Year End Check List of ‘to do’ items for architects and engineers

Year End Check List

Check list of year end ‘to do’ items for architects and engineers. It is getting to be the end of the year and it is always good to have a list of items for the upcoming year for your firm. Here are some suggestions to add to your firms list for the New Year.

Review your firms’ in house quality control procedures. As issues or ideas come up during the year for quality control, those should be implemented into your firm’s procedures. If your firm doesn’t have quality control procedures in place, this would be a good time to set those up.

Update your firm’s standard contract. This can be reviewed by your firm’s attorney, for legal issues and your firm’s Professional Liability insurance company, for insurability. If your firm doesn’t have a standard contract, this is a good time to set one up if you are not already using an association’s contract, such as AIA.

Set up a schedule to attend a risk management seminar or webinar. There are many resources available for risk management. Agency risk management seminars are available. Also, several insurance companies offer risk management webinars. This isn’t just for your firm’s management staff, this is for all staff that are involved in projects.

This is also a good time of year to purge files. Keeping documents on projects for long periods of time can be costly. It is best if you can purge files so that you have the most current and recent projects files available. Also, with many electronic file options available, this can cut down on costs of keeping paper files.

Verify that your firm has up to date certificates of insurance for sub consultants on file. It is important to make sure that your sub consultants have current insurance for all projects in case there is a claim reported.

If you have any questions with regards items to include on your firms ‘to do’ list please call or email your Professional Underwriters agent for assistance.year end



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