Difference between revisions of "153.10 Design – Escrow"

From Engineering_Policy_Guide
Jump to navigation Jump to search
m
m (updated link to eAgreements)
 
(8 intermediate revisions by 3 users not shown)
Line 1: Line 1:
 
{| border="1" class="wikitable" style="margin: 1em auto 1em auto" style="text-align:center"
 
{| border="1" class="wikitable" style="margin: 1em auto 1em auto" style="text-align:center"
 
|+  
 
|+  
−
! style="background:#BEBEBE" ROWSPAN="2"|Available Escrow Boilerplate Agreements!!style="background:#BEBEBE" ROWSPAN="2"|What triggers the use of this agreement? When is it used?!! style="background:#BEBEBE" ROWSPAN="2"|Who are the drafters?!!style="background:#BEBEBE" ROWSPAN="2"|Who needs to review the document prior to execution?<sup>1</sup>!!style="background:#BEBEBE" colspan="3"| Who signs for MoDOT?<sup>2</sup> !!style="background:#BEBEBE" ROWSPAN="2" width="80"|Is acknowledge-<br/>ment by a notary public required? !!style="background:#BEBEBE" ROWSPAN="2"|Link to Available Instructions
+
! style="background:#BEBEBE" ROWSPAN="2"|Available Escrow Boilerplate Agreements<sup>'''1'''</sup>!!style="background:#BEBEBE" ROWSPAN="2"|What triggers the use of this agreement? When is it used?!! style="background:#BEBEBE" ROWSPAN="2"|Who are the drafters?!!style="background:#BEBEBE" ROWSPAN="2" width="175"|Who needs to review the document prior to execution?<sup>2</sup>!!style="background:#BEBEBE" colspan="3"| Who signs for MoDOT?<sup>'''3'''</sup> !!style="background:#BEBEBE" ROWSPAN="2" width="80"|Is acknowledge-<br/>ment by a notary public required? !!style="background:#BEBEBE" ROWSPAN="2"|Link to Available Instructions
 
|-
 
|-
 
!style="background:#BEBEBE"| Executing Signature !!style="background:#BEBEBE"|Approval as to Form!!style="background:#BEBEBE"| Attestation Signature
 
!style="background:#BEBEBE"| Executing Signature !!style="background:#BEBEBE"|Approval as to Form!!style="background:#BEBEBE"| Attestation Signature
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/DE02_Bid_Documents_Escrow_Agreement_(MHTC_Documents).doc DE02_Bid_<br/>Documents_Escrow<br/>_Agreement<br/>(MHTC_Documents) ]||Major River Crossing Projects|| BCS - Project Reviewer ||Chief Counsel's Office|| The Director, Chief Engineer, Chief Financial Officer, or Assistant Chief Engineer|| Chief Counsel's Office|| Commission Secretary's Office|| no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|DE02_Bid_<br/>Documents_Escrow<br/>_Agreement<br/>(MHTC_Documents) ||Major River Crossing Projects|| BCS - Project Reviewer ||Chief Counsel's Office|| The Director, Chief Engineer, Chief Financial Officer, or Assistant Chief Engineer|| Chief Counsel's Office|| Commission Secretary's Office|| no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/DE02-C_Escrow_Agreement_(MHTC_and_Contractor).doc DE02-C_<br/>Escrow_Agreement_<br/>(MHTC_and_Contractor)]|| Major River Crossing Projects|| BCS - Project Reviewer ||Chief Counsel's Office ||The Director, Chief Engineer, Chief Financial Officer, or Assistant Chief Engineer ||Chief Counsel's Office ||Commission Secretary's Office|| no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|DE03_<br/>Commission_<br/>Affidavit_<br/>Creating_Escrow|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office ||State Design Engineer || - || - || yes|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/DE02-D_Release_of_Claims_and_Escrowed_Documents_(by_Contractor).doc DE02-D_<br/>Release_of_<br/>Claims_and_<br/>Escrowed_Documents<br/>(by_Contractor)]|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office|| Contractor|| - || - || yes ||[http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|DE04_<br/>MoDOT_Affidavit_<br/>-_Verification_of<br/>_Escrowed_Documents|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office|| State Design Engineer || - || - || yes|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/DE02-G_Waiver_of_Right_to_be_Present_(Contractor_absent_-_out_of_state).doc DE02-G_<br/>Waiver_of_<br/>Right_to_<br/>be_Present<br/>(Contractor_<br/>absent_-_out<br/>_of_state)]|| Major River Crossing Projects ||BCS - Project Reviewer|| Chief Counsel's Office|| Contractor|| - || - || yes ||[http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|DE05_<br/>Contractor_Itemized<br/>_List_for_<br/>Escrow_Documents|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office|| Contractor || - || - || no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/DE02-I_MHTC_Representative_Escrow_Authority_Affidavit.doc DE02-I_<br/>MHTC_Representative<br/>_Escrow_Authority<br/>_Affidavit]|| Major River Crossing Projects ||BCS - Project Reviewer|| Chief Counsel's Office|| State Design Engineer || - || - || yes ||[http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|DE51_<br/>Escrow_Agreement_<br/>(MHTC_and_Contractor)|| Major River Crossing Projects|| BCS - Project Reviewer ||Chief Counsel's Office ||The Director, Chief Engineer, Chief Financial Officer, or Assistant Chief Engineer ||Chief Counsel's Office ||Commission Secretary's Office|| no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/DE03_Commission_Affidavit_Creating_Escrow.doc DE03_<br/>Commission_<br/>Affidavit_<br/>Creating_Escrow]|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office ||State Design Engineer || - || - || yes|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|DE52_<br/>Release_of_<br/>Claims_and_<br/>Escrowed_Documents<br/>(by_Contractor)|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office|| Contractor|| - || - || yes ||[http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/DE04_MoDOT_Affidavit_-_Verification_of_Escrowed_Documents.doc DE04_<br/>MoDOT_Affidavit_<br/>-_Verification_of<br/>_Escrowed_Documents]|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office|| State Design Engineer || - || - || yes|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|DE53_<br/>Waiver_of_<br/>Right_to_<br/>be_Present<br/>(Contractor_<br/>absent_-_out<br/>_of_state)|| Major River Crossing Projects ||BCS - Project Reviewer|| Chief Counsel's Office|| Contractor|| - || - || yes ||[http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/DE04-C_Contractor_Affidavit_-_Verification_of_Escrowed_Documents.doc DE04-C_<br/>Contractor_Affidavit_-<br/>_Verification_of_<br/>Escrowed_Documents]|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office|| Contractor|| - || - || no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|DE54_<br/>MHTC_Representative<br/>_Escrow_Authority<br/>_Affidavit|| Major River Crossing Projects ||BCS - Project Reviewer|| Chief Counsel's Office|| State Design Engineer || - || - || yes ||[http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/DE04-S_Subcontractor_Affidavit.doc DE04-S_<br/>Subcontractor_<br/>Affidavit]|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office|| Contractor || - || - || yes|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
| DE55_<br/>Contractor_Affidavit_-<br/>_Verification_of_<br/>Escrowed_Documents || Major River Crossing Projects || BCS - Project Reviewer || Chief Counsel's Office || Contractor || - || - || yes || [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/DE05-C_Contractor_Itemized_List_for_Escrow_Documents.doc DE05-C_<br/>Contractor_Itemized<br/>_List_for_<br/>Escrow_Documents]|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office|| Contractor || - || - || no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|DE56_<br/>Subcontractor_<br/>Affidavit|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office|| Contractor || - || - || yes|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 +
 
