Step 1 – Schedule turnover meeting with estimating department to review awarded contact details.

Step 2 – Copy 'sample job' in 'job current' folder. Rename folder to job name.

Step 4 – Fill out the 'start sheet' and submit to accounting department.

Step 5 – Review contract and save in 'contract file, once satisfied send to finance team for final approval.

Step 6 – Verify all job quotes discussed in turnover meeting. Write purchase order once quotes have been reviewed and finalized.

Step 7 – Get purchase orders. Request submittals.

Step 8 – Set up budget for project. Submit budget to accounting department once finalized. Update 'job startup checklist'.

Step 9 – Put together Schedule of Values. Submit SOV to accounting once finalized. Update 'job startup checklist'.

Step 10 – Request BCC permit number, BFS permit number, and CAD Files if needed. Update 'job startup checklist'.

Step 11 – Pull Permit. Send to Construction Manager or Owner. Update 'job startup checklist'.

Step 12 – For bonded project, request payment and performance bond. Once received mail to construction office and project owner. Update 'job startup checklist'.

Step 13 – Submit information to accounting to request certificate of insurance. Update 'job startup checklist'.

Step 14 – Request Notice of Commencement or copy of the P&P Bond. Send Notice of Furnishing to suppliers and update 'job startup checklist'.

Step 15 – Upload drawings to Autodesk and populate all information for the project.

Step 16 – Once contract is complete and owner approves. Once satisfactory submit to construction manager for signature (if working under direct owner). Update the submittal log with date that information was submitted.

Step 17 – Review and edit submittals. Resubmit if needed, if approved distribute to suppliers and subcontractors. Save in 'submittals' folder in the job file.

Step 18 – Setup release meeting if needed with suppliers. Get all returned and approved submittals updated. Populate submittals log with the date the product was released.

Step 19 – Bill project on a regular basis as expenses are incurred throughout entire project management process.

Step 20 – Coordinate on a regular basis to ensure office and complete job layout.

Step 21 – Prefabricate all repeatable assemblies identified during onsite Foreman project layout.

Step 22 – Set goals for project stages and identify project issues before current project is complete and prior to installation beginning. Identify optimal solutions to reach goals and avoid issues.

Step 23 – Schedule manpower and coordinate with onsite Foreman to order material to begin project installation.

Step 24 – Monitor manpower needs verses estimated manpower needs from takeoff on regular basis throughout project. Adjust accordingly to complete project and stay within budget.

Step 25 – Review changes (bulletins) to projects. Request all needed quotes for changes being proposed and save in corresponding 'quotes' folder you have created for this quote.

Step 26 – Submit bulletin to estimating department with deadline when bulletin needs to be return.

Step 27 – Review bulletin changes and pricing with estimating internally.

Step 28 – Submit finalized bulletin pricing to construction manager or owner/engineer.

Step 29 – Add bulletin quote to 'change order log' found within the quotes folder under the job folder. Highlight yellow until either change order is received or bulletin is denied.

Step 30 – Once approved add bulletin drawings to Autodesk for our field team to view.

Step 31 – Verify 'change order' matches quote entered in the 'change order log'. If so, enter the approved change order into our account software. Verify revised contract amount in accounting software matches the revised contract amount shown on the approved change order.

Step 32 – If approved change order involves sub contractor changes or supplier changes, send subcontractor/supplier a change order to the PO for the additional product/service to be supplied.

Step 33 – Open 'change order log' enter the change order number for the corresponding quote and unhighlight the line yellow. This signals that we have received a change order.

Step 34 – Sign change order and return to corresponding party.

Step 35 – Begin to request close out documents for project completion.

Step 36 – Vet close out documents, once reviewed submit to construction manager or owner/engineer.

Step 37 – Verify all final documents for the project have been submitted.

Step 38 – Verify all quotes in 'change order log' have either been approved and a change order received or denied and noted in the change order log.

Step 39 – Update job start up sheet with all of the correct information for job contacts at the conclusion of the project for reference in the future.

Step 40 – Verify all change orders have been entered and project billing matches the revised contract amount (including retainage).

Step 41 – Once all final information has been verified correct, submit to mark 'job closed' to our accounting department.

Step 42 – Move project from 'jobs current' to 'jobs closed'.