Interim File Review - Revision history

Clarkj25: /* Interim Project Documentation Reviews */

2024-10-23T17:18:47Z

Interim Project Documentation Reviews

SchaeferS: /* LAP Project Considerations */

2021-05-06T19:47:56Z

LAP Project Considerations

Clarkj25: /* Interim Project Documentation Reviews */

2020-06-09T21:07:50Z

Interim Project Documentation Reviews

SchaeferS: Corrected grammatical errors

2020-06-09T20:35:56Z

Corrected grammatical errors

SchaeferS: Added form links

2020-06-09T20:35:11Z

Added form links

SchaeferS: Corrected grammatical errors

2020-06-09T20:31:52Z

Corrected grammatical errors

SchaeferS: SchaeferS moved page Interim File Reviews to Interim File Review

2020-06-09T20:19:17Z

SchaeferS moved page Interim File Reviews to Interim File Review

SchaeferS: Created Interim File Reviews Section under Div 1 Supplemental

2020-06-09T20:14:39Z

Created Interim File Reviews Section under Div 1 Supplemental

New page

==Interim Project Documentation Reviews==

During the active construction phase, an interim review of FieldManager and project record files is to be completed annually for a minimum of one project per project office unless the Engineer in responsible charge is certified under the MDOT [http://mdotwiki.state.mi.us/construction/index.php/Certified_Engineer_Process Certified Engineer Process].

The selected project for interim review must have a minimum duration of 2 months and must be at least 30% complete by the time of the review. The region construction engineer is responsible for approving project selection, selecting the review team and notifying the construction/project engineer.

The review is to be completed in accordance with the procedures outlined in [http://mdotwiki.state.mi.us/construction/index.php/109.07_Final_Inspection,_Acceptance,_and_Final_Payment#Final_Estimate_Review Final Inspection, Acceptance and Final Payment]. The review should be conducted as early in the active portion of the project as practical to ensure proper documentation throughout the remainder of the project. Document all interim review findings on form Interim Project Review form 1963.

The interim review is similar to the final project file review, except most if not all of the pay items reviewed will not have final quantities. The review includes checking for appropriate contract documentation, prevailing wage documentation and all supporting documentation for the quantities paid for the work items reviewed. A representative sample of pay items, including major items of work, are to be reviewed using form 1963. The sample size will not exceed 5 items unless major deficiencies are discovered. Some areas on form 1963 may not be applicable for the job being reviewed and should be noted as such. Unique or non-typical projects may require special review consideration to ensure compliance. The use of form 1147, Final Project Review Summary, is not required when form 1963 is used to document the review.

The reviewer will send the 1963 form to the project engineer and the region construction engineer. The project engineer must address all items identified on the 1963 form within 30 days. Any deficiencies noted in the interim review that were not fully addressed by the Final Project Review may be treated as Major Deficiencies and/or be entered as an item of concern on the Engineers records for any future Certified Engineer applications.

===LAP Project Considerations===
Interim file reviews may also be performed if a local agency requests, or if MDOT believes the Local Public Agency (LPA) would benefit in understanding documentation requirements. An interim file review is for the benefit of the LPA and should be utilized to identify any documentation deficiencies during the construction process, in lieu of waiting until project completion when documentation deficiencies may be challenging to resolve jeopardizing federal and state aid.

The LPA is expected to utilize feedback from the interim file review to improve project documentation procedures and address any identified deficiencies. All file deficiencies, whether identified during the interim or final file review, will be resolved prior to final project closeout.

{{top}}
[[Category:Construction Manual]]
[[Category:Division 1 Supplemental]]

← Older revision		Revision as of 17:18, 23 October 2024
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	==Interim Project Documentation Reviews==		==Interim Project Documentation Reviews==

−	During the active construction phase, an interim review of ~~FieldManager and~~ project record files is to be completed annually for a minimum of one project per project office, unless the Engineer in responsible charge is certified under the MDOT [http://mdotwiki.state.mi.us/construction/index.php/Certified_Engineer_Process Certified Engineer Process].	+	During the active construction phase, an interim review of project record files is to be completed annually for a minimum of one project per project office, unless the Engineer in responsible charge is certified under the MDOT [http://mdotwiki.state.mi.us/construction/index.php/Certified_Engineer_Process Certified Engineer Process].

