Project Manager
Job DescriptionJob Description
Title: Project Manager
FLSA Status: Exempt
Date Revised: June 14, 2024
Base Pay Plus Incentive Package
Location could be Oxford, Starkville, Tupelo, or Desoto County
Job Summary:
The Project Manager is responsible for Preconstruction-Estimating will be focused on securing Letter of Intent (LOI) from the Client. Project Managers will be responsible for the Execution of Projects starting from LOI through the End of the Warranty Stages.
Initial Starting Point: Turnover Meeting:
Once Project Managers are designated to their Project, the PM will be the Primary Leader and Point of Contact. The PM will be the primary leader for establishing the Turnover Meeting. The Project Manager will schedule the Turnover Meeting with Operation Manager and Preconstruction Manager/Estimator. Prior to the Turnover Meeting, the Project Manager will need to become familiar with the project, so Pertinent Information can be discussed to generate a Project Plan.
Responsibilities of the PM:
1. Project Setup (after the Turnover Meeting).
a. Execute Turnover Meeting Action Items & Documentation
b. Locate and save a copy COI (Certificate of Insurance)
c. Locate and save a copy MPC (Mississippi Purchase Certificate- MS Only)
i. Other states may have additional tax certificates in lieu of MPC
d. Locate and save a copy Executed Contract.
i. Read and understand the Contract.
e. Locate and save a copy SOV (Schedule of Values)
i. In some scenarios, the PM will assist or generate SOVs.
f. Locate and save a copy of the Bond Information (if applicable).
2. Permits & Special Regulations
a. The PM will be responsible for filing Work Permits and obtaining these Permits for the Field leaders.
b. The PM is responsible for relaying to the Upchurch Team Leaders of any special regulations/requirements necessary through the Permit Process.
c. The PM is responsible for pricing this change or Team Leader for the Estimator’s assistance.
3. Documentation Controls
a. Submittals –
a. Request for the submittals, Review of the Submittals, and Approval of the Submittals.
b. Update PM Software (Procore) with current information for Field Leaders.
b. Plans –
a. Update PM Software with current information for Field Leaders.
c. Request For Information (RFI) –
a. Update PM Software with current information for Field Team Leaders.
b. Assist Field Leaders with Daily Reports.
a. PM will set up the Template per Project.
c. Setup the Procore Workflows based upon the Project Requirements.
d. Schedule-
a. Review Milestone & identify Conflicts.
4. Jobsite Specific Safety Manual
a. The PM is the primary contact for the Safety Department to generate their Jobsite Specific Safety Manual.
b. The PM will need to be knowledgeable about the multiple tasks involved, so the Safety Department can generate an appropriate Safety Manual for the specific project.
c. It is the responsibility of the PM to make sure this manual remains on the Project and is accessible in the event if needed (Safety Emergency, OSHA, Owner, etc.)
5. Project Labor Work Plans
a. Review Estimate, review tasks and generating Labor Schedules for Projects – based upon Estimate.
b. Assisting the Jobsite Team Leaders in their Work to Complete based upon Construction Timelines.
c. Documenting these tasks and managing the Labor Schedules.
d. Documenting the Results & Inspections.
e. Documenting Progress with Field Reports
6. Project Schedule
a. It will be the responsibility of the PM to build a functional Project Schedule.
b. It will be the responsibility of the PM to learn a software (Primavera P6, Microsoft Projects, etc.) and be proficient in using the software for Presentation to an Owner.
c. This schedule should be fully functioning with Predecessor and timeline.
d. This Project Manager will need to be responsible with defining Critical Path to meet the Substantial Completion Date.
e. The PM will be responsible for discussion on delays with the Owner and justifying the delays and recovery plans.
f. The PM is responsible for generating Change Orders for the delays and Recovery Plans.
g. The PM is responsible for generating Letters (within Contract Guidelines) to be distributed to the GC upon other trade delays as well.
