June & December 2004
Beyond Basic Skills Trainer Paul Webb
OCDCA would like to thank Paul D. Webb and the Trainers Guild for providing us with this information.
Contractor Handbook
This handbook describes procedures to be used while working on properties and provides information and terms.
Home Improvement Contractor's Handbook Word Doc | Internal Link (61 KB)
This is a contract between owner and contractor that describes the conditions of the partnership. For example, it states when the work begins and when it should end, what the contractor is and is not responsible for, and lays out payment issues. You can alter this template to fit your organization.
Rehab Contract Word Doc | Internal Link (46 KB)
Manual of Practice
This manual of practice was written by Urban Renovation Consultants, Inc. See the link below for the title page and credits.
Rehab Manual of Practice Title Page | Internal Link (40 KB)
Chapter One
Take a look at how and why organizations are started through a list of the various cycles one will go through.
Organizational Mission and Rehab Strategy Word Doc | Internal Link (46 KB)
Chapter Two
This is an index page for the Board Policy Options document.
Board Policy Options Word Doc | Internal Link
Read a short introduction to the Board Policy Options workbook.
Introduction Word Doc | Internal Link
Read about the Policy Options for Rehab Services.
Board Policy Options Word Doc | Internal Link (298 KB)
Chapter Three
Learn how to use the Selective Rehab Procedures Manual.
How to Use this Manual Word Doc | Internal Link (72 KB)
This is an index of the following seven stages of the Rehab Specialist Manual of Practice by the Urban Renovation Consultants, Inc. and includes a section on Lead Hazard Reduction.
Rehab Procedures Word Doc | Internal Link (79 KB)
Stages of Rehab
Stage 1: Program Planning Word Doc | Internal Link (116 KB)
Stage 2: Rehab Program Set-up Word Doc | Internal Link (113 KB)
Stage 3: Client Outreach and Intake Word Doc | Internal Link (95 KB)
Stage 4: Specification and Feasibility Word Doc | Internal Link (57KB)
Stage 5: Bidding and Contracts Word Doc | Internal Link (62 KB)
Stage 6: Construction Monitoring Word Doc | Internal Link (41 KB)
Stage 7: Warranty and Evaluation Word Doc | Internal Link (79 KB)
Chapter Four
This is another document from the Rehab Specialist Manual of Practice by the Urban Renovation Consultants, Inc. It includes the an introduction and four steps listed below. These documents contain attachments for each step of the Rehab Tune-Up Kit.
Rehab Tune-Up Kit Introduction Word Doc | Internal Link (37 KB)
Step 1: Getting Ready: Collect Data Word Doc | Internal Link (79 KB)
Step 2: Rehab Program Self-Assessment Word Doc | Internal Link (319 KB)
Step 3: Troubleshooting Guide Word Doc | Internal Link (64 KB)
Step 4: The Action Plan Word Doc | Internal Link (112 KB)
Neighborhood Survey
Use this survey to find out the best way to help neighborhoods in your area.
Housing Survey Word Doc | Internal Link (38 KB)
This is a shorter version of the same kind of housing survey described above.
Shorter Housing Survey Word Doc | Internal Link (52 KB)
Loan Committees
Read all about the structure, policies, and procedures of the Loan Committee.
Loan Procedures and Policies Word Doc | Internal Link (28 KB)
Rehab
Read this document below for the standards, values, and mission statement of the Rehab program.
Rehab Standards for Single-Family Structures Word Doc | Internal Link (32 KB)
Hiring a Contractor
Stay organized by keeping track of your contractors' applications and dates when they performed services for a project.
Contractor Application Tracking Sheet Word Doc | Internal Link (28 KB)
Know about the class system when it comes to choosing a contractor! The classes depend on size, licenses, past performance, and financial capacity.
Model Contractor Classification System Word Doc | Internal Link (11 KB)
Use this letter as an example when it comes time for you to find a contractor for your project
Contractor Recruitment Letter Word Doc | Internal Link (7 KB)
Attach this form to your recruitment letter so interested contractors can supply you with their personal information.
