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Procore

Precon SOP Manual

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  1. New Employee Training Checklist
    1. Egnyte Drive (Y:) Folder Structure
  2. New Project Setup
    1. Document Control
      1. Project File-Folder Organization
    2. ITB & Clarifications
  3. From Project Introduction to Contract
    1. Plan Review & Coordination
    2. Standard Bid Procedures
    3. Estimating Check List
  4. Post-Bid
    1. Turnover Docs
    2. Turnover Meeting to Operations
    3. Add project data to historical
    4. Subcontractor Thank You Letter
    5. Post-Buy & Post-Mortem Mtgs
    6. Folder Organization
  5. Estimating Templates
    1. Estimate template
    2. Q&A
    3. Subcontractor Bid Tracking Spreadsheet
    4. Scope Sheets
  6. Trade Estimator Expectations
    1. Meetings & Plugs
      1. Sub specific schedules (Foundations & shell). Other trades to confirm KAST Sub schedule will be met.
    2. Design Review & Feedback
    3. Time Management
    4. Blame Free Communication
  7. Lead Estimator Expectations
    1. Client Communications
    2. Set up of Projects.
    3. Operations Lessons Learned
      1. Estimating Best Practices
    4. Design Review and Feedback
  8. Subcontractor Communications
    1. Feedback
    2. Prequalification
    3. Take-offs
  9. Prequalification process
    1. Subcontractor prequalification for estimating coordinator
  10. Subcontractor Scope Requirements
    1. Trade Scopes
      1. Operations Best Practices Manual
    2. Difficult scopes
    3. Condo Scopes
    4. Warranties
  11. Schedule
  12. Logistics
  13. Operations Input
  14. 3D Coordination
  15. Project Deliverables
  16. Take-offs
    1. Area Take-offs – Building Overall Data
    2. Trade Take-offs – Stucco, Concrete, etc
    3. BlueBeam
    4. On-Screen Take offs
  17. Other SOPs
    1. Value Engineering
    2. Isqft.com
    3. Subcontractor Permit Costs
    4. Communicate with Department with new codes or AHJ requirements
    5. Historical unit cost; Team to share when manufacturers provide letters of material increases
    6. Historical cost; trade estimators to provide updated unit cost every three months.
  18. Insurances
    1. Contractor’s Insurance
      1. Traditional
      2. CCIP; Contractors Controlled Insurance Program
      3. OCIP; Owner Controlled Insurance Program
      4. Other (Property-Equipment, Worker’s Comp, Auto, Professional, Pollution)
    2. Builder’s Risk
    3. Subcontractor Risk Mitigation (Bonds & SDI)
  19. Procore – RFI’s and Drawing Upload process
  20. Constructability review observations