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4.6 Project Daily Log

Section 4. Field Management » 4.6 Project Daily Log

POLICY: Project Daily Log PURPOSE: To document a detailed record of each day’s activities. RESPONSIBILITY: The Superintendent PROCEDURE: 1. On your computer or iOS device, use Procore to enter and generate your daily log. 2. In addition to the weather…

4.7 Subcontractor’s Daily Report

Section 4. Field Management » 4.7 Subcontractor’s Daily Report

POLICY: Subcontractor’s Daily Report PURPOSE: To record each subcontractor’s daily work activities and manpower. RESPONSIBILITY: The Superintendent PROCEDURE: 1. Each subcontractor will be issued a block of Subcontractor’s Daily Reports before…

4.24 Project Bulletin Board

Section 4. Field Management » 4.24 Project Bulletin Board

POLICY: Project Bulletin Board PURPOSE: To satisfy posting regulations and to promote good communications. RESPONSIBILITY: Superintendent PROCEDURE: Each Carter & Carter Construction project will be equipped with an exterior bulletin board. The board will be…

Project Manager Quality Control

Section 5. Project Closeout » Project Manager Quality Control

Goal: To ensure a quality product is presented to Cater & Carter Clients. Responsible: Project Manager

3.11 Project Cost Report

Section 3. Project Management » 3.11 Project Cost Report

POLICY: Project Cost Report PURPOSE: To report cost information needed to manage and maintain control of all job costs. RESPONSIBILITY: Project Manager PROCEDURE: This computer report is a listing of: The updated working budget which includes all committed…

4.28 Project Assignments

Section 4. Field Management » 4.28 Project Assignments

POLICY: Project Assignments PURPOSE: To assign specific individual responsibilities and confirm the chain of command for each individual phase of the project. RESPONSIBILITY: Project Superintendent/Project Manager PROCEDURE: 1. After the project start-up, an…

3.14 Weekly Project Status Meetings

Section 3. Project Management » 3.14 Weekly Project Status Meetings

POLICY: Weekly Project Status Meetings PURPOSE: The Project Management and Superintendent and Senior Staff will meet as scheduled to review current project progress. PROCORE must be up to date for this meeting! This meeting should run no more than 1 hours. (The first…

2.18 Project Roles and Responsibilities

Section 2. Project Start Up » 2.18 Project Roles and Responsibilities

POLICY: Project Roles and Responsibilities PURPOSE: To assign specific responsibilities and establish a chain of command for each individual project. RESPONSIBILITY: President PROCEDURE: 1. After a contract or a firm commitment has been made to Carter & Carter,…

5.7 Post Project Summation Meeting

Section 5. Project Closeout » 5.7 Post Project Summation Meeting

POLICY: Post Project Summation Meeting PURPOSE: To review, discuss, and critique the project after completion and demobilization. RESPONSIBILITY: Project Manager PROCEDURE: 1. The Project Manager will establish the meeting date with the “Team” and…

1.4 Preliminary Overall Project Schedule

Section 1. Estimating » 1.4 Preliminary Overall Project Schedule

POLICY: Preliminary Overall Project Schedule PURPOSE: To ensure the entire plan for constructing the project is drafted into a bar chart format to be used (1) during the estimating phase to convey durations to subcontractors and vendors and (2) as part of the bid…

2.9 Overall Project Schedule (O.P.S.)

Section 2. Project Start Up » 2.9 Overall Project Schedule (O.P.S.)

