SUBCONTRACTOR MANAGEMENT AND OVERSIGHT WORKFLOW

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Subcontractor Profile: Fetch existing subcontractor details from the Subcontractor Data Model (tax ID, contact info, insurance status).
[ ] Create Compliance Audit Entry: Generate a new entry in the Compliance Audit Data Model to initiate the vetting process.
[ ] Assign Compliance Review Task: Create a task for the Procurement Officer to review the submitted insurance and certification documents.
[ ] Document Verification Checklist: Standardized checklist within the Compliance Task: verify COI, W-9, and Safety Certifications.
[ ] Update Subcontractor Status: Update the 'Status' field in the Subcontractor Data Model to 'Approved' or 'Rejected' based on audit results.
[ ] Notify Subcontractor of Approval: Send an automated email to the subcontractor with their onboarding instructions and next steps.
[ ] Create Service Agreement/PO: Create a new entry in the Contracts Data Model representing the work order or purchase order.
[ ] Calculate Total Contract Value: Execute a formula: (Base Labor Cost + Material Costs + Contingency %) to determine the total budget.
[ ] Retrieve Milestone Deadlines: Fetch all scheduled milestones associated with the specific work order from the Schedule Data Model.
[ ] Assign Site Supervision Task: Create a task for the Project Manager to oversee the commencement of work on-site.
[ ] Log Work Progress: Update the 'Current Progress %' in the Work Order Data Model based on completed milestones.
[ ] Calculate Total Spend to Date: Aggregate all 'Invoice Amount' entries linked to this Subcontractor to track budget consumption.
[ ] Fetch Pending Invoices: Retrieve all entries from the Invoicing Data Model that are marked as 'Unpaid' for this subcontractor.
[ ] Update Payment Status: Update the invoice entry status to 'Processed' once payment authorization is complete.
[ ] Urgent Safety Alert SMS: Send an SMS notification to the subcontractor lead in case of an urgent site safety violation or change.
[ ] Generate Monthly Performance Report: Create a report aggregating subcontractor KPIs, including safety incidents, timeliness, and quality scores.
[ ] Remove Inactive Subcontractor Records: Delete temporary/draft subcontractor entries that were not completed during the onboarding phase.

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