Pier Foundations — Data Checklist for Peter

What Brad needs to provide so Peter can build the 7 core operational workflows.
Start Here — Quick Wins

3 things from Brad that unlock 80% of the build

  • QuickBooks or accounting export (any format) — gives budget vs. actual immediately
    Even a P&L by project works. This is the #1 unlock.
    Unlocks: Project Tracker + Material Estimation
  • A recent completed bid PDF — gives Peter the template to replicate
    Doesn't need to be perfect. Any past bid with line items, quantities, pricing.
    Unlocks: Bid Generator
  • Active project list with current status — even a spreadsheet or whiteboard photo
    Project name, address, % complete, who's on it. That's all Peter needs to start tracking.
    Unlocks: Project Tracker + Sub Coordination
By Workflow — Full Data Needs
1 Project Status Tracker (Budget vs. Actual)
  • List of active PF projects (name, address, start date)
  • Budget per project (contract value, estimated costs)
  • Current spend-to-date per project
  • % complete per project (even rough estimates)
  • Accounting export or P&L by project
2 Bid Generator
  • 2-3 past completed bids (PDF, spreadsheet, or any format)
  • Standard scope items for VSC vs. aggregate piers
  • Labor rates and equipment rates
  • Typical markup structure (overhead, profit %)
  • Any bid templates currently in use
3 Sub Coordination
  • List of subcontractors PF uses regularly
  • What each sub does (drilling, concrete, hauling, etc.)
  • Contact info for each sub
  • Rates or pricing if available
  • Which subs are on which current projects
4 Permitting & Compliance
  • Which permits are needed by project type
  • Jurisdictions PF typically works in
  • Current permit status on active projects
  • Filing deadlines or renewal dates
  • Any recurring compliance requirements (state, county)
5 Safety / Compliance Checklists
  • Existing safety documents or checklists (if any)
  • Project types to build checklists for (VSC, aggregate, deep foundation)
  • Any OSHA citations or past audit findings
  • Current safety training requirements for crew
  • PPE requirements by project type
6 Material Cost Estimation
  • Steel casing specs & recent pricing
  • Aggregate pricing by supplier
  • Concrete pricing (current contracts or spot rates)
  • Preferred vendors / supplier list
  • Any recent purchase orders (for pricing baseline)
7 Punch List & Closeout
  • Current closeout process (even if informal / verbal)
  • Final inspection requirements by project type
  • Lien release templates or process
  • Warranty terms PF typically offers
  • Any retainage tracking process
Next Phase — After Data Ingest

Peter has already completed strategic research, SWOT analysis, market intelligence, and pipeline development while waiting for company data access. Once Brad connects email and provides access to company documents and folders, Peter can build these 7 operational workflows on top of that foundation. Data access is the unlock.