POLICY: Overall Project Schedule (O.P.S.) PURPOSE: To ensure the entire plan for constructing the project is drafted into a bar chart format and confirmed by Carter & Carter and its subcontractors. RESPONSIBILITY: Project Manager, Superintendent PROCEDURE: An…

2.1 Project Start Up Action List

Section 2. Project Start Up » 2.1 Project Start Up Action List

POLICY: Project Start Up Action List PURPOSE: To provide a check list of typical/critical items that will ensure proper project start-up. RESPONSIBILITY: Project Manager PROCEDURE: 1. The Project Manager will obtain a copy of the Carter & Carter Project…

5.1 Project Close-Out Action List

Section 5. Project Closeout » 5.1 Project Close-Out Action List

POLICY: Project Close-Out Action List PURPOSE: To ensure all costs are accounted for and that Carter & Carter will not encounter any liability after the job is closed out. RESPONSIBILITY: Project Manager PROCEDURE: The Project Manager is to ensure that all bills…

2.8 Project Directory – Subcontractor/Vendor Directory

Section 2. Project Start Up » 2.8 Project Directory – Subcontractor/Vendor Directory

POLICY: Project Directory – Subcontractor/Vendor Directory PURPOSE: To provide and maintain a listing of subcontractors, vendors, and project personnel, their addresses and telephone numbers. RESPONSIBILITY: Project Manager PROCEDURE: Tutorial on how to…

3.12 Project Cost Report Revision Form

Section 3. Project Management » 3.12 Project Cost Report Revision Form

POLICY: Project Cost Report Revision Form PURPOSE: To provide a mechanism to revise the budget, quantity, units, description, and code columns on the Cost Report. RESPONSIBILITY: Project Manager PROCEDURE: 1. After the estimate is rolled into accounting and the…

Weather Delays

Section 4. Field Management » 4.6 Project Daily Report » Weather Delays

POLICY: Weather Delay Policy & Procedure PURPOSE: To document a detailed record of weather delay’s daily. PROCEDURE: RESPONSIBILITY: SUPERINTENDENT 1. Rain delays are documented daily through the Project Daily Reports under “Observed Weather Conditions” in…

2.3 Buyout Schedule

Section 2. Project Start Up » 2.3 Buyout Schedule

POLICY: Buyout Schedule PURPOSE: To ensure the buyout of the project is performed in a timely manner and supports the schedule. RESPONSIBILITY: Project Manager PROCEDURE: 1. Review the estimate for all items to be purchased by written purchase order and/or…

5.10 Close Out Documentation

Section 5. Project Closeout » 5.10 Close Out Documentation

POLICY: Close Out Documentation PURPOSE: To provide documentation relative to the project for proper operation, maintenance, and record keeping. RESPONSIBILITY: Project Manager NOTE: This file should be turned over to the Owner no later than thirty (30) days after…

2.12 Site Layout and Signage Plan

Section 2. Project Start Up » 2.12 Site Layout and Signage Plan

POLICY: Site Layout and Signage Plan PURPOSE: To ensure a plan is established for temporary facilities set up prior to mobilization. The plan will provide for storage, offices, traffic, signage, parking, utilities and other requirements and will be compatible with…

4.21 Petty Cash / Expense Report

Section 4. Field Management » 4.21 Petty Cash / Expense Report

POLICY: Petty Cash / Expense Reports PURPOSE: To provide immediate limited cash at the jobsite for emergency use. RESPONSIBILITY: The Superintendent PROCEDURE: 1. A petty cash allowance will be established at project start up. 2. The amount of the allowance…

4.3 Weekly Foremans Meeting

Section 4. Field Management » 4.3 Weekly Foremans Meeting

POLICY: Weekly Foremans Meeting PURPOSE: To address and resolve daily problems and coordinate the work activities for the coming week. RESPONSIBILITY: The Superintendent PROCEDURE: 1. A brief meeting will be held each Tuesday at 9:00 AM in the field…

3.13 Anticipated Final Cost Update

Section 3. Project Management » 3.13 Anticipated Final Cost Update

POLICY: Anticipated Final Cost Update PURPOSE: To report the current cost status of the project and the anticipated final cost based on the best judgment of the management team. RESPONSIBILITY: Project Manager PROCEDURE: The anticipated final cost is an…

3.9 Subcontractor Application for Payment and Partial Release of Lien

Section 3. Project Management » 3.9 Subcontractor Application for Payment and Partial Release of Lien

POLICY: Subcontractor Application for Payment and Partial Release of Lien PURPOSE: To ensure a uniform billing procedure to subcontractors. RESPONSIBILITY: Project Manager PROCEDURE: 1. Subcontractor pay applications should be submitted on the day of the…

