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Aia Forms G706 And G706a. aia forms g706 and g706a

in this tutorial we're going to show you how to create AG 702 application for payment in G 703 continuation sheet using the template provided by CMS which can be found at WWE actor for net this is a an excel based program that allows a user to enter data into an excel based program and print out the forms on your own computer you can also save the forms directly to your computer and you can save it as many times as you like person many projects as you like what we're going to be covering in this tutorial is how to create your first pay application how to add change orders how to build for stored material using our variable retainage function and also adding additional continuation sheet pages to your to your print area alright so let's jump right in or just some some new features on the form we added a application for payment worksheet tab at the top of your Excel ribbon on here you can find helpful buttons for creating your first your new pay apps or creating subsequent payouts and also some other helpful buttons just for switching back and forth between the two forms I'll just show zeros and hide zeros button and also some general instructions here and if you can switch back and forth between the 702 and the 7 or 3 times here you can just gives you general information on how to fill the form out the print entire workbook will print the G 702 and the G 703 just with one click here it will go straight your default printer always advise is to check your print preview before hitting the print button just to make sure it looks like what you what you want it to look like and then over here we have a create new pay application button we have a create next pay app and moving column F materials presently stored to column D in this tutorial we're just focusing on creating a new payout we will have a second tutorial on how to create a subsequent g7 or to pay application or we will use this feature here and and we'll also use the move column F materials button as well it's some general information on how to use the form the yellow cells is for user input the gray cells have formulas and they're protected so let's get right into it and let's start by first clicking the new pay application button before I click it you can see up top here that we are in the application for payment continuation sheet feed 28.2 this is the master template so you'll open up your master template which is a clean form and if you're are creating it for a new job the first the very first thing you want to do is click create new pay application what this will do is its first going to ask you where you want to save the new form so it's going to create a new form and and ask you where to save it so we will call this first let's create a new folder I always like to put it in a job specific folder so we'll call this the Davis project and within that project folder create a payout folder all right and then come down here and you can name this you can name it whatever you like but let's do a app number one and it's usually good to put a a date in a year just so you know what month it that you were billing for for that particular application and click Save so then a user form will pop up this is just going to ask you some general information here and this when you click OK it will auto auto populate into the form over here if you don't want to use this just click cancel and you can and you can manually enter it into the yellow boxes but the owners name McCallum John Davis any Street charleston south carolina contractor name is me i'm not gonna fill these out the project is the davis project Street city state zip those will also be filled I'm not going to fill an architect at this time but if you didn't want to include an architect say your subcontractor and really need to include that information because you're sending it to a general contractor you could just delete those out this is for a new office building all right application number one the period two is always the last day that your billing to so let's say that we are submitting a bill for August of 2017 so the last day of the month is eight 3117 project number is where you would enter an architect's project number if there is no architects project number you can leave it blank contract date would be the date that you sign your contract with the owner your GC your subcontractor you could enter the date that you signed your subcontract with the general contractor all right so you can see once we click OK it filled in the information application one period to a 31 contract date new office building so let's click with an S in these boxes that we're sending this pay up to so let's say I'm a a general contractor we'll send it to the owner and the architect first we'll enter our contract amount this is your base big contract does not include any change orders the retainage default amounts are 10% you can change these to whatever your contract calls for less previous certificates for payment we don't have any so that will just remain blank and then let's say that before we started work that we did receive to change orders the first change order was an add of a thousand dollars or a dumpster pad and then we also received a change order for negative two thousand dollars for deleting a flagpole so we've entered those here in the change order summary box and that you can see that our total approved this month so here's our additions in the addition column our deductions in the deduction column and then the net change orders is just the sum of your change orders thus far and that amount gets transferred up to line two which is net your net change orders so now our new revised contract sum is $49,000 alright so once we have this filled out you can now switch over to G 703 and let's start filling out our schedule of values and prepared our first bill so again we're a general contractor first time to be a permit me I move up to here before we do that here in the yellow box you will enter the total number of continuation sheet pages that you have we're just going to use one for this one so we'll enter two two and with the reason we're entering two is page one is always two g7o two right here page one the second page would be the continuation sheet or if you had ten pages you could put ten if you transfer you can see it'll auto populate there with the ten and also auto pay auto populates all the way down for the additional continuation sheets but for now we're just using two application date usually you just put the end of the billing period let's do that again 8:31 all right so from it we will do site work concrete masonry and just say electrical just using some general items that DC may have and let's begin filling these out so in the description of work we've filled out the description of each of our major scopes of work within our contract and the scheduled value we will now enter the amount in our base big