Request to Subcontract
For any subcontractors/suppliers/etc… where work is sub-contracted from the prime contractor, the prime contractor can submit a request to subcontract via ConneX which can then be viewed by the project owner and approved. Alternatively, the project owner can also manually add the list of subcontractors in Construction Management.
To setup approval notifications sent when a prime contractor creates a submittal (including request to subcontract), please use these instructions.
To view and approve subcontractors submitted by the prime contractor:
In the Contract Menu, click on ‘Submittals’.
View the submittal type for ‘Request to subcontract’.
Click on ‘Details’ next to the request.
In the ‘Internal Tracking’ section, click on ‘Edit’.
Select if approved or not approved
Click ‘Save’.
If not other communications are needed for the request, click on ‘Edit’ at top under the Submittal details, and change the status to ‘closed’.
The subcontractor will now show in the ‘Subcontractors’ section in the Contract Menu and the list of organizations available for selection from the inspections section will be limited to include only those organizations in the subcontractor list.
To manually add subcontractors to the contract:
In the Contract Menu, click ‘'Subcontractors'.
Click ‘Add’ and fill out the required fields (notated with an * ).
Click ‘Save’.
The subcontractor will now show in the ‘Subcontractors’ section in the Contract Menu and the list of organizations available for selection from the inspections section will be limited to include only those organizations in the subcontractor list.
If you would like to restrict the list of contractors shown in the Inspections section by those organizations who are added/approved to be subcontractors, enable the setting for ‘Restrict Contractor Options' in Administration Settings, OneOffice Settings.