Executive

Quality Control

Estimating AdminSales

Accounting

(knows to close out job

and do any final billing)

Project Management

Sales

Mix Design/Cost

from Quality

Control

Foreman

Handles Contracts,

review, filing,

distribution, create

subcontracts, etc.

Approve

Reject

Create/WriteJob Review

(with Sales, Executive, Safety,

Quality Control, Foreman,

Project Manager, Admin)

(go over how the job went

(both well and bad), why,

and what to do for

future jobs)

Start

End

Research

Review

Customer Phone Call BrainstormSales

Files documents

in OnBase

Submit job setup

package, distributes

forms as needed

Estimating

Makes sure estimate matches

contract (amt, format, etc.)

Project Management

Review Contract

for errors, fine print,

anything odd, etc.

Creates Documents

for job setup

Admin

(posts schedules on S drive,

also schedules handoff meeting)

Plant (Customer)

Safety

Audit

Safety

Accounting

Sales

Now

everything

depends on

the schedule

Plant (Customer)

Crew

Safety Gear/ISTC training

Staff

Item Sheet

(indicates job scope)

Job Setup package

Job Setup package

Proposal, HCSS Estimate,

Sales Tax Approach form,

mix design costs, notes,

drawings, sales tax

mentioned in proposal,

estimated start/end dates

Accounting

(sales tax approach form,

customer in good status) Tax Forms,

review, filing,

distribution, etc.

Proposal, sales tax

mentioned in proposal,

job setup sheet started

Signed Proposal or contract

referring to our proposal #,

job setup sheet portion

complete, tax forms,

available time frame

Account setup in InField,

ViewPoint, etc.

Documents

(pre-arrival notifications,

background checks, etc.,

schedule any training, etc.)

Handoff Meeting

Project Mgmt

(determine equip. staging area, know

where scope includes, etc.)

Safety

(look for safety risks, know

where site is, etc.)

Foreman

(ensure site ready, know where site is,

assign worker to receive equip

(coordinates with PM) etc.)

Quality Control

(look for potential quality issues,

Agreement on

Future Solutions

Scheduling

Looks at jobsite

Scheduling

(creates temporary

and hard schedules)

Scheduling

(if been a while, revisit site as

necessary)

Project Mgmt

Safety

Foreman

Quality ControlScheduling

Job Books

Site Inspection

(Expected to be familiar

with jobsite by this point)

Safety

(gathers PPE, badges,

etc. for everyone as

needed and passes

them out)

Equipment Placed in

staging area onsiteCrew Member

(assigned by

Foreman if

needed to

receive

equipment)

SALES ESTIMATING PROPOSAL JOB SETUP PRE-START PREP PRODUCTION JOB END REVIEW

Admin

(schedules review meeting

with Foreman, Project Manager,

Executive, Sales, Quality Control,

Safety, and invite Accounting)

Plant (Customer)

WORK STARTS

(the following

happens

simultaneously)

Foreman

(helps the crew do the work, records

time and material usage and

equipment hours, works with QC to

keep job quality up, works with PM to

keep job on schedule and on budget,

works with Safety to keep everyone

safe, gets customer to sign T&M

documents as needed

Crew

(follows the instruction of the

Foreman to do the work

laid out in the job)

Project Management

(coordinates equipment deliver/

removal, material delivery,

collects time and material usage

from Foreman, summarizes and

reports to accounting time and

material usage, works with

Foreman to keep job on schedule

and on budget, does job

forecasts for accounting

Safety

(regularly visits jobsite, does

safety inspections, works

with crew and foremen to

keep everyone working

safely and according to

regulations/ rules)

Quality Control

(regularly inspects the jobsite and

work being performed, looks for

any quality problems, works with

foreman to keep job quality high)

Accounting

(uses data from PM to create invoices

and collect payments, tracks customer

payments, works with Executive on

how to handle past due invoices if

necessary)

Plant (Customer)

Staff

(help do inspections, keep job

quality high, etc.)

Site Access

Docs, Safe Work

WORK

COMPLETE

Quality Control

(does final inspection of job,

reports when done to PM)

Safety

(gets badges and

PPE back from

everyone, reports

when done to PM) Purchasing

(ensures not open PO’s,

reports when done to PM)

Job Close Out Form

(summarizes

contract and

change order amts,

checklist of all steps

complete, signifies

job is complete)

Sales

(lets customer know

done with job,

gets any feedback

from customer)

Plant (Customer)

Sales

Safety

Subcontractors/Vendors

Subcontractors/VendorsPO’s/Subcontracts

Subcontractors/Vendors

Plant (Customer)

Subcontractors/Vendors

(PM coordinates when they do

work, how long they are there,

billing information, etc.)

Subcontractors/Vendors

(off jobsite, final billing

turned in)

Plant (Customer)

Wants to add/change

something about the

scope of the job

CHANGE ORDERS

Is the change adding/

subtracting from existing

quantities of work?Yes

No

Sales

Project Management

Is the change small/minor? Yes

No

Sales

Is the job lump sum/has a

unit price? Yes

No

Executive Approve

Reject

Project Management

Sales

(gives customer PM

as a second contact

person in case they

need anything such

as change orders,

when bringing in

equipment, etc.)

Project Manager

(acts like a second point of

contact for the customer)

Plant (Customer)

Co

mm

unic

atio

n

Admin

Files documents

in OnBase

Revises item sheet,

etc. and reissues

documents as

needed

Admin

(posts revised schedule on S drive)Plant (Customer)

Safety

Accounting

Safety Gear/ISTC training

as needed Revised Item Sheet

(indicates job scope change)

Revised Job Setup

documents as needed

Revised Job Setup

documents as needed

Signed Proposal or contract

referring to our proposal #

Accounts adjusted

as needed

Scheduling

(adjusts schedule

as needed)

Subcontractors/VendorsRevised PO’s/Subcontracts

if needed

Project Management

Makes sure estimate matches

contract (amt, format, etc.)

Contract/Change Orders

Policy

Email from Customer

agreeing to proposal

Project Management

(follows policy on how to

proceed without contract but

with customer approval)

Quality Control

Foreman

Project Management

Safety

Plant (Customer)

Crew

Staff

Documents

(and changes or revisions,

background checks, etc.,

schedule any training, etc.)

Subcontractors/Vendors

Plant (Customer)

WORK STARTS

(the following

happens

simultaneously)

Marks down on calendar

to make sure receive

contract at a later date

Project Management

The job is a Time

& Material

contract type

Executive Approve

Reject

Project Management Plant (Customer)

LUMP SUM/UNIT PRICE CHANGE ORDERS

T&M Change Order Form

filled out and any email

correspondence attached

if any

Revised proposal based on

the original unit pricing

Signed copy of the T&M

Change Order Form (or a

new/revised purchase order)

Admin

Files documents

in OnBase

Revises item sheet,

etc. and reissues

documents as

needed

Project ManagementAdmin

(posts revised schedule

on S drive if needed)

Safety

Accounting

Safety Gear/ISTC

training

as needed

Revised Item Sheet

(indicates job scope change)

Revised Job Setup

documents as needed

Revised Job Setup

documents as needed

Accounts adjusted

as needed

Scheduling

(adjusts schedule

as needed)

Subcontractors/VendorsRevised PO’s/Subcontracts

if needed

Quality Control

Foreman

Project Management

Safety

Plant (Customer)

Crew

Staff

Documents

(any revisions or additions

for new crewmembers on

job, background checks, etc.,

schedule any training, etc.)

Subcontractors/Vendors

Plant (Customer)

WORK STARTS

(the following

happens

simultaneously)

T&M CHANGE ORDERS

Rebid (if needed)