Set Up Document Requirements Fields for Subcontractors

Standard Tab

Name

Shows the name or description of the required document.

Applies to Sub-Tiers

Indicates whether the requirement applies to the Sub-Tiers of your on-system Sub-Tiers.

Enforcement

Shows the consequence for the on-system Sub-Tier if the document is out of compliance:

Withhold Payments: Payments are held until the document is received and acknowledged by the General Contractor.
Advise Only: A notification is sent when the document is out of compliance.

Track Expiration

Shows whether the requirement has an expiration date. The document is considered out of compliance when it expires.

(Optional) Expiration Notices

Indicates when expiration warnings may be sent

First—Indicates when an on-system Sub-Tier is first warned that the document will expire.
Second—Indicates when an on-system Sub-Tier is last warned that the document will expire.

(Optional) Disable Electronic Submission

Shows whether an on-system Sub-Tier can submit the document through the system.

Subcontractor Instructions

Shows any additional submission instructions for a document. These instructions also display on the Edit Document Status page and system-generated compliance emails.

Default Status

Shows the default status of a requirement.

Periodic Tab

Name

Shows the name or description of the required document.

Applies to Sub-Tiers

Indicates whether the requirement applies to the Sub-Tiers of your on-system Sub-Tier.

Enforcement

Shows the consequence for the Subcontractor if the document is out of compliance:

Withhold Payments: Payments are held until the document is in compliance.
Advise Only: A notification is sent when the document is out of compliance.

Recurrence

First Due Date

Indicates the first date the document must be submitted. The system starts tracking the requirement from this date forward.

Repeats

The time when the document must be submitted. Select from the following options:

Weekly: Documents are due once per week, based on the date selected as the first due date
Monthly: Documents are due once per month, based on the date selected as the first due date
Month-End: Documents are due once per month at the end of the month following the first due date
Per Draw: Documents are due once per draw period, based on the date selected as the first due date
Per Draw - Material Billing: Documents are due each draw an on-system Sub-Tier includes billing for materials in their submitted invoice. In draw periods without material billing, the application will not track or require this document.

Repeats Every

Shows how often the document must be submitted. Options in the drop-down are based on the Repeats choice.

End Date

Shows the last date the document must be submitted.

(Optional) Disable Electronic Submission

Indicates whether an on-system Sub-Tier can submit the document through the system.

Subcontractor Instructions

Shows any additional submission instructions for a document. These instructions also display on the Edit Document Status page and system-generated compliance emails.

Default Status

Shows the default status of a requirement.

Conditional Tab

Name

Shows the name or description of the required document.

Applies to Sub-Tiers

Indicates whether the requirement applies to the Sub-Tiers of your on-system Sub-Tiers.

Enforcement

Shows the consequence for the Subcontractor if the document is out of compliance.

Withhold Payments: Payments are held until the document is in compliance.
Advise Only: A notification is sent when the document is out of compliance.

Condition Type

Shows the condition that will trigger compliance enforcement for the document:

% Complete: Work completed reaches a preset percentage.
Contract Retention % Reduction: Retention is reduced at the contract level.
Contract Value Change: Contract value is increased.
Full and Final: A Full and Final invoice is submitted.

Condition Rules

Explains the rule behind the selected condition type.

Optional. Disable Electronic Submission

Indicates whether an on-system Sub-Tier can submit the document through the system.

Subcontractor Instructions

Shows any additional submission instructions for a document. These instructions also display on the Edit Document Status page and system-generated compliance emails.

Next: Navigate to the Set Up Document Requirements Page for Subcontractors