keep your project on track
Project Monitoring & Clerking
Construction professionals on site through the life of the repair: verifying completed work against draw requests, documenting conditions, flagging deviations, and keeping every party informed.
What We Do & Why It Matters
Project Monitoring and Clerking
Once the scope has been established and the contractor is on site, the work of managing the project begins. For insurance carriers and adjusters, that means making sure the repairs being performed match the approved scope, that progress payments are tied to actual work completed, and that any changes or issues are identified and documented before they become costly problems.
At 360BGC, our project monitoring and clerking services provide that independent presence. We visit the site regularly, document what we find, and report back to our clients with clear, professional updates that give you confidence in what is happening on the ground.
Our Approach & Tools
How We Monitor and Document Your Project
- 01Pre-construction review of the approved scope, plans, and contract documents
- 02Regular scheduled site visits throughout the duration of the project
- 03Verification that work in progress matches the approved scope of work
- 04Documentation of work completed, materials installed, and site conditions
- 05Photographic record of all observed work and conditions at each visit
- 06Identification of any deviations from the approved scope or quality standards
- 07Review of contractor progress draw requests against verified work in place
- 08Written progress reports delivered promptly after each site visit
- 09Communication with all relevant parties regarding any issues or concerns identified
- 10Final site observation and closeout documentation at project completion
What a Project Monitoring Report Includes
- Summary of work observed during the site visit
- Photographic documentation of progress and conditions
- Assessment of work completed versus approved scope
- Identification of any outstanding items, deviations, or concerns
- Recommendation regarding progress draw requests where applicable
- Notes on schedule status and any factors that may affect the timeline
Common questions
FAQ
How often will you visit the site?
Visit frequency depends on the size, complexity, and pace of the project. For most repair projects, weekly or bi-weekly visits are appropriate. For larger or more complex projects, more frequent visits may be warranted. We discuss and agree on a monitoring schedule with our client at the start of the engagement and adjust as needed as the project progresses.
Can you help review and approve progress draw requests?
Yes. One of the primary functions of our project monitoring service is to verify that the work reflected in a progress draw request has actually been completed to the required standard before the draw is released. We review the contractor's draw submission against our own independent observation of the work in place and provide a recommendation to our client accordingly.
What happens if you find a problem on site?
We document it thoroughly and communicate it to our client promptly. We describe what we observed, provide photographic evidence, and outline our recommended course of action. We can also communicate directly with the contractor on our client's behalf if that is preferred. Our goal is to get issues identified and addressed as early as possible before they have a chance to grow into larger problems.
Do you work with the contractor directly?
We maintain a professional working relationship with the contractor on every project we monitor. We are there to observe and document, not to manage the contractor's work or give direction to their crew. When we have questions or concerns, we raise them through the appropriate channels and in coordination with our client. A cooperative relationship with the contractor generally makes the monitoring process more effective for everyone.