Job Life Cycle Process (JLCP) Task Matrix

Source: JLCP Main Tasks v121225.xlsx + JLCP Subtasks.csv
Total Tasks: 87 main tasks + 14 subtasks = 101 total
Last Updated: December 2025

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Summary Statistics

Metric	Count
Total Main Tasks	87
Total Subtasks	14
Independent Tasks	30
Dependent Tasks	56
Recurring Tasks	19
Automation Tasks	7

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Tasks by Stage

Stage	Task Count	% of Total
Pre-Construction	44	51%
Construction	19	22%
Safety & Compliance	9	10%
Mobilization	9	10%
Demobilization	3	3%
Retainage	3	3%

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Tasks by Responsible Role

Role	Task Count
Project Accountant	25
Project Manager	24
Safety Coordinator	9
Asst Project Manager	8
Automation	7
Operations Coordinator	7
Other (shared/multiple)	7

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Pre-Construction Tasks (44 tasks)

#	Task	Responsible	Type	Depends On
1	Receive LOI or Contract from GC and Review	Sales	Task	—
2	Submit Podio Project Intake Form	Project Manager	Task	—
3	Estimator, Sales Person, & PM Conduct Solo Job Intro Meeting	2 stakeholders	Task	—
4	Set-up Job in Google Drive	Automation	Automation	Task #2
5	Add new Job to Job Listings	Automation	Automation	Task #2
6	Create Job Info Sheet	Automation	Automation	Task #2
7	Create RFI Log (if needed)	Automation	Automation	Task #2
8	Create Submittal Log	Automation	Automation	Task #2
9	Create Vendor/Buyout Log	Automation	Automation	Task #2
10	Create Change Order Request Log	Automation	Automation	Task #2
11	Estimator Adds OST Takeoff PDFs to Office Google Drive Folder	Estimator	Task	Task #3
12	PM Fills out Job Info Template	Project Manager	Task	Task #3
13	Send LOI/Contract to Linda & Accounting for Review	Project Manager	Task	Task #12
14	Receive & Review LOI/Contract	Project Accountant	Task	Task #12
15	(CCIP dependent) PM provides Estimated # of Man Hours for Project	Project Manager	Task	Task #14
16	Field Leak of Upcoming Job Scope from PM to DFO (director of field operations)	Project Manager	Task	Task #3
17	Negotiate Contract (if needed)	Project Manager, Project Accountant	Task	Task #14
18	Send Signed Contract to GC	Project Manager, Owner	Task	Task #17
19	Enroll in Required Insurance + Request Bond if Required	Project Accountant	Task	Task #18
20	Submit C3 documentation (conditional)	Project Accountant	Task	Task #18
21	Enter Job into QuickBooks	Project Accountant	Task	Task #19
22	Create Schedule of Values	Project Manager	Task	Task #18
23	Enter Schedule of Values	Project Accountant	Task	Task #19
24	Add Project Spec to know if Textera or Procore is Needed	Project Accountant	Task	Task #14
25	Determine Cost Estimates	Project Manager	Task	Task #18
26	Enter Job Cost Estimates	Project Accountant	Task	Task #24
27	Create GC Job Contacts	Project Manager	Task	Task #18
28	PM Selects Vendors and Requests Signatures	Project Manager	Task	Task #18
29	PM Returns Signed Quotes to Vendors	Project Manager	Task	Task #27
30	Create a Work Order for Subcontractors	Project Manager	Task	Task #28
30	Upload Signed Vendor Quotes to Google Drive	Project Manager	Task	Task #28
31	Fill-out Tax Exempt Forms	Project Accountant	Task	Task #28
32	Send Tax Exempt Certifications to Vendors	Project Accountant	Task	Task #33
33	Request Reinforcement Shop Drawings from Vendor	Asst Project Manager	Task	Task #34
34	Review Shop Drawings Internally, then Send Shop Drawings from Vendor to GC	Project Manager	Task	Task #35
35	PM compiles material list for project and ensures it is uploaded to the Project Drive folder	Project Manager	Task	Task #28
36	Pull Submittal Data from Vendor Portals	Asst Project Manager	Task	Task #37
37	Pull Safety Data Sheets from Same Place	Asst Project Manager	Task	Task #37
38	Send SFA Submittals to GC/Engineer	Asst Project Manager	Task	Task #37
39	Resubmit Revised Submittals (as needed)	Asst Project Manager	Task	Task #37
40	Submit Safety Data Sheets	Asst Project Manager	Task	Task #37
41	Track Submittals in Submittal Log	Asst Project Manager	Task	Task #37
42	Confirm Approval of Submittals from GC/Engineer	Asst Project Manager	Task	Task #38
43	Schedule Precon Meeting	Project Manager	Task	Task #44

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Mobilization Tasks (9 tasks)

