🚀 Project kickoff
Subcontracts are signed, collected, and stored before work starts
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🚀 Project kickoff
Subcontractor certificates of insurance (COI) collected before work begins
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🚀 Project kickoff
Limits checked on subcontractor COIs before work begins
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🚀 Project kickoff
All subcontractor licenses are reviewed before work begins
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🚀 Project kickoff
All subcontractor safety plans are collected, reviewed, and stored before work begins
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🚀 Project kickoff
Each subcontractor's schedule of values is reviewed & approved by a project manager before the first invoice is submitted by the subcontractor
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🛠 Progress billing
A standard payment application is submitted with each subcontractor's payment application
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🛠 Progress billing
An accurate PARTIAL CONDITIONAL lien waiver is submitted with each subcontractor's payment application
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🛠 Progress billing
Subcontractors report lower tier subcontractors and/or vendors when applicable
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🛠 Progress billing
If lower tier vendors are used, sworn statements and/or affidavits are required to be submitted?
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🛠 Progress billing
When stored material is billed for, is backup documentation required before processing
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🛠 Progress billing
Subcontractor compliance expiration dates are tracked monthly
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
🛠 Progress billing
Change orders are signed by all parties before allowing subcontractors to bill for the work contained in the change order
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
💸 Progress payments
Accurate PARTIAL UNCONDITIONAL lien waivers are collected from all subcontractors BEFORE payment is sent
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
💸 Progress payments
If lower tier subcontractors & vendors are used, are accurate lien waivers collected before issuing payment
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
💸 Progress payments
What payment method do you primarily use to pay your subcontractors?
*
Check
ACH
3rd party provider
💸 Progress payments
How do you track subcontractor payment/bank information?
*
Spreadsheet
Paper
ERP/Accounting system
External payment provider
Other
✅ Project closeout
Accurate FINAL CONDITIONAL lien waivers are collected from all PRIME SUBCONTRACTORS on the final payment application
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
✅ Project closeout
Accurate FINAL UNCONDITIONAL lien waivers are collected from all PRIME SUBCONTRACTORS on the final payment application
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
✅ Project closeout
Accurate FINAL UNCONDITIONAL lien waivers are collected from all LOWER-TIER SUBCONTRACTORS & VENDORS on the final payment application
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
✅ Project closeout
All closeout documents and warranty forms submitted prior to final payment
*
Always
Most of the time
Sometimes
Rarely
Never
Only when our client requires it
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Complete Assessment
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🔎 Self evaluation
How risky do you think your subcontractor billing, compliance, and payment process is today?
*
Little to no risk
1
2
3
4
Very risky
5
1 is Little to no risk, 5 is Very risky
There is always room for improvement and efficiencies. Do you have a timeline for looking at improvements?
*
Urgent! We need help now
We are identifying gaps and will prioritize after an evaluation period
Just wanted to see how we stack up
We don't really have issues with our process today
Other
🔎 Self evaluation
Select a revenue range for your company
This is an optional field but filling it out will lead to a more accurate assessment
$0 - $5m
$6m - $25m
$26m - $75m
$76m - $150m
$151m - $300m
$301m - $600m
$600m - $1b
$1b - $3b
$3b +
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