New Project Intake Checklist

	Log Call
	New Customer ?
	Add New Customer
	Add/Update Customer information, personnel, addresses, phone, email
	Create Project Admin and Abstract Records
	Project# = 2 digit year, 2 digit customer code, 2 digit sequence number
	Get Project Information: Customer Project Number Customer Project Name, Customer Project Manager, manager contact info sponsor agency, Sponsor Project Manager, sponsor manager contact info other agency, other agency Project Manager, manager contact info start date, due date project locations, ownership status, other subcontractors surveyors, contact information maps and plans
	General Service Agreement in Place?
	Negotiate Contract
	Generate Service Contract
	Send letter of agreement to client
	Send project letter and email to sponsor