The Subcontract ManagerIntroductionThe Subcontract Manager is used to define and maintain subcontract bills, register subcontractors and assign them to specific subcontracts.

Subcontractor progress quantities are controlled through the subcontract bills together with other subcontractor costs, claims, charges, materials on site and VO’s, culminating in Subcontractor valuations and certificates. It is integrated with the Candy main BOQ, the Subcontract Adjudicator and Subcontract Liability reporting system.

The Subcontract ManagerCreating SubcontractsSubcontracts already setup and priced in the Subcontract Adjudication system can be brought directly into the Subcontract Manager including rates from a chosen subcontractor. New subcontracts can be entered in the Subcontract Manager and the bills populated by dragging items from the main BOQ. Once a new subcontract and its bill are established, it is awarded to a Subcontractor and his rates are entered into the subcontract bill. Information about the Subcontractor in the Subcontract Database can be used to populate the appropriate fields required about a Subcontractor.

The Subcontract ManagerProgress valuationsThe Subcontractor’s monthly quantities can be entered to record progress and to handle the Subcontractor’s certificate. Additional cost items such as extras, contras, materials on site, etc can be recorded to complete the monthly certification process. The Subcontractor submits his progress as “Invoice quantity”, you evaluate his actual progress as “Due quantity” and authorise the “Pay quantity” for the certificate. These terms are used to avoid confusion with the main contract. The Due quantity represents the Actual quantity in your BOQ, and the difference between the Due and Pay quantities becomes the Liability quantity.

OtherMultiple subcontracts can be entered against BOQ items, each subcontract having its own “awarded quantities” with subcontractor specific rates. Labour-only or supply-only subcontracts can be handled as well, where only a part of a BOQ item is covered by the subcontract. Different descriptions, units and factored quantities can be accommodated on these subcontract bills to suit the subcontractor’s more narrow view of the BOQ item.

The Subcontract Manager

Stages of the processThere are several stages in the use of the Subcontract Manager and these are discussed in the following slides:

1. Getting there2. Create Subcontracts3. Subcontract bill4. Subcontract bill and the BOQ5. Many Subcontracts to BOQ items6. Progressing a subcontract7. Subcontractors 8. Making Certificate Templates9. Subcontract liability10. Subcontracts summary11. VO’s

The Subcontract Manager

Getting there…

Getting there

On the Valuations tab1 call up the Subcontract Manager from the

menubar2 or use the S/C icon3 to display the Subcontract Manager selector.

The help icon on the menu4 gives you detailed information about the Subcontract Manager. You will also find help on dialogs and there’s a help

icon in the top right of documents5.

Subcontract Manager is only available in Valuations

Subcontract Manager2

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The Selector

A typical Subcontract Manager selector will look something like this.

On a new job it will be empty and you need to register the subcontracts as discussed in the next slides.

The panel on the left1 is a list of the subcontracts and the panel on the

right2 holds information about the subcontractor who was awarded each subcontract.

We’ll focus on the subcontracts first and return to the subcontractors later.

Subcontract Manager

Subcontract ‘awarded’ to this subcontractor

List of Subcontracts

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Creating a Subcontract

Making a subcontract

The New button1 is used to create

subcontracts – it displays this dialog2 where there are three ways to make a subcontract:

A. Choose a subcontract from the Subcontract Adjudicator.

B. Select a Package code from the list of your standard Subcontract Packages.

C. Enter a code and description.

Choice A3 is the best method if you have packages in the Subcontract Adjudicator - it copies the package bill and rates directly into a subcontract.

We will use this method for now….

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Subcontract from a Package

The packages in the Subcontract Adjudicator are displayed with a list of the subcontractors in each package.

For example, if you select the package

EARTH1 and then OK, EARTH will be installed in the Subcontract Manager and the package bill will be copied as the bill for subcontract EARTH.

However, selecting a subcontractor2

from the list for EARTH, installs the package bill and the rates for that subcontractor.

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Subcontract from a Package (cont)

So now a new subcontract called

EARTH1 has been registered in the Subcontract Manager selector and

subcontractor Diggers2 has been ‘awarded’ the job.

