Semi-Final estimate

These fields are required prior to creating and approving the semi-final estimate.

• Contract Records Submitted, Contract Records to Reviewer, Contract Records Reviewed, Contract Records Issues Resolved and Reviewed By.
• Team Evaluation of Contractor (auto completed by the system upon completion of the report).
• As Built Completed date
• Material Records Submitted, Materials Records Reviewed, Certification of Materials
• Payroll Clear Date is optional for the semi-final estimate but is required for the final estimate.

• Reduce Retainer - For contracts where retainage has been withheld, consider reducing the retainer prior to submitting the semi-final estimate. Go to Retainage for detailed instructions on this process.

When the Project Manager confirms the criteria for the semi-final payment estimate are met, they will notify the Project Engineer and Contract Specialist to proceed with the payment estimate creation process.

1. The Project Engineer creates and approves the semi-final payment estimate.
2. A system generated email will be sent to the Project Manager for their review and approval of the estimate.
3. Upon approval by the Project Manager, a system generated email will be sent to the Contract Specialist notifying the individual that the semi-final estimate was approved by both parties.

Once the semi-final estimate is approved, the region will send the following information to the prime contractor for their review and approval:

• Semi Final Payment Estimate for Contractor report
  1. From the Contract Progress Summary component, select the Payment Estimates tab.
  2. Click <Show first 10>.
  3. Locate the semi final estimate in the list.
  4. Select Open Row Actions Menu | Historical Reports | Payment Estimate for Contractor report.
  5. The report is automatically downloaded the C:\Users\dot???\Documents folder where dot??? is the WisDOT user ID.
• Subcontractors' Final Payment Retainer Certificate
  1. From the Contract Administration Summary component, select the Components Action Menu | Reports | Subs Final Payment Retainer Certificate.
  2. Click <Generate> to create the report.
  3. The report can be saved as a PDF file or printed.
• Contractor's Evaluation of the Project Team form (DT2509)
  1. Send URL for the DT2509 form - https://wisconsindot.gov/Documents/formdocs/dt2509.docx

The contractor has up to 30 days to review, complete, sign and return the documents noted above. A system event email notification will be sent notifying the contractor that the documents are due in 15 days and another note will be sent when the documents are due. These notices are sent to remind the contractor of this requirement.

1. The Project Engineer should enter the following dates, if applicable, on the Plant Establishment Agency View.
   • Initial Planting of Trees/Shrubs/Vines date, Plant Establishment Period (yrs), and Plant Establishment Comments
2. The Contract Specialist should enter the following dates on the Contract Status Dates Agency View during the Semi-Final Estimate process.
   • Semi-Final Estimate Approved (auto completed by the system upon final approval of the semi final estimate)
   • Asbuilt Completed, Semi-Final To Contractor, Semi-Final From Contractor, Final Quantities Resolved, Subcontractor Final Payment Cert, Contractor Evaluation of Team
3. Additional information regarding the finals process should be documented on the Contract Remarks Agency View including Region Remarks, Finals Remarks, Partial Acceptance Remarks, Completion Certificate Remarks, Late Reason Codes, and Materials Final Remarks.