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  • HOMEPRO Documentation Guidance

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    Christian George Melitante
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    The email discusses proposed documentation guidelines for a company's projects to ensure security and proper documentation going forward. It provides a sample folder naming convention and sections for Sales & Account Management, Finance, and Operations documents. Key documents mentioned include authorization letters, contracts, billing statements, collection letters, designs/plans, schedules, permits, and policies. Guidance is sought on additional items that should be included for documentation.

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    The email discusses proposed documentation guidelines for a company's projects to ensure security and proper documentation going forward. It provides a sample folder naming convention and sections for Sales & Account Management, Finance, and Operations documents. Key documents mentioned include authorization letters, contracts, billing statements, collection letters, designs/plans, schedules, permits, and policies. Guidance is sought on additional items that should be included for documentation.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    8 views2 pages

    HOMEPRO Documentation Guidance

    Uploaded by

    Christian George Melitante
    The email discusses proposed documentation guidelines for a company's projects to ensure security and proper documentation going forward. It provides a sample folder naming convention and sections for Sales & Account Management, Finance, and Operations documents. Key documents mentioned include authorization letters, contracts, billing statements, collection letters, designs/plans, schedules, permits, and policies. Guidance is sought on additional items that should be included for documentation.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    of 2

    Hi Engr,

    I hope this email finds you well.

    I ran through all the documents of Digital Walker- the OKADA Project, (short
    background: previous project, the status is completed with back job and for balance
    collection), I'd like to seek your guidance on this as I'd like to have full security in our
    completed project/s, on going and new. 

    Having said that, below is how I've interpreted each documents handed to me by
    Yhanie, not sure if all of these will support and secure the company (HOMEPRO) in all
    dealings that concerns our previous projects in the event we encounter such
    circumstances.

    In addition, for our quick reference, I am proposing a solution for our proper
    documentation, please feel free to add ITEMS (letters, certificates, policies, etc.
    that MUST include in my list) for our security and proper documentation, moving
    forward, because literally now, everything is scattered.

    6/21/2019 DOCUMENTATION GUIDANCE
    FOLDER NAME:
    COMPANY NAME/ REPRESENTATIVE – BRANCH/ STORE NAME – NATURE OF PROJECT -
    LOCATION- PERIOD COVERED
    EX:        DIGITAL WALKER CORPORATION – DIGITAL WALKER – NEW
    GENERAL CONSTRUCTION – OKADA – JUNE TO DECEMBER 2018
     
    SECTIONS:
    A.   SALES & ACCOUNT MANAGEMENT  (DOCUMENT/S CONCERNING CLIENT,
    CLIENT-SUPPLIER RELATIONS-COMPLIANCE & NUMBERS)
    1.        Authorization Letter
    2.        Contract
    3.        Total Contract Price with Breakdown of Projected Net Income &
    Expense
    4.        Final Quotations Submitted
    5.        Final Bid Submitted
    6.        Bill of Materials
    7.        Project Organizational Chart (POC)
    B. FINANCE  (Document/s Concerning Numbers)
    1.        Billing Statements
    2.        Copy of Total Contract Price with Breakdown of Projected Net Income
    & Expense
    3.        Collection Letters
    4.        Copy of Final Quotations
    C.  OPERATIONS  (Document/s Concerning Implementation & Construction Compliance)
    1.        Design/ Plan/ Layout
    2.        Copy of Project Organizational Chart (POC)
    3.        Project Schedule
    4.        Testing Reports
    5.        Insurance Policies
    6.        Work Permits
    7.        Memorandums
    8.        Transmittal Forms

    Looking forward to your guidance and assistance. Thank you so much!

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