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Report / Letter/ Memo/ Press Kit
- Description:
- Report / Letter/ Memo/ Press Kit
TITLE: Client Name/Project Name including “R#
PM/ CONTACT: Rank first two involved
CHARGE TIME TO: XXX-XX
ADMIN.: Rose, Debbie (list)
MARCY REVIEW: Yes, No - List Date (Tues.- Thur.)
TO ADMIN: When supplied to Admin., mm/dd/yy
PREFERRED DELIVERY DATE: mm/dd/yy
REQUIRED DELIVERY DATE: mm/dd/yy
DELIVERED: Date delivered, mm/dd/yy
DELIVERY MODE: FedEx, Email, FTP, US Mail, hand delivery (list)
DELIVERY VERIFICATION: Tracking # xxxxxxxxxxxx
CLIENT CONTACT NAME:
CLIENT ADDRESS:
PM/ CONTACT NOTES:
1.
2.
ADMIN PRODUCTION NOTES
1.
2.
Template How To's/ Rules
- Description:
- The following templates are to be used for creating and editing all entries to the Rhea public calendar folders.
1. BT to be shown on the calendar in 4 (1/2 day)or 8 hour increments only.
2. Copy, do not edit, templates from this location for editing purposes.
3. All BT requests to be sent to Anna-Marie.
4. Notify Admin (Debbie, Rose) when items are added or modified by copying and pasting the details from the entry into an email to be sent to both. Place "New Entry - Job Name/Number" or "Modified Entry - Job Name/Number" in the subject line, and highlight the change(s) if necessary.
5. All B.T. Entry and changing items to "Archiving/ Project Complete" status (light gray) will be performed by Admin., or by the PM/ APM.
6. Marcy Review Templates shall be placed by PM, APM and removed (not archived) by Marcy or ADMIN once corresponding report or proposal is completed.
Proposal
- Description:
- Proposal
TITLE: Client Name/Project Name including “P#
PM/ CONTACT: Rank first two involved
CHARGE TIME TO: XXX-XX
ADMIN.: Rose, Debbie (list)
MARCY REVIEW: Yes, No - List Date (Tues.- Thur.)
TO ADMIN: When supplied to Admin., mm/dd/yy
PREFERRED DELIVERY DATE: mm/dd/yy
REQUIRED DELIVERY DATE: mm/dd/yy
DELIVERED: Date delivered, mm/dd/yy
DELIVERY MODE: FedEx, Email, FTP, US Mail, hand delivery (list)
DELIVERY VERIFICATION: Tracking # xxxxxxxxxxxx
CLIENT CONTACT NAME:
CLIENT ADDRESS:
PM/ CONTACT NOTES:
1.
2.
ADMIN PRODUCTION NOTES:
1.
2.
Non BD Meeting/ Travel/ Misc.
- Description:
- TRIP TYPE: Job Meeting, Field Work, Training
CHARGE TIME TO: (80103- Training or Job #)
PARTICIPANTS: List names
TRANSPORTATION: Air, Car Rental, Rhea vehicle
DEPARTURE: mm/dd/yy AM/PM
LOCATION:
ITINERARY: DATE(s), TIME(s):
RETURN: mm/dd/yy AM/PM
NOTES:
1.
2.
3.
BD Meeting/ Travel
- Description:
- TRIP TYPE: Meeting, Conference
CHARGE TIME TO: (80104- Marketing or Job #)
ADMIN. SUPPORT: Y/N (Press Kits- if Y add entry)
PARTICIPANTS: List names
TRANSPORTATION: Air, Car Rental, Rhea vehicle
DEPARTURE: mm/dd/yy AM/PM
LOCATION:
ITINERARY: DATE(s), TIME(s):
RETURN: mm/dd/yy AM/PM
RHEA MARKETING TARGETS:
• GEOTECHNICAL: low, medium, high
• ENVIRONMENTAL: low, medium, high)
• FIELD MONITOR//MGMT: low, medium, high
• CIVIL SITE DEV.: low, medium, high
• WATER RESOURCES: low, medium, high
NOTES:
1.
2.
3.
Marcy Review (Item Desc)
- Description:
- Marcy Review- (Item Desc) *or
MGJ Working @ Home (w/ NOTES 1,2,3,4 only)
TITLE: Client Name/Project Name including R#, P# CONTACT: Rank first two involved
CHARGE TIME TO: XXX-XX
ADMIN.: Rose, Debbie (list)
MARCY REVIEW COMMENTS:
1.
2.
3.
4.
**After report or proposal is completed by ADMIN, this corresponding entry will be deleted by Marcy or ADMIN staff only. PM/ APM place Tuesday and Wednesday only- min. 2 days prior to due date.
[All day event] Holiday- New Years
- Description:
- Offices Closed
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