Creating Sub-Tier/Supplier Subcontracts

Many of the fields on the Create Subcontract page default to project settings the General Contractor selected.

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 invoice and supporting documents.
  3. In the Organization field, enter the name of the Sub-Tier to search for the organization on TPM.
    1. Use the auto-complete feature.

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

    2. Select the organization.

      Its information automatically populates in the correct fields.

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

  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 General Contractor. If a contract uses a different rate, enter the correct rate.
  6. (Optional) Select the Subcontractor cannot modify retention to prevent Sub-Tiers from changing the retention held.
  7. Select the Save button.

    An empty Schedule of Values (SoV) displays. You will use the contract SoV to create contract components.

  8. From the Phase Code column of the SoV, select the Find button.

    A dialog box displays.

  9. In the dialog box, select the line item from your SoV to which the subcontract should link.
    • The application automatically completes the Description field, based on the chosen Phase Code.
    • You can create multiple components on the Sub-Tier's SoV, 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 change order to update the value at a later date.

  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.