Maintaining a Subcontract Payment

The Subcontract Payment Summary contains all the information currently recorded for the subcontract payment.

To access the Subcontract Payment Summary, click the Subcontract Payments tab on the Contract Payment Summary and then select Open Sub Contractor Payment Summary from the Actions menu on the subcontract payment row.

The Subcontract Payment Summary component opens on the General tab, which allows you to view or change the following information:

• Payer Name

• Payer Short Name

• Payee Vendor ID

• Payee Payment Number

• Date Paid

• Payment Type

• Paid Amount

• Total Paid to Date

• DBE Firm Indicator

• DBE Commitment Indicator

• Payee Work Complete Indicator

Click in a field and add, change, or delete information as required.

• Note: You can only add, change, or delete information that was added to the system manually. Information imported from an external application cannot be changed.

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

Withholding	Click this tab to change withholding information for this subcontract payment (see Maintaining Subcontract Payment Withholding).
Endorsement	Click this tab to change endorsement information for the subcontract payment (see Maintaining Subcontract Payment Endorsements).
Items	Click this tab to change the payment items associated with this subcontractor payment (see Maintaining Subcontract Payment Items). Note: This tab is only available if the Subcontractor Payment Detail agency option is set to Contract Pay Items.
Work Types	Click this tab to change work type information associated with this subcontractor payment (see Maintaining Subcontract Payment Work Types. Note: This tab is only available if the Subcontractor Payment Detail agency option is set to Work Types.

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

To add a new subcontract payment to the same subcontractor as the current subcontractor payment, select Add New Payment Same Payer from the Actions menu on the component header.

To add a new subcontract payment to the payee on the current subcontract payment, select Add New Payment From Payee from the Actions menu on the component header.

Reviewing a Subcontract Payment

When a prime contractor submits subcontractor payment information to the agency and the information is received in Civil Rights & Labor, the application automatically flags the Payment Data Awaiting Review check box in the associated Contract, Contract Payment, and Subcontractor Payment records.

The agency's compliance officer is also automatically notified by email that the subcontractor payment information has been received so that it can be reviewed. Notification includes the prime contractor, contract and estimate information for the payment.

Follow these steps to review the subcontractor payment:

1. Review the payment information, making any necessary changes.

2. Select Review Endorsement from the Actions menu on the component header.
   
   The system opens a Review Endorsement modal window. See Reviewing Subcontractor Payment Information for more information about completing the review process.

3. In the Review Endorsement window, click in the Agency Reviewer Comments field and type any comments you need to record for the subcontract payment review.

4. Click the Save button.
   
   The system saves your comments in the subcontract payment record and closes the modal window.

Related topics:

Managing Subcontract Payments

Adding a Subcontractor Payment

Reviewing Subcontractor Payment Information