 +
|-
 +
|DE57_<br/>Subcontractor_<br/>Itemized_<br/>List_for_<br/>Escrow_Documents|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office|| Contractor || - || - || no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/DE05-S_Subcontractor_Itemized_List_for_Escrow_Documents.doc DE05-S_<br/>Subcontractor_<br/>Itemized_<br/>List_for_<br/>Escrow_Documents]|| Major River Crossing Projects|| BCS - Project Reviewer|| Chief Counsel's Office|| Contractor || - || - || no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|Sample_<br/>Closing_Escrow<br/>_Letter_to_Bank ||Major River Crossing Projects|| BCS - Project Reviewer ||Chief Counsel's Office|| State Design Engineer/Bidding and Contract Services Engineer/Estimate and Review Engineer || - || - || no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/Sample_Closing_Escrow_Letter_to_Bank.doc Sample_<br/>Closing_Escrow<br/>_Letter_to_Bank] ||Major River Crossing Projects|| BCS - Project Reviewer ||Chief Counsel's Office|| State Design Engineer/Bidding and Contract Services Engineer/Estimate and Review Engineer || - || - || no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|Sample_<br/>Closing_Escrow<br/>_Letter_to_Contractor|| Major River Crossing Projects ||BCS - Project Reviewer ||Chief Counsel's Office|| State Design Engineer/Bidding and Contract Services Engineer/Estimate and Review Engineer|| - || - || no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/Sample_Closing_Escrow_Letter_to_Contractor.doc Sample_<br/>Closing_Escrow<br/>_Letter_to_Contractor]|| Major River Crossing Projects ||BCS - Project Reviewer ||Chief Counsel's Office|| State Design Engineer/Bidding and Contract Services Engineer/Estimate and Review Engineer|| - || - || no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|Sample_<br/>Letter_to_<br/>Contractor_with<br/>_Instructions_for<br/>_Escrow_Process|| Major River Crossing Projects|| BCS - Project Reviewer ||Chief Counsel's Office|| State Design Engineer/Bidding and Contract Services Engineer/Estimate and Review Engineer|| - || - || no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
 
|-
 
|-
−
|[http://sharepoint/support/CC/CCO%20Contracts/DE_-_Design/Escrow_Documentation_Forms/Sample_Letter_to_Contractor_with_Instructions_for_Escrow_Process.doc Sample_<br/>Letter_to_<br/>Contractor_with<br/>_Instructions_for<br/>_Escrow_Process]|| Major River Crossing Projects|| BCS - Project Reviewer ||Chief Counsel's Office|| State Design Engineer/Bidding and Contract Services Engineer/Estimate and Review Engineer|| - || - || no|| [http://sharepoint/sites/de/Bid/default.aspx Bidding and Contracting Services SharePoint]
+
|colspan="9" align="left"|'''1''' Use the [https://netprod3.dot.missouri/eAgreements/Search/QuickSearch eAgreements site] to find and begin drafting the corresponding boilerplate agreement.  
 