contract for those line items so let's put $10,000 for site work 10,000 for concrete 10,000 for masonry 19,000 for electrical so now if you scroll down you can see that the total the subtotal is $50,000 so your base bid contract or your base bid scope of work here or schedule of values excuse me will equal your total base big contract now you also have to list your change orders on the schedule of value 2 we entered them on that change order summary box here but you also have to list them individually here so what did we say we said we had to change order one and that was adding a dumpster pad it's good to give a description of each line item change order to deduct or delete blackbolt so change order one was a thousand dollars and change order to was negative two thousand now once you completely fill out your schedule of values here in column C and include all your change orders to date the subtotal at the of the bottom of your last continuation sheet page will always equal your total contract to date which is line three always equal line three so forty nine thousand here forty nine thousand here alright so now let's start billing for this month for this period so by the end of this period eight thirty one we purchased our permit for a thousand dollars so that's a hundred percent complete can see how that carried over to the total completed in store to date let's say we did all of our site work or 100 percent there and let's say we're five thousand or fifty percent completely concrete or five thousand dollars the two percent complete in masonry we haven't put any masonry work in place but we have bought masonry materials and they're being stored on-site that is where you would use column F materials presently so but not incorporated in into the permanent work so let's say we bought three thousand dollars worth of brick and mortar and it would go here so you are able to build for it you just haven't put it in place yet in our next video we'll show you moving it over to the work work completed column but for this filling it is just being stored and that's all we've done this far with this particular project so basically you are done with this pay application now it's ready to be printed so if we went back to the G seven or two you could you could print the workbook and then the contractor this is where you would sign date and have it notarized typically AG 702 and 703 would go directly to the architect and the architect uses this box below here you don't fill this out they do where they will review the work and verify that it has been completed in accordance to your bill and they will certify that amount and then sign it and date it and send it to the owner so the owner can make a payment to you don't forget it this time to save your work workbook here so we'll just click sing you'll get a privacy morning it's just saying that this document contains macros and it does and that gross just work these buttons up here and allow them to function it's nothing harmful to your computer and that's it but and you can see here we are working in the pay at one August 17th file we are not working in the in the master file file as soon as we click create a new pay app it created a new new file for this job and it closed out the master template alright so now we've gone over that let's go over a couple of other things this will show you the variable retainage function so retainers by default is calculated here we just use 10% you may have it where it's 5% for the store material and 10 for completed work Music but you may have an instance where an owner is not going to charge retainage let's say for your permit if that is the case then you can use this column J and you'll notice right now that we are using those default default amounts in 5a and 5b that there is no amount here in the retainers column and that's because this the only time that you will see an amount in this retainers column is if you are using a variable rate your retainage is being withheld here in here it is 10% of the completed work temperature and store materials and then it's taken then it's summed here but it will not show up here unless you're using the variable rate so let's say we are going to use a variable rate if you do this this will override those percentages in 5a and 5b on the 702 and they will no longer be applicable so you have to enter a rate for every single line item that you are using on the form there you go so we entered zero for the permit so you can see it did not take any retainage here 10% and it's remember is 10% of the completed work so if we have completed work here it would be 10% of that so 10% of ten thousand one thousand ten percent of five thousand five hundred three thousand ten percent is three hundred if you had it was only five percent on your stored material then you could do five percent there again it's for variable retainage and you have to enter one for every line item on your form and then if you switch back to the 702 you can see where it is no longer calculating at 5a and 5b at the default rates however it is it is here in total and column eyes this is being brought over from the continuation sheet eighteen hundred dollars and you can see that is your $1,800 variable retainers there if you want to get rid of it just go back into defaults just delete the rates out and then these will auto-populate again so that's it on the variable retainage let me show you how to add additional continuation cheat pages so like I said we are only using one continuation sheet page by default to print out one here and two here but there are many more below that are grayed out you don't have to use them but you can if you needed a third one or a fourth one what you do is you find this blue line here that separates the last highlighted page from the grayed out pages and you just left click hold it and drag it on down see I'm dragging it down here and you just drag it in between the next page here and that added a third page you can see it there I do notice it put a page break right here and we need to want this page break we want to end between these two pages so if you left-click and do this and just drag that up you move that page break sometimes are hard to see so it's always good to now you know just check your print preview and make sure that it looks correct and that page looks fine there's your second one and your third almost look great you can hit print now if you like or if you want to delete a page from the printer seem process in Reverse you just go down left click it and drag it up the page we're gonna drag it up and we're going to get rid of the third and the second page so we only have one continuation sheet so we will drop it there you can see now we only have one so that concludes this tutorial please see our next tutorial on how to create a subsequent g7o to app for payment we will go over the I'm sorry and create next pay up here and also move column F material presently stored a column D from previous applications thank you