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