1.10 Public Bid Room Notification

Section 1. Estimating » 1.10 Public Bid Room Notification

POLICY: Public Bid Room Notification PURPOSE: To provide broad public notification of bidding information pertaining to the project. RESPONSIBILITY: Estimator in Charge PROCEDURE: Notify the Dodge Rooms or Builders Exchanges (sample memo attached) in the…

3.2 Vendor Purchase Order Agreement

Section 3. Project Management » 3.2 Vendor Purchase Order Agreement

POLICY: Vendor Purchase Order Agreement PURPOSE: To establish a uniform procedure for the preparation of the purchasing agreements with vendors that supply only material to our projects. RESPONSIBILITY: Project Manager PROCEDURE: 1. The Project Manager will…

4.10 Lumber Inventory

Section 4. Field Management » 4.10 Lumber Inventory

POLICY: Lumber Inventory PURPOSE: To ensure lumber is received as ordered in the purchase order. RESPONSIBILITY: Superintendent/Project Manager PROCEDURE: 1. The Project Manager and Superintendent will select a Material Manager prior to receiving any material.…

3.4 Change Order to Subcontractors and Purchase Orders

Section 3. Project Management » 3.4 Change Order to Subcontractors and Purchase Orders

POLICY: Change Order to Subcontractors and Purchase Orders PURPOSE: To have a typed agreement to address revisions to the original Subcontracts and Purchase Orders using an Excel spreadsheet. RESPONSIBILITY: Project Manager PROCEDURE: Change Orders are important…

1.18 Estimate Presentation

Section 1. Estimating » 1.18 Estimate Presentation

POLICY: Estimate Presentation PURPOSE: To present the estimated cost of the project for owner approval. RESPONSIBILITY: Estimator in Charge PROCEDURE: 1. After the Estimate is complete, a minimum of two days prior to presentation to the Approving Authority, the…

4.16 Conversation Notes

Section 4. Field Management » 4.16 Conversation Notes

POLICY: Conversation Notes PURPOSE: To document specific conversations for future reference. RESPONSIBILITY: The Originator PROCEDURE: A Conversation Note will be used when documentation and/or future action is required after a specific conversation. 1. Notes…

3.7 Joint Check

Section 3. Project Management » 3.7 Joint Check

POLICY: Joint Check PURPOSE: To ensure payment of all materials to lower tier suppliers. RESPONSIBILITY: Project Manager PROCEDURE: 1. The decision to utilize the Joint Check Agreement will be based on: Carter & Carter Construction Sub/Vendor qualification…

3.3 Subcontract Agreement

Section 3. Project Management » 3.3 Subcontract Agreement

POLICY: Subcontract Agreement PURPOSE: To have a written agreement, understanding, and commitment with individuals or companies providing labor or labor and materials to our projects. RESPONSIBILITY: Project Manager PROCEDURE: Failure to reach an agreement on…

2.4 Submittals, Material, & Safety Status Log

Section 2. Project Start Up » 2.4 Submittals, Material, & Safety Status Log

POLICY: Submittals, Material, & Safety Status Log PURPOSE: To ensure the approval of submittals and the delivery of materials is performed in a timely manner and supports the schedule. To ensure each subcontractor provides a safety and/or fall protection…

4.5 Forklift Safety Training

Section 4. Field Management » 4.5 Forklift Safety Training

POLICY: Forklift Safety Training PURPOSE: To ensure all forklift operators have a good working knowledge of the safety rules that apply to the operation of a forklift. RESPONSIBILITY: Superintendent PROCEDURE: 1. The Superintendent is to review the…

2.19 Out of Town Expense/Living Allowance Reimbursement

Section 2. Project Start Up » 2.19 Out of Town Expense/Living Allowance Reimbursement

POLICY: Out of Town Expense/Living Allowance Reimbursement PURPOSE: To maintain a standard policy for the reimbursement of out of town expenses for supervisors assigned to projects more than 60 miles from the corporate office. RESPONSIBILITY: Senior Project…

