The Copedia Contractor Edition templates are a complete and proven framework designed to aid the efficient operation of construction companies and contractors. Any business that works on a contract or bid basis, including government contractors will be interested in these editions.
Copedia provides contractors, construction companies, and project-oriented businesses the tools, text, and framework for implementing an organized and integrated system of formalized policies, procedures, and best practices for management, accounting, employees, safety, and project management. Copedia is a collection of policies, procedures, forms, best practices, and templates. It downloads in MS Word and Excel files for quick and easy customization.
Included in Copedia are management, accounting, and employee handbooks, safety and hazard communication programs, forms, fiscal policy, and procedures like accounts receivable and payable, budgeting, office job duties, legal, monthly reporting, management, operations and more.
The Copedia Compliance Editions include our GRC Templates (Governance, Risk, and Compliance Templates).
All templates are delivered in MS Word and Excel format. The Compliance Editions also include the Copedia Web App with the templates.
Following is a partial list of templates included in the Construction Company Policy and Procedures Templates:
Overview of includes:
Code of Conduct, Whistleblower, Conflict of Interest, and others are now required policies for many contractors. Our Management policies and procedures templates help you develop administrative manuals that meet your needs.
The Contractor Edition includes over 200 template files of policies, procedures, spreadsheet tools, and checklists. Also included is the Copedia Framework, our forms library, LibLink, and legal section. Over 1800 files and 20MB in size.
The Copedia HR and Safety Programs are available in both MS Download and Google Web App formats. The Copedia Web App provides anywhere, anytime access in a secure and customizable online enviroment.
The following is a partial list of templates that are included with the Contractor Template Library:
Policy for ensuring you handle revenue properly. Plus, tools like spreadsheet tools like the Summary of Contracts calculate over/under billing on longer term contracts. Included.
ASC 606 Revenue Recognition Policy included in the Compliance Editions.
If you need a form - look no more, our Forms Library is exhaustive. We have literally thousands of forms. We spent years developing this library. Our Forms Library is a must have for every office manager and controller. Click here to learn more.
Over 40 prewritten policies, procedures, and internal controls help you easily make a Management and Accounting Manual and Develop Standard Operating Procedures. Implement Best Management Practices. Click here to learn more.
Helps with required documentation, process flow, coding and expense management policy. In construction operations, project documentation can easily end up on the floor. Putting your expectations in writing is a must.
Made for contractors and their workforces. Works with the Safety Program.
Complete safety program for construction contractors and general industry. Comply with OSHA. Get 3rd party certifications and pass insurance audits.
Lists standard contractor office management duties and who is responsible. Covers Payroll and HR, Accounts Receivable and Payable, General Ledger, Job Costing, Tax Reporting, Business Development, Operations, Misc., Safety and Environment.
Covers receiving, security, division of duties, coding, pricing and costing, monthly processing, and more.
Provides the proper protocol and helps ensure the front line is promoting a professional image.
Records management policies, procedures and schedules for projects.
The risk management policy and procedures templates help you put Business Risk in perspective and identify mitigation measures. Refer to the menu item "Risk Management" for more details.
A Policy and procedure template for managing risk on unique projects.
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The Copedia Contractor and Construction Company Policy and Procedure Templates include accounting, human resource, project management, project safety, financial, management, and project internal controls.
Great for any construction contractor or project related business.
Our Compliance Editions are designed for contractors wanting the highest level of corporate governance.
The Copedia Contractor Edition and Contractor Compliance Editions will help you develop an accounting manual with job costing and project controls. The Compliance Editions will help you comply with COSO 2013 Internal Control Integrated Framework, FASB ASC 606 revenue recognition requirements, and other requirements and standards.
Contractors subject to the FAR and DCAA requirements will want to look at our Compliance Editions. The Copedia Compliance Editions include our Governance, Risk, and Compliance templates. They are delivered in MS Word and Excel files via download from a Google Web App.
The Copedia Contractor Compliance Edition will help you develop an accounting manual with internal controls and comply with the DCAA requirements.
The D3 Method Project Management eBook and templates are available for download.
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Document your Accounting Processes
Copedia provides thorough and detailed accounting, management and internal control process documentation for easy customization.
A standard Framework of Templates
All Templates download in MS Word and Excel for easy customization. As with any template, you should have your final version reviewed by your attorney to ensure it complies with your state and company specific requirements.
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