@@ Line 1: / Line 1: @@
 ==Interim Project Documentation Reviews==
-During the active construction phase, an interim review of FieldManager and project record files is to be completed annually for a minimum of one project per project office, unless the Engineer in charge is certified under the MDOT [http://mdotwiki.state.mi.us/construction/index.php/Certified_Engineer_Process Certified Engineer Process].
+During the active construction phase, an interim review of FieldManager and project record files is to be completed annually for a minimum of one project per project office, unless the Engineer in responsible charge is certified under the MDOT [http://mdotwiki.state.mi.us/construction/index.php/Certified_Engineer_Process Certified Engineer Process].
@@ Line 7: / Line 7: @@
-The review is to be completed in accordance with the procedures outlined in [http://mdotwiki.state.mi.us/construction/index.php/109.07_Final_Inspection,_Acceptance,_and_Final_Payment#Final_Estimate_Review Final Inspection, Acceptance and Final Payment].  The review should be conducted as early in the active portion of the project as practical to ensure proper documentation throughout the remainder of the project.  Document all interim review findings on the Interim Project Review [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963].
+The review is to be completed in accordance with the procedures outlined in [[Final_Project_Review|Final Project Reviews]] The review should be conducted as early in the active portion of the project as practical to ensure proper documentation throughout the remainder of the project.  Document all interim review findings on the Interim Project Review [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963].
-The interim review is similar to the final project file review, except most, if not all, of the pay items reviewed will not have final quantities.  The review includes checking for appropriate contract documentation, prevailing wage documentation, and all supporting documentation for the quantities paid for the work items reviewed.  A representative sample of pay items, including major items of work, are to be reviewed using [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963].  The sample size will not exceed five (5) items unless major deficiencies are discovered.  Some areas on [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] may not be applicable for the job being reviewed and should be noted as such.  Unique or non-typical projects may require special review consideration to ensure compliance.  The use of [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1147.pdf Form 1147], Final Project Review Summary, is not required when [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] is used to document the review.
+The interim review is similar to the [[Final_Project_Review|Final Project Reviews]], except most, if not all, of the pay items reviewed will not have final quantities.  The review includes checking for appropriate contract documentation, prevailing wage documentation, and all supporting documentation for the quantities paid for the work items reviewed.  A representative sample of pay items, including major items of work, are to be reviewed using [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963].  The sample size will not exceed five (5) items unless major deficiencies are discovered.  Some areas on [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] may not be applicable for the job being reviewed and should be noted as such.  Unique or non-typical projects may require special review consideration to ensure compliance.  The use of [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1147.pdf Form 1147], Final Project Review Summary, is not required when [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] is used to document the review.

← Older revision		Revision as of 20:35, 9 June 2020
Line 13:		Line 13:


−	The reviewer will send [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] to the project engineer and the Region Construction Engineer. The project engineer must address all items identified on ~~the~~ [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] within 30 days. Any deficiencies noted in the interim review that were not fully addressed by the Final Project Review may be treated as Major Deficiencies and/or be entered as an item of concern on the engineers records for any future Certified Engineer applications.	+	The reviewer will send [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] to the project engineer and the Region Construction Engineer. The project engineer must address all items identified on [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] within 30 days. Any deficiencies noted in the interim review that were not fully addressed by the Final Project Review may be treated as Major Deficiencies and/or be entered as an item of concern on the engineers records for any future Certified Engineer applications.

