFRIG. (360) HOURS ELECTRICAL (340) GAS PIPING/VENTING (390) HRS UNAPPLIED SHOP (391) HRS UNAPPLIED FIELD (392) HRS UNAPPLIED REFRG. ( ) HRS (MISC) TOTAL LABOR s. t. JOB COST (add lines a,k,n,o,q,&s) SELLING PRICE (add lines m,n,p,r,&t) u. HUMIDIFIER MOD.# v. ELECTRONIC AIR CLEANER MOD.# w. OTHER (specify) x. SUBCONTRACT COSTS : y. TOTAL CONTRACT PRICE (add lines u,v,w,x,&y) Copyright 1998, Collier Consulting Group Page 29

30 INSTALLATION AND QUALITY CONTROL REPORT JOB NAME ADDRESS PHONE DESCRIBE WORK TO BE DONE EQUIPMENT & ACCESSORIES TO BE INSTALLED CREW DATE ITEM NOT REQUIRED COMPLETE INCOMPLETE APPROXIMATE TIME REQUIRED TO COMPLETE 1 Furnace(s) Set & Leveled 2 Evaporator Coil(s) Leveled & Sealed 3 Gas Pipeline Completed/Gas Line Sealed (if in return) 4 Gas Cut-off Installed in Proper Location 5 Furnace(s) Venting/Roofjack 6 Combustion Air Intake 7 All Pilot Lights Lit 8 Minimum Clearances On Indoor Section 9 Condenser(s) Leveled 10 Refrigerant Piping Installed and Leak Tested 11 Condensate Drain(s) Installed & Sealed 12 Refrigerant Line Insulated 13 Thermostats Installed & Checked Out 14 All Refrigerant and Electrical Piping Strapped 15 New Platform/Slab 16 Sealed Where Door Meets Platform 17 Correct Fuses and/or Breaker Installed 18 Float Switch Installed, Drain Pan Installed & Levelled 19 Filters Installed 20 Air Distribution Balanced 21 Outlets Sealed With Tape or Silicone 22 Collars & Dampers Installed 23 Registers/Diffusers Installed 24 Ductwork Wrapped 25 Low Voltage Wiring 26 Line Voltage Wiring 27 Furnace(s) Started Up & Checked Out 28 Air Conditioner(s) Started Up & Checked Out UNIT # CONDENSING UNIT MODEL # SERIAL # All Work & Foundation Penetrations Sealed 30 All Work Areas Cleaned & Trash Removed 31 Homeowner Given All Homeowner Manuals 32 Homeowner Instructed on How to Operate 33 Company Stickers On Thermostat, Furnace (Air Handler) 34 Paperwork (Job Sheets) Completed 35 OPEN ADDITIONAL COMMENTS: AIR TEMP ENTERING LEAVING REF. PRES. (LBS.) SUCTION DISCHARGE The above job is completed with the exceptions noted in ADDITIONAL COMMENTS above. The above job is completed and all items have been quality audited by the following personnel: SIGNED DATE DATE DATE Copyright 1998, Collier Consulting Group Page 30