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Essential Characteristics:

Well-organized 

Multi-tasker 

Self-motivated 

High-level commitment 

Communicate clearly and honestly 

 

Tasks assigned to Project Manager/Estimator

 

Business Development

Plan room reviews / project identification and tracking 

Employee relationships / contacts with owners & GC’s 

Other subcontractor contacts 

Vendor / Supplier contacts 

Selective sponsorship / advertising 

 

Change Order Process

Review plans & specs to identify project takeoff requirements. 

Highlight all RJT related items for checkoff. 

Identify plan sheets to upload into On Screen Takeoff (OST). 

Create OST project. 

Perform takeoff complete – organized by RJ Tide structure. 

Create takeoff summary spreadsheet. 

Copy & paste takeoff from OST. 

Create blank estimate / save as from old estimate and zero out or use template. 

Review estimate items to identify needed activities and/or create new activities if necessary. 

Filter estimate to view required activities only. 

Input takeoff quantities onto estimate. 

Make 1st pass at productions & material pricing.  Material pricing to be verified in red. 

Review estimate with field input. 

Finalize productions and material pricing. 

Obtain contract / begin project startup procedures. 


Project Startup

Contract terms negotiated and executed 

Job number assigned 

Insurance certificates issues 

Contract Estimate & Cost Coded Budget Upload  

POA’s / SCA’s issued 

SOV / Pay App setup 

Special requirements – state issues, tax exempt, Davis-Bacon, etc. 

Safety precon review 

Field file setup / handoff 

Set up E-Sub project 

 

Field Coordination

Construction document control 

Submittals 

Contact List 

Material Buyout Sheet 

Pour Plans / Takeoff info 

Schedule & manpower management 

RFI’s  

QAQC 

Pre-Pour Meetings 

Correspondence management 

Contract notification requirements 


Budget Management

Change Management 

Monthly Pay Apps / actual work in place verification 

Monthly cost projections / forecasts 

Review labor hours & as-built production with field 

Payment Collections 

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