4.2 Near Term Schedule

Section 4. Field Management » 4.2 Near Term Schedule

POLICY: Near Term Schedule PURPOSE: To actively monitor, evaluate and update the progress of the project and plan the upcoming work activities. RESPONSIBILITY: The Superintendent PROCEDURE: 1. A Near Term Schedule will be prepared prior to beginning work on…

1.12 The Estimate

Section 1. Estimating » 1.12 The Estimate

POLICY: The Estimate PURPOSE: To establish the estimated cost of a project based on final plans and specifications. RESPONSIBILITY: Estimator in Charge PROCEDURE: To provide a final estimate using the following procedures: A. The Estimator/Project Manager…

5.11 Client Satisfaction Survey

Section 5. Project Closeout » 5.11 Client Satisfaction Survey

POLICY: Client Satisfaction Survey PURPOSE: To gather information from clients regarding Carter & Carter’s project performance so that Carter & Carter can improve future performance. RESPONSIBILITY: Contractor’s Representative PROCEDURE: 1. The…

3.5 Providing Proper Notice to a Subcontractor or Vendor

Section 3. Project Management » 3.5 Providing Proper Notice to a Subcontractor or Vendor

POLICY: Providing Proper Notice to a Subcontractor or Vendor PURPOSE: To provide for methodical and orderly effort in which a subcontractor or vendor is legally notified to address contractual deficiencies and/or to be terminated. RESPONSIBILITY: Project Manager…

3.15 Owner/Architect/Contractor Meeting (Monthly)

Section 3. Project Management » 3.15 Owner/Architect/Contractor Meeting (Monthly)

POLICY: Owner/Architect/Contractor Meeting (Monthly) PURPOSE: Monthly meetings held by the Project Manager to review Project Status with the Owner and Architect. RESPONSIBILITY: Project Manager PROCEDURE: 1. The Project manager shall schedule a meeting monthly…

1.20 Historical Data

Section 1. Estimating » 1.20 Historical Data

POLICY: Historical Data PURPOSE: To gather and maintain historical information for all completed projects. This will include the Project Cost History as well as the Quantity History. RESPONSIBILITY: Chief Estimator PROCEDURE: 1. After a project is completely…

2.11 Subcontractor Pre-Construction Conference

Section 2. Project Start Up » 2.11 Subcontractor Pre-Construction Conference

POLICY: Subcontractor Pre-Construction Conference PURPOSE: There will be a meeting of the construction “Team” to explain and discuss procedures for the various clerical and administrative items applicable to the project. RESPONSIBILITY: Project…

3.1 Request for Purchase Order or Subcontract

Section 3. Project Management » 3.1 Request for Purchase Order or Subcontract

POLICY: Request for Purchase Order or Subcontract PURPOSE: To establish a uniform procedure for preparation of Purchase Orders and Subcontracts. RESPONSIBILITY: Project Manager PROCEDURE: 1. The Project Manager is to prepare a hand written “Request for…

4.1 Clean Up

Section 4. Field Management » 4.1 Clean Up

POLICY: Clean Up PURPOSE: To ensure a safe working environment for all persons employed and/or visiting a Carter & Carter Construction jobsite and to improve efficiency through discipline and organization. RESPONSIBILITY: The Superintendent PROCEDURE: Carter &…

4.9 Tool Inventory Log

Section 4. Field Management » 4.9 Tool Inventory Log

POLICY: Tool Inventory Log PURPOSE: To ensure accountability of all job purchased tools. RESPONSIBILITY: The Superintendent PROCEDURE: 1. All non-expendable tools, when purchased, shall be listed on the General Tool Inventory Log. 2. The inventory log shall be…

5.2 Sub/Vendor Warranties

Section 5. Project Closeout » 5.2 Sub/Vendor Warranties

POLICY: Sub/Vendor Warranties PURPOSE: To ensure the subcontractors and vendors understand and commit to warrant their work as specified. RESPONSIBILITY: Project Manager PROCEDURE: 1. Before retainage is released to a subcontractor, a written warranty matching…

