Prime contract change proposal request (CPR) Microsoft Word template

Default Templates

Proposed items listed by item number

Default Word Document: CPR-ItemDetails.dot
Upload Feature Category: Change Proposal Request (CPR) - Item Details
Mail Merge Fields: View

Proposed items summed by job cost code

Default Word Document: CPR-ItemsSummedByCostCode.dot
Upload Feature Category: Change Proposal Request (CPR) - Items Summed By Job Cost Code
Mail Merge Fields: View

Proposed items summed by internal division code

Default Word Document: CPR-ItemsSummedByDivCode.dot
Upload Feature Category: Change Proposal Request (CPR) - Items Summed By Internal Division Code
Mail Merge Fields: View

Proposed items summed by owner code

Default Word Document: CPR-ItemsSummedByOwnerCode.dot
Upload Feature Category: Change Proposal Request (CPR) - Items Summed By Owner Code
Mail Merge Fields: 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

Click here for options.

Bookmarks - Architect referenced on the 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 - Prime contract retainage percentages, original contract amounts, and damages or incentives per day

PrimeContractWorkRetainagePercent
PrimeContractMaterialRetainagePercent
PrimeContractSubtotal
PrimeContractSubtotalSpelled
PrimeContractTaxTotal
PrimeContractTaxTotalSpelled
PrimeContractTotal
PrimeContractTotalSpelled
PrimeContractGMP
PrimeContractLiquidDamagesPerDay
PrimeContractIncentivePerDay

Bookmarks - CPR issued by (prime company or contractor)

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 - CPR issued to (owner or client)

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 - General CPR information

CPRNumber
CPROrderNumber
CPRIssueDate
CPRInitiatedBy
CPRSubject
CPRDescription
CPRRefDrawing
CPRRefLocation
CPRRefRFI
CPRRefSpecSection
CPRRefOther
CPRStatus
CPRSignedDate
CPRImpactedCompanyPricingDueDate
CPRImpactedCompanyPricingDueDateSpelled
CPRProposalCompletionDueDate
CPRProposalCompletionDueDateSpelled
CPRProposalCompletionActualDate
CPRProposalCompletionActualDateSpelled

Bookmarks - CPR schedule and financial impact information

CPRScheduleImpact
CPRScheduleImpactSimple
No descriptive text, just the number of days or TBD.
CPRSubtotal
CPRTaxTotal
CPRTotal

Bookmarks - Breakdown of CPRTaxTotal per tax code

Click here for details.

Mail merge table - Linked documents and images

The report includes only linked files and images that have the grant access option selected.

Linked documents listing

Merge table start and end tags: LinkedDocuments

Merge fields:

DocumentName
DocumentDescription
DocumentUploadedBy
DocumentUploadDate

Linked images listing

Merge table start and end tags: LinkedImages

Merge fields:

DocumentName
DocumentDescription
DocumentUploadedBy
DocumentUploadDate
DocumentImage

Microsoft Word template example including both mail merge table options.