Creating Sub-Tier Subcontracts

To create a subcontract for an on-system Sub-Tier:

  1. Navigate to the Create Subcontract Page

    The Create Subcontract page displays

  2. In the Contract field, enter a number to identify the subcontract. This will display on the Sub-Tier Subcontractor's payment application and supporting documents.
  3. In the Organisation field, enter the name of the Sub-Tier to search for the organisation on TPM.
    1. Use the auto-complete feature.

      Enter an organisation's name, and you will see a list of matching on-system organisations. The system displays up to 100 matches. If you cannot find the organisation, but you know it is on-system, try Browse Organisations from the top of the Home page.

    2. Select the organisation.

      Its information automatically populates in the correct fields.

      Subcontractor not on the system? Use the Invite Organisation page to add an off-system participant to a project.

      See Invite Organisation for Subcontractors.

  4. (Optional) Enter a description for the subcontract.
  5. (Optional) Update the retention rate. This field defaults to the contract retention rate selected by the Main Contractor. If a contract uses a different rate, enter the correct rate.
  6. (Optional) Select the Subcontractor cannot modify retention setting to prevent Sub-Tiers from changing the retention held.
  7. Select the Create Contract button.

    An empty Work Breakdown (WB) displays. You will use the contract WB to create contract components.

  8. From the Item column of the WB, select the Find button.

    A dialogue box displays.

  9. In the dialogue box, select the line item from your WB to which the subcontract should link.
    • The application automatically completes the Description field, based on the chosen Item code.
    • You can create multiple components on the Sub-Tier's WB, but it is much simpler to link a subcontract to a single component.
  10. In the Contract Amount column, enter the amount you plan on paying the Sub-Tier Subcontractor or Supplier.

    If you are unsure of the amount, enter an estimate. You may create a variation to update the value at a later date.

    See Creating Sub-Tier Subcontract Variations.

  11. Select Save .
    • A Status page indicates the contract has been created.
    • The Sub-Tier receives an invitation to accept the subcontract and participate in the project.