Use this screen to print information about vendors that have been identified as subcontractors. When Costpoint uses the word "subcontractor," it is not referring to all workers that are independent contractors or temporary workers. It is identifying only those workers who are performing work for your company and are obliged as a vendor to obtain and maintain certain types of insurance and/or bond status. In addition, some vendors may need to prove their work is free of any liens (legal claim) before payment is released. To learn more about subcontractor status, see Special Topic AP-11, "Subcontractors."
Information regarding insurance and bonds is linked to a project/vendor/type combination. The type refers to the type of insurance or bond. Information regarding liens is linked to a project/vendor combination.
The report is flexible enough to allow for consideration of all combinations of project, vendor, insurance, bond, and lien information. All subcontractor vendors, even those without current A/P vouchers, will be accessed for this report.
Run this report at any time. Prepare the report before each check/EFT run to review which subcontractors are in "default" status in regards to insurance, bonds, and/or liens. You should also run this report in tandem with the Cash Requirements Report because no subcontractor status is taken into account when information is compiled for the Cash Requirements Report.
To obtain the most accurate information, we suggest that you do not prepare this report when information on new subcontractors is being entered in the Maintain Vendors screen or the Maintain Subcontractor Insurance, Maintain Subcontractor Bonds, or Maintain Subcontractor Liens screens.
Use the fields in this group box to select one project or a range of projects for which to prepare the report.
Use this drop-down box to select the range of projects to include on this report. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the starting project ID for the range you want to include in the report. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
Enter, or use Lookup to select, the ending project ID for the range you want to include in the report. If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.
Use the fields in this group box to select one vendor or a range of vendors for which to prepare the report.
Use this drop-down box to select the range of vendors to include on this report. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the starting vendor ID for the range you want to include in the report. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
Enter, or use Lookup to select, the ending vendor ID for the range you want to include in the report. If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.
Use this group box to select Expired, Effective, or All project/vendor/type combinations. If you select Expired or Effective combinations, the Date field will be enabled, allowing you to customize your report. If you select All combinations, the Date field will be disabled.
If you select this radio button, only those project/vendor/type combinations that have expired insurance/bonds or have an active lien on the date entered in the Date field will be included in the report. This radio button is the system default.
If you select this radio button, only those project/vendor/type combinations that have effective insurance/bonds or have no active liens on the date entered in the Date field will be included in the report.
If you select this radio button, every project/vendor/type combination will be included in the report.
If you selected the Expired or Effective radio buttons, enter the as-of date here. For example, if you selected the Expired radio button and enter 12/10/2003 in the Date field, only those project/vendor/type combinations that have expired insurance/bonds or have an active lien as of 12/10/2003 will be included in the report. The default is the system (today's) date. If you selected the All radio button, this field will be disabled.
Use the options in this group box to sort by either project or vendor. The system default is project.
Select this radio button to sort the report by project ID. This is the system default.
Select this radio button to sort by vendor ID.
Select this checkbox to produce a report that begins each new ID, either project or vendor, on a new page.
Select the appropriate checkboxes to include insurance, bond, or lien information in your report. There is no default.
Select this checkbox to include subcontractors with insurance information in your report.
Select this checkbox to include subcontractors with bond information in your report.
Select this checkbox to include subcontractors with lien information in your report.
Use the fields in this group box to report on one or more of the existing insurance types. This group box will be available only if you have selected the Insurance Certificate checkbox.
Use this drop-down box to select the range of insurance types to include on this report. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the starting insurance policy type for the range you want to include on the report. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
Enter, or use Lookup to select, the ending insurance policy type for the range you want to include in the report. If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.
Use the fields in this group box to report on one or more of the existing bond types. This group box will be available only if you have selected the Bond Information checkbox.
Use this drop-down box to select the range of bond types to include on this report. Valid options are "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Use Lookup or enter the starting bond type for the range you want to include in the report. If you select "All" or "From Beginning" in the Range Option field, this field will be inactive.
Enter, or use Lookup to select, the ending bond type for the range you want to include in the report. If you select "All," "One," or "To End" in the Range Option field, this field will be inactive.