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CTM Project Template

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CTM Project Template

CTM Project Template

1

JOB INFO

2

Letter Of Intent

3

Contract

4

Get Schedule

5

RFIs

6

Submittals

7

Order Materials

8

Receive Materials

9

JOB INFO

JOB INFO FILES CAN BE UPLOADED INTO COMMENTS BELOW

GC Project Manager

GC Superintendant

PM Cell #

Super Cell #

Site Address

GC

Letter Of Intent

1

Bid Folder Given To Karen
2

LOI and Requirements Sent To Karen
3

Email with LOI Forwarded to Karen (GC Name, PM, Super, Billing/Insurance/Job Requirements, Etc.)

Contract

1

Save Contract in OneDrive
2

Job Info to Karen: GC Name, PM, Super, Billing/Insurance/Job Requirements, Etc.
3

Review Contract & Markup
4

Send Back Marked Up Contract
5

Receive Contract Back
6

Store Final Draft Contract in OneDrive
7

Contract To Karen for Signature

Get Schedule

1

Tentative Schedule in Outlook
2

Schedule Attached in Contract?
3

Preliminary Schedule Received
4

If so, is it now voided by changes?
5

Final Schedule Received
6

Schedule attached to this Checklist

Latest Schedule

RFIs

1

Check through plans and specs and issue RFI
2

Does Pricing Need To Be Modified?
3

RFI response Integrated into Workup

Submittals

SUBMITTAL

1

ASKED RFI QUESTIONS
2

Changed Materials If Needed
3

Order Samples
4

Receive Samples
5

Safety Program Sent
6

MSDS Sent
7

LEED Sent
8

Submittal Sent
9

INITIAL SUBMITTAL FILE ATTACHED

Submittal File

RETURNS

1

Setting Materials Returns Received
2

Tile Returns Received
3

Schluter Returns Received
4

Membrane Returns Received
5

APPROVED SUBMITTAL RETURN ATTACHED

Submittal Return File

Order Materials

UPLOAD PO FILES IN COMMENTS BELOW

Tile ETA

Schluter ETA

Setting Materials ETA

Receive Materials

Upload Sales Slips / Delivery Tickets into "Comments" section below.

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