4.4 Safety Meetings

Section 4. Field Management » 4.4 Safety Meetings

POLICY: Safety Meetings PURPOSE: To educate and advise workmen of safety concerns and issues. RESPONSIBILITY: The Superintendent PROCEDURE: 1. The meetings will be held each Monday morning promptly at 7:00 AM at the jobsite. The exact locations on the site will…

1.19 Estimate Transfer from Timberline Estimating to Timberline Accounting

Section 1. Estimating » 1.19 Estimate Transfer from Timberline Estimating to Timberline Accounting

POLICY: Estimate Transfer from Timberline Estimating to Timberline Accounting PURPOSE: To manage the transfer of cost codes and related budget amounts from estimating into accounting. RESPONSIBILITY: Estimator in Charge PROCEDURE: After a formal notice is given…

4.8 Drawing/Document/As-Built Maintenance

Section 4. Field Management » 4.8 Drawing/Document/As-Built Maintenance

POLICY: Drawing/Document/As-Built Maintenance PURPOSE: To ensure a complete set of drawings, specifications, addenda, change orders or other pertinent contract document information is current, on-site and available at all times for review and…

2.6 Schedule of Values and Cost Codes

Section 2. Project Start Up » 2.6 Schedule of Values and Cost Codes

POLICY: Schedule of Values and Cost Codes PURPOSE: To provide an itemized list of construction activities along with their respective value to establish an accurate basis of payment. RESPONSIBILITY: Project Manager REFERENCES: PROCEDURE: 1. Review the…

1.11 Estimating & Job Number/Cost Code

Section 1. Estimating » 1.11 Estimating & Job Number/Cost Code

POLICY: Estimating & Job Number/Cost Code PURPOSE: To ensure continuity in the issuance of estimate numbers, job numbers, and cost codes. RESPONSIBILITY: Estimator in Charge PROCEDURE: Job numbers, estimate numbers, and cost codes shall be assigned by the…

4.27 Reporting Injuries

Section 4. Field Management » 4.27 Reporting Injuries

POLICY: Reporting Injuries PURPOSE: To establish a uniform procedure for reporting injuries. RESPONSIBILITY: Superintendent PROCEDURE: If an injury occurs: 1.Obtain appropriate medical treatment. 2.Complete the “First Report of Injury” form (Form…

2.13 Start Up Supply Request

Section 2. Project Start Up » 2.13 Start Up Supply Request

POLICY: Start Up Supply Request PURPOSE: To ensure the necessary forms and initial stock of office supplies are ordered and provided for each individual project. RESPONSIBILITY: Superintendent PROCEDURE: As a part of the project start up, the Superintendent will…

5.9 Subcontractor/Vendor Performance Evaluation

Section 5. Project Closeout » 5.9 Subcontractor/Vendor Performance Evaluation

POLICY: Subcontractor/Vendor Performance Evaluation PURPOSE: To evaluate a subcontractor/vendor’s performance as a reference for future projects. RESPONSIBILITY: Project Manager/Superintendent PROCEDURE: 1. Prior to demobilization of each project, the…

5.5 Warranty/Call Back Item List

Section 5. Project Closeout » 5.5 Warranty/Call Back Item List

POLICY: Warranty/Call Back Item List PURPOSE: To ensure all warranty issues are addressed and resolved in a timely manner. RESPONSIBILITY: Vice President of Field Operations PROCEDURE: 1. Items requiring attention that surface after final payments to Carter &…

3.10 Contractors Application for Payment

Section 3. Project Management » 3.10 Contractors Application for Payment

POLICY: Contractors Application for Payment PURPOSE: To provide the Owner with a concise and consistent billing. RESPONSIBILITY: Project Manager PROCEDURE: 1. The contract is to be reviewed to determine when billings are to be submitted. 2. If possible, the…

