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Head Contractor Compliance Management

Head Contractor Compliance Overview

The system facilitates the exchange of documents and information between Head Contractors, Subcontractors, Material Suppliers, Owner/Developer(s), and other participants in the construction process. A Compliance Manager tracks compliance on projects.

Document Compliance

Head Contractors set up document requirements to track the submission of legal documents. Document requirements provide a view of Subcontractor and Sub-Tier compliance. Head Contractors can choose to apply automatic holds on Subcontractors who are not in compliance.

Compliance Requirements

See Setup Document Requirements.

Choose the documents Subcontractors must submit.

• Standard Compliance Requirements: Monitor documents that are submitted once for a project or documents that expire.

  See Creating Standard Compliance Requirements

• Recurring Compliance Requirements: Monitor documents that are submitted periodically.

  See Creating Recurring Compliance Requirements.

  Note: These are documents that must be submitted on a daily, weekly, monthly, or per period basis.

• Conditional Legal Document Requirements: Monitor documents that are submitted each time a subcontract meets a preset condition.

  See Creating Conditional Compliance Requirements.

  Note: The document will have a Not Tracking status until a condition is met.

Edit Compliance Status

See Edit Compliance Status.

Track and update compliance submission and expiry dates.

Other Document Compliance Actions

• View Requirement Status

  See Compliance Requirement Status.

• Download Compliance Requirements

  See Legal Document Download.

Statutory Declaration Tracking

Choose the Statutory Declaration settings under Project Settings during the project setup process. Track statutory declarations from the Compliance menu at the top of any project page.

See Choose Project Settings.

Set Up Statutory Declaration Requirements

Select the statutory declarations Subcontractors should submit for a project and determine when the statutory declarations must be signed.

• Statutory Declaration Documents: Identify the documents Subcontractors must submit

  See Choose Project Settings.

• Statutory Declaration Signature Timing: Identify the deadline for signing a Statutory Declaration.

  See Choose Project Settings.

Next: Setup Document Requirements

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Last Published Wednesday, July 10, 2024