Is My Job Ready To Close Checklist See attached document.

Overview of Construction Insurance Refer to the SwinNet Insurance Page

Job Cost and GL CMiC Terminology

2016 Overhead Coding See attached document.

CMiC Function Key Template

CMiC Query and Operators Operator Description “_” (Underscore) character represents a single character. “%” (Percent Sign) represents any combination of characters “=” Equal to “!=” Not equal to “<>” Not equal to “>” Greater than “>=” Greater than or equal to “ 2. Type in &any character 3. Execute Query 4. Type in the query (sample above) 5. Select OK  

Requesting Charge Rates and Trade Codes 1. What do I do when I have a Zero Charge Rate? Send an e-mail to Jim Bischel cc’ing Duncan Wheat with the following information: Employee Number Employee Name CMiC Trade Code E1 Union, Job Step, Job Step You can also attach a copy of the “Payroll Transaction Listing by Home Bus Unit by Employee." 2. What do I do when I have a $999.00 (Regular), $1,498.50 (Overtime) or $1,998.00 (Double Time) Charge Rate? Send an email to Janel Clemens with the following information: Employee Name Job Number CMiC Trade Code Instead of the information above you can attach a copy of the “Payroll – Timesheet Edit List by Employee”. This will provide all the information required. 3. What do I do if I need a New Trade Code? Send an email to Jim Bischel cc'ing Duncan Wheat with the following information: Employee Number Employee Name Union E1 Job Step and E1 Job Type Copy of the employee’s Dispatch Slip if he/she is a new hire.

Entering Job Billings 1. Prepare the Contract (must be done prior to starting a new billing) 2. Enter the Billing 3. Post the Billing STEPS 1. PREPARE CONTRACT: In CMiC go to Job Billing - Contracts - Enter Contract Choose the correct Company Page Down. Hit F11 and enter the contact/job number Hit F12 and retrive the contract Select “Add New Bill Codes” Select “Add New Bill Codes Only” and select “OK” Select “Save” and select “Exit” 2. In CMiC go to Job Billing - Billing - G/C Prepare Billing

Requesting Final PSI Invoice Before a job that has PSI (Project Specific Insurance) can be closed it with must have the final cost for PSI insurance recorded. To do this the following steps are taken.   The Project Manager sends an e-mail (and cc’s the Project Accountant) to Susan Thorne (Sthorne@swinerton.com) in Risk Management with the FINAL CONTRACT AMOUNT. Susan will calculate the final PSI insurance amount and forward the e-mail (cc’ing the Project Manager and the Project Accountant) to Mehary Mebrahtu (MMebrahtu@swinerton.com). Mehary will make the final entry and send an e-mail to Susan Thorne, the Project Manager and the Project Accountant letting each know the entry is made and posted. He will also attach the final PSI invoice to this e-mail for backup.   Below is a series of sample e-mails: 1. From Project Manager to Susan Thorne: Hi Susan,   The final contract amount on 15020XXX – Main Street Job is $76,528,442.74 Please calculate the final PSI cost.   Thanks, John Smith Sr. Project Manager 2. From Susan Thorne to Mehary Mebrahtu: Please prepare a final PSI billing for the Main Street Job , Project# 15020XXX as follows:   Final Contract Value - $76,528,442 Original Contract Value - $75,568,854 Change Orders: $959,588   PSI Project Rate: x .0085___________ Additional Premium Due - $8,156   Thanks, Susan

Closing Jobs Checklist CLOSING JOBS: RUN COMMITMENT REPORT RUN AP AGED REPORT RUN AR AGES REPORT RUN A TRANSACTION QUERY FOR CURRENT MONTH DOWNLOAD TEXTURA DRAWS AND SAVE IN THE JOB FOLDER REQUEST ANY FINAL UNCONDITIONAL WAIVERS GET FINAL PLP REPORT SEND IN ZERO CHECK REQUEST TO CLEAR PLP MAKE SURE ALL REPORTS ARE CLEAR AND PLP HAS BEEN ZEROED OUT CLOSE TEXTURA CLOSE IN CMIC