We will return here later to discuss the completion of this screen and the other tabs for subcontractor Diggers.

We’ll now focus on the subcontract bill and how it relates to the BOQ.

Double-clicking on EARTH (or Enter) displays the bill for this subcontract…

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The Subcontract bill

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The Subcontract bill

This is the bill created from the EARTH package from the Subcontract Adjudicator, including the rates for

subcontractor Diggers1.

The subcontract name and certificate number are shown in the heading of

the document2.

Bill items can be added at any stage by dragging and dropping from the main BOQ and deleted from the sub- contract bill with Ctrl+Delete.

Note – only items on the main BOQ can be used on a subcontract bill and their order is determined by the BOQ. Relevant headings are automatically included in the subcontract bills.

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Subcontract bill layouts

There are a large number of columns available for the S/C bill.

The column picker is used for changing columns on the bill. The menu item

Add/Remove columns1 on the View menu or Ctrl+F1 displays it.

Also from the View menu, use Select

another layout2 to display a list of the documents in the S/C Document Manager - you can swap the current document with any of these.

The Tools menu on the Subcontract manager selector gives you access to the S/C Document Manager where you can select other layouts or make your own.

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Fix doc list

The Subcontract bill&

the main BOQ

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The main BOQ

Document 8.1 is useful to see the subcontracts against BOQ items.

The subcontract codes are shown

against the BOQ items1 and the Final

quantity of each item is ‘awarded’2 to the subcontract.

Changing the Awarded quantity of the second item to 6,000 immediately shows 4,807.07 in the S/C Over/Under

column3.

If another subcontract were to use item B as well, it would be awarded the quantity in the S/C Over/Under column as shown in subsequent slides.

Note: Final quantities are grey when they reflect the Bill quantities.

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Allocating from the main BOQ

Items from the main BOQ can be registered on a subcontract at any time.

Right-click in the Subcontract code

column1 and select from the list of

subcontracts2.

There’s only one subcontract in our list so far and choosing it will put this BOQ item onto the subcontract bill and award it the Final quantity.

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Many subcontracts to items in the main BOQ

Making another subcontract

More than one subcontract can be allocated to a BOQ item – to illustrate this we need to make another subcontract.

Use the New button for the dialog

used to make a new subcontract1.

Use method C this time and enter the code for a second earthworks

subcontract2. This makes the entry on

the left for the new subcontract3 EARTH2.

Double clicking on EARTH2 displays its subcontract bill…

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Populating the subcontract bill

EARTH2 had a blank bill - it was not made from a Subcontract Adjudicator package and therefore had no pre-existing bill.

Getting BOQ items onto a subcontract bill is simple. From a BOQ document (8.1 from the Valuations Document

Manager is best) drag items1 from the main BOQ to EARTH2.

The quantities in the S/C Over/Under column on the BOQ were awarded to the subcontract items as they were

dropped onto the Subcontract bill2.

Subcontract Manager

Copy & Paste or Drag & Drop selected BOQ items onto the subcontract bill

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The BOQ view of subcontracts

Multiple subcontracts against a BOQ

item are shown as a list of codes1.

Here we can see both EARTH and EARTH2 against some BOQ items, each with its own quantities and rates.

The quantities ‘awarded’ should add

up to the Final quantity2.

Any ‘un-allocated’ quantities of the BOQ items are shown in the S/C

Over/Under column3. This may be correct if the main contractor intends handling some of the work, otherwise this column should be blank.

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Progressing a Subcontract

Subcontract progress

On the Subcontract Manager selector, the Tools menu gives you access to the

S/C Document Manager1 – choose 2.2

to handle subcontract progress2.

Hint: which bill document is displayed when you select a subcontract?

The last bill document you chose becomes the ‘default’ bill until you choose a different S/C bill, which takes over as the default. So if you double click on EARTH to display its bill, the default document will be used.

To make a new bill document, come back to the S/C Document Manager shown here.

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Entering Subcontract progress

The quantity columns shown here1 are those used for recording progress:

Invoice quantity: the subcontractor’s claimed quantity – say 1,000.Due quantity: your measured quantity of his actual progress – say 800.Pay quantity: the quantity you approve for payment – say 700.

