Maintaining a Subcontract

The Subcontract Summary contains all the information currently recorded about the subcontract, including subcontract items and trucking information. To access the Subcontract Summary, navigate to the Subcontract Overview, locate the row for the subcontract, and then click the Sub Num link or select Open from the Actions menu on the subcontract row.

• Note: To maintain the accuracy the Uniform Report of DBE Commitments/Awards and Payments report, amounts can be entered either in the Trucker Amount, Broker Amount, and Supplier Amount fields on the Detail tab, or on the Items tab, but not both.

The Subcontract Summary component opens on the Detail tab, which allows you to view or change information in these fields:

• Subcontract Number

• Vendor

• Subcontract Type

• Use Approved Vendor Work Classes

• Parent Subcontract Number

• Total Calculated Items Total

• Total Subcontract Amount

• Total Sub Extended Amount

In the Work Classifications section, you can view or change information in these fields:

• Name  

• Consent Date

• Exclude Tier-1 Subcontract with Items from Threshold Calcs

• Ready for Review Date

• Comments

• DBE Certified

• DBE Commitment

• Trucker

• Supplier

• Broker

• Inactive Date

Click in a field and add, change, or delete information as required. To add an additional work classification, click the empty Name field in the Work Classifications section, and then select a value from the drop-down list. The system automatically adds another empty Name field. You can continue adding multiple work classifications as needed.

• Note: If the Use Approved Vendor Work Classes check box is selected, the drop-down list available when you click in the Name field in the Work Classifications section is filtered to include only those values from the VWRKCLS code table and RefVendorWorkClass table that are approved for this vendor.

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.

To add a new subcontract to the contract record, select Add New from the Actions menu on the component header. The system takes you to the Add Subcontract component (see Adding a Subcontract).

To maintain additional information for the subcontract, click the following tabs:

Items	Click this tab to view a list of all the items assigned to the subcontract, with unit prices and extended amounts (see Maintaining Subcontract Items).
Trucking	Click this tab to view a list of all the trucking firms associated with the subcontract (see Maintaining Subcontract Trucking).
Truck Types	Click this tab to go to a list of all the truck types currently associated with the trucking firm (see Maintaining Subcontractor Truck Types). From this list you can add, change, and delete truck type information.

Related topics:

Managing Subcontracts

Adding a Subcontract