Project Manager
Award of Contract
Receive Contract/Letter of Intent
Project Initiation (Job Number Request)
The Project Initiation form is to be completed with as much detail as possible. When you "Submit" this form, a notification will be sent to the VP of Finance and the VP of Operations notifying them that a job number, Project Accountant, Project Executive, and Benchmark Contact will need to be assigned. You will be notified when all of these have been assigned. This form should be completed immediately after receiving the Contract or Letter of Intent.
Projects that Granger will self-perform work on should have a separate job number set up for that work (Example, 1850-00 main job, 1850-33 Concrete, 1850-60 General Trades, etc.).
NOTE: You will need to fill out a New Job Setup form for each job and sub-job that is created to set up the project budgets.
Contract/Letter of Intent
Responsibility: PM/SPM
The original contract, and letter of intent if applicable, are to be filed in Accounting, with the Project Contract File.
Contract Review Checklist
Review the Contract, using the Contract Review Checklist found in the Project Initiation App, and compare to the project proposal for any discrepancies/changes. The completed checklist is to be reviewed by the PM initially, and then distributed for review by the Market Segment Leader, Vice-President, and President. Any areas identified as a concern should be reviewed with the Customer/Owner for resolution. The final completed checklist is to be stored in the Contract folder in Accounting.
Responsibility: PM/SPM | Software Application: Project Initiation App
Responsibility: PM/SPM | Software Application: Project Initiation App
Receive Contract / Letter of Intent
Responsibility: PM/SPM
GMP Review Process (If Applicable):
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At contract award, and during initial stage of Pre-Construction, Project Director and project team to review the contract, Granger cost proposal and discuss the GMP strategy ahead of estimating and pre-construction planning. For example, how will we manage Sub Default (Granger Sub Default Plan or sub bonding?)
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Unless unique contract dictates otherwise, GMPs are generally set after receipt of all/most subcontractor bids. See further instructions in the “Bidding” section of the PRG at the appropriate time.
Project Setup
Project Files
Responsibility: PM
A new project folder should be created on the P: drive. The electronic folder structure for new projects are to be set up using the standard file folders that are included in the Folder Template for Electronic Project Files, located on the server here: S:\Granger Procedure System-GPS (ISO)\(PC) Preconstruction Procedure\Folder Template for Electronic Project Files
The folder structure within this standard can be copied and pasted in to the new project file that you create on the P: drive.
Most projects will have minimal hard/paper copies of documents to be filed. The referenced work instructions should be used to define the general format and naming of project files, as required.
New Job Setup
Responsibility: PM/SPM
Follow the work instructions on the New Job Setup Form to fill in the required information. The completed New Job Set-up Form is to be turned in to your Project Accountant, to set up the detailed job cost accounting in Viewpoint. The SPM is to review and approve the detailed job cost before it is finalized in Viewpoint.
When setting up for Pre-Construction jobs only, complete the AC006FR form.
When completing the New Job Set Up Form for a CM project, include your project's projected profit amounts in the revenue phases. This makes your project's projected profit from things like staffing and bid bonds more transparent.
Schedule of Values/Billing Setup
Responsibility: PM/SPM
It is a good idea to have a conversation with your Project Accountant (PA) about how the owner billing should be setup, if there are any special requirements of the owner for bill detail required (i.e. can all general conditions be grouped on to one line in the billing or do they want individual listing), or if there are requirements for grouping costs by building, etc., on the billing.
Jobsite Technology Budget
Responsibility: PM
The total cost of Granger technology has been quantified and is charged to projects using a rate per labor hour for Granger staff assigned to that project. That rate is $6.25 per labor hour. See the referenced document for more information about what is and is not included in this charge (these items are subject to change).