Difference between revisions of "153.10 Design – Escrow"
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m (Per Brandi Baldwin, removed agreement links. Readers are to go through eAgreements site to produce agreements.) |
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| − | ! 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> | + | ! 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="150"|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 |
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!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 | ||
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | | | + | |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] |
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| − | |colspan="9" align="left"|'''1''' | + | |colspan="9" align="left"|'''1''' Use the eAgreements site to find and begin drafting the corresponding boilerplate agreement. |
|- | |- | ||
| − | |colspan="9" align="left"|'''2''' Can also be found in the Execution of Documents Policy | + | |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"|'''3''' Can also be found in the Execution of Documents Policy | ||
|} | |} | ||
Revision as of 08:18, 6 December 2016
| 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 |
| DE02-C_ 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 |
| DE02-D_ 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 |
| DE02-G_ 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 |
| DE02-I_ 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 |
| 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 |
| DE04-C_ Contractor_Affidavit_- _Verification_of_ Escrowed_Documents |
Major River Crossing Projects | BCS - Project Reviewer | Chief Counsel's Office | Contractor | - | - | no | Bidding and Contracting Services SharePoint |
| DE04-S_ Subcontractor_ Affidavit |
Major River Crossing Projects | BCS - Project Reviewer | Chief Counsel's Office | Contractor | - | - | yes | Bidding and Contracting Services SharePoint |
| DE05-C_ Contractor_Itemized _List_for_ Escrow_Documents |
Major River Crossing Projects | BCS - Project Reviewer | Chief Counsel's Office | Contractor | - | - | no | Bidding and Contracting Services SharePoint |
| DE05-S_ 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 | ||||||||
