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Construction Documentation: Preparing Effective Job Records

Make sure you know how to maintain and prepare detailed and organized project documents.

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: 99 minutes
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Why Lorman?

Over 34 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 34 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

This course was last revised on November 13, 2020.

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

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

MP3 Download

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

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More Program Information

Why Lorman?

Over 34 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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Product ID: 407818
Published 2020
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