You can view a list of all subcontracting agreements and their status on the SM.20.01 Subcontractor Workload screen. You can also access lower-tier subcontract information, daily work journal, bonds, and invoices from this screen.
Status of subcontracts
These check boxes are checked when the following conditions are met.
Agreement Executed – When both parties (contractor and subcontractor) have signed the agreement on P.50.07 Maintain Agreements (Agreement Details tab).
Insurance Certificate Accepted – When all certificates are marked as Accepted on P.20.02 Suppliers/Subcontractors (Insurance Certificates tab).
Bonds Accepted – When all bonds are marked as Accepted on SM.20.11 Subcontract Administration (Bonds/Surety tab).
Final Progress Approved – When the Approved by/Date field field is filled for the progress with Cumulative Progress % = 100%.
All Invoices Approved – When all invoices are marked as Approved on SM.20.11 Subcontract Administration (Invoices tab).
Final Lien Waiver Received – When the Lien Waiver Received check box is checked for the Final invoice on SM.20.11 Subcontract Administration (Invoices tab).
RFIs Closed – When all RFIs assigned to the agreement are marked as Closed on SM.30.05 RFI Workload.
Notices to Comply Closed – When all notices to comply on the agreement are marked as Closed SM.30.09 all Notices to Comply.
All FWD Accepted – When all field work directives are accepted by the subcontractor on SM.20.11 Subcontract Administration (Field Work Directives tab).
All COR Accepted – When all change order requests are accepted by the subcontractor on SM.20.11 Subcontract Administration (Change Order Requests tab).
Punch List Complete – When all punch list details are marked as Complete on SM.20.11 Subcontract Administration (Punch Lists tab).
All VDRs Received – When all VDRs are marked as Complete on P.50.07/SM.20.11 - D.90.21 Attachments.
Turnover Packages Complete – When all turnover events are marked as Accepted on SM.30.06 Turnover Packages.
Final Payment Made – When the final invoice has a cumulative paid value equal to the total agreement value on SM.20.11 Subcontract Administration (Invoices tab).
Backcharges Closed – When all backcharges assigned to the agreement are marked as Closed on SM.40.05 Backcharges.