ESTIMATING & SALES SOP ONBOARDING CHECKLIST
Use this to track your progress over the next 5 weeks. Be sure to SAVE as you go and click SUBMIT when you are completed with all tasks.
Name
*
First Name
Last Name
Office Location
*
Please Select
Jessup
Manassas
Norfolk
HCI
Richmond
Yorktown
WEEK 1
Week One Estimator Tasks
First Day Arrival & Meet with Manager
New Hire Packet and HR paperwork Completion
Desk / Space Set Up
Computer & Phone Set Up
Office Tour
Get Office Front Door Key
Meet & Greet, Managers
Meet & Greet, Co-Workers
IT & Cyber Security Training
Threat Awareness Training
Hercules Onboarding Website & Sharepoint Review
High Level Overview of Project Management SOPs
High Level Overview of Estimating & Sales SOPs
WEEK 2
Hercules Capabilities / Corporate Overview
Review SOP: Hercules Capabilities / Corporate Overview Documents and/or Videos
Shadow PM - 4hrs
Meet crew in field with PM - 4hrs
Project Lifecycle
Review SOP: Project Lifecycle Documents and/or Videos
Shadow Estimator - 4hrs
Shadow PM - 4hrs
Meet crew in field with PM - 4hrs
Introduction to Estimating
Review SOP Documents and/or Videos
Sit with Corey/Mark in conference room
Shadow/assist with digestible bid
Send them ITBs to download - QTY 10
Sit in / shadow weekly meetings between Mark & employee (Corey present)
Chain Link Fence Basics
Review SOP Documents and/or Videos
Walk the shop/yard with Brad, Jeff, Ed and focus on learning the parts and pieces
Review and keep CLF sample to get familiar with all parts and pieces
Visit SPS Bladensburg
Ornamental Fence Basics
Review SOP Documents and/or Videos
Walk the shop/yard with Brad, Jeff, Ed
Review and keep ORNA sample to get familiar with parts and pieces
Visit Ironworld MFG
Ameristar Training
Bluebeam
Review SOP Documents and/or Videos
Watch 2hr Bluebeam Training video
Practice session
Shadow 3 Bluebeam take-offs
Assist 3 Bluebeam take-offs
Smartsheet Logging, Tracking & Updating
Review SOP Documents and/or Videos
Watch expert and manager - logging, updating
Display ability to locate Job List, Job tracking, PO, Rental Log, PM Meeting Notes
Meet the expert and manager - follow-ups
WEEK 3
Understanding Plans and Details
Review SOP: Understanding Plans and Details Documents and/or Videos
Manager and estimator meeting to review a digestible take-off already done
Shadow estimator and watch extraction.
Assist estimator with doing a take-off for them
Go back to the 3 ITBs and extract applicable please, specs, details.
Understanding Specifications
Review SOP: Understanding Specifications Documents and/or Videos
Manager and estimator meeting to review a digestible take off already done
Shadow estimator and watch review of specifications
Assist estimator with specification review and question compilation
Go back to the 3 ITBs and extract applicable please specs, details
FenceCloud
Review SOP: FenceCloud Documents and/or Videos
Shadow Manager while they use FenceCloud
Shadow PM as they do Fence Cloud Estimate
Complete Fence Cloud estimate for 3 jobs and review with Manager
Supplier / Vendor Rolodex & Communication
Review SOP: Supplier / Vendor Rolodex & Communication Documents and/or Videos
Supplier / Vendor Rolodex & Communication
Use Rolodex to request dummy quotes for Core Drilling, Pump Truck, and private utility locate
ITB's, RFI's, Amendments, Addendums
Review SOP: ITB's, RFI's, Amendments, Addendums Documents and/or Videos
Sit with the estimator to review the initial set of plans, then amendment/addendum changes, and use Bluebeam to cross-reference docs
Received and downloaded initial plans and amendments, and perform take-offs and cross-referenced with amendment drawings/specifications
Go back to 1 ITB and generate RFI's
Pre-Bid Check List
Review SOP: Pre-Bid Check List Documents and/or Videos Review Pre-Bid Checklist and Compile Questions
Review Checklist & Questions with Manager and/or Estimator
Revisit 1 ITB's and Complete Bid Checklist for All ITB's
Labor Costs & Production Rate Sheet
Review SOP: Labor Costs & Production Rate Sheet Documents and/or Videos
Sit down with Director of Operations and Project Manager to Review
Site down with Manager and Estimator to Review.
