Title Page
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Project Name
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Project Number
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Conducted on
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Prepared by
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Project Type
- CS PACT
- CS No Guaranty
- Turnkey
- Energy Turnkey
- Controls
- Equipment
General Contract Info
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Proper LOA
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Recovery Plan
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Davis Bacon / State Wage / Pervailing Wage
- No
- Davis Bacon
- State Wage
- Pervailing Wage
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Cooperative Purchase Agreement
- No
- TCPN
- US Properties
- Other
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Explain
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Bond Required
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Penalties / Liquidated Dammages
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Explain
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Buy American
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OCIP / CCIP / Other Insurance Program
- OCIP
- CCIP
- Other
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Explain
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Billing Requirements
- 10th of the Month
- 15th of the Month
- 20th of the Month
- 30th of the month
- Only when Project is Complete
- Special Billing Requirements
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Explain
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Salvage/ Rebate
- No
- Salvage
- Rebate
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Who gets the Salvage or Rebate?
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Is there a SPA on Trane Equipment?
- No
- Trane EQ
- Trane Controls
TIP Package
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Proposal
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Contract with Customer
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Estimate
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Plans
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Revision (i.e. Addendum 1)
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Specs
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Date
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Equipment Submittals
Subcontractor / Vendor Quotes
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Trade / Material Type
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Name of Subcontractor / Vendor
Controls
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Site Contact ( Name / Phone # / Email Address)
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General Scope
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Controls Project
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Graphics
- Reuse Existing Floorplans
- Update Existing Floorplans
- New Floorplans
- Floorplans with Thermal Graphics
- Floorplans with Ductwork Shown
- Custom Unit Graphics
- Custom Site Plan
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Controls Service Agreement
- Need to Prosue
- Part of Contract
- BAS
- Training
- IS Good
- IS Better
- IS Best
- Software Subscription
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Name of Services Account Manager Assigned
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Warranty Duration
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Explain
Questions
- Question and Answer
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Question
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Answer
Key Performance Indicators
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Customer has Deadline
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Completion Deadline
Customer's Key Performance Indicator
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Customer KIP
Signatures
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Project Manager
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Systems Account Manager
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Service Account Manager
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Estimator
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Equipment PM
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Service Represenative
