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  • . 1

    Wrap Portal Your CCIP Management Portal Enrollment Instructions

  • . 2

    Table of Contents

    Before we begin ........................................................................................................ 3

    Introduction Video .................................................................................................... 3

    Lets get started ........................................................................................................ 4

    Whats Next .............................................................................................................. 9

    Introducing your new CCIP Management Portal

    To make your enrollment into CCIP fast and easy, we are launching this new customized portal.

    This system helps you by eliminating re-entry of data, sends automated alerts and

    notifications, provides real-time reporting, has mobile access capability and built

    on a modern scalable technology. We hope you will find this system to be helpful

    in making the process of enrollment and reporting into your CCIP program easier.

    Please provide us your feedback on your experience and how we can make

    improvements to better serve you.

    file://Mac/Home/Desktop/ATCIP%20Online.docx%23_Toc431487326file://Mac/Home/Desktop/ATCIP%20Online.docx%23_Toc431487327

  • . 3

    Before we begin

    1) You should have already received an email from your CCIP administrator with an invitation

    to the portal which contains your login access to the system. If you did not receive this

    invitation, please contact your administrator.

    2) In order to complete your enrollment, you will need information about your company

    including the Legal Status and TAX ID. You will also need information about the project

    that you are enrolling, including the contract value, estimated payroll, start date and sub-

    contractors that will be working under your contract. In additon you will need your genreal

    liability rate and your workers compensation class codes and rates. Have this information

    handy before beginning your enrollment.

    Introduction Video

    Enrollment instructions contained in this document can also be found in a video

    at pwb.getenrolled.us/intro

    https://pwb.getenrolled.us/intro

  • . 4

    Lets get started

    HOMEPAGE

    You can navigate to the

    homepage by going to

    https://pwb.getenrolled.us

    Enter the login and

    password that was provided

    in your invitation email from

    your CCIP Administrator. If

    you have one from old

    system it will be the same.

    WELCOME PAGE

    This welcome page is

    prompted only the first time

    you access the system.

    Click Continue to go to the

    next step.

    RESET PASSWORD

    Reset your password by

    entering a new password

    into the text boxes twice,

    then click Continue.

    https://pwb.getenrolled.us/

  • . 5

    VERIFY / UPDATE CONTACT INFORMATION

    Verify and update your

    contact information then

    click Continue.

    VERIFY / UPDATE ADDRESS

    Verify and update your

    physical and mailing

    address then click Continue.

    COMPLETE SETUP

    Review tips, watch the

    intro video, then click

    Finish.

  • . 6

    ALERT

    An alert will be prompted

    indicating you have a new

    project. Click on the

    project to get started. It

    will open a new window

    with your enrollment

    form.

    Note: Anytime you

    navigate to the homepage

    and if you have an alert,

    this alert pop-up will be

    prompted.

    COMPANY AND CONTACT INFORMATION

    Fill in or verify your

    company and contact

    information then click

    Save and Continue.

  • . 7

    CONTRACT INFORMATION

    Fill in your contractor cost

    information and describe

    your scope of work.

    If you do not have any sub-

    contractors, click Save and

    Continue and skip to the

    next page.

    If you have sub-contractors

    working for you, turn the

    switch in the Sub

    Contractor Info section

    from red to green.

    Once the switch is turned

    to green, you will notice a

    section will appear that will

    hold your sub-contractor

    information. Click on

    to start adding your

    sub-contractors.

    When the Add Sub Contractor screen

    appears, enter the contract value,

    select the contract from the list of

    contractor. If the contractor does not

    appear in the list, click the text in

    green click here to add a new

    contractor. Next, enter the Trade the sub-contractor will be performing, then

    select from the list that appears. If you do not have that information, just type

    0000 or Unknown, then click Next. An email invite will be sent to the sub-

  • . 8

    contractor to login to this system and complete their own enrollment. Use the

    steps above to add all your sub-contractors, then click Save and Continue.

    ENROLLMENT SUMMARY

    On this screen, review all the

    information you have filled in

    for accuracy. Then select the check box to verify As required by section 11.2

    of the Contract Documents, the Certificate of Insurance for non-OCIP coverage

    has been forward to the General Contractor, then click Confirm and Continue.

    ENROLLMENT CONFIRMATION

    You are almost done.

    Click on the blue link

    Click here (indicated

    by the first red arrow

    on the left) to

    download the

    enrollment document.

    Print, sign, scan and

    upload the document

    by clicking

    next to the second red arrow on the left. Find the

    scanned document on your computer, then click the Upload button.

    Once you have uploaded the signed document, click on Finish and Close.

    You are done

  • . 9

    Whats Next

    Your submission will be in Pending Review until it is reviewed by an

    administrator. Once your submission is approved, the administrator will issue

    your enrollment Certificate of Enrollment and send it to you via email.

    You can go to My Projects

    on the left menu to check

    progress. Status legend at

    the bottom will give you

    details on the meaning of

    the status.

    You can go to the Home

    screen to get contact

    information for your

    administrator. Use the Alerts

    section on the top right of

    the home page to keep track

    of any action items or new

    project enrollments. The

    calendar feature will alert you

    of any important dates. The

    Document Sharing feature will show you any important documents being

    shared for your project.

  • . 10

    Note: This document and supporting material contains confidential and proprietary information

    and are intended solely for helping contractors enroll into their insurance program. If you are

    not the intended recipient or an agent responsible for delivering it to the intended recipient, you

    are hereby notified that you have received this document in error and that any review,

    dissemination, copying, or the taking of any action based on the contents of this information is

    strictly prohibited. If you have received this communication in error, please notify us immediately

    by e-mail, and delete the original message.

  • CCIP INSURANCE & PROCEDURES MANUAL

    For Subcontractors

    Program Administrator AIMS Insurance Program Managers 1418 N. Scottsdale Rd. Suite 100

    Scottsdale AZ 85257 Phone 602.635.4840 Fax 480.991.0634

    AIMS Insurance Program Managers, Inc. 2014

  • This manual was prepared by AIMS Insurance Program Managers for the benefit of PWBs subcontractors. It is intended to provide CCIP administrative information, not legal or insurance advice. Users of this manual are strongly encouraged to seek advice from competent insurance and legal professionals regarding the CCIP. This manual is not intended to supplant the other insurance duties and obligations in your subcontract agreement. You may direct any questions you have regarding this manual to AIMS Insurance Program Managers. Unauthorized use by other than participants in the CCIP or reprinting of this manual without written consent is not permitted.

    AIMS Insurance Program Managers, Inc. 2014

  • Table of Contents Overview 4 This Manual 4 Eligibility 4 Your Bid Submission 4 Required Documents 5

    Getting Started and Managing the Subcontractors Obligations 6 Phase 1: Enrollment 6 Phase 2: Monthly Payroll (Work in Progress Data Entry) 16 Phase 3: Close Out Process 20

    Reports & Other Useful Information 21 Certificates 23 Renewals (Off-site coverages) 24 Contacts 25

    Appendices 26 Appendix A: CCIP Coverage Outline 26 Appendix B: Exhibit C 28

    AIMS Insurance Program Managers, Inc. 2014

  • Overview Pacific West Builders (PWB) insures its projects under a Contractor Controlled Insurance Program [CCIP, or wrap-up]. The CCIP is a consolidated insurance program providing first-dollar [no deductible] workers compensation, general liability and umbrella/excess coverage for all eligible and enrolled subcontractors working on PWBs jobsites. All enrolled subs including all sub-tier subs are included for work they perform on the jobsite. The CCIP replaces their individual policies for all such work. Each sub of any tier must

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