TEMPLATES
Last Update: October 3, 2025
Welcome to Templates—your ready-to-use library from South Bay Grading. Download editable checklists, forms, scopes, takeoff sheets, submittal logs, RFIs, change order templates, and schedule frameworks to streamline your estimating and project delivery. Each template is field-tested, versioned, and easy to adapt to your workflow.
We're here for you!
Below are a list of resources that will be online and made available for our members. Stay tuned!
Consulting Engagement Templates
- Project Intake Form
- Consulting Agreement Template
- Statement of Work (SOW)
- Confidentiality/Non-Disclosure Agreement (NDA)
- Kickoff Meeting Agenda
- Project Timeline & Milestone Tracker
- Change Request Form
- Client Feedback & Satisfaction Survey
Estimating & Proposal Templates
- Request for Proposal (RFP) Template
- Proposal Submission Template
- Cost Estimate Worksheet
- Quotation/Estimate Template
- Scope of Work (SOW) for Estimates
- Pricing Breakdown Sheet
- Bid Comparison Template
Project Management & Reporting
- Project Status Report
- Action Items Log
- Risk Assessment Matrix
- Issue Tracking Log
- Meeting Minutes Template
- Deliverables Acceptance Form
Contract & Documentation Templates
- Service Level Agreement (SLA)
- Contract Amendment Template
- Invoice Template
- Payment Schedule Agreement
- Work Completion Certificate
Onboarding & Communication
- Welcome Packet/Onboarding Checklist
- Contact Information Sheet
- Communication Plan Template
- FAQ Document