@@ Line 7: / Line 7: @@
-The review is to be completed in accordance with the procedures outlined in [http://mdotwiki.state.mi.us/construction/index.php/109.07_Final_Inspection,_Acceptance,_and_Final_Payment#Final_Estimate_Review Final Inspection, Acceptance and Final Payment].  The review should be conducted as early in the active portion of the project as practical to ensure proper documentation throughout the remainder of the project.  Document all interim review findings on the Interim Project Review Form 1963.
+The review is to be completed in accordance with the procedures outlined in [http://mdotwiki.state.mi.us/construction/index.php/109.07_Final_Inspection,_Acceptance,_and_Final_Payment#Final_Estimate_Review Final Inspection, Acceptance and Final Payment].  The review should be conducted as early in the active portion of the project as practical to ensure proper documentation throughout the remainder of the project.  Document all interim review findings on the Interim Project Review [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963].
-The interim review is similar to the final project file review, except most, if not all, of the pay items reviewed will not have final quantities.  The review includes checking for appropriate contract documentation, prevailing wage documentation, and all supporting documentation for the quantities paid for the work items reviewed.  A representative sample of pay items, including major items of work, are to be reviewed using Form 1963.  The sample size will not exceed five (5) items unless major deficiencies are discovered.  Some areas on Form 1963 may not be applicable for the job being reviewed and should be noted as such.  Unique or non-typical projects may require special review consideration to ensure compliance.  The use of Form 1147, Final Project Review Summary, is not required when Form 1963 is used to document the review.
+The interim review is similar to the final project file review, except most, if not all, of the pay items reviewed will not have final quantities.  The review includes checking for appropriate contract documentation, prevailing wage documentation, and all supporting documentation for the quantities paid for the work items reviewed.  A representative sample of pay items, including major items of work, are to be reviewed using [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963].  The sample size will not exceed five (5) items unless major deficiencies are discovered.  Some areas on [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] may not be applicable for the job being reviewed and should be noted as such.  Unique or non-typical projects may require special review consideration to ensure compliance.  The use of [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1147.pdf Form 1147], Final Project Review Summary, is not required when [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] is used to document the review.
-The reviewer will send Form 1963 to the project engineer and the Region Construction Engineer.  The project engineer must address all items identified on the Form 1963 within 30 days.  Any deficiencies noted in the interim review that were not fully addressed by the Final Project Review may be treated as Major Deficiencies and/or be entered as an item of concern on the engineers records for any future Certified Engineer applications.
+The reviewer will send [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] to the project engineer and the Region Construction Engineer.  The project engineer must address all items identified on the [https://mdotjboss.state.mi.us/webforms/GetDocument.htm?fileName=1963.pdf Form 1963] within 30 days.  Any deficiencies noted in the interim review that were not fully addressed by the Final Project Review may be treated as Major Deficiencies and/or be entered as an item of concern on the engineers records for any future Certified Engineer applications.

@@ Line 27: / Line 27: @@
 {{top}}
 [[Category:Construction Manual]]
 [[Category:Division 1 Supplemental]]