2.14 Field Office Layout and Setup

Section 2. Project Start Up » 2.14 Field Office Layout and Setup

POLICY: Field Office Layout and Setup PURPOSE: To ensure a plan is established for the selection and delivery of field offices and furnishings that are consistent throughout the company, functional and compatible with the estimate. RESPONSIBILITY:…

1.3 Estimating Dropbox Folders

Section 1. Estimating » 1.3 Estimating Dropbox Folders

POLICY: Estimating Dropbox Folder Setup PURPOSE: To ensure the orderly filing and cataloging of information throughout the estimating process. RESPONSIBILITY: Estimator in Charge PROCEDURE: To create a new project in dropbox go to Carter & Carter/1.…

4.11 Layout and Field Engineering

Section 4. Field Management » 4.11 Layout and Field Engineering

POLICY: Layout and Field Engineering PURPOSE: To ensure the building and its components are positioned per the contract documents. RESPONSIBILITY: The Superintendent PROCEDURE: 1. The following are minimum items to be located and established by a licensed land…

2.10 CCMC Team Internal Pre-Construction Conference (Carter Construction Management Team)

Section 2. Project Start Up » 2.10 CCMC Team Internal Pre-Construction Conference (Carter Construction Management Team)

POLICY: Carter & Carter Team Internal Pre-Construction Conference PURPOSE: To provide a formal status report to the members of the Carter & Carter Construction Team at the beginning of each project. RESPONSIBILITY: Project Manager PROCEDURE: 1. Prior to actual…

2.5 Subcontractor Insurance Certificate

Section 2. Project Start Up » 2.5 Subcontractor Insurance Certificate

POLICY: Subcontractor Insurance Certificate PURPOSE: To have adequate insurance coverage. RESPONSIBILITY: Project Manager PROCEDURE: 1. An insurance certificate will be received from each subcontractor prior to his starting any work. No subcontractor shall be…

2.7 Subcontractor Qualification

Section 2. Project Start Up » 2.7 Subcontractor Qualification

POLICY: Subcontractor Qualification PURPOSE: To ensure quality subcontractors who are capable of performing the specified scope of work are contracted. RESPONSIBILITY: Project Manager PROCEDURE: 1. Prior to issuing a contract, the Project Manager is to review…

1.17 Projected Cash Flow Chart

Section 1. Estimating » 1.17 Projected Cash Flow Chart

POLICY: Projected Cash Flow Chart PURPOSE: To advise the owner of the project’s projected cash flow. RESPONSIBILITY: Project Manager PROCEDURE: If required, a Projected Cash Flow Chart will be prepared by the Project manager providing the data requested…

2.2 Request for Information (RFI)

Section 2. Project Start Up » 2.2 Request for Information (RFI)

POLICY: Request for Information (RFI) PURPOSE: To ensure a consistent system for the orderly processing and tracking of questions and answers by all parties involved in a project. RESPONSIBILITY: Project Manager PROCEDURE: Tutorial on how to create and respond…

4.14 Fire Alarm System Check Out

Section 4. Field Management » 4.14 Fire Alarm System Check Out

POLICY: Fire Alarm System Check Out PURPOSE: To ensure the proper operation of the fire alarm system through systematic inspection and check out. RESPONSIBILITY: Electrician/Fire Alarm Subcontractor PROCEDURE: The Superintendent will check to ensure the following…

4.22 Mandatory Posting Requirements

Section 4. Field Management » 4.22 Mandatory Posting Requirements

POLICY: Mandatory Posting Requirements PURPOSE: To ensure compliance with all Federal and State posting requirements RESPONSIBILITY: Superintendent PROCEDURE: The following documents must be displayed in a prominent location, i.e. field office, bulletin board,…

5.6 Final Filing and Document Storage

Section 5. Project Closeout » 5.6 Final Filing and Document Storage

POLICY: Final Filing and Document Storage PURPOSE: To ensure job files are retained for reference after the project is completed. RESPONSIBILITY: Project Manager / Construction Coordinator PROCEDURE: 1. When the project is complete and all paper work/filing…

