CUSTOMIZED
TRAINING
​
Construction Administration Training (CAT) has been designed to support the small contractor by bringing the obvious yet overlooked aspects of construction administration to a higher level of efficiency. Our training modules will introduce the small contractor to the administrative requirements of commercial, public and government contracts.
They will also illustrate the relationships and impact of critical documents necessary to successfully execute a contract.
CAT will present the ideal operational model that will depict an efficient office infrastructure. Each contractor will be offered a better understanding of bid and project documentation from compiling bid packages electronically to creating and tracking AIA payment applications.
Our primary goal is to educate and help facilitate the overall office efficiency of the small contractor through a deeper understanding of construction requirements coupled with the use of software and technology.
PROGRAM OVERVIEW
01
GENERAL OFFICE PROCEDURES
— Standardizing Electronic files & folders
— Correspondence In / Out
— Filing Hard Copy Documentation
— Electronic File Naming & Storing
02
SOFTWARE
APPLICATIONS
— Word
— Excel
— Adobe Acrobat
— QuickBooks
03
UNDERSTANDING OF DOCUMENTATION
— Bids
Bid quotation checklist
Bid Completion Checklist
— Drawing Reproduction
Scanning Specifications
Scanning drawings for estimating
— Payment Requisitions
— Request for Quotations (RFQ)
​
04
UNDERSTANDING OF DOCUMENTATION
(CONTINUED)
​
— Request for Information (RFI)
— Subcontractors Approval Request (SAR)
— Submittals
Company
Vendor
— Time & Materials Ticket (T&M)
— Document Control Logs
​
​
05
UNDERSTANDING OF UNION REGULATIONS
​
— Labor Rates
— Union Benefits
— Third Party Sick Pay
06
ACCOUNTING
FUNCTIONS
— Understanding Quick Books
​— Payroll
Entering Payroll Hours
Employee Changes
Printing Checks
Payroll Tax Returns
Payroll Taxes
Union Benefits
​— Taxes
Federal & State Payroll Taxes
Sales Tax
Reviewing Tax Forms in QuickBooks
Year End Tax Return Check List
​
07
ACCOUNTING
FUNCTIONS
(CONTINUED)
— Banking & Invoicing
Reconciling Bank Statements
— Accounts Payable & Receivables
Entering Invoices
Matching Purchase Orders
Posting Payments
Paying Vendors
Applying Credits
— Employee Earnings
Reporting Unemployment
​
08
ESTIMATING & PURCHASING
— Estimating Software
— Understanding Material Specs
— Bid verses Buy Pricing
— Purchase Orders
09
INSURANCE
— Workers Compensation
— General Liability
— Vehicle Insurance
— OCIP / Wrap up Insurance
— Special project related coverage
— EMR rating
— Insurance Audit Checklist