Contractor Profile Word Doc | Internal Link (115 KB)
These are the kinds of questions you may want to ask when interviewing contractors.
Contractor Interview Questions Word Doc | Internal Link (14 KB)
Here are some more questions directed toward your potential contractor's previous customers. You will want to know what kind and what quality of work he or she is able to perform.
Suggested Questionnaire for Interviewing Contractor's Past Customers Word Doc | Internal Link (7 KB)
What is your contractor's financial capacity? To find out, ask the bank some of these questions.
Contractor's Banking References Questionnaire Word Doc | Internal Link (4 KB)
This set of questions will let you know how well the contractor does business with suppliers.
Contractor's Supplier Questionnaire Word Doc | Internal Link (6 KB)
Contracts and Agreements
This is a form for an owner to read and sign when applying for a loan or lending services. It also outlines the many responsibilities of the owner.
Owner's Service Agreement (Short Form) Word Doc | Internal Link (73 KB)
Another version of an owner's service agreement.
Homeowner Service Agreement Word Doc | Internal Link (26 KB)
An agreement between owner and rehabilitation specialist. The document covers various items; including definition of terms and responsibilities of each party.
Rehab Services Contract Word Doc | Internal Link (31 KB)
This is an agreement between contractor and owner similar to the agreement with the rehabilitation specialist. The priorities are listed with room to determine the dates by which each should be completed.
Owner/Contractor Agreement Word Doc | Internal Link (26 KB)
The conditions of the agreement go along with the aforementioned document.
General Conditions of the Owner-Contractor Agreement Word Doc | Internal Link (244 KB)
The Owner Self-Help Performance Agreement is between the owner, contractor, and Program supervisor. It lays out the issues with which all parties are interested.
Owner Self-Help Performance Agreement Word Doc | Internal Link (25 KB)
Use this table to keep track of the documents and jobs you need to be completed.
Job File Index Word Doc | Internal Link (79 KB)
Lead Hazard Reduction
Lead poisoning is a real danger. The pamphlet "Protect Your Family from Lead in Your Home" is required reading for all housing developers and a legal requirement for Real Estate Professionals. You should download this pamphlet directly from the EPA website.
EPA Website for Lead Information/pamplets in several languages | External Link
EPA Website for Lead Pamphlet "Protect Your Family from Lead" | External Link
Use this document from the U.S. Department of Housing and Urban Development Office of Community Planning and Development to warn owners and tenants & purchasers of housing constructed before 1978.
Watch Out for Lead-Based Poisoning Word Doc | Internal Link (13 KB)
Lead is found in more places than paint and water. Use this document to warn prospective buyers, renters and owners of the likely sources of lead in their home.
What Are the Sources of Lead in Your Home? Word Doc | Internal Link (8 KB)
This is a good document to give to first time homebuyers and other buyers of property cautioning them to read about lead poisoning, the damage it causes, and the cost of making their home lead safe.
First Time Homebuyers Lead Disclosure Word Doc | Internal Link (41 KB)
If your residential property is assisted by Federal funds, you need to fill out this worksheet and place it in your project file.
Lead Regulation Screening Worksheet Word Doc | Internal Link (101 KB)
Water Safe Sample Information from METS Laboratories
Check your home for lead by collecting a few samples, recording the information, and sending it to METS Labs for a result.
This is a layout of the standard prices for services performed by METS Labs.
METS Laboratories Commercial Pricing Word Doc | Internal Link (61 KB)
This is a list of the procedures performed by the risk assessor when checking for lead in a home.
Risk Assessment Protocols Word Doc | Internal Link (138 KB)
Below is a cover sheet for lead-based assessment report.
Cover Sheet for Lead-Based Assessment Report Word Doc | Internal Link (222 KB)
This is an index of procedures and requirements for RFP/RFQ involving lead hazard reduction work.
RFP/RFQ Qualifications for Lead Hazard Reduction Word Doc | Internal Link (59 KB)
Project Planning and Enviroment
Planning for a project is determined by many environmental factors. Is the location in an urban or rural area? Are there any issues with floodplains? Look at this checklist for more information.
