gte447f....
I'm in California. Here is my experience and the requirements I work under.
In my nearly 40-year career, I have never stamped construction observation reports (CORs), although sometimes I would sign or initial them depending on company policy. My CORs were almost always hand-written and were typically routed to the project manager (if it wasn't me) and to the project file. I don't recall ever providing copies of CORs to anyone outside the company. Every place I have worked has considered CORs to be notes, not engineering documents, although nobody every explicitly stated this--it was just understood. On the other hand, if we had provided CORs to the client, a local agency, etc. as regular and required reports, then we would have had to stamp and sign them.
Recently, for a career first, I wrote CORs (typed this time, and with embedded photographs) that made it into an appendix to a report that WAS an engineering document. I was one of two engineers who wrote the report, but since I did most of the work I stamped and signed it. However, I did NOT stamp and sign the CORs themselves. In August I did some construction observation on a very large project for an earthwork test section to estimate soil shrinkage. The project was in an agricultural area, where the soils had been deep ripped in the past. The contract had been advertised and bid based on an estimated 10% shrinkage. The contractor had guesstimated about 25% shrinkage. The final test result was about 18% shrinkage. The guy who normally would have done the construction observations (a real geotechnical engineer) had just retired and I drew the short straw because I was the closest civil engineer in the company to the project site. Fortunately, the weather was mild and daytime highs never exceeded 103°F.
Here are the rules for California. The California Professional Engineers Act (2019), §6735 says the following:
"6735. Preparation, signing
, and sealing of civil engineering documents
"(a) All civil (including structural and geotechnical) engineering plans, calculations, specifications, and reports (hereinafter referred to as "documents") shall be prepared by, or under the responsible charge of, a licensed civil engineer and shall include his or her name and license number. Interim documents shall include a notation as to the intended purpose of the document, such as "preliminary," "not for construction," "for plan check only," or "for review only." All civil engineering plans and specifications that are permitted or that are to be released for construction shall bear the signature and seal or stamp of the licensee and the date of signing and sealing or stamping. All final civil engineering calculations and reports shall bear the signature and seal or stamp of the licensee, and the date of signing and sealing or stamping. If civil engineering plans are required to be signed and sealed or stamped and have multiple sheets, the signature, seal or stamp, and date of signing and sealing or stamping, shall appear on each sheet of the plans. If civil engineering specifications, calculations, and reports are required to be signed and sealed or stamped and have multiple pages, the signature, seal or stamp, and date of signing and sealing or stamping shall appear at a minimum on the title sheet, cover sheet, or signature sheet."
I interpret this section to mean just what my various employers have understood: unless your CORs are actually engineering reports, then you don't need to stamp and sign them. And, by "engineering reports", I mean something that you will publish for a client or agency. CORs that are routed to the project file do not rise to this level and don't need to be stamped and signed. Just make sure your name, date, project name and number, and other relevant information are in the CORs and you should be good. On the other hand, there is nothing in the California law that prohibits stamping and signing CORs. Ultimately, the primary reason my CORs existed was in case there a lawsuit resulted from construction.
In California, at least, your second paragraph (I have never thought much about stamping these types of site visit reports until recently when I have started to lean toward "everything an engineer does has to be stamped unless it is preliminary or not for construction or for information only or something to that effect".) is not correct because "everything and engineer does" does NOT have to be stamped and signed.
Fred
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"Is it the only lesson of history that mankind is unteachable?"
--Winston S. Churchill