Managing Subcontracts

A contract can be updated before or after a Subcontractor accepts a contract on the system. As a Head Contractor, use the Contract Maintenance page to update the contract.

Choose Edit Settings

To change the subcontract, select the Edit Settings button.

The Contract Settings appear on the page.

Project Retention Mode
- Line Item—Holds retention against individual progress claim lines
- Contract—Holds retention against a total billed amount
  Note: All Australian projects should use Contract Level Retention
Stepped Retention Values—The retention rates for the contract
See Configuring Subcontract Retention for more details about how retention is calculated.
Bank Guarantee Value—If a Subcontractor has provided a bank guarantee in lieu of all or part of their retention on a project, enter the dollar value of the bank guarantee.
Open Book—This setting to allows Above the Line (ATL) project participants to view details of the subcontract.
Contract Date—The date the contract takes effect.
Use Specified Billing—This setting allows you to create and manage Subcontractor's progress claim.
- You control the Subcontractor billing amounts.
- The Subcontractor electronically signs the claim and supporting documents.
See Specified Billing Overview for more details about this feature.

Textura Payment Accelerator program Status

If a project is included in a Textura Payment Accelerator program (TPA), the Contract Maintenance page shows the TPA status.
- TPA Enrollment Status—Indicates the Subcontract TPA eligibility
  Enrolled—The subcontract is paid through a TPA
  
  Eligible—A TPA is available for this subcontract, but the Subcontractor has not enrolled
  
  Ineligible—The Subcontractor is not eligible for a TPA
  
  Disabled—A TPA is not available for this subcontract
  
  Note: The rate for the Subcontractor is shown in parentheses next to the TPA Enrollment Status
- TPA Enrollment Disabled—Choose this setting when a subcontract should not be offered enrollment in a TPA.
  See Manage Textura Payment Accelerator programs for Head Contractors or Contact your implementation team to learn more about Early Payment ProgramTextura Payment Accelerator programs.
Sub WB Option
- None:
  - The Subcontractor controls Work Breakdown (WB)
  - The system does not notify you when the Subcontractor modifies the WB
- Review WB:
  - This setting means the system notifies the you any time the Subcontractor changes the WB
- Specified WB:
  - This setting allows you to control the Subcontractor's WB
    Note: This will not give you control of the WB for any of the Suppliers or Subcontractors working for the Subcontractor.
  - Create and change the items, descriptions, original WB amounts, and adjust WB amounts for subcontracts
  - Allocate Subcontract Variations to the Subcontractor's WB
  - Reallocate payments across the Subcontractor's WB
  - The Subcontractor cannot edit the WB
  - You do not control the WB for Sub-Tier Subcontractors
  See Specified WB Overview for more details about this feature.
Display Units—This setting allows units of measure and quantity data to display on payment claims.
Note: Display Units must be selected as a project setting, in order to manage unit related information in subcontracts, including adjusting unit and quantity columns.
Discount Terms—Cash discount settings
- The discount rate (%)
- The number of days the subcontract must meet to trigger the discount
- The trigger date
  - Progress Claim Date
  - Beginning of Next Month
  See Contract Discount Terms Overview for details about using discounts.
Subcontractor cannot modify retention—This setting prevents Subcontractors from changing the retention
Progress Claim Approval Method
- Standard Progress Claim Approval—This method allows any Progress Claim Approver assigned to the project to approve Subcontractor claims
- Parallel Signatory Approval—This method requires multiple users who must approve Subcontractor claims
- Serial Signatory Approval—This method requires multiple users and designates the order they must approve Subcontractor claims
  Caution: All Australian projects should use Serial Signatory Approval.
Calculate Payment Due Date—This setting generates the date a Head Contractor should disburse payments to a Subcontractor
Note: If the project includes Payment Due Date (PDD) settings, customising a Payment Due Date only replaces the project-level settings for the subcontract.
- Calculate Payment Due Date—The trigger to calculate the payment date
- Offset Days (+)—Enter the number of days a Subcontractor payment is after the selected PDD trigger
See Calculating Payment Due Dates for more details on how to use this setting.

Contact Customer Support to use any of the following settings on a subcontract.

Bonding Institution—The institution providing the bond
Bond Amount—The amount of the bond
Expiry Date—The expiration date

Prior Off-System Period/Payment Information

Number of Manual Periods Submitted Outside of TPM
Number of Periods Paid Outside of TPM
Most Recent HC Period Paid
Period End Date

Next: Reassigning Contracts