Environmental Field Notes Checklist A Word Doc | Internal Link (54 KB)
This is another checklist for residential structures that must be completed before any rehabilitation is done or before funds are received.
Environmental Field Notes Checklist B Word Doc | Internal Link (73 KB)
Historic Assessment
An assessment of a structure's history must be completed before any work can be done. Have an inspector complete this form prior to rehabilitation on a house.
Historic Assessment Word Doc | Internal Link (7 KB)
Owner Rehab Guidelines/Checklists
How do you go about getting approval for Home Improvement? This manual will tell you how to borrow money, solicit bids, create a work write-up, and much more.
Owner's Manual for Home Improvement Program Word Doc | Internal Link (42 KB)
A quick checklist for a few general items on the exterior and interior of the house.
Homeowner Pre-inspection Checklist Word Doc | Internal Link (94KB)
Fill out this form for a voluntary housing code compliance inspection when you request a home improvement loan.
Request for Code Inspection Word Doc | Internal Link (20 KB)
List of common replacement/repair items and approximately how much they will cost.
Specifications by Location/Trade Word Doc | Internal Link (79 KB)
Does your Home Improvement call for a change from normal procedures? Explain your case with this form.
Special Procedures Request Word Doc | Internal Link (32 KB)
Work out a budget by finding the owner's borrowing capacity.
Feasibility Worksheet Word Doc | Internal Link (32 KB)
Bidding
Various requirements and specifications for bidders involved with your project.
Instructions to Bidders Word Doc | Internal Link (49 KB)
For contractors wishing to bid on a project.
Bid Proposal Form Word Doc | Internal Link (67 KB)
Send this out to contractors in case they choose not to bid on your project.
No Bid Intention Word Doc | Internal Link (32 KB)
Invite contractors to submit a proposal for rehabilitation. Make sure to include Instructions to Bidders, Bid Proposal Form, and No Bid Intention.
Invitation to Bid Word Doc | Internal Link (21 KB)
Use this form to notify contractors of any changes made to the original work write-up.
Addenda to Work Write-Up Word Doc | Internal Link (79 KB)
As an owner , you can use this form to compare contractor's bids and decide who you want to perform work on your property.
Bid Comparison Results Word Doc | Internal Link (37 KB)
Certify that the costs and improvements proposed by the contractor are within your guidelines and in accordance with the regulations in the CDBG/RRP rehabilitation process.
Certification of Bid Proposal Word Doc | Internal Link (37 KB)
Construction
Keep an organized list of who is performing what service on your property.
Subcontractor and Supplier Listing Word Doc | Internal Link (79 KB)
For a smooth home rehabilitation process, select the types of windows and doors, paint colors, and other specifications and write them down on this sheet. Then turn it over to your contractor to ensure that you both know how the project will progress.
Owner's Selection Worksheet Word Doc | Internal Link (70 KB)
This document goes over the benefits you are eligible for when relocating temporarily because of lead hazard reduction.
Homeowner Relocation Plan Agreement Word Doc | Internal Link (47 KB)
If you are at least age 62, you may waive the lead relocation requirements and remain in your home while it undergoes lead hazard reduction.
Waiver of Relocation Protections Word Doc | Internal Link (40 KB)
Record deposited funds that go to pay for your construction.
Construction Loan Escrow Agreement Word Doc | Internal Link (55 KB)
Keep track of contingency funds for your project.
Construction Loan Contingency Escrow Agreement Word Doc | Internal Link (51 KB)
Make sure everyone is in agreement on terms, locations, cost, and work schedule. You can add to this form to suit your project.
Pre-Construction Conference Checklist Word Doc | Internal Link (48 KB)
Communication between parties is an important part of any project. Whether you are the homeowner or the contractor, these suggestions will help you maintain order and complete your project in a timely fashion.
Construction Roles Agreement Word Doc | Internal Link (9 KB)
This is a checklist for contractors when they begin a project. These inspections are carried out by the homeowner and the rehab specialist and are in addition to those required by the City Building Inspection Department.
