Chief Playbook

Chief Engineer Playbook to Success

o Safety Procedures • Corporate risk management tools • Historical invoices & service logs External Resources • Service manuals

o Contact specific Vendor and reach out for a service manual or on their website. • Manufacturer training portals on their website o Reach out to vendor/manufacturer for access if needed.

• OSHA contractor safety guidance • Licensing verification websites o Through local or state • Vendor-provided guides and spec sheets 4. Training Your Team (Step-by-Step) – Transparency Step 1 – Overview Explain the full vendor management workflow:

• How we choose vendors • Why verification is required • Budget impact • Safety and accountability Step 2 – Proposal Review Training Show team members:

• What a complete proposal looks like • Fee structures and common red flags • How to compare proposals using a side-by-side method Step 3 – Verification Skills Training

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