1.16 Subcontractor Reference Report

Section 1. Estimating » 1.16 Subcontractor Reference Report

POLICY: Subcontractor Reference Report PURPOSE: To qualify the subcontractor or vendor before recommending an award, issuing a subcontract, or purchase order. RESPONSIBILITY: Project Manager PROCEDURE: A. The Project Manager will complete the attached…

1.7 Subcontractor/Vendor Database

Section 1. Estimating » 1.7 Subcontractor/Vendor Database

POLICY: Subcontractor/Vendor Database PURPOSE: To maintain a complete list of available subcontractors and vendors to assist in creating individual project bid lists. RESPONSIBILITY: Chief Estimator PROCEDURE: A complete list of potential subcontractors and…

1.8 Invitation to Bid

Section 1. Estimating » 1.8 Invitation to Bid

POLICY: Invitation to Bid PURPOSE: To solicit bidders and establish pricing conditions for the project. RESPONSIBILITY: Estimator in Charge PROCEDURE: 1. An Invitations to Bid is to be sent to all bidders that wish to qualify to bid on the project or that are…

4.23 Anticipated Final Labor Cost Worksheet

Section 4. Field Management » 4.23 Anticipated Final Labor Cost Worksheet

POLICY: Anticipated Final Labor Cost Worksheet PURPOSE: To report the weekly labor cost status of the project and anticipate the final labor cost based on the best judgment of the management team. RESPONSIBILITY: Superintendent and Project Manager PROCEDURE: The…

4.13 Smoke/Fire Damper Check Out

Section 4. Field Management » 4.13 Smoke/Fire Damper Check Out

POLICY: Smoke/Fire Damper Check Out PURPOSE: To ensure the proper operation of dampers through systematic inspection and check out. RESPONSIBILITY: HVAC Subcontractor/Foreman PROCEDURE: The Superintendent will check to ensure the following items have been…

2.20 Internet Service Provider Setup

Section 2. Project Start Up » 2.20 Internet Service Provider Setup

POLICY: Internet Service Provider Setup PURPOSE: To provide a method to set up internet service accounts at the jobsite. RESPONSIBILITY: Project Manager PROCEDURE: 1. The Project Manager will investigate the availability of internet service providers (ISP) at…

4.26 Site Visit Report

Section 4. Field Management » 4.26 Site Visit Report

POLICY: Site Visit Report PURPOSE: To document and inform management of the status of a project after a site visit. RESPONSIBILITY: Management Level Visitor PROCEDURE: During each visit to a jobsite, all management level personnel will complete the Site Visit…

1.13 Drawing and Specification Log

Section 1. Estimating » 1.13 Drawing and Specification Log

POLICY: Drawing and Specification Log PURPOSE: To provide a list of all drawings and specifications received and distributed. RESPONSIBILITY: Estimator in Charge PROCEDURE: A. All drawings and specifications received from the Owner or Architect will be listed…

1.1 Preliminary Conceptual Estimate

Section 1. Estimating » 1.1 Preliminary Conceptual Estimate

POLICY: Preliminary Conceptual Estimate PURPOSE: To ensure the consistent and thorough preparation and presentation of conceptual estimates. “Conceptual Estimating” is defined as the process of developing an estimate for a project based on a concept or…

1.6 Subcontractor/Vendor Identification and Qualification

Section 1. Estimating » 1.6 Subcontractor/Vendor Identification and Qualification

POLICY: Subcontractor/Vendor Identification and Qualification PURPOSE: To identify qualified subcontractors and vendors in locations where Carter & Carter plans to build. RESPONSIBILITY: Estimator in Charge PROCEDURE: Develop preliminary bid list using Google…

5.4 Operation/Maintenance Documentation

Section 5. Project Closeout » 5.4 Operation/Maintenance Documentation

POLICY: Operation/Maintenance Documentation PURPOSE: To provide the Owner with all the information needed to properly operate and maintain the new facilities. RESPONSIBILITY: Project Manager PROCEDURE: 1. In accordance with the specifications, provide all…

