Career Path Project Engineer to Project Manager 1 The Career Path standards listed below are designed to help a Project Engineer at Samet Corporation understand what skills, knowledge and experience they should gain while in the Project Engineer role in order to earn promotion to Project Manager The decision to promote will be made by the Group Manager with input from Project Executives, Senior Project Managers, and the Director of Operational Excellence, as and they will use this document as a guide. The bullets under each Evidence Standard has been met contain potential ways to accomplish the standard. They are not intended to be an exhaustive checklist of required activities. The Project Engineer should engage in regular conversations with the Group Manager and sponsoring Project Manager(s) to ensure that they are progressing in their development and to agree on which of the following standards have been achieved. Project Engineer Name: 1 st Fundamental: Plan the Job Preconstruction/Estimating Standard: Demonstrated ability to participate in preconstruction/estimating processes. o Candidate has participated in the design and estimating phase of multiple projects under supervision. (3 or more recommended) 3. o Candidate has attended and observed at least one presentation to a potential client with a member of the development team. Client: Date: Development Officer: PE to PM1 Career Path v. 6.12 Page 1
Scheduling Standard: Demonstrated ability to utilize scheduling software to produce a project schedule o Candidate has completed Suretrack training or demonstrated a working knowledge of Suretrack and/or MS Project. Training source and date or o Candidate has demonstrated ability to input raw data into scheduling software. o Candidate has demonstrated ability to create a basic schedule that shows understanding of critical path and duration principles. Standard: Ability to participate with a team in developing a comprehensive Project Management Plan (PMP) o Candidate has participated in the PMP process with at least one project team. Project(s): 2 nd Fundamental: Know the Job Owner Contracts Standard: Demonstrated familiarity with the standard owner contract documents used by Samet Corporation. o Candidate has read a sample of all five standard contracts and has demonstrated ability to discuss the differences. Lump Sum Cost + Cost + with GMP Design Build Construction Management Discussed differences with: PE to PM1 Career Path v. 6.12 Page 2
Subcontracts Standard: Demonstrated working knowledge of phase codes, insurance requirements and W 9 forms. Standard: Demonstrated ability to generate scopes of work for each of the major divisions of work. o Candidate has generated a scope of work for each of the major divisions of work, under supervision. Division Project Supervised by Site Concrete Masonry Metals Wood & Plastic Thermal & Moisture Protection Doors & Windows Finishes Equipment Special Construction Conveying Systems Mechanical Electrical 3 rd Fundamental: Protect the Job see Subcontracts section above for insurance standard. 4 th Fundamental: Execute the Job Standard: Demonstrated ability to generate change orders and change requests. o Candidate has generated change orders and change requests, under supervision. Supervised by: Standard: Demonstrated ability to handle back charges PE to PM1 Career Path v. 6.12 Page 3
o Candidate has handle back charges, under supervision Supervised by: Standard: Demonstrated ability to utilize Prolog for essential project management documentation processes. o Candidate is proficient at utilizing prolog to generate meeting minutes and agendas. o Candidate is proficient at utilizing prolog to maintain project logs Regulatory / Permitting Standard: Demonstrated ability to file and obtain permits. o Candidate has filed and obtained at least one permit in each of at least two jurisdictions. Jurisdiction 1: Jurisdiction 2: Permit: Permit: o Candidate has filed at least two notices of contract. Standard: Demonstrated general awareness of LEED requirements. o Candidate has used USGBC resources to look up standards for an actual project o Candidate has achieved LEED Green Associate or other green accreditation (this is not a requirement, but if the candidate has achieved accreditation, the standard has been met.) Operations Management Standard: Demonstrated experience with project management operations processes. PE to PM1 Career Path v. 6.12 Page 4
o Candidate has participated in one project (or combination of projects) of sufficient complexity, from grading to completion, in the office, under supervision of a Project Manager or Senior Project Manager, demonstrating an understanding of cost control and reporting systems. Project(s): Project Manager(s): o Candidate has participated in the preparation and processing of a schedule of values / pay application under supervision. Project: o Candidate has reviewed drawings and product submittals for each major division of work. Division Project Site Concrete Masonry Metals Wood & Plastic Thermal & Moisture Protection Doors & Windows Finishes Equipment Special Construction Conveying Systems Mechanical Electrical Candidate has participated in owner meetings; prepared and distributed meeting minutes. Project: Field Supervision Standard: Demonstrated experience with field operations management processes. o Candidate has participated in one project (or combination of projects) of sufficient complexity, from grading to completion, in the field, under the joint PE to PM1 Career Path v. 6.12 Page 5
supervision of a Superintendent/Senior Superintendent and Project Manager/Senior Project Manager. Project(s): Superintendent(s): Commissioning Project Manager(s): o Candidate has participated in trade partner (subcontractor) meetings. Project: Standard: Demonstrated experience in the commissioning process. o Candidate has participated in commissioning start up and training for one each of a plumbing, mechanical and electrical system. Closeout/Punch List Plumbing Project: Mechanical Project: Electrical Project: Standard: Demonstrated experience in the project closeout process. o Candidate has participated in at least two closeout manuals and observed all aspects of the closeout process. Warranty o Candidate has audited or participated in the creation of punchlists by Samet and the owner and followed through on observed items for at least two projects. PE to PM1 Career Path v. 6.12 Page 6
Standard: Demonstrated experience managing warranty processes. o Candidate has participated in at least two warranty walk throughs. o Candidate has followed at least two warranty walk through lists with at least six items to be addressed through to completion with the trade partners. o Candidate has completed Samet s safety orientation. 5 th Fundamental: Make the Job Safe Standard: Demonstrated commitment to Samet safety standards. o Candidate has completed Samet s safety orientation. I certify that this Project Engineer has met the standards necessary to be promoted to Project Manager 1: Sponsor Date PX/DOE/ Function Leader Date Group Manager Date PE to PM1 Career Path v. 6.12 Page 7