Holley Jet size

No. I don't want him to touch the secondary side. Especially not with the information provided. Usually the factory is OK on the secondary side and even if not, the t-slots are often high in bore and in those cases secondary idle position idle can't be judged by t-slot exposure. We can come back to this if needed once we know what the carb is, and how it runs on this particular engine.
OK, you are setting out a plan... good. I just want him to be aware of that secondary setting... it is ususally important when you get down to the last steps of fine tuning for smooth street/cruise operation. And it ought to be checked now just to be sure it is at the nomimal setting (square t-slot exposure with secondaries closed) to start with.. someone could have monkeyed with it and got it all out of whack and nowhere close to factory nominal setting.