Subcontractor Overview & Management

• Centralized Database: Maintain a roster of subcontractors with profiles including trade types, contact information, and historical performance
• Advanced Filtering: Filter by trade type, ConStrat Score, custom scores, active contracts, contractor status, and financial metrics (approved/committed/available spend)
• At-a-Glance Metrics: View total contractors, active contractors, average scores, total projects, and high-risk contractor counts
• Multi-Score System: Track both ConStrat standardized scores and custom internal scoring

Risk Assessment Dashboard

• Three-Tier Risk Classification: Automatically categorize contractors as High Risk, Medium Risk, or Low Risk
• Real-Time Risk Alerts: Notifications for:
  • Performance score declines
  • Insurance policy expirations
  • Financial health concerns
  • Project delays or issues
• Project Risk Analysis: Identify projects at risk with visibility into alert counts, contractor counts, and total spend per project
• Proactive Monitoring: Address issues before they impact timelines or budgets

Financial Health Tracking

• Payment Reliability: Monitor on-time payment percentages across subcontractors
• Insurance Coverage: Track insurance status and adequacy across your contractor base
• Bonding Capacity: View total available bonding capacity to ensure contractors can handle project scopes
• Financial Alerts: Get notified of concerning financial trends or changes in contractor financial stability

Resource Planning & Budget Management

• Trade Type Financial Allocation: Visualize approved, committed, and available spend by trade type with color-coded thresholds (green <50%, yellow 50-70%, orange 70-80%, red 80%+)
• Project-Level Allocation Tracking: See contractor allocations across active projects with total spend per project
• Budget Oversight: Monitor committed vs. approved spend to prevent budget overruns
• Capacity Planning: Identify available spend capacity by trade type for new project planning

Performance Trends & Analytics

• CFI Score Trends: Track Construction Financial Intelligence (CFI) scores over time with multi-month trend analysis
• Completion Rate Tracking: Monitor project completion rates by contractor to identify top performers
• Performance Insights: Receive automated insights on contractor performance trends, improvements, and concerns
• Historical Analysis: Compare contractor performance across multiple projects and time periods

Compliance Management

• Insurance Expiry Tracking: Monitor insurance expiration dates with alerts for items expiring within 30 days
• License Management: Track contractor license expiration dates and renewal status
• Compliance Metrics: View percentage of contractors with valid insurance and licenses
• Automated Alerts: Get notified of expired or expiring compliance documents with severity-based prioritization (high/medium/low)

Program Manager Workflow

1. Discovery & Evaluation: Use the Overview tab to filter and identify potential subcontractors by trade type, scores, and financial capacity
2. Risk Assessment: Review the Risk Assessment tab to evaluate contractor risk levels and identify any active alerts
3. Financial Verification: Check the Financial Health tab to verify payment reliability, insurance coverage, and bonding capacity
4. Resource Planning: Use the Resource Planning tab to ensure adequate budget allocation and contractor capacity for your project needs
5. Performance Review: Analyze the Performance Trends tab to understand historical performance and completion rates
6. Compliance Check: Verify all compliance requirements are met through the Compliance tab before finalizing contracts
7. Ongoing Monitoring: Continuously monitor contractor performance, financial health, and compliance throughout project execution

Benefits

• Reduce Risk: Proactively identify and mitigate contractor-related risks before they impact projects
• Optimize Budget: Track and manage spend allocation across trade types and projects to prevent overruns
• Ensure Compliance: Automatically monitor insurance and license expirations to maintain regulatory compliance
• Improve Performance: Use historical data and trends to select and retain high-performing contractors
• Streamline Procurement: Centralize all subcontractor information and evaluation criteria in one platform