PROJECT INFORMATION REPORT

 

Today's Date ________________

Your Firm's customer _____________________________________      Branch_____________

 

Job Name & Location: ___________________________________________________________

                                     ___________________________________________________________

 

Customer's contract value:  $_____________________________________________________

 

Estimated material costs:    $_____________________________________________________

 

Is this new construction:  YES (   )   NO  (   )          Repair:    Yes   (   )     No   (   )

 

Name, address, and phone number of company your firm's customer has contract with:  ______

_____________________________________________________________________________

_____________________________________________________________________________

 

Estimated starting date:    ___ / ___ / ____

Estimated completion date:   ___ / ___ / ___                                         Project #:________________

 

Bonding company name, address, and phone number:  ____________________________________

_____________________________________________________________________________

______________________________________________________________________________

 

Bonding number for this job: _________________________________________________________

 

Name, address, and phone number of owner of job site:  ____________________________________

_______________________________________________________________________________

_______________________________________________________________________________

 

Construction loan financed by:  ________________________________________________________

 

Payment terms set on Your Firm's customer's contract:  ______________________________________

 

Will customer secure job with:                           Joint Check                  Yes      (   )       No       (   )

                                                                        Security Agreement      Yes      (   )       No       (   )

                                                                        Direct Pay                    Yes      (   )       No       (   )

                                                                        Other ________________________________________

 

Sales for last three years:           YTD__________                    200 _________           200 __________

 

Aging as of today:                     Balance __________               0-30 _________          31-60 _________

                                                91-90   __________                91-120 ________        120 + _________

 

Comments:  _______________________________________________________________________

_________________________________________________________________________________

_________________________________________________________________________________

 

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Comments ( Corporate Office Only) : _____________________________________________________

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