@@ Line 1: / Line 1: @@
 ==Interim Project Documentation Reviews==
-During the active construction phase, an interim review of FieldManager and project record files is to be completed annually for a minimum of one project per project office unless the Engineer in responsible charge is certified under the MDOT [http://mdotwiki.state.mi.us/construction/index.php/Certified_Engineer_Process Certified Engineer Process].
+During the active construction phase, an interim review of FieldManager and project record files is to be completed annually for a minimum of one project per project office, unless the Engineer in charge is certified under the MDOT [http://mdotwiki.state.mi.us/construction/index.php/Certified_Engineer_Process Certified Engineer Process].
-The selected project for interim review must have a minimum duration of 2 months and must be at least 30% complete by the time of the review.  The region construction engineer is responsible for approving project selection, selecting the review team and notifying the construction/project engineer.
+The selected project for interim review must have a minimum duration of 2 months and must be at least 30 percent complete by the time of the review.  The Region Construction Engineer is responsible for approving project selection, selecting the review team, and notifying the construction/project engineer.
-The review is to be completed in accordance with the procedures outlined in [http://mdotwiki.state.mi.us/construction/index.php/109.07_Final_Inspection,_Acceptance,_and_Final_Payment#Final_Estimate_Review Final Inspection, Acceptance and Final Payment].  The review should be conducted as early in the active portion of the project as practical to ensure proper documentation throughout the remainder of the project.  Document all interim review findings on form Interim Project Review form 1963.
+The review is to be completed in accordance with the procedures outlined in [http://mdotwiki.state.mi.us/construction/index.php/109.07_Final_Inspection,_Acceptance,_and_Final_Payment#Final_Estimate_Review Final Inspection, Acceptance and Final Payment].  The review should be conducted as early in the active portion of the project as practical to ensure proper documentation throughout the remainder of the project.  Document all interim review findings on the Interim Project Review Form 1963.
-The interim review is similar to the final project file review, except most if not all of the pay items reviewed will not have final quantities.  The review includes checking for appropriate contract documentation, prevailing wage documentation and all supporting documentation for the quantities paid for the work items reviewed.  A representative sample of pay items, including major items of work, are to be reviewed using form 1963.  The sample size will not exceed 5 items unless major deficiencies are discovered.  Some areas on form 1963 may not be applicable for the job being reviewed and should be noted as such.  Unique or non-typical projects may require special review consideration to ensure compliance.  The use of form 1147, Final Project Review Summary, is not required when form 1963 is used to document the review.
+The interim review is similar to the final project file review, except most, if not all, of the pay items reviewed will not have final quantities.  The review includes checking for appropriate contract documentation, prevailing wage documentation, and all supporting documentation for the quantities paid for the work items reviewed.  A representative sample of pay items, including major items of work, are to be reviewed using Form 1963.  The sample size will not exceed five (5) items unless major deficiencies are discovered.  Some areas on Form 1963 may not be applicable for the job being reviewed and should be noted as such.  Unique or non-typical projects may require special review consideration to ensure compliance.  The use of Form 1147, Final Project Review Summary, is not required when Form 1963 is used to document the review.
-The reviewer will send the 1963 form to the project engineer and the region construction engineer.  The project engineer must address all items identified on the 1963 form within 30 days.  Any deficiencies noted in the interim review that were not fully addressed by the Final Project Review may be treated as Major Deficiencies and/or be entered as an item of concern on the Engineers records for any future Certified Engineer applications.
+The reviewer will send Form 1963 to the project engineer and the Region Construction Engineer.  The project engineer must address all items identified on the Form 1963 within 30 days.  Any deficiencies noted in the interim review that were not fully addressed by the Final Project Review may be treated as Major Deficiencies and/or be entered as an item of concern on the engineers records for any future Certified Engineer applications.
 ===LAP Project Considerations===
-Interim file reviews may also be performed if a local agency requests, or if MDOT believes the Local Public Agency (LPA) would benefit in understanding documentation requirements.  An interim file review is for the benefit of the LPA and should be utilized to identify any documentation deficiencies during the construction process, in lieu of waiting until project completion when documentation deficiencies may be challenging to resolve jeopardizing federal and state aid.
+Interim File Reviews may also be performed if a local agency makes a request, or if MDOT believes the Local Public Agency (LPA) would benefit in understanding documentation requirements.  An Interim File Review is for the benefit of the LPA and should be utilized to identify any documentation deficiencies during the construction process, in lieu of waiting until project completion when documentation deficiencies may be challenging to resolve jeopardizing federal and state aid.
-The LPA is expected to utilize feedback from the interim file review to improve project documentation procedures and address any identified deficiencies.  All file deficiencies, whether identified during the interim or final file review, will be resolved prior to final project closeout.
+The LPA is expected to utilize feedback from the Interim File Review to improve project documentation procedures and address any identified deficiencies.  All file deficiencies, whether identified during the interim or final file review, will be resolved prior to final project closeout.

← Older revision	Revision as of 20:19, 9 June 2020
(No difference)