Work with Compliance Requirements

During the submission of cost payment applications or contracts, subcontractors often have to provide a large volume of supporting documentation to general contractors. With the compliance requirements workflow, you can track and store lien waivers or certificates of insurance and bonding.

Set Up Compliance Requirements

You can define compliance requirements for contracts and cost payment applications. To do so, see the Work with Compliance Requirements section in the Cost settings.

Make Compliance Requirements Optional or Required

As a project administrator, you can modify compliance requirements for each contract and cost payment application in the Compliance Requirements section in their details panel.

You can switch between the Make Optional and Make Required options. To do so, click the More menu next to the compliance requirement. If all requirements are made optional, the instance will be considered compliant and can be submitted.

Note: The compliance column in the contract overview table displays the status. Administrators have the ability to unblock and allow Cost Payment Application actions if compliance requirements are pending.

Set Up Expiration Dates for Compliance Requirements

You can also set a document expiration date for each item that requires it.

After an expiration date is set, it will appear on the calendar view of the home page and in the Compliance Document Exp. Date column.

To add the Compliance Document Exp. Date column to the contract table view:

  1. Go to the Contract subtab in the Cost tab.
  2. Click the icon.
  3. Find the Compliance Document Exp. Date column on the list and click it.

The new column will show up in the Dates section of the table. Grouping items by dates allows you to quickly see the expiration dates.

Note: If there are multiple expiration dates for multiple compliance requirements, only the latest expiration dates will be displayed on the calendar view and list view.

Upload Compliance Requirements Documents

As a member with collaborate permission, you may want to submit a cost payment application or a contract. When a compliance requirement is added, you will see a note: Unfulfilled compliance requirements. The Submit button is not available until you add all the necessary documents.

To do so, see the Compliance Requirements section in the cost payment application details panel or contract item.

To add a required document, click Add Document, and choose from the options:

Note: Since the document is added as a compliance requirement, modifying it will be limited. Documents used in this way are labeled as Referenced in Compliance Requirements.

The requirement is fulfilled when at least one document is added. You may be asked to provide optional documents as well. Now, you can click Submit.

Tip: You can open, download, or remove added documents. Removing a document from the requirement doesn’t delete it from Attachments or Document Package. This option is unavailable once the application is submitted.

Parent page: Manage Documents in Cost Management