3BRE · Leading the Build™ · Phase 4 — Financing, Construction & Occupancy

Reporting the Build

The monthly construction status & billing report. One page-ready packet per pay application: project snapshot, work performed and forecast, financial status pulled from the draw budget, and the appendix checklist for the attached pay application, lien waivers, schedule, and photos.

Selected project—

Viewing:

Read-only access. You can view and print this report, but changes will not be saved.

1Report header

These frame the cover of the packet.

Pay application #

Report period (month)

Work completed in

2Project snapshot

Project name

Project address

Contractor

Percent complete

Contract duration (days)

Revised duration

Project team

Role	Name & organization

3Monthly update

Building-by-building. Keep each entry to what the owner and lender need to know.

Work performed this period

Building / scope	What happened

Work forecast for next period

Building / scope	What's next

Schedule status (narrative)

4Financial status — this pay application

Planning figures, not an approved payment. Amounts are certified through the attached pay application; this summary is for reporting convenience and the user must verify all information.

ORIGINAL CONTRACT AMOUNT

NET CHANGE ORDERS TO DATE

NET AMOUNT OF CONTRACT—

TOTAL COMPLETED & STORED TO DATE

CURRENT PAYMENT DUE THIS PERIOD

CONTRACT % COMPLETE (BILLED)—

5Appendix checklist — attached to the printed packet

The scanned pay application, lien waivers, schedule, and progress photos travel as PDF attachments behind this report.

Appendix	Contents / notes

How this packet assembles. Print this page to PDF (sections 1–5 become the narrative cover pages), then append the appendix PDFs in the checklist order. Financial figures can be pulled from the project's Draw Budget Tracker and adjusted; the certified numbers are always the attached pay application.
Not an approved payment. A status report for the owner and lender — payment certification lives in the signed pay application. · Leading the Build™ · 3BRE LLC

Disclosure: This material is provided for informational purposes only and does not constitute financial, investment, legal, tax, or accounting advice. It is prepared on a best-efforts basis; all figures are preliminary estimates, and the user must independently verify all information before relying on it or making any decision.
© 2026 3BRE LLC. Leading the Build™ is a proprietary methodology of 3BRE LLC. Confidential — not for reproduction or distribution. |