I feel this would be a great place to log project specific information;
1. Pre-lien Notices from a Subcontractor's supplier (this is job specific) - (WA State)
2. Insurance Certificates - This is mostly job specific these days as the Accord forms should list the client as additionally insured. We do get a handful of blanket certs
3. Receipt of a Safety Plan (Job Specific)
4. Receipt of Project Specific Requirements (special client forms, additional insurance info i.e. WRAP policies,
5. You could use this as a place to log any closeout requirements prior to final payment (i.e. O&M manuals, Final Lien Releases, As-built Drawings, and other project Close-out Requirements
I would still keep the Certificates option under vendors, but as a few others have pointed out, its not the best place to
by: Danny B. | over a year ago | Project Management
Comments
Good one!!
These documents in California are all job specific too, I currently keep a separate excel log to track these items because the modules like certificates is too general and prelims received is near worthless since it does not track 2nd & 3rd tier subs.
Certificates are whatever you want to set up there, so go for it!