FTK Ops Manual (Dpt Based)

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Laboratory Equipment

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FTK Ops Manual (Dpt Based)

Disaster Mitigation

LIHTC

Pre-Construction

Material Acquisition

Scope: People Involved and Roles

Pre-Contract

Contracting Process

Cost Estimating

Feasibility Evaluation

Internal Scope

Client Scope

HR

Expense reporting & Reimbursement (Concur)

PTO Requests

Offboarding

Onboarding

Estimating

Estimate Creation / Completion

Site Walk

Takeoff

Sales

RFI's

Change Order Requests

Proposal Generation

Opportunity Development

Finance

Reconcilliation

...

Amex

Concur

GL

Monthly Bank Reporting

Revenue Recognition

Production

Project Closeout

General Production Tasks

Timecards / Resource Management

Meetings

RFIs

Inspection Templates

Punch Lists

Safety Inspections

Accidents/incidents

Daily Logs

Change Orders (Revenue and Cost)

Markup Verification

Different Change order structures

Change Events from the field all the way to the Customer

Subcontracting / Purchase Ordering

Gotchas, Amt based vs LS contracts

Project Kickoff / Setup

ProEst Procore Smartsheet Schedule Vista

AR

Customer Contract Closeout

Customer Change Orders

AIA / Customer Contracting

AP

Subcontractor/Vendor Verification

Subtopic

Subcontract/PO Invoicing and Payment approval