Claims Process Overview
The system helps in the exchange of documents and information between Head Contractors, Subcontractors, Suppliers, Owners/Developers, and other participants in the construction process.
Period Process and Claim Submission Steps
The Head Contractor opens a period and invites participants. The system sends an email notification to prompt Participants to enter a progress claim. An Enter Billing Details project action displays on the Project Home page.
- Receive an email notification of the open claims period, or select the Enter Billing Details link on the Project Home page.
- Optional: Manage Sub-Tier Claims:
- Add Period Participants: Invite your on-system Sub-Tiers to the period.
- Approve Sub-tier Progress Claims: Review, modify and approve Sub-Tier progress claims.
- Optional: Request Variations: Submit a request to your Head Contractor for a new variation.
- Enter Progress Claim: Enter your claim in the Billing Workflow.
See Submitting a Progress Claim for Subcontractors.
- Depending on project configuration, you may be prompted to View/Edit Potential Variations for the current period.
- Depending on Head Contractor document requirements, you may also need to enter Sub-Tiers or Review Potential Variations.
See Recording Payments Made to Sub-Tiers or View/Edit Potential Variations.
Note: This does not submit your progress claim.
- Generate Claim Documents: The system will create your progress claim and supporting documents based on the data entered in Step 4.
See Reviewing your Billing and Proceeding to Signing for Subcontractors.
- Sign Claim Documents: Verify the claim documents have the correct information and values, and apply your electronic signature to send the claim to the Head Contractor.
- (Optional) Print Period Documents: Print a single period document or a group of period documents, including claims, statements and statutory declarations, and payment schedules once signed by the Head Contractor.
- (Optional) Review Attachments: View files uploaded by Sub-Tiers or attach supporting documents for your claim to the Head Contractor.
The Head Contractor reviews and approves your progress claim. After this, you will receive an email notification with a link to your payment schedule.
Head Contractor Actions
Close Period: The Head Contractor may enforce claim submission deadlines by closing the period.
Last Published Wednesday, July 10, 2024