The Due quantity is reflected on the BOQ as your Actual quantity, while the Pay quantity is used to calculate your cost for this item. The difference between Due and Pay is the Liability quantity.

The terms Invoice, Due and Pay are used to avoid confusion with Actual, Claim and Paid in the main contract.

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Subcontractors on the BOQ

There are a large number of columns available for displaying subcontract

information against BOQ items1.

You can make new BOQ documents showing the subcontract columns you want either in the main Valuations

Document Manager on the Toolbar2or they can be kept on the S/C Document Manager shown previously.

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The Subcontractor

The Subcontractor

We now have the two subcontracts,

EARTH and EARTH2 established1.

We created EARTH using the package from the Subcontract Adjudicator and

chose Diggers2 as the Subcontractor.

We now need to complete the Details

tab3 for Diggers and then deal with

the other tabs for this subcontractor4.

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The Details tab1

The Details tab holds information about the subcontractor.

If you have data in the Subcontractor Database, clicking on the S/C code

field2 displays a list of subcontractors in your database.

In this example, choosing Diggers from our list populates the fields of this tab with the database information.

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The Details tab1 (cont)

The information in these fields can be used on certificates or printed reports for the subcontractor.

The Cost code2 entered against the subcontractor is the code that will be used to record all allowables and costs related to this subcontract.

The popup list displays the Cost codes defined in the Definitions & Settings.

The Cost code is mandatory and must be entered for each subcontract.

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2The Contract tab1

The information in the Contract tab is not mandatory but provides a place to record information relevant to the subcontract.

Contract document:2 A copy of the contract documentation can be stored in the S/C External Documents folder – click on this button to go to it.

Guarantee:3 The type of guarantee and details about it are entered here.

Amounts:4 These values are updated automatically showing the current progress status for the contract.

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The Extras tab1

Extras:2 Any additional work the subcontractor does outside of his bill should be recorded here. These are “internal VO’s”.

Repairs charged:3 Charges from one subcontractor to another can be entered here. A reciprocal charge will

be shown on the Charges tab4 of the other subcontractor.

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The Charges tab1

Contra charges:2 Charges from the main contractor to the subcontractor are entered here.

Charges from Subcontractors:3 All charges for repairs from other sub- contractors will appear here.

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The Materials on Site tab1

The subcontractor’s materials on site2 are recorded here each month.

When the next certificate is setup (in the Summary tab), last month’s MOS entries are frozen and become the previous month’s MOS on the certificate.

The previous month’s MOS is subtracted from the certificate and the current month’s MOS is added.

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The Certificate tab1

The previous and current certificates

are listed here2.

The current certificate can be sent to Excel. You create your own Excel templates and specify which template each subcontract must use.

If you don’t have templates, a default

CCS template3 is provided as well as a path to a folder where it and all future

certificates will be stored4.

The Export to Template5 button writes the current certificate to the template and stores the spreadsheet in the folder specified.

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The Certificate spreadsheet1

The certificate is displayed on the

screen1 and stored in the folder with all previous certificates.

If you make changes and Export to Template again, the currently stored certificate will be overwritten – ie you can only have one current copy.

When the Next certificate2 button is used, the current certificate becomes the previous month’s certificate. All previous month’s certificate spread- sheets are preserved and cannot be changed.

The next certificate action moves the current quantities in the S/C bill to previous and the certificate number is advanced.

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Making Certificate Templates

Creating Certificate templates

The certificate data is written to a copy of an Excel template certificate that you nominate. A CCS template is always available and you can modify it or use any Excel certificate.

To make a template, use the Tools

menu1 on the Subcontract Manager and name your template – eg: you may need to make one for domestic and

one for labour-only2 subcontracts.

Next you need to specify the cells where the certificate data is to be written on the spreadsheet…..

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Template definition

On this document you must specify

the folder1 where the template is kept as well as the cells where the Candy data will be placed in the spread-

sheet2.

Once the template is ready it can be specified for use on the certificate tab of a subcontract as described in the previous slides.

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The BOQ view of subcontracts

More than……

Subcontract Manager