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Job 02 · Field records and closeout

// Underground utility contractors · As-built redline records

As-built redline records, read into a draft list for your surveyor or CAD tech.

Foremen mark up plan sheets and fill daily logs, and weeks later someone has to dig all of that back out for the as-built. A free AI proof of concept reads copies of 20 to 30 redline sets from closed lines and drafts that list. Your reviewer, the surveyor, CAD tech or project engineer who knows your as-builts best, sets it against the record drawing the owner accepted.

Book a proof-of-concept call30 minutes with Rob
Past redline sets
20 to 30
Records called accurate
None
Drawings sealed or sent
None

// The one job

From a greasy plan set to a list a surveyor can use

While pipe goes in, a foreman or grade checker marks the plan set: a valve moved, a fitting added, extra cover at a crossing, a service wye shifted down the line. Daily logs and grade sheets hold the rest. At closeout your surveyor or CAD tech has to turn that into what the owner wants, starting with which sheet holds which note.

In the test, AI reads copies of the marked-up sheets and logs and drafts the as-built list: line and structure, station and offset, invert or depth, each fitting, valve and service location, every difference from the plan, and a separate list of plan items with no field note. It makes no drawing and applies no seal. Your reviewer compares the list with the record drawing that went to the owner.

Marked-up plan sheetField set
Sheet
Line
Foreman
Log date
StationMarkNote
Illustration, not a real plan sheet
Read into
one list
As-built listDraft
Line
Datum shown
Surveyor
Open items
ItemStation and offsetPlan difference
Made-up list, for illustration

// What makes it hard

Why a field mark doesn't transfer straight across

A color means something different at each owner. WSSC Water in Maryland wants water as-builts in green and sewer in red, and on a sewer profile a check mark beside any elevation built as designed and a single line through any that changed. In Sumner, Washington, red marks revisions and additions and green marks deletions, so the same green pen says water in one place and removed in another. Seacoast Utility Authority in Palm Beach County denotes record information by cloud or bold print and crosses out design information. Salisbury, Maryland wants approved red line changes in red and bars words such as Install, Proposed, Remove or Provide from the finished sheets. The draft records which legend each job used, reads every mark through that legend, and lists any mark it can't place.

Location comes in whatever system the owner chose. Miami-Dade's as-built checklist wants station and offset on every valve, fitting, service, outlet, manhole, deflection point, connection and crossing, with stationing that starts at 10+00, is never negative, and gets an equation station where two systems cross. Palm Beach County locates everything by State Plane x, y and z, takes station and offset only as an addition inside a road right-of-way, and rounds horizontal to the tenth, elevations to the hundredth and slopes to the ten-thousandth. WSSC asks for three swing ties to the center of each manhole cover and to each cap, valve and test station on the water side, taken in a stated order of preference from manhole covers down to property corners, and rejects a tie to any feature not drawn on the sheet. Seacoast won't accept the extension of an imaginary line as a reference. A foreman's note reading 14 feet off the curb fits none of those until a surveyor has it, so the draft keeps the note as written and says what that owner will want instead.

An elevation is useless without its datum and its starting point. Miami-Dade prefers NGVD 1929 and accepts NAVD 88 with a conversion table on each sheet, while Seacoast, also in South Florida, wants NAVD 1988 with a table back to NGVD 1929. WSSC measures manhole depth from the top of the rim to the channel centerline. Palm Beach County wants elevations at the top of nut on valves and fittings, at the hydrant's main nozzle and at top of pipe every 100 feet. Miami-Dade tightens its interval to 25 feet inside its own facilities. A depth written in a log may run to top of pipe, invert or rim. The draft keeps the number and the words that came with it, notes the datum your sheets show, and converts nothing your records don't already convert.

Small connections are where field notes run out. San Antonio Water System's example writes a lateral as a station, one wye, three 45-degree bends and 12 feet of 6-inch pipe. WSSC's service connection form wants the main tee's station measured from the downstream manhole, the footage from main centerline to property line, and the depth at the cleanout stack or curb stop. On a wet tap or cut-in, Palm Beach County wants the tapping sleeve or tee, the new gate valve and the distance to the nearest in-line valve. Seacoast records jack and bore casings at both ends and the joint type wherever material changes, and Sumner tells preparers to compare TV reports to side sewer locations. Those details are easy to leave out of a log, so the draft closes with a list of everything the plan shows that no field note mentions.

A contractor's list isn't the as-built, and the draft doesn't pretend to be. Palm Beach County requires a Professional Land Surveyor's seal, refuses a disclaimer that the data came from the contractor, requires the data to be collected by whoever prepares the drawing, and accepts neither handwritten data nor tables of crossing data. San Antonio Water System does take the contractor's redlines in its initial submittal and has the engineer verify them for discrepancies or omissions. Miami-Dade accepts no plus or minus dimensions and wants a letter from the engineer of record, inspector or construction manager when changes appear. Seacoast sets its bar at drawings a utility worker with no surveying experience could use to find mains and fittings. ASCE/UESI/CI 75-22, the Standard Guideline for Recording and Exchanging Utility Infrastructure Data, published in July 2022, grew out of talk of an as-built standard. Your reviewer will look for marks tied to the right line, each difference from the plan named, no value supplied where the field left none, and a draft that reads as a worksheet for the person who measures and certifies.

