Project Setup and Management: 

• Utilize Procore and BUILDR to set up new projects and manage them through completion.

• Manage project team directories within Procore, including trades, owners, architects, etc.

• Create standardized workflow templates for submittals 

• Permit Expediting – Upon Request

• Help you manage projects from RFP to Bid, Award all the way to close outs

• Insurance and Bond Management: 

• Proactively review and manage insurance and bond requirements for all projects.

• Request and verify insurance certificates and coverage limits for General Contractors and Subcontractors.

• Verify Worker's Compensation coverage through the NYS WC Website.

• Maintain a daily log of insurance and bond status within Airtable or any data storage platform used by your company.

• Review the bonds for Contract value, proper project name, surety status, and supporting documents before forwarding them to the Attorney.

• Secure required approvals from NYSIR/Broker for insurance packages.

• Collect Indemnification forms and P&P bonds from Subcontractors, ensuring all necessary documentation is complete.

• Facilitate bond approval by the Attorney and communicate the status back to contractors.

• Communication and Documentation:

• Track and respond efficiently to all project communications.  

• Maintain accurate and up-to-date project documentation.

• Draft various project documents including award letters, 

• Relationship Building: Foster strong working relationships with architects, engineers, contractors, and other project stakeholders, acting as their advocate.

• Contracts & Amendments:

• Review the Owner's Contract to ensure the agreed-upon corrections are incorporated properly.

• Edit AIA Documents

• Have Contracts/Amendments signed by company principal and forwarded to the Owner and/or Attorney to be executed.

• RFP's

• Review & Structure the RFP based on the information requested.

• Bind the RFP and prepare it for delivery on the bid date if needed.