Section 2

Operations & Project Management

PM owns schedule, cost, quality, safety, and client from award through retainage. Submittals, RFIs, change orders (lump sum only), T&M tickets, dailies, moisture gate, closeout. Zoho Books is not built.

Admin owns

RFI / CO / T&M logs current within 24 hours
Submittal package routing and chase
Invoice PDFs + SOV-Billing-Tracker (never Zoho Books)
Lien/notice tickler at award

Procedures

Academy lessons

M03.01 Contracts, extras, and the paper we live on
M04.01 Leads, qualification, and award
M04.02 Submittals and shop drawings
M04.03 RFIs that get answers
M04.04 Closeout, warranties, samples, attic stock

Back to binder index

Operations & Project Management

Admin owns

Procedures

2.1PM authority & billing systems of record

2.2Pre-construction (award to mobilize)

2.4RFI SOP

2.5Change orders — lump sum only

2.14.4Paid-if-Paid protocol (effective 2026-06-25)

2.12Closeout

Academy lessons