// What you send

Redlines from lines already closed

Plan sheets and field notes
Copies only
01

20 to 30 redline sets

Marked-up plan sheets or phone photos of them from closed water, sewer, storm or duct bank work, each with the record drawing it became, and one that came back from the owner.

02

The field notes behind them

Daily logs, foremen's field books, grade sheets, bore logs and service tap notes for the same lines, as they sit in the job file.

03

Each owner's as-built standard

The checklist or specification section that owner publishes, your own legend for marks, and the datum or coordinate system the job used.

04

The NDA, then the copies

Nothing moves before the NDA is signed. If an owner's drawings can't be shared, your reviewer helps us build look-alike sheets. We stay out of your CAD, survey and GIS files.

// Before it starts

Decided before a plan sheet gets scanned

An as-built carries someone's license, so your company's owner settles who judges the list and what counts before any copy is made.

Terms for the as-built list trialYour company's owner signs off
Your reviewer
Your company owner's pick: usually the surveyor, CAD tech or project engineer
Success criteria
Written first: marks picked up, locations carried, differences named, gaps listed
The sample
Picked by your reviewer: several owners, water and sewer, one set that came back
Who decides
The surveyor or engineer of record, on what the as-built shows
Price
A range for running redlines live, given up front
NDA
Signed before any sheet is copied

// How the test is judged

Each draft list against the record drawing

Mark by mark
On the same redline sets
Across the same 20 to 30 setsThe record drawingDraft list from the test
Every field mark picked up and tied to the right lineFilled in on your redlinesFilled in on your redlines
Station and offset, or the ties or coordinates that owner usesFilled in on your redlinesFilled in on your redlines
Invert, depth or top of pipe, with what it was measured fromFilled in on your redlinesFilled in on your redlines
Fittings, valves and service locations listedFilled in on your redlinesFilled in on your redlines
Each difference from the plan namedFilled in on your redlinesFilled in on your redlines
Plan items with no field note listedFilled in on your redlinesFilled in on your redlines
Marks left for a person, and whyFilled in on your redlinesFilled in on your redlines
Blank for now. A cell gets a score only after your own redline sets have run.Your reviewer scores each row and gives the verdict.

// After a yes

About 30 days on lines being built now

When your reviewer says yes, new redlines and logs go through the same reading for about 30 days as crews finish each line.

Each list waits for your surveyor or CAD tech, who approves it and measures or checks whatever the owner requires before anyone relies on it.

The live job has a fixed price agreed before you sign, with monthly support once it runs, and another job, if you want one, is priced on its own.

// Possible next jobs

What could follow the redlines

Ideas, not a plan
Each priced alone
  1. 01

    Pipe test report packages

    Pressure, leakage, mandrel, vacuum and bacteriological sheets filed by segment on the same stations this list carries.

    Next
  2. 02

    Manhole, hydrant and valve data lists

    The owner's spreadsheet of structures and valves filled from these field notes for your engineer to check.

    Then
  3. 03

    Pipe video inspection logs

    Post-installation video reports read manhole to manhole and set beside the laterals your redlines recorded.

    After that

// One hard limit

The surveyor or engineer of record decides what the as-built shows.

The proof of concept reads copies and drafts a list. It never touches your job cost, estimating or GIS system or a live submittal, never produces or seals a drawing, and never decides that a record is accurate. Your reviewer checks every list before anyone uses it, and no owner or engineer hears from us. Certified payroll stays out. The standards named on this page are examples that change by owner and job, and nothing here is legal, survey or engineering advice.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

Rob gives the range on the call, once he knows how many lines you close out in a year and whether your surveyor is on staff or hired by the job.

// Questions

As-built redline questions

Does it draw the as-built or touch our CAD files?
No. The output is a list your surveyor or CAD tech can work from. It opens no CAD, survey or GIS file of yours and produces no drawing, stamp or seal.
Some of our owners won't take contractor data for an as-built. Is this still useful?
Yes, because the list goes to the person who measures, never to the owner. It shows your surveyor where the field says things moved and which items have no note, so the survey visit starts from a known list.
Will it tell us the as-built is accurate?
No. It compares what the field wrote with what the plan showed and names the differences. Whether a record is accurate, and what the final drawing shows, is decided by the surveyor or engineer of record.
Does it cover bored crossings and casings?
If your foremen note them. Bore logs and casing ends are treated like any other field note and carried into the list with the line they belong to, and anything the plan shows with no note is listed as open.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Bring the redline set that cost your surveyor the most time.

A half-hour with Rob about your crews, your role and who prepares your record drawings. Redlines and field books stay put until the NDA is signed.

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