Project Manager

Preparing Project Specifications

• Prepare project spec sheet using Epic Home’s Exhibit B Template
• Use the Client’s questionnaire document from Epic Home’s Typeform program to help develop project specs
  • Include Client photo or reference photos in Exhibit B as needed for additional clarification
• Review Project Bid Plans with Exhibit B spec sheet and make sure everything noted or called out on the plan correlates with the Exhibit B spec sheet

 

Project Estimating

• Create the project estimate in Epic Home’s project management software called Ressio
• Send out the project’s final bid plans with the final Exhibit B spec sheet to all subcontractors that are bidding on the project
• Set a timeline to receive bids back and manage this process by tracking bids received and making calls, emails, or finding additional subcontractors to bid when needed (aka “Never Give Up”)
  • Need to be resourceful to find and vet new reputable subcontractors as needed
• Track and Review subcontractor’s bids and compare their bids to what was called out on the Exhibit B spec sheet
• Input subcontractor’s bids into Ressio
• Perform any estimates or takeoffs in Bluebeam or Excel as needed
  • Typically there will be certain items on the project that will require self-performed takeoffs versus obtaining an actual bid

 

During Project Cost Tracking

• Monitor and manage actual project costs against the contracted estimate
• Review project invoices and confirm they are in line with initial bids
  • Discuss overages and negotiate invoices as needed
• Input cost information throughout the project such as:
  • Update Ressio with any additional costs related to changes in scope that may require a change order or approval from the client
  • Inputting final selections and their updated costs on any allowance items during construction

 

Project Management During Projects

• Project Scheduling and Material Ordering
  • Create and manage project timelines and schedules in Ressio
  • Order products once selections are approved in Ressio by the clients
    • Create purchase orders in Ressio after Client selections are made
    • Obtain order confirmations from vendors/subs on selections as needed
  • Coordinate and schedule material deliveries and material returns to and from the jobsite
• Subcontractors and In-House Labor
  • Coordinate subcontractor's start times and on-site walkthroughs
  • Meet with subcontractors on-site as needed
  • Manage subcontractor’s job scope per project based on plans and contract specs
  • Provide subs with necessary plans, specs, product information, and any change orders or changes in project scope
  • Remind subs to clean up and lead by example
• On-Site Roles
  • Site Safety
    • Make sure all on site subcontractors are taking necessary safety precautions
      • If subcontractors are being careless and not taking safety seriously, have them leave the site
    • Site visits daily to each project if possible
      • Clean up and organize jobsites and call and manage subcontractors to clean up their mess as needed
      • Out-of-town jobsite visits less frequently (As needed)
        • Line up meetings with multiple trades on the same day for out-of-town projects if possible
      • Manage and Direct Quality Control
        • Meet and exceed all quality requirements
        • Epic Home’s mission is to deliver projects that are on time, on budget, and exceed our client’s quality expectations
      • Take Photos during construction and organize them or save them to a project file
        • If OSHA ever shows up on site daily photos show and prove that we are not being negligent
      • Before insulation has started on the project, a video must be taken of all Rough-ins
        • Pay special attention to the following:
          • Electrical locations such as lights on ceilings, outlet locations, and any other unusual electrical conditions
          • Mechanical ductwork and gas lines
          • Plumbing water lines and vent pipes
        • Move equipment, trailers, and material on site as necessary
        • Be on board with getting your hands dirty when needed: “Do whatever it takes” attitude

 

Project Close-Out

• Make a final project punch list along with any items that will need to be completed at a later date (such as installing an A/C in the spring when the project closes in the winter)
• Manage, track, and update the final punch list and any follow-up that is required
• Once the project is complete, manage and schedule any warranty items for finished projects

 

Client Interactions

• Meet with clients on-site as needed
• Schedule walkthroughs that may require both the client and subcontractors such as Framing walkthrough, Electrical walk through ETC
• Schedule walkthroughs that may require both the client and Interior Designer as needed
• Schedule and direct the final walkthrough with the client
• Discuss project costs such as changes in scope, change orders, and any other financials with clients during construction as needed
• Give the client a post-construction binder that includes the following:
  • All updated and necessary product manuals that were used on that project
  • Epic Home’s Warranty information
  • Homeowner’s Maintenance information
• When communicating with a client remember to always interact with the highest level of professionalism
  • Remember that “We Work for Them”

 

Miscellaneous

• Take part in marketing events with Epic Homes as needed: Such as the Parade of Homes or Home & Garden Show
• Responsible for managing your company credit card receipts and turning them in weekly