View our sample retention policy.
Read MoreTopic: Professional practice
Insurance Checklist: Starting a firm
Use this insurance checklist to be sure you have the coverage you need when starting a firm.
Read MoreCyber Risk Assessment
Answer ten important questions to find out whether your firm is at risk.
Read MoreClient Waiver and Informed Consent
Client waiver and informed consent to use experimental green products.
Read MoreGo-, No-Go Checklist
The investigation of the client and project, as well as the client education, should lead to a rational and strategic “yes/no” decision whether to proceed with a project—this checklist may help you to make the right decision.
Read MoreClient Profile Form & Information Checklist
Since appropriate client selection is one of the most important steps in ensuring payment for services, this form and checklist may help you to evaluate whether to proceed with a client.
Read MoreCondo Project Evaluation Form
Use this form to evaluate your next condo project.
Read MorePost-project Evaluation Form
The end of a project may be viewed as a critical opportunity for preparation for the next project.
Read MoreBIM Execution Checklist
To help manage your risks with BIM, follow this checklist as the project develops. Checklist should be revised based on project requirements.
Read MoreCCS Services Summary & Checklist
This summary and checklist will help you document that appropriate construction contract administration (CCA) services were provided.
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