Prime contract Microsoft Word template

Default templates and upload category

Cost Plus with or without GMP items

Default Microsoft Word template:

• With GMP items: PrimeContract-CostPlus-WithGMP-ItemDetails.dot

• Without GMP items: PrimeContract-CostPlus-WithoutGMP.dot

Upload feature category: Prime Contract - Cost Plus

Mail merge table:

• GMP items: Same as Fixed Lump Sum Original Contract Items

• Original cost and hour budgets: View

• Listed documents in prime contract: View

Fixed Lump Sum with original contract items listed by item number

Default Microsoft Word template: PrimeContract-FLS-ItemDetails.dot

Upload feature category: Prime Contract - Fixed Lump Sum - Item Details

Mail merge table:

• Original contract items: View

• Original cost and hour budgets: View

• Listed documents in prime contract: View

Fixed Lump Sum with original contract items summed by job cost code

Default Microsoft Word template: PrimeContract-FLS-ItemsSummedByCostCode.dot

Upload feature category: Prime Contract - Fixed Lump Sum - Items Summed By Job Cost Code

Mail merge table:

• Grouped and summed contract items: View

• Original cost and hour budgets: View

• Listed documents in prime contract: View

Fixed Lump Sum with original contract items summed by internal division code

Default Microsoft Word template: PrimeContract-FLS-ItemsSummedByDivCode.dot

Upload feature category: Prime Contract - Fixed Lump Sum - Items Summed By Internal Division Code

Mail merge table:

• Grouped and summed contract items: View

• Original cost and hour budgets: View

• Listed documents in prime contract: View

Fixed Lump Sum original contract items summed by owner cost code

Default Microsoft Word template: PrimeContract-FLS-ItemsSummedByOwnerCode.dot

Upload feature category: Prime Contract - Fixed Lump Sum - Items Summed By Owner Code

Mail merge table:

• Grouped and summed contract items: View

• Original cost and hour budgets: View

• Listed documents in prime contract: View

Unit Price with unit price items listed by item number

Default Microsoft Word template: PrimeContract-UnitPrice-ItemDetails.dot

Upload feature category: Prime Contract - Unit Price - Item Details

Mail merge table:

• Grouped and summed contract items: View

• Original cost and hour budgets: View

• Listed documents in prime contract: View

About bookmarks and mail merge fields

• All bookmarks and mail merge fields are optional.
• There's no limit on the number of times that bookmarks can be repeated. For example:
  • CompanyName, CompanyName2, CompanyName3, .., CompanyName10, .., CompanyName20, .., CompanyNameX
  • ProjectNumber, ProjectNumber2, ProjectNumber3, .., ProjectNumber10, .., ProjectNumber20, .., ProjectNumberX

Bookmarks - General project information

• ProjectNumber
• ProjectTitle
• ProjectDescription
• ProjectAddress1
• ProjectAddress2
• ProjectCity
• ProjectState
• ProjectZipCode
• ProjectCountry
• ProjectPhone
• ProjectFax

Bookmarks - Project bid date, plan room info, estimated dates, and stakeholders

• ProjectOwnerBidDate
• ProjectOwnerBidTime
• ProjectPlanRoomInfo
• ProjectStartDate
• ProjectFinishDate
• ProjectSalesPerson
• ProjectSalesPersonMobilePhone
• ProjectSalesPersonEmailAddress
• ProjectBidContact
• ProjectBidContactMobilePhone
• ProjectBidContactEmailAddress
• ProjectManager
• ProjectManagerMobilePhone
• ProjectManagerEmailAddress

Bookmarks and mail merge table options - Project classifications

Learn more about your options here.

Bookmarks - Prime contract issued by (owner or client)

• IssuedByPrefix
• IssuedByFirstName
• IssuedByMiddleName
• IssuedByLastName
• IssuedBySuffix
• IssuedByContact
• IssuedByTitle
• IssuedByMobilePhone
• IssuedByEmail
• IssuedByCompanyCode
• IssuedByCompany
• IssuedByAddress1
• IssuedByAddress2
• IssuedByCity
• IssuedByState
• IssuedByZipCode
• IssuedByCountry
• IssuedByPhone
• IssuedByPhone2
• IssuedByFax
• IssuedByWebsite
• IssuedByGovTaxID

Special e-Sign bookmark (Contract Admin and Procurement module templates only):

The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed.

• IssuedByE_Signature
• IssuedByE_SignatureDate
• IssuedByE_Initial

Bookmarks - Prime contract issued to (contractor)

• IssuedToPrefix
• IssuedToFirstName
• IssuedToMiddleName
• IssuedToLastName
• IssuedToSuffix
• IssuedToContact
• IssuedToTitle
• IssuedToMobilePhone
• IssuedToEmail
• IssuedToCompanyCode
• IssuedToCompany
• IssuedToAddress1
• IssuedToAddress2
• IssuedToCity
• IssuedToState
• IssuedToZipCode
• IssuedToCountry
• IssuedToPhone
• IssuedToPhone2
• IssuedToFax
• IssuedToWebsite
• IssuedToGovTaxID

Special e-Sign bookmark (Contract Admin and Procurement module templates only):

The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed.

• IssuedToE_Signature
• IssuedToE_SignatureDate
• IssuedToE_Initial

Bookmarks - Architect referenced on prime contract

• ArchitectPrefix
• ArchitectFirstName
• ArchitectMiddleName
• ArchitectLastName
• ArchitectSuffix
• ArchitectContact
• ArchitectTitle
• ArchitectMobilePhone
• ArchitectEmail
• ArchitectCompanyCode
• ArchitectCompany
• ArchitectAddress1
• ArchitectAddress2
• ArchitectCity
• ArchitectState
• ArchitectZipCode
• ArchitectCountry
• ArchitectPhone
• ArchitectPhone2
• ArchitectFax
• ArchitectWebsite
• ArchitectGovTaxID

Special e-Sign bookmark (Contract Admin and Procurement module templates only):

The following bookmarks must use a white font so the e-Sign tag is clearly visible and not obstructed.

• ArchitectE_Signature
• ArchitectE_SignatureDate
• ArchitectE_Initial

Bookmarks - Prime contract number, type, subject, and scope

• PrimeContractNumber
• PrimeContractType
• PrimeContractWorkSubject
• PrimeContractWorkScope
• PrimeContractInclusions
• PrimeContractExclusions
• PrimeContractClarifications
• PrimeContractOwnerPORef

Bookmarks - Prime contract specific address

• PrimeContractAddress1
• PrimeContractAddress2
• PrimeContractCity
• PrimeContractState
• PrimeContractZipCode
• PrimeContractCountry
• PrimeContractPhone
• PrimeContractFax

Bookmarks - Prime contract status and dates

• PrimeContractIssueDate
• PrimeContractIssueDateSpelled
• PrimeContractStatus
• PrimeContractSignedDate
• PrimeContractSignedDateSpelled
• PrimeContractNTPDate
• PrimeContractEstStartDate
• PrimeContractEstSubstantialCompletion
• PrimeContractEstFinishDate

Bookmarks - Retainage percentages, original contract amounts, and damages or incentives per day

• PrimeContractWorkRetainagePercent
• PrimeContractMaterialRetainagePercent
• PrimeContractSubtotal
• PrimeContractSubtotalSpelled
• PrimeContractTaxTotal
• PrimeContractTaxTotalSpelled
• PrimeContractTotal
• PrimeContractTotalSpelled
• PrimeContractGMP
• PrimeContractLiquidDamagesPerDay
• PrimeContractIncentivePerDay

Bookmarks - Breakdown of PrimeContractTaxTotal per tax code

Learn more here.