One of the elements of an interim payment on construction projects is the payment for the contractor’s procured material delivered, stored, and inspected at the project site. The contractor needs to provide supportive details of all material delivered as well as quantify the remaining material stored at the project site. Those could include invoices, delivery notes, and material inspection, among others. This information will be submitted to the project owner or his authorized representative to be reviewed and approved for payment.
Using Project Management Information Systems (PMIS) like PMWeb, project owners can formalize the process for making payment against material stored and inspected at the project site. The PMWeb custom form builder helps to create a template to capture the details of all material delivered and stored at the construction site. The Material Inspection Request (MIR) captures the details of all delivered material including a description of the material item, the material delivered details including delivered and approved quantities, and unit of measure. In addition, the form includes details of the material manufacturer, material country of origin, storage location, date of arrival, and delivery note reference details. The MIR includes a checklist that details items that need to be verified against the delivered material including quantities claimed, identification, packing, quality, shelf life, material test certificates, confirmation that the material delivered is in accordance with the contract specifications and any other details that need to be confirmed. The items included in the checklist are intended to enforce compliance with the contract’s requirements when it comes to accepting material delivered to the construction site as well as eliminate the disagreements between the contractor and supervision consultant when it comes to inspecting material deliveries.
All supportive documents such as material invoices, delivery notes, and inspection forms can be uploaded and attached to the material valuation form. The attachments could also include pictures of the delivered material stock as well as those stored at the site. The attachment tab also includes the material submittals which were used to document the delivered material submittal review and approval process. In addition, links to other PMWeb records as well as imported MS Outlook emails can be added.
A workflow will be assigned to the Material Inspection Request (MIR) form to ensure that the form was formally reviewed and approved. Formal approval for MIR is a must as those become supportive documents for payment against material stored on site which will be part of the interim payment valuation. The workflow changes the status of the document from draft to approved. When approved, the record cannot be edited.
The data captured in the stored material form for the different project periods provides the project owner and other stakeholders with information on material deliveries that took place during the project duration and the material stored at the project site. The content and layout for the form can be modified to reflect the project’s reporting requirements.
