Review and Submit Compliance Requirements
The Edit Compliance Status page shows a Standard tab for documents that must be submitted once per project or documents that expire. Separate tabs show recurring requirements. Recurring documents are documents that must be submitted on a periodic basis.
- Navigate to the Edit Compliance Status Page
There are two ways to get to the Edit Compliance Status page.
Project Action
- Choose the Submit Compliance Requirements action on the Project Home Page.
Note: Multiple Submit Compliance actions group beneath a collapsed category header. Choose the Show Submit Compliance header to show all available actions.
The system displays the Compliance Requirement Update page.
- Choose the Click here to review and submit your compliance requirements button.
Compliance Menu
Choose My Requirement Status from the Compliance drop-down menu at the top of any project page.
- Choose the Submit Compliance Requirements action on the Project Home Page.
- Determine which documents must be submitted or updated.
Look at the Status column to see the status of a requirement.Note: The legend defines each status.
- Green means a requirement is compliant.
- Yellow means:
- A Standard requirement expires within 60 days
- A Recurring requirement has not been received in a period with a claim that has been submitted, but not yet approved.
- Red means:
- A Standard requirement expired or was not received
- A Recurring requirement has not been received in a period with an approved progress claim.
- Gray means:
- A Standard requirement is not tracked
- A Recurring requirement is not tracked and no more documents are expected
- A Recurring requirement is not applicable for the Period or for a given cycle.
- Review the instructions and consequences.
- The When Expired or Missing column describes the enforcement for missing documents.
- Withhold Payments
- A notification is sent by the system when the document is out of compliance
- Payments are held until the document is in compliance with the requirement.
- Advise Only—A notification is sent by the system when the document is out of compliance.
- Withhold Payments
- The Subcontractor Instructions column shows any specific directions added by the Head Contractor.
- The When Expired or Missing column describes the enforcement for missing documents.
- If a Head Contractor allows electronic submission, a Submit link displays in the Document Action column. Choose the Submit link for the requirement. A Manage Attachments dialog appears.
Note: The Submit link will not display if electronic submission is disabled. Review the Subcontractor Instructions or contact your Head Contractor to determine how the documents should be submitted.
- Choose the Browse button.
A File Upload dialog appears. - Locate the document file on your computer.
- Select the file and choose the Open button.
The file name appears on the Manage Attachments dialog. - Save attachments.
- Choose the Save button.
Note: You cannot save unless a file is attached. If you don't have a file to attach, choose Cancel.
The dialog disappears and a View link displays in the Document Action column of the requirement. If the View link is available, your document has been successfully sent to the Head Contractor for review
- The system notifies the Head Contractor that your documents have been submitted.
Tip
Submitting a document does not automatically change your compliance status. The Head Contractor must update your compliance status for it to change.
Note: Contact Oracle Support for help tracking document requirements for Sub-Tiers.
Last Published Monday, February 5, 2024