Required Progress Inspections Word Doc | Internal Link (27 KB)
After signing the Homeowner/Contractor Agreement, use this form as a notice for the contractor to begin rehabilitation on the property.
Notice to Proceed Word Doc | Internal Link (79 KB)
See the duration of different phases for this project.
HDAP Milestone Report Word Doc | Internal Link (20KB)
This is a list of the various documents you will need for each progress payment.
Draw Instructions Word Doc | Internal Link (9 KB)
Example of Draw History 1 Word Doc | Internal Link (26 KB)
Example of Draw History 2 Word Doc | Internal Link (27 KB)
A contractor can itemize a project, then request a percentage of the payment owed in accordance with the amount of work completed thus far. This is a template for the kind of document a contractor would need to accomplish this.
Request for Payment Word Doc | Internal Link (79 KB)
Waiver of Lien to Date and Contractor's Affidavit Word Doc | Internal Link (82KB)
Waiver of Lien to Date and Subcontractor's Affidavit Word Doc | Internal Link (26 KB)
This is a statement intended to list all the employed persons for a project and how much they are to be paid.
Sworn Statement for Contractor and Subcontractor to Owner Word Doc | Internal Link (73 KB)
This is a form for a partial inspection. It looks for a certain percentage of the work that has been completed, and then allows the contractor to be paid for that amount of work.
Partial Inspection and Payout Order Word Doc | Internal Link (79 KB)
Post Construction Documents
These forms listed below will help you finish up the construction process.
Field Proposal Word Doc | Internal Link (50 KB)
Contractor's Final Payment Checklist Word Doc | Internal Link (25 KB)
Safe Work Practices Certification Word Doc | Internal Link (10 KB)
Clearance Inspection Protocols Word Doc | Internal Link (41 KB)
Sample Notice of Lead Hazard Reduction Word Doc | Internal Link (53 KB)
Lead Hazard Reduction Scope of Work Word Doc | Internal Link (156 KB)
Combined Notice of Lead Hazard Reduction and Clearance Inspection Report Word Doc | Internal Link (176 KB)
Reoccupancy Authorization Word Doc | Internal Link (30 KB)
Owner's Punch List Word Doc | Internal Link (22 KB)
Certificate of Completion and Homeowner's Final Approval of Work Word Doc | Internal Link (35 KB)
Combined Application for Final Payment Release of Liens and Warranty Word Doc | Internal Link (79 KB)
Final Release of Liens Word Doc | Internal Link (15KB)
Payment Release Directive Word Doc | Internal Link (40 KB)
One Year Checklist Word Doc | Internal Link (38 KB)
Cleaning Up Word Doc | Internal Link (23 KB)
Warranties
General Warranty Word Doc | Internal Link (10KB)
Roof Warranty Word Doc | Internal Link (5 KB)
Warranty Inspection Checklist Word Doc | Internal Link (20 KB)
Warranty Punch List Word Doc | Internal Link (46 KB)
Evaluations
Homeowner Evaluation of Job Word Doc | Internal Link (8 KB)
Contractor Evaluation by Rehab Specialist Word Doc | Internal Link (28 KB)
Contractor Evaluation by Rehab Specialist Example B Word Doc | Internal Link (12 KB)
Homeowner Evaluation of the Contractor Word Doc | Internal Link (10 KB)
Project Evaluation by Rehab Staff Word Doc | Internal Link (10 KB)
June & December 2004 Beyond Basic Skills Final Test
bbs_final_test_june.doc 54 KB Word Doc | Internal Link (79 KB)
The Official Website of the Trainers Guild
From this site you can access many tools, worksheets, and links having to do with the Beyond Basic Skills Training. Several of these links are listed below for quick reference.
Trainers Guild Courses | External Link
Trainers Guild Contacts | External Link
Worksheets | External Link
Links from the Trainers Guild Site | External Link
Computer Privacy/Internet Security | External Link
Trainers Guild Members | External Link