#	Task	Responsible	Type	Depends On
1	PM Requests CAD Files from GC	Project Manager	Task	Task #18
2	PM Requests Schedule from GC	Project Manager	Task	Task #18
3	PM Forwards CAD Files to Layout Team	Project Manager	Task	Task #46
4	PM Receives & Reviews Schedule	Project Manager	Task	Task #47
5	Conduct Internal Job Meeting w/ Sub(s) & Team (3 biz day advance notice)	Project Manager	Task	Task #45
6	Set-up Initial Job Mobilization	Operations Coordinator	Task	Task #50
7	Site Visit by OC and Foreman w/ SuperIntendent	Operations Coordinator	Task	Task #50
8	Create Job Schedule	Operations Coordinator	Task	Task #50
9	Schedule Initial Deliveries	Operations Coordinator	Task	Task #50

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Construction Tasks (19 tasks)

#	Task	Responsible	Type	Depends On
1	Review & Verify Sub/Vendor Invoices	Project Accountant	Recurring	—
2	Verify Receipts for Job Costs	Project Accountant	Recurring	—
3	Track Quotes in Quickbooks	Project Accountant	Recurring	—
4	Compiling Job Cost Reports	Project Accountant	Recurring	—
5	Track WEX Fuel Logs	Project Accountant	Recurring	—
6	Verify Invoices w/out Quote/Purchase Order	Project Manager	Recurring	—
7	Track Daily Reports & Technology(?)	Project Manager	Recurring	—
8	Track Owned Equipment	Project Accountant	Recurring	—
9	Report Certified Payroll + CCIP Requirements	Project Accountant	Recurring	—
10	Create Change Order Requests (As Needed) and Submittals	Operations Coordinator, Project Manager	Recurring	—
11	Submit Change Order Requests	Project Manager	Recurring	—
12	Track Change Orders in Change Order Log	Project Manager	Recurring	—
13	Release Material Orders	Operations Coordinator	Recurring	—
14	Order Materials	Operations Coordinator	Recurring	—
15	Order Equipment	Operations Coordinator	Recurring	—
16	Distribute & Process Invoices from Vendors	Project Accountant	Recurring	—
17	Initiate Payment Applications	Project Accountant	Recurring	—
18	Submit Billing	Project Accountant	Recurring	—
19	Submit Waivers	Project Accountant	Recurring	—

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Safety & Compliance Tasks (9 tasks)

#	Task	Responsible	Type	Depends On
1	Request 811 Line Locate Remarks	Safety Coordinator	Task	Task #49
2	Verify All Subcontractors have a Master Agreement On File	Safety Coordinator	Task	Task #29
3	Initial 811 Line Locate	Safety Coordinator	Task	Task #50
4	Compose Safety Forms	Safety Coordinator	Task	Task #50
5	Submit Equipment Certifications to GC	Safety Coordinator	Task	Task #50
6	Submit SSSP to GC	Safety Coordinator	Task	Task #50
7	Upload the above to Project Drive Folder & Send Safety Deliverables to Ops Coordinator and Foreman	Safety Coordinator	Task	Task #50
8	Submit All Necessary Labor Credentials for Badging & Schedule Trainings to GC	Safety Coordinator	Task	Task #50
9	Book Out of Town Reservations (if needed)	Safety Coordinator	Task	Task #50

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Demobilization Tasks (3 tasks)

#	Task	Responsible	Type	Depends On
1	Review Punchlist Received by GC	Operations Coordinator, Project Manager	Task	—
2	Submit Warranty Letters	Project Accountant	Task	Task #62
3	Submit Final Retainage Billing	Project Accountant	Task	Task #62

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Retainage Tasks (3 tasks)

#	Task	Responsible	Type	Depends On
4	Scan Closeout Documents/Files to Job Folder	Project Accountant	Task	Task #62
5	Check-Off Status Column for Job in Job Listings	Project Accountant	Task	Task #65
6	Move Job Folder to Back Office Shared Drive (Archived Projects?)	Project Accountant	Task	Task #65

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Subtasks (14 total)

Parent Task	Subtask	Description	Responsible
Task #1	1.1	Review $ Amount	Project Manager
Task #1	1.2	Review Retainage	Project Manager
Task #1	1.3	Review Scope	Project Manager
Task #3	3.1	Project Notes w/ Vendor Quotes	Project Manager
Task #3	3.2	OST File	Project Manager
Task #3	3.3	Bid File	Project Manager
Task #8	8.1	Review Mix Designs	Project Manager
Task #8	8.2	Review Shop Drawings	Project Manager
Task #8	8.3	Review Product Data	Project Manager
Task #14	14.1	Review to see if Certified Payroll is a requirement	Project Accountant
Task #14	14.2	Review Insurance Requirements	Project Accountant
Task #14	14.3	Review OCIP/CCIP/ROCIP Requirements	Project Accountant
Task #82	82.1	Concrete Accessories/Forms	Operations Coordinator
Task #82	82.2	Concrete Mix	Operations Coordinator