Sales handover to project manager

These items are needed from the Sales/Estimator prior to turnover meeting with Project Manager.

  • Owner contact information

  • Project address

  • Final copy of plans and contract specifications

  • Copy of the executed contract / Scope of Work

  • Budget / Estimate review

  • Special notes relating to the project during the Sales / Estimating

  • Copies / access to any RFI during the bid process

  • Provide tentative start date

  • List of specialty lead time items

  • List any preferred trade partners for project (i.e. customer trade partner relation, trade partner preference on project)

  • Site access special concerns

  • Design team information

Project Handover from Sales to Project Manager

All required

  • Meeting to include salesman, Estimator, Project Manager, and Superintendent

  • Owner contact person for Project Manager and Superintendent

  • Project address

  • Final Copy of plans. Need the date of the most recent set of plans

  • Review plans in the turnover meeting to review notes / special conditions, differences in bid plans vs Executed plans, etc.

  • A detailed review of MEP drawings for equipment, ductwork, electrical outlets, etc

  • Copy of the Execute contract /proposal

    • Review the Scope of work in detail to understand what's included/ excluded

  • Review the estimate / budget line by line with a description of the work

  • Review photos and video walkthroughs completed thus far

  • Copies of any special notes relating to the project

  • Copies / access to any RFI’s during the bid process

  • Review notes/anything that was promised to the client

  • Provide a tentative start date, (can be quarterly/year)

  • A list of any specialty / long lead items

  • List any preferred trade partners for the project, (i.e. customer trade partner relation, trade partner preference on the project)

  • Site access concerns

  • Design team information if any

  • All of the above information shall be stored in our Google Drive and a Handover Document needs to be created for this process, which will be filled out in the meeting