2.16 Jobsite Safety

Section 2. Project Start Up » 2.16 Jobsite Safety

POLICY: Jobsite Safety PURPOSE: To ensure a safe working environment for all persons employed and/or visiting a Carter & Carter jobsite and to comply with all applicable OSHA regulations. RESPONSIBILITY: Superintendent PROCEDURE: The Job Safety Plan will be…

3.8 Extra Work Authorization

Section 3. Project Management » 3.8 Extra Work Authorization

POLICY: Extra Work Authorization PURPOSE: To establish a proper procedure for authorizing additional work. RESPONSIBILITY: Superintendent PROCEDURE: Additional work will only be authorized through the issuance of a formal Change Order (O.P.M.-40). If an immediate…

5.3 Subcontractor and Vendor Waiver & Release of Lien

Section 5. Project Closeout » 5.3 Subcontractor and Vendor Waiver & Release of Lien

POLICY: Subcontractor and Vendor Waiver & Release of Lien PURPOSE: To require proper release of lien from all subcontractors and vendors. RESPONSIBILITY: Project Manager PROCEDURE: 1. Before final retainage is released on a subcontractor, a final Release of…

1.5 Site Visit Checklist

Section 1. Estimating » 1.5 Site Visit Checklist

POLICY: Site Visit Checklist PURPOSE: To note all existing site conditions and collect important local information so that accurate information can be used to complete the estimate. RESPONSIBILITY: Estimator in Charge PROCEDURE: A site visit must be made at the…

5.8 General Contractor’s Warranty

Section 5. Project Closeout » 5.8 General Contractor’s Warranty

POLICY: General Contractor’s Warranty PURPOSE: To provide the Owner with a written commitment that Carter & Carter will warrant their work. RESPONSIBILITY: Project Manager PROCEDURE: 1. The specifications are to be researched to determine what is…

4.18 Concrete/Stone Placement Log

Section 4. Field Management » 4.18 Concrete/Stone Placement Log

POLICY: Concrete/Stone Placement Log PURPOSE: To record locations and quantities of concrete and stone placements. RESPONSIBILITY: The Superintendent PROCEDURE: A Concrete/Stone Placement Log will be kept listing all concrete and stone placed. The log will be…

1.15 Bid Analysis Worksheet

Section 1. Estimating » 1.15 Bid Analysis Worksheet

POLICY: Bid Analysis Worksheet PURPOSE: To analyze various bid combinations, check scopes, and establish the order of low, complete bids. RESPONSIBILITY: Estimator in Charge PROCEDURE: A. Bid Analysis Worksheets (O.EST.-110) will be generated by the Bid Team as…

4.12 Anchor Bolt Layout

Section 4. Field Management » 4.12 Anchor Bolt Layout

POLICY: Anchor Bolt Layout PURPOSE: To provide a consistent method for accurate placement and checking of anchor bolts. RESPONSIBILITY: The Concrete Subcontractor or Framer PROCEDURE: The Superintendent will ensure the following is completed and accurate. 1.…

1.9 Bidder Information Sheet

Section 1. Estimating » 1.9 Bidder Information Sheet

POLICY: Bidder Information Sheet PURPOSE: To Pre-qualify Bidders for Future Projects. RESPONSIBILITY: Estimator in Charge PROCEDURE: 1. A copy of the Bidder Information Sheet (Form O.EST.-50) will be mailed, emailed, or faxed to a prospective bidder as an…

4.17 Punch Out

Section 4. Field Management » 4.17 Punch Out

POLICY: Punch Out/Inspection for Subcontractors PURPOSE: To provide for the orderly assignment of uncompleted work items and track their satisfactory completion. RESPONSIBILITY: Superintendent PROCEDURE: Inspections will be performed as described at the following…

2.17 Drug and Alcohol Program

Section 2. Project Start Up » 2.17 Drug and Alcohol Program

POLICY: Drug and Alcohol Program PURPOSE: To provide guidelines for implementing the company drug and alcohol policy. A copy of the company drug and alcohol policy found in the employee handbook is attached. RESPONSIBILITY: Superintendent PROCEDURE: 1. It is…