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OnDemand Course

Construction Documentation: Preparing Effective Job Records

Learn how to maintain and prepare a detailed and organized project document.

Even in a paperless world, maintaining clear and detailed project documentation is increasingly essential for construction risk management. Despite this, even sophisticated parties in construction often have no established or organized plan approach to managing project documentation. This topic focuses on the need for, and benefits from maintaining detailed and organized project documents. The information will highlight the advantages that come from taking such an approach, and how you can utilize it to improve positions for both negotiation and dispute resolution.

Runtime: 87 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Construction Documentation--Preparing Effective Job Records

Overview - It's a He Said, She Said World, but the Documents Matter

  • Construction Projects, and Disputes, Involve Hundreds of Small Decisions
  • How You Document and Manage the Record Materially Impacts Your Position
  • Effective Document Management Is a Core Risk Management Technique

Construction Disputes - the Origin

  • Differing Views of Obligation and Cost
  • Misunderstandings
  • The Unexpected

How Disputes Get Resolved

  • The Law
  • The Facts
  • The Record

Managing Your Job Records

  • Know Your Contract
  • Know Your Issues
  • Know Your Personnel

Know Your Contract

  • Understanding the Key Issues on Any Project
  • Timing, Payment, Insurance, Dispute Resolution

Know Your Issues

  • Project Specifics
  • Type/Scope/Disputes

Know Your Personnel

  • Training/Guidance
  • Policies

Documentation

  • Develop Proactive Practices
  • Develop Correspondence Templates
  • Document Any Events

Photography

  • Make It a Standard Practice
  • It's Cheap and Easy

Standard Approaches

  • Payment
  • Notices
  • Claims

Conclusion - an Ounce of Prevention, but Don't Forget Your Aspirin

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on October 31, 2019.

Call 1-866-352-9540 for further credit information.

  • AK CLE 1.5
     
  • Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.4
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.4 hours credit.
     
  • Arizona CLE 1.5
     
  • The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.0
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
     
  • HI CLE 1.25
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.25 CLE credit hours.
     
  • IL CLE 1.25
     
  • This course was approved for a total of 1.25 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.0
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.0 hours of CLE credit under M. Bar R. 12.
     
  • MT CLE 1.5
     
  • This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.
     
  • ND CLE 1.5
     
  • North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.5 hours of CLE credit.
     
  • NH MCLE 1.4
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 86 Minutes.
     
  • PA CLE 1.0
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • VT CLE 1.5
     
  • This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 6 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     
  • WV MCLE 1.8
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mark A. Smith, Esq.

Mark A. Smith, Esq.

Carey, O'Malley, Whitaker, Mueller, Roberts, & Smith, P.A.

  • Shareholder in the law firm of Carey, O’Malley, Whitaker, Mueller, Roberts, & Smith, P.A., Tampa, Florida
  • Practices construction law, focusing exclusively on construction litigation and construction contracting with experience in all aspects of construction litigation, including lien law, performance disputes, delay, construction defects, procurement issues and design claims
  • Trial and alternative dispute resolution experience, representing a variety owners, contractors, subcontractors, and design professionals at trial, mediation, and arbitration proceedings
  • Selected by Florida Super Lawyers as a Florida Super Lawyer; Selected to Florida Trend Legal Elite
  • Member of the Florida Bar and the Ohio Bar
  • Board certified in construction law by the Florida Bar
  • J.D. degree, cum laude, University of Michigan School of Law; B.A. degree, Yale University
  • Can be contacted at 813-250-0577 or [email protected]
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 406949
Published 2019
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