Go back to 3 ITBs and develop your own Daily Rate and Production Rates
WEEK 4
Bid Spreadsheet
Review SOP: Bid Spreadsheet Documents and/or Videos
Site with Manager and review the Bid Spreadsheet
Shadow PM while they compile the Bid Spreadsheet
Go back to 3 ITB's and create a Bid Spreadsheet
Permanent & Temporary Fence Proposal Template
Review SOP: Permanent & Temporary Fence Proposal Documents and/or Videos
Sit with Estimator and Review Proposal Structure
Assist Estimator by Typing Information Into Proposal Template
Go back to 10 ITBs and Generate Proposals
Qualifications and Exclusions
Review SOP: Qualifications and Exclusions on Proposal & Generate Questions
Sit with Manager to Review Qualifications, Exclusions, and Questions
Go back to 10 ITBs and Determine what Qualifications and Exclusions are Applicable
OCIP / CCIP / Insurance Coverage
Review SOP: OCIP / CCIP / Insurance Coverage Documents and/or Videos
OCIP / CCIP / Insurance Coverage
Sit with, or Virtually Meet with Complaince Admin & Office Admin to Review ALL things Insurance.
Sit with Manager to Discuss Responsibilities & Expectation Regarding Insurance During Bid Phase vs. Management Phase
Go back to 10 ITBs and Determine Insurance Requirements
Wage Scale & Certified Payroll
Review SOP: Wage Scale & Certified Payroll Documents and/or Videos
Sit with, or Virtually Meet with Compliance Admin and Director of Operations to Discuss Wage Scale & Certified Payroll
Sit with Manager and Estimator to Review an Existing Job with Wage Scale Requirements
Review Davis Bacon and Maryland Stadium Authority Wage Scale Classifications and Determine which are Applicable to the 10x ITB's
Compiling Dead Costs, Documents, and Manager Review
Review SOP: Compiling Dead Costs, Documents, and Manager Review Documents and/or Videos
Shadow Estimator compiling documents for review
Work with Estimator and Compile Documents for review For Them
Go back to 10 ITB's and Compile Documents for Review
Bid Bond, P&P Bond, Bond Rate Calculator
Review SOP: Bid Bond, P&P Bond, Bond Rate Calculator Documents and/or Videos
Sit with Manager and Admin to Review and Discuss
Get with Manager to Conduct Bond Rate Calculator for a Project & Discuss Standard Proposed Bond Rates
Discuss When to look for Bid Bonds
Defining Scope with no Plans or Specs
Review SOP: Defining Scope with no Plans or Specs Documents and/or Videos
Ride from job to job with Light Commercial Specialist
Assist with the Compilation of Pricing one Job for Each.
Shadow Estimator/PM in Field Handling Maintenance Contracts & Assist with Backend work
WEEK 5
Inner Company Quoting
Review SOP: Inner Company Quoting Documents and/or Videos
Visit HCI
Shadow Estimator to Loop You in on Comms with HCI for a Price
Shadow Estimator to Loop You in on Comms with HHS
Contract Review & Contract Information Summary Sheet
Review SOP: Contract Review & Contract Information Summary Sheet Documents and/or Videos
Shadow
Assist / run
Do for estimator
Project Handoff to Production / Project Management
Review SOP: Project Handoff to Production / Project Management Documents and/or Videos
Shadow estimating during hand off
Conduct hand off with Director of Operations with estimator supporting
Fully conduct hand off with director of operations
Job Folder Generation
Review SOP: Job Folder Generation Documents and/or Videos
Shadow Project Manager Generating a Folder
Assist with Compilation of Documents
Put Together One Folder for Temp and One Folder for Perm for PM
T & M Tickets
Review SOP: T & M Tickets Documents and/or Videos
Sit with Director of Ops and Review T&M Tickets
Sit with Manager and Estimator to Review T&M Tickets
Compile One T&M Tickets for One PM
Schedule of Values
Review SOP: Schedule of Values Documents and/or Videos
Sit with Manager & Accounts Recievable Manager to Review Billing Procedures and Schedule of Values (SOV)
Revisit 10 ITB's and Complete SOV for Each.
Shadow Estimator Submitting an AIA Billing Internally.
Purchase Orders
Review SOP: Purchase Orders Documents and/or Videos
Get with Manager and Review Hercules Smartsheet Purchase Order Log
Shadow PM Processing Purchase Order
Compile One Purchase Order for a Project Manager
Estimating Form
Review SOP: Estimating Form Documents and/or Videos
Review Estimating Form with Project Manager
Create Estimating Form with Estimator, for Project Manager, for Project Hand Off
Revisit 10ITBs and Create Estimating Form for Each
Job Handoffs
Review SOP: Job Handoffs Documents and/or Videos
Shadow x3 Estimator / PM Handoffs in Conference Room
Assist PM x1 with Running Point on Handoffs
Revisit 10 ITB's and Put Together 2 Handoffs for Manager
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