7. Monthly Billings and Projections
a. Per Project, the PM will be responsible for Monthly Pay Applications.
b. Per Project, the PM will be responsible for managing Over-Under Billings / Projections to assist in forecasting.
c. Per Project, the PM will be responsible for generating a monthly forecast of Cost to Complete to assist in planning.
8. Subcontractors
a. Generating a Plan for the subcontractor and managing this subcontractor
i. Roofing
ii. Overhead Doors
iii. HVAC Controls
iv. Ceiling Contractor
v. Painters
vi. Electrical
vii. Chemical Balancing
viii. Health Department
ix. TAB
x. Commissioning Agency
xi. Owner’s Rep
xii. Service / Startup Personnel
xiii. Vendor
b. The PM is responsible for Scope Review of Subcontracts to ensure the correct Scope is covered. Review the Exceptions to ensure these are covered elsewhere.
c. The PM is responsible for managing their Subcontract, SOV, monthly billings, Certified Payroll, assistance on their Punchlist(s), Jobsite Safety Manual, COI, etc. The PM will support the Field Leaders by assisting to manage these subcontractors.
d. The PM will be responsible for gathering subcontractors’ Inspection Paperwork (where applicable).
9. Material Purchasing
a. The PM is responsible for Purchasing the Major Buyouts based upon specifications.
b. The PM is responsible for Purchasing the correct Equipment from Approved Submittals.
c. The PM is responsible for ensuring the Fabrication Shop and Jobsite both have needed materials for respective tasks.
d. Inappropriate Lead Times are ultimately the responsibility of the PM and will need to reviewed as a priority during the Project Setup / Turnover Meeting.
10. Rental Equipment
a. The PM will be responsible for the liaison from Upchurch to the Rental Equipment Company.
b. The PM will be responsible for PO # and reflecting cost per PO # for the Respective Equipment.
c. The PM will be responsible for assisting the Team Leaders with onboarding equipment and equipment removal.
d. This includes Porta-Jon, Dumpsters, Connex, Office Trailers, etc.
11. BIM Process
a. The PM will Execute the Letter of Acceptance for CAD Files. “Hold Harmless Letter for Design Team(s)”.
b. The PM will be designated person to gather existing CAD Files for BIM Group.
c. The PM will be responsible for generating a Material Matrix for the BIM Department.
d. The PM will be responsible for retrieving the REVIT Files for the approved Submittals for better accuracy on BIM department.
e. The PM will develop a Fabrication Timeline and Coordination Plan (based upon their Onsite Work Plan).
12. Pipe Fabrication
a. The PM will review the Coordination Drawings, Construction Timeline, and develop a Prefabrication Plan with the Operation Manager & BIM Department (and Field Leader).
b. The PM will generate a List of Prefabrication Items, and Timeline (onsite based upon Project Schedule).
c. The PM will coordinate with the BIM Department and Pipe Fabrication Manager on the Master Plan(s), coordinate all materials to Fab Shop for proper fabrication, and also coordinate the shipping and delivery to Jobsite.
13. Sheet Metal Fabrication
a. After the Coordination Drawings, the PM will be responsible for working with BIM Department on generating ductwork spools for Sheet Metal Management.
b. Work with Sheet Metal Jobsite on Spools Management. If the Onsite works with 3-Ring Binder, the PM will build the Binder for Field Leaders.
c. If the Field Leader can manage via electronically, the PM will store these in their Cloud- Based Fabrication Folder within the Job Folder.
d. The PM will be responsible to ensure the Ductwork meets SMACNA in special applications.
14. Change Orders
a. As the Project Manager, it is the responsibility of the PM to understand the Scope of the Project and be responsible for generating the Change Orders as required.
b. As the PM, these Change Order will be required to be priced as Fair to both the Company and the Owner.
c. All Change Orders will be fair market-value as we do NOT over-charge a customer.
d. The PM is responsible for Pricing these Requested Change Orders (RCOs), but will need to have the RCO reviewed by Preconstruction / Estimating for accuracy, exclusions, etc.
e. Smaller RCOs can be done independently as required.
f. Consolidating RCO log and additional labor discussions are the responsibility of the PM.
15. Project Closeouts
a. The PM will be responsible for gathering as-builds from the Field Leaders.
b. The PM will be responsible for gathering all O&M Manuals to turnover to the owner.
c. The PM will be responsible for leading the Owner Training for the Owner.
d. The PM will be responsible for turning over all the Pre-startup Checklist and Startup Forms/Reports to the Owner.
e. The PM will be responsible for establishing a Warranty Date, and secure backup warranty information from Venders.
16. Postmortem Analysis
a. The Project Manager is responsible for a Written Analysis of the Project to the Precon/Estimating Team & Operations.
i. Review the Task Codes individually for accuracy / problems.
ii. Analyze the Task Codes as a Project as a whole.
iii. Analyze the Customer
iv. Analyze the Superintendent
b. Written Response on the Really Good Items
c. Written Response on the Really Difficult Scenarios.
d. Photos & Explanation for the ABC Merit Awards.
e. Written response on the Prefabrication efforts
i. Added benefits
ii. Problems
f. Written explanation of the QA / QC for the projects.
17. Sales & Preconstruction Assistance
a. The PM is responsible for assisting the Preconstruction Team, when needed.
b. Over time, the PM will gain Project Knowledge that may be beneficial for the Preconstruction Team. Preconstruction will need your assistance in securing future work.
c. The PM may be required to Travel with Preconstruction Team to review future work.
d. The PM may be required to assist in logistics of Preconstruction Docs.
Required Skills/Abilities:
· Excellent written and verbal communication skills.
· Excellent organizational and time management skills.
· Proficient project management skills
· Proficient in Microsoft Office Suite software.
· Lean Six Sigma a plus
Education and Experience:
· Three or more of related experience required.
· Degree in Construction or Engineering
· Mechanical experience
Physical Requirements:
· Prolonged periods sitting at a desk and working on a computer.
· Must be able to lift up to 15 pounds at times.
· Able to travel as needed.
Upchurch Companies provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to , , , , , , disability status, genetics, protected veteran status, , or expression, or any other characteristic protected by federal, state or local laws.
Company DescriptionUpchurch Companies is a leading comprehensive contracting business offering a wide range of mechanical, plumbing, HVAC, and electrical services. With headquarters in Horn Lake, MS, Upchurch Companies has expanded its operations throughout the southeastern United States and looks forward to continuing its expansion through organic and acquisitive growth. Since its founding in 1970, Upchurch Companies has built a solid reputation for quality and reliability, with various divisions to serve commercial and industrial clients across different industries. The Upchurch Companies include Upchurch Plumbing, LLC, Upchurch Services, LLC, and Moses Electric, LLC, among others, and each specializes in different aspects of contracting and service work.
These subsidiaries provide services from design and installation to ongoing maintenance and support, ensuring a seamless experience for clients throughout the lifecycle of their projects. Upchurch Companies prioritize safety, excellence, and customer satisfaction, offeringCompany DescriptionUpchurch Companies is a leading comprehensive contracting business offering a wide range of mechanical, plumbing, HVAC, and electrical services. With headquarters in Horn Lake, MS, Upchurch Companies has expanded its operations throughout the southeastern United States and looks forward to continuing its expansion through organic and acquisitive growth. Since its founding in 1970, Upchurch Companies has built a solid reputation for quality and reliability, with various divisions to serve commercial and industrial clients across different industries. The Upchurch Companies include Upchurch Plumbing, LLC, Upchurch Services, LLC, and Moses Electric, LLC, among others, and each specializes in different aspects of contracting and service work. \r\n\r\nThese subsidiaries provide services from design and installation to ongoing maintenance and support, ensuring a seamless experience for clients throughout the lifecycle of their projects. Upchurch Companies prioritize safety, excellence, and customer satisfaction, offering