|-
 
|-
−
|colspan="9" align="left"|'''1''' Any agreement that is changed from its original form must be reviewed by CCO. Please refer to [[:Category:153 Agreements and Contracts#153.1.4 Step 3, Chief Counsel’s Office (CCO) Review|EPG 153.1.4 Step 3, Chief Counsel’s Office (CCO) Review]] and throughout EPG 153 for guidance on when to contact CCO. When in doubt, do not hesitate to contact CCO for guidance.  
+
|colspan="9" align="left"|'''2''' Any agreement that is changed from its original form must be reviewed by CCO. Please refer to [[:Category:153 Agreements and Contracts#153.1.4 Step 3, Chief Counsel’s Office (CCO) Review|EPG 153.1.4 Step 3, Chief Counsel’s Office (CCO) Review]] and throughout EPG 153 for guidance on when to contact CCO. When in doubt, do not hesitate to contact CCO for guidance.
 
|-
 
|-
−
|colspan="9" align="left"|'''2''' Can also be found in the Execution of Documents Policy
+
|colspan="9" align="left"|'''3''' Can also be found in the Execution of Documents Policy
 
|}
 
|}
 
 
Line 63: Line 66:
  
  
−
[[Category:153 Agreements and Contracts|153.09]]
+
[[Category:153 Agreements and Contracts|153.10]]

Latest revision as of 08:43, 7 May 2024

Available Escrow Boilerplate Agreements1 What triggers the use of this agreement? When is it used? Who are the drafters? Who needs to review the document prior to execution?2 Who signs for MoDOT?3 Is acknowledge-
ment by a notary public required?		 Link to Available Instructions
Executing Signature Approval as to Form Attestation Signature
DE02_Bid_
Documents_Escrow
_Agreement
(MHTC_Documents)		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office The Director, Chief Engineer, Chief Financial Officer, or Assistant Chief Engineer Chief Counsel's Office Commission Secretary's Office no Bidding and Contracting Services SharePoint
DE03_
Commission_
Affidavit_
Creating_Escrow		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office State Design Engineer - - yes Bidding and Contracting Services SharePoint
DE04_
MoDOT_Affidavit_
-_Verification_of
_Escrowed_Documents		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office State Design Engineer - - yes Bidding and Contracting Services SharePoint
DE05_
Contractor_Itemized
_List_for_
Escrow_Documents		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office Contractor - - no Bidding and Contracting Services SharePoint
DE51_
Escrow_Agreement_
(MHTC_and_Contractor)		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office The Director, Chief Engineer, Chief Financial Officer, or Assistant Chief Engineer Chief Counsel's Office Commission Secretary's Office no Bidding and Contracting Services SharePoint
DE52_
Release_of_
Claims_and_
Escrowed_Documents
(by_Contractor)		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office Contractor - - yes Bidding and Contracting Services SharePoint
DE53_
Waiver_of_
Right_to_
be_Present
(Contractor_
absent_-_out
_of_state)		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office Contractor - - yes Bidding and Contracting Services SharePoint
DE54_
MHTC_Representative
_Escrow_Authority
_Affidavit		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office State Design Engineer - - yes Bidding and Contracting Services SharePoint
DE55_
Contractor_Affidavit_-
_Verification_of_
Escrowed_Documents		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office Contractor - - yes Bidding and Contracting Services SharePoint
DE56_
Subcontractor_
Affidavit		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office Contractor - - yes Bidding and Contracting Services SharePoint
DE57_
Subcontractor_
Itemized_
List_for_
Escrow_Documents		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office Contractor - - no Bidding and Contracting Services SharePoint
Sample_
Closing_Escrow
_Letter_to_Bank		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office State Design Engineer/Bidding and Contract Services Engineer/Estimate and Review Engineer - - no Bidding and Contracting Services SharePoint
Sample_
Closing_Escrow
_Letter_to_Contractor		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office State Design Engineer/Bidding and Contract Services Engineer/Estimate and Review Engineer - - no Bidding and Contracting Services SharePoint
Sample_
Letter_to_
Contractor_with
_Instructions_for
_Escrow_Process		 Major River Crossing Projects BCS - Project Reviewer Chief Counsel's Office State Design Engineer/Bidding and Contract Services Engineer/Estimate and Review Engineer - - no Bidding and Contracting Services SharePoint
1 Use the eAgreements site to find and begin drafting the corresponding boilerplate agreement.
2 Any agreement that is changed from its original form must be reviewed by CCO. Please refer to EPG 153.1.4 Step 3, Chief Counsel’s Office (CCO) Review and throughout EPG 153 for guidance on when to contact CCO. When in doubt, do not hesitate to contact CCO for guidance.
3 Can also be found in the Execution of Documents Policy
Retrieved from "https://epgtest.modot.org/index.php?title=153